Page layouts to control the layout and organization of detail and edit pages in Salesforce, the Self-Service Portal, and the Salesforce Customer Portal

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0
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2answers
11 views

Which objects are displayed when i click on related lists , during ediing a page layout on any Object?

Which objects are displayed when i click on related lists , during ediing a page layout on any Object? Some times I don't find the objects I am looking for when i click related lists when editing a ...
1
vote
0answers
13 views

deploying renamed page layout and record types in Prod from FULL

I have recently refreshed my FULL sandbox with Prod. I wish to rename some page Layout and record type name( Label and API name) in FULL. I have added some section to this renamed page layouts and ...
2
votes
1answer
30 views

Is it necessary to include the Page Layouts when deploying new custom objects?

I have a changeset and when I go to View/Add Dependencies, I see this message above a list of page layouts I may add to the changeset: "A dependency is created when one component needs another ...
1
vote
1answer
23 views

How can I add a text link to the create page of an event that will take the user to the create page for another object?

I'm new to Salesforce, and I am trying to add some functionality to the create event page that is basically a link the will take the user the the create page for a custom object. Ideally this would ...
0
votes
0answers
14 views

Remove Public Checkbox from Case Comments

I know "technically" there is no way to remove the Public checkbox from the Case Comment page layout, but has anyone developed a work around? This would be especially useful if it were per record type ...
3
votes
1answer
26 views

Removing lots of fields from an object's layout

I need to work on a SF layout that is currently a total mess, a lot of custom fields, some even repeated and a generally horrible/confusing layout. I'm going over how to streamline this drastically, ...
1
vote
1answer
20 views

specify column for PageBlockSection Item

so I have a bunch of input fields in PageBlockSectionItems to have inline help text. The problem I'm facing is that I want to have an input field in a different column. The main reason is the only ...
0
votes
1answer
15 views

Inserted Visaul froce page on standard layout to display message on top of the page when certain criteria matches.

I have created a visual force page and added that page on top of the standard layout using visual force pages section. My page is to only display a message to user once criteria matches. I am ...
0
votes
1answer
18 views

Enable Knowledge and milestone in cases service console

I am using a service console in the development org. When I create a new case, knowledge and milestone is not displayed in the right side of the screen. I have already checked the checkbox in the ...
0
votes
0answers
16 views

Zendesk New Ticket Layout in Salesforce

I would like to know how in the Zendesk New Ticket Layout in Salesforce I can make the Requester Name and the Requester Email to be not required and to make the Group and the Assignee field required? ...
0
votes
0answers
26 views

Embed visualforce page on standard layout shows up on New/Edit (Lightning Experience)

I've developed a visualforce page for a custom object on Lightning. When I embedded the page to the layout, it is showed in new and edit. I want that works as salesforce classic (show the visualforce ...
0
votes
1answer
15 views

is there any way to see what the differences between two page layouts in terms of contents(fields,related list,components etc.)

how to see what the differences are between two page layouts I just want to see which fields are displayed on one page vs another. This could work like a text comparison feature. For exmple: ...
4
votes
1answer
118 views

Make first name mandatory using validation rule

I had this requirement where I had to make first name mandatory. I used validation rule to do so because you can't make just first name mandatory from the page layout. Now from the user perspective ...
0
votes
2answers
19 views

how to find visualforce page is added or not in pagelayout by Query

I have 100 objects and i need to find for each object and each page layout name if visual-force page is added to that page layout. Is there any way to do this by querying.
5
votes
4answers
382 views

Make contact firstname and lastname mandatory

This is a generic question. I was trying to make the first name and last name field of contact mandatory. Currently only the first name is mandatory. I tried doing this from the page layout. Now I ...
0
votes
1answer
39 views

What level of access to Salesforce backend the client could provide a developer?

I am a web developer and not familiar with Salesforce at all. In a web project, I have been required to implement a donation form with a fairly complicated UI. What I am given tho is a URL that they ...
1
vote
1answer
44 views

The page you submitted was invalid for your session. Please click Save again to confirm your change

I'm getting this error "The page you submitted was invalid for your session. Please click Save again to confirm your change." from an inline Visualforce page on page layout. We have 2 ...
1
vote
1answer
33 views

Updating custom page layout in a Managed Package

I have a Managed Package, including a custom Lead page layout, which was released a while ago. I made a change to the layout and uploaded a new package version (Beta 1). I see in the package ...
2
votes
1answer
50 views

Creating new Custom Object Record; unable to select from 2x Record Types

I haven't encountered this before: I have 2x Record Types (both confirmed Active) on a custom object and both are each assigned to a unique page layout. I double-checked that each page ...
1
vote
1answer
35 views

how to conditionally show a field on standard Edit page layout w/o recordtypes or profiles

How to show any field in Edit Layouts (Not a VF) as per certain value of Field in salesforce. I know If this will be VF we can use rendered but in Object layout how to hide/show any field as per ...
1
vote
2answers
26 views

How to show different Detail page layout of a custom object on the basis of User's Profile's Field's value in salesforce

I have two layouts for a custom object i.e. "Company__c". Now I wan to use a layout according to the selection of a pick-list value in user profile i.e. System Administrator. Lets say I have two ...
2
votes
0answers
16 views

Is it possible to hide a section/ field in service console view vs normal application view?

Looking to hide a section/ field in console view but should be visible in normal detail view. Is there a way to achieve this ? Thanks
1
vote
1answer
21 views

Single Visualforce page to be added in two different Object Page layout

I have VF Page which needs to be added to 2 different Object's Page Layout section. I am not able to refer the VF page unless VFP's StandardController attribute refers to the Object. Is there any way ...
1
vote
1answer
22 views

How do I customize the page layout for adding new accounts

How do i customize the page layout for just the page that renders when I am adding a new account?
0
votes
1answer
66 views

Service Cloud Console sidebars issue - overridden “New” standard page with custom VF page

Quick example to reproduce issue: Create custom object Address__c with lookup to Account. Add Address__c as a related list to Account standard layout. Go to Address__c page layout, click edit, click ...
0
votes
1answer
38 views

Changing Page Layout without Changing Record Type Possible? Case or Workflow

I understand that you have to change record types in order the page layout will change. What if your Record Type is important and you dont want it to change. Instead, you just want certain fields or ...
1
vote
1answer
99 views

Add logic in VisualForce Page within apex repeat

Is it possible to put logic within apex:repeat in VisualForce page? I have code as shown below but instead of executing logic of array split and then displaying table contents, visual force page is ...
0
votes
1answer
52 views

Inline VisualForce page not display in Edit

I just create visualforce page that contains only text and put it inside the page Layout as INLINE VISUALFORCE.I noticed this not display in Edit page but it only display in Detail page.Mean when I ...
0
votes
0answers
26 views

Record Type Object Describe difference between detailLayoutSections and editLayoutSections

Looking at the describe back from Salesforce for an objects record type layout, there are two values returned within the object called; detailLayoutSections editLayoutSections Could anyone shed ...
0
votes
0answers
14 views

Add field to MassMailStageManager

From the contacts page, if you click on Mass Email...when you get to the confirmation and review page, is it possible to add a custom field to that layout? Or is this a case of create a custom VF ...
2
votes
0answers
58 views

Display field ONLY in edit mode using Page Layout

Checkbox field. I want to display checkbox ONLY in edit mode, using standard page layout. Is there any way to achieve this without coding Visualforce page?
3
votes
3answers
64 views

Javascript (inside VF page) in standard layout does not work

I am trying to add javascript to the standard layout in order to hide a button based on a condition. I have created a VF page with the java script and added that page to a section in the standard ...
2
votes
1answer
52 views

Show alert popup on standard page layout on click of standard button “Save”

I need to implement alert popup on standard page layout on click of standard button "Save".How can i achieve it.I tried google but not getting a valid implementation.Any idea would be much ...
0
votes
0answers
28 views

Mass close case option for Cases

Can any one help me out ? I have a requirement ,when i click on the Close cases button for Mass Cases to get closed ,i get few fields displayed as ,Status ,Case Reason and Internal Comments.As per ...
1
vote
2answers
27 views

Embed a page on a standard built-In object layout

I have a page in a managed package and I want to embed it within the standard lead detail view. One way to do this is something like this (taken from here): From the object management settings for ...
0
votes
0answers
17 views

Send email to lead from Case

There is a 'Send a Email' button on 'EmailMessage' related list on Case Page layout. Usually when you click on that button and if there is a contact associated to that Case it will automatically ...
-1
votes
1answer
29 views

Page to run Test Classes [duplicate]

I have a urgent requirement to make a page in which list of all classes be there with the check box embedded and having button Run. If i select one or more than one classes and click on run button(Run ...
1
vote
0answers
36 views

VisualForce page and Page layout together for one page

I have a problem. I have a VisualForce page for "New Case" and should use it only for special Profiles. In another hand, i have Standard Page Layout for "New Case" for other Profiles For accomplish ...
1
vote
1answer
31 views

How to override and add visualforce page to the button

I already have in my Visualforce page the following: <apex:page Controller="CandidateController" > if I add to this: <apex:page standardController="Candidate__c" ...
1
vote
1answer
32 views

How page layout assignments are evaluated

I'm fairly new to salesforce. So please bear with me if this question turns out to be quite basic. I've been doing the migration project from salesforce to Dynamics CRM online and one of the modules ...
0
votes
0answers
16 views

how to use different quote template for different quote record type

I have two quote record type and two quote layout. When I select quote A, when I create PDF, the quote layout should be layout A, and if I select quote record type B, The PDF should be in layout B. ...
1
vote
1answer
25 views

Custom field not displayed on user page layout

I am adding a custom field to the user page layout, with the admin rights, but the field is not showing nor my section. Doest anyone know why ?
0
votes
1answer
27 views

Different page layout in salesforce1

Is that possible to have different page layout for NEW, EDIT and VIEW? i.e; I would like to have specific fields for each layout in salseforce1. For creation of new records, I will have specific ...
0
votes
1answer
24 views

How can I add a Custom Link to a Section that isn't the Custom Link Section?

I'd like to include a custom link that I've created to a section other than the custom links section. Is there anyway to add it to a separate section, or duplicate the custom links section, and have ...
0
votes
1answer
31 views

Change view of contacts in salesforce1

I want to add a button to edit or create a custom object, that I already created and configure, in my Salesforce1. I expect something like that (with the buttons "Edit" and the menu next to: (Image ...
1
vote
0answers
31 views

Hide Related list on parent Page layout for users not in Opportunity Team

I need to hide related list on opp page layout for users who are not an opp Team member. The related list is a custom child object XYZ[Detail] of opportunity[Master]. How to implement it ? Please ...
1
vote
3answers
70 views

Display three fields based upon a value in a particular picklist

I have a requirement in which when I select a particular value from a picklist,three new fields should pop up and need to be mandatory.These fields should pop up only when a value is selected from ...
2
votes
1answer
37 views

Visualforce page rendered as PDF giving problem when called in page layout

I have created a visualforce page <apex:page standardController="Contract__c" extensions="ContractPDFControllerExtension" sidebar="false" showHeader="false" renderAs="PDF" > <apex:form ...
1
vote
1answer
89 views

How to handle field visibility restrictions on VF page

I am relatively new to Visualforce. I am trying to change my Opportunity Edit page with a visualforce page that has rendering capabilities. Where I am getting stuck at right now is that I have some ...
0
votes
1answer
24 views

Custom Field is inactive/inaccessible but with proper FLS

I have a custom picklist field(Program__c) in Account object which is Visible to System Admin profile. However when a System Admin opens an Account record, its appears inactive/inaccessible. Here is ...