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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1answer
16 views

How do I hide custom fields when creating a new case

We have quite a few custom fields, a good portion of the fields are populated by automated processes and are read-only to the agents. When an agent goes to create a new case, they see tons of fields ...
1
vote
1answer
35 views

Automatically refresh a standard page layout

I have a webservice callout, and therefore I update a field on pagelayout according to the callback. The problem is I have to refresh the page layout (F5) everytime to see the field updated on my page ...
0
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1answer
7 views

how to edit the record in another pageblocktable of the the same vf page using custom controller

my problem is ...after saving,the record is not getting in Pageblock 2.how to get the record automatically after save the record <apex:page Controller="siteportal" showHeader="false" ...
1
vote
1answer
20 views

Add light indicator on page layout

I want to add red light and green light indicator on Opportunity page layout. If opportunity is in On-Hold stage then it should be Red else green. where can i get image file? and how can i show it in ...
1
vote
1answer
26 views

On a related list of a custom object, is it possible to show fields of a related custom object

Apologies if I am asking a stupid question here, but here is my scenario: I have a custom object, say A, which has two lookups: One to a standard object (Lead) and, Another to a custom object, say ...
1
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2answers
71 views

Time Data Type and not Time Date

I'm trying to allow time only for data entry. I want to avoid as much apex and visualforce as possible for this project. I can certainly do it but I'm trying to keep this full configure for this ...
0
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1answer
17 views

Default Record Type when creating record from related list

I'm sure this will be a dumb question, but here it goes. I have two custom objects in a master detail relationship. Credit Applications are the parent, and Credit Decisions are the child. There are ...
1
vote
1answer
24 views

Replacing save button with submit for approval in the edit page

I want to replace the save button with submit for approval in an edit page of record. So that every time a user tries to edit the record then it won't be saved right away rather it will be submitted ...
0
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1answer
19 views

Validation on Dependent Field in Standard Page

How would I go implement validation on a standard salesforce page? The validation rules are: I have the following: 1) Attachment - Checkbox (default checked) 2) URL - Textbox If the Attachment ...
1
vote
1answer
24 views

Record Type picklist on page layout

I have a custom object having 2 record types. Instead of having to select the record type (on the first screen) before creating the actual record, I want to have it as a drop down on the main page. ...
1
vote
1answer
16 views

Can we make mailing address in contact object read only? [duplicate]

Is it possible to make mailing address in contact object read ony ?. Tried to do from the layout but still the mailing address is editable.
0
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1answer
29 views

Prevent Removing VF Page From Page Layout?

Admin users have the ability to modify the Page Layout and can easily remove a specific Visualforce Page from it. Is there any way to prevent this from happening? If not, what steps should I take to ...
0
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3answers
58 views

Adding a company logo for every account page

Can somebody tell me how to add a logo on an account page? So that when I go to my customer page layout named Coca-Cola (for instance), the account owner and other users who can see this account will ...
3
votes
1answer
21 views

How to change what fields are displayed in the Feed View?

In the Feed View of Account, we see this for all the cases related to the Account: How could we remove the fields 'Status' or e.g. 'Priority' from this mini view? I can't seem to find where to add ...
0
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0answers
24 views

Send An Email button in Lead object

I wonder why we have Send An Email standard button in lead object and in page layouts.As because the button is not showing in actual records,can anybody give some insight on this as i have not got any ...
0
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0answers
15 views

Increasing SF Standard button size

Can we increase the size of SF standard button? Please help me to resolved the issue. Thanks, Dildar Hussain
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0answers
13 views

How to add custom piclist field to send email page layout?

I have a requirement where I have to add a custom picklist filed on send email page layout. I know it is not possible through standard Salesforce function. Kindly let me know if you are aware of any ...
3
votes
1answer
32 views

How to determine a list of Opportunity fields by API name that are on the page layout?

How to determine a list of Opportunity fields by API name that are on the page layout? For example for the Opportunity Object: I have created a custom field whose API Name is "My_Custom_Field__c" I ...
2
votes
0answers
35 views

Add a Visualforce Page to the Page Layout Header

Is it possible to tag a Visualforce page in such a way that I could have it appear much like the standard functionality for related lists? I have a Visualforce page that "mimics" a related list, and I ...
0
votes
1answer
26 views

Is it possible to Show / Hide custom fields based on picklist values using visual flows?

i have one scenario which is show / Hide Fields in page layout based on picklist values (Note : i already developed one vf page to achieve this but it's not allow me to show in edit mode of record) ...
1
vote
1answer
34 views

Page Layouts inside Visualforce page

I am creating a page that let's me create multiple objects at once. The thing is that I want it to be dynamic so that an admin can modify it simply by changing the standard page layouts to make new ...
1
vote
1answer
37 views

Change the record type to it's previous value

I have an object which has 6 or so record types with its associated page layouts. I have a field in each layout called 'Cancel' which is a checkbox. When the field is checked, the record type changes ...
0
votes
1answer
60 views

Add new button to Custom Object Lookup dialog box

I have a number of lookup fields on an object. When I click the magnifying glass to select items from the lookup the Account and Contact object lookup dialogs have a "New" button next to the go. ...
0
votes
1answer
26 views

How to change page layout assignment on managed package installation

I created custom fields for standard objects(contact and lead), added that fields to page layout and included page layout in managed package. How to make change of page layout assignment when package ...
0
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0answers
28 views

Got an error following the tutorial “Step 3: Add Mobile Cards to the Related Information Page”

I updated the mobile layout as described in Step 3: Add Mobile Cards to the Related Information Page, but on my Android mobile i got an error message trying to display the info: Something has gone ...
2
votes
1answer
34 views

Not able to select year of birth in standard page layout not in visual force page

Not able to select year of birth in standard page layout. Calendar years don't go back before the following year year -
2
votes
1answer
57 views

How to deploy a Layout with a Related List containing a Geolocation field using ant/the Metadata API?

Using ant, when doing a retrieve() of a Layout containing a Related List, containing a Geolocation field (see abridged, sanitised example below), the relatedLists node contains two entries for the ...
1
vote
1answer
42 views

Record type profile and page layout setting

I created a new record type and during the process I added it to profiles and assigned the new record type page layout. This was done in DEV. When I move the record type from DEV to FUll sandbox ...
1
vote
1answer
22 views

Skip column in PageBlockSection

So I have too much padding between fields within a PageBlockSection. I have 3 columns, so to reduce the padding between fields I created 4 columns. How can I skip a column to force the next ...
1
vote
3answers
37 views

How to add a custom button on a page layout automatically on installation of a package

Is there a way to add a custom button on a page layout automatically on installation of the package? I already created the custom button in the Account's object and added to the installation package. ...
0
votes
0answers
53 views

Add to campaign button missing form contact related list

The add to campaign button is missing from the contact (campaign history )related list and is showing on the leads related list. The button is on the page layout and assign to the correct record type ...
0
votes
0answers
81 views

Override the 'Approve/Reject' button

Is there anyway I can override the 'Approve/Reject' button with a VF page so that when I click on the button, I'm taken to a page where I can enter custom data? There seems to be no documentation on ...
1
vote
0answers
27 views

Unable to update (corrupt?) page layouts via Metadata API. Error: Invalid field:xxx in related list:xxx

Our application uses the Metadata API to make changes to page layouts. This mostly works great, but in the last month or so we've encountered several customer organizations where we get errors when we ...
0
votes
1answer
63 views

How to add Custom buttons to list view layout in salesforce1?

Using global actions I have been able to add custom buttons to record level layout, but I didn't get how to add a custom button to list view layouts in saleforce1. Thanks in advance.
1
vote
2answers
15 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
31 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
53 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
31 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
37 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
29 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
32 views

Inline Visualforce Page Add Message to Standard Layout?

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
42 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
19 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
59 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
19 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
131 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
21 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
544 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
47 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 ...