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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2
votes
1answer
14 views

Update Opportunity Page Layouts per each Opportunity Stage

I have two Opportunity Stages. Stage A and Stage B. When I move from Stage A to Stage B, I want certain fields on the page to appear and certain fields to be made required (that were not originally ...
1
vote
2answers
21 views

How does the default contact name field on case work?

There is a default field on the Case object that uses a lookup on Contact to display the contacts name. I need to make a custom field on Case that displays a custom text field from the Contact ...
0
votes
1answer
26 views

Is there a way to restrict the buttons on a standard page to be top only

Was wondering if there is a way to show the button on a standard page to be available only on the top of the page instead of displaying both and top and bottom of the page. Thanks
1
vote
1answer
40 views

how to un-check read only in field properties - page layout

How to un-check read only from page layout (field properties)? please see the screen shot.
3
votes
1answer
45 views

Why won't my component show up in the layout editor

I made a component that I wanted to add to the Account layout, but in the layout editor, it doesn't list my component under "Components". What's going on? How do I get it to show up?
0
votes
2answers
13 views

Hover Details on related lists

From what i found the salesforce hover details feature (pop up to show details of object on another objects layout)(User Interface > Enable Hover Details) does not work on related lists. It works ...
2
votes
1answer
28 views

Field universally required, what happens in the Page Layouts?

I have the following code. Account a = new Account(Name='Doria Account'); insert a; It returns me an error because the field "Industry" is required. What is weird is the fact that in the Page ...
1
vote
2answers
40 views

Change the page layout for the Product Home Page

I've been searching for how to do this for a couple of hours; and getting quietly frustrated. I have created a simple app which lists products. I don't need to use price books, opportunities or ...
1
vote
1answer
54 views

Display an error message on standard page

I have a class which i called from a custom button to send the record for approval. Before sending the record for approval I need to validate the record values and if any error is there I want to ...
1
vote
2answers
87 views

Unable to cast type Metadata to type Layout

Does anybody have an idea why i get the mentioned exception on the following line of code: Layout layout = (Layout)service.readMetadata("Layout", new string[] {"Object__c-Object Layout"})[0]; ...
0
votes
2answers
50 views

display an error message on Page Layouts?

How can I display an error message in a Page Layout, not in Visualforce?
2
votes
2answers
42 views

Validate a decimal number typed with thousand separator

We've defined a custom field in our Tasks that is defined as a Number(8,4), our regional configuration is set to Spanish(Chile) where the thousand separator is period (.) and the decimal separator is ...
1
vote
1answer
83 views

Can I hide a custom button on standard page based on some field value?

I want to hide a standard or custom salesforce button on standard page. I don't want to use record type based layout to do that.
1
vote
1answer
24 views

How do I edit the 'Contact Edit' page layout

I want to add a middle name field to the Contact Edit page. While I can edit the Contact Detail page layout, I can not find a way to edit the page layout for the Contact Edit page.
1
vote
2answers
44 views

Prepopulate fields in edit mode and passing security review

I'm looking at publishing an application on AppExchange - most of this application is built using point-and-click, no APEX was needed for the first releases. There is a couple of fields that I want to ...
0
votes
0answers
22 views

Default Submit for Approval button?

I created a custom object. I have not created any approval processes for this object but for some reason, there's a Submit for Approval button showing up while viewing a record for this new object. ...
0
votes
1answer
27 views

Custom Object Multiple Page Layout

I have a Custom Object called "Property". As new records are built, I would like my sales people to go stages when they change the Status pick list of the property. Is it possible for the user to ...
0
votes
0answers
29 views

Unable to add VF page to Custom Object Layout on Production

I have a VF page with that uses a custom controller that I'm trying to add to a custom object layout. in my sandbox, I can see the VF page in the VF pages options for the edit layout page. On ...
0
votes
2answers
38 views

Change the Default view in Case?

I have two pages which need to override the default view of the Case as per the Case Page Layout.I am having two layouts A and B.This layouts is having two Record types.
0
votes
1answer
12 views

Field accessibility in Profiles and Pagelayouts

I am learning salesforce administration basics.I have tried out access permission to one of the fields in the following ways. Profile Pagelayout Readonly Readonly editable Readonly Readonly ...
2
votes
1answer
40 views

Unable to edit Page layouts

I encountered this problem while trying to edit the page layout of a custom object. Following is the error page... What may be the issue? Thanks!
0
votes
1answer
25 views

Account name read only on case creation from account

I have a scenario like when Case is creating from the Account Page, Account Name will be appear as readOnly with Account name. User will not be able to select other Account from Case page layout. ...
1
vote
1answer
35 views

The page 'MyCasePage' does not use the standard controller: Case, it uses: null

I am deploying pages,Controllers,Pagelayout to production. My Pagelayout of Case includes inline VF page 'MyCasePage' whose standard controller is Case. But still it gives following error while ...
1
vote
2answers
49 views

Being able to switch between two Page Layouts?

So we have an object in our organization that I recently had to convert a bunch of the fields into another type. I did this by creating new fields and then with APEX, converting the data for each type ...
0
votes
0answers
35 views

Multiline-layout Option on Opportunity Products

I want to display a custom field on 'Opportunity Product' layout that should get displayed on this layout when clicking button 'Add Products' or 'Edit All' button. I have added this custom field using ...
1
vote
3answers
348 views

Embed a Visualforce page in a Standard Edit Layout

I needed to output some text on a custom object and managed to do so by embedding the following VF in the Custom Layout: <apex:page standardController="Standard_Controller__c"> ...
0
votes
2answers
70 views

Page Layout Change Set Not Changing once deployed

I have been struggling with a change set. I included the fields and the profiles plus the page layout, yet when I deploy it, the change to the Case page layout don't automatically change. The fields ...
1
vote
2answers
82 views

Inline visualforce page in page layout

Please see the page layout below: I want it to be the following: Here, the box shown in the right is a inline visualforce page. is there a way to create the desired page layout?
1
vote
1answer
27 views

DateTime Fields: is there and hidden feature / option to display seconds? Always?

I need to dive into precise time calculation and monitoring on the level of seconds. As it stands, Salesforce is managing internally seconds for DateTime. But - and this is very sad - the entire UI ...
1
vote
1answer
40 views

Is Aura not compatible with require.js?

After the update to Spring'15 I noticed, that behind the curtain somehow Aura is now used to include report-charts on standard page layouts. In Winter'15 the report-chart were loaded differently (I ...
0
votes
1answer
35 views

Related List names are differ on Standard and Custom objects

I have custom object tabs which appears as a related list to standard Account and some of the custom objects. However on Account, related lists are displaying correctly but not on the custom objects. ...
1
vote
1answer
15 views

Page layout navigator

I am curious is there an app that can navigate through fields and give detail meaning on each field. I kinda need this for new people who are working on Salesforce to help them better understand the ...
1
vote
1answer
101 views

Adding a button for every record in a related list

I want to add a button which apply a brief update in a record in a related list. As far as I've searched, there is only the possibility of adding a custom button/link in a related list table. ...
0
votes
2answers
52 views

Related List Master Detail Objects

I have created custom object with Master Detail relationship to parent account object. 1) I have set the permission on the detail object to read view all for the user profiles 2) I have added the ...
1
vote
0answers
103 views

Vary Field Label by Record Type or Page Layout

I currently have a requirement that for a field we have on an object, the label shown to the user is different depending on the page layout or record type. I can't find any way to change a field ...
1
vote
0answers
43 views

Customize visual workflow UI screens by using customer logo/branding and css

Is there a way to customize visual workflow UI screens by using customer logo/branding and css style sheets to change look and feel of UI screen? Please point me to some sample code/application?
1
vote
2answers
24 views

Add canvas app to layout of all object

How can we add connected canvas app to layout of all the objects like account, opportunity, custom objects etc. Currently I have to go to each object, edit layout and add canvas app. Also, If ...
2
votes
1answer
143 views

Is there any way to add lightning component to a page layout?

I need to add lightning component to opportunity page layout. Like mobile cards. Is there any way to add lightning component to the page layout?
0
votes
1answer
52 views

Hide/unhide sections based on the Account type pick list

I am new to Salesforce and came up with a problem regarding the account page layout On the account detail we have the account type based on : client, supplier and customer. When it comes for the ...
1
vote
1answer
62 views

link/Button which move to relevant section on page

Aim – To add an anchor link called “AUM link” in the Section called“Operational. Section "Operation" is on the Account object and on the pagelayout "Client". Once you click on link i want it so it ...
1
vote
1answer
31 views

How can I see if a page layout is used?

I am currently tidying up my salesforce org, and I wonder if some page layouts are actually used? Is there a way to check that? Tia.
2
votes
2answers
41 views

How to remove custom image buttons from Salesforce1 page layouts

I have built some customized image buttons (formula fields) in Salesforce that work great on the desktop but do not work at all on Salesforce1 and are not necessary anyway. Can certain fields be ...
2
votes
1answer
38 views

Can we assign same fields to different page layouts. How can we achieve this requirement

Can we assign same fields to different page layouts. How can we achieve this requirement. I have created few fields and assigned one page layout ( Account Lead), Now i want to assign the same fields ...
1
vote
0answers
49 views

How to create different page layout for dekstop and defferent layout for salesforce1 app?

I have create a page layout for mobile and different page layout for dekstop.But when I set it on page layout assignment it will affect for the desktop page also. Where can we set one page layout for ...
1
vote
2answers
123 views

Saving a visualforce page embedded in Page Layout of Account object redirects abnormally

I have a VisualForce page inline1 embedded in Account page layout. While hitting the save button in the visualforce page it redirects to some other url : ...
1
vote
2answers
49 views

Different Page Layouts from picklist

I am trying to create 2 different Page Layouts depending on picklist. For example. 1.If One value from that picklist is selected Active or Active with Dev. Work Only Then the section Publisher ...
1
vote
1answer
47 views

Is it possible to have different UIs for dekstop and salesforce1 when creating a record on opportunity?

I'm going to create a new mobile UI for opportunity creation page. And I need to reduce some fields on opportunity page in mobile but not in desktop page layout. Is it possible to do that?
0
votes
1answer
91 views

How to change page layout with my application

I created an application which has a layout in its package, I want to apply the layout for contact page I know we can change with layout assignment in Customize, But how can i assign layout to profile ...
1
vote
2answers
262 views

How to get Mini Page Layouts which contains Related Lists?

I'm trying to add mini page layout to some results I query (Cases, Tasks, Notes ....) I want to have the same results as below when I hover a object on my vfp I tried to use LookupHoverDetail but it ...
1
vote
0answers
37 views

Salesforce1 - Inconsistent layouts for new record

I am using v7.0 of Salesforce1, wit a sandbox org which is on Winter 15. There seem to be two ways to create a new object. For example, for Accounts, I can do one of the following: Click on the ...