The tag has no wiki summary.

learn more… | top users | synonyms

1
vote
1answer
11 views

Salesforce setting fiscal year

I am trying to restructure our fiscal year to 4-4-5 to be in-line with our accounting month end dates. Our weeks begin on Saturday and the first month of 2014 will run from Dec 28 (2013) thru Jan 24, ...
2
votes
1answer
66 views

How to use more than 80 characters in pageLayout section Name

How to use more than 80 characters in page layout section Name in sales force
2
votes
1answer
26 views

Changing Logo for all apps

I am trying to change logo in my developer account for all apps at once instead of for a single app. If we change logo can that be applied to all apps in the salesforce org ?
1
vote
3answers
127 views

Confused with this Salesforce recruiting app question

I don't want the answer to this question but I just want someone to guide me the right way. Following is the question... My question is.. Where is the clue in the question for me to understand ...
0
votes
0answers
14 views

Remove Detach and Find Articles button from Case Articles related list

I have a profile where I have given only read only permission for Articles. And I have the related list on Case Pagelayout. Now with these permissions, I see a "Detach" link and "Find Articles" on the ...
1
vote
2answers
59 views

Entering persons in salesforce with no business entity

What is the best way in Salesforce to enter an individual person with no business entity with whom they are affiliated? For example, an individual donor? Should these individuals all belong to a ...
2
votes
1answer
32 views

Get list of custom web services

Is it possible to get list of custom web services (SOAP API) from APEX classes ? In Setup ->Develop->Apex Classes there are all classes and it is difficult to find only specific one
3
votes
1answer
67 views

Get user input from InstallHandler using VisualForce page

I've a manged package which uses an external API to load some data, and each installation of this package in different orgs require an specific API Key to authenticate against the API. This APIKey is ...
3
votes
1answer
90 views

Not able to see the sandbox option under setup

I am trying to create a sandbox from trial org but I am not able to get the sandbox option as mentioned in the document To create a new sandbox: From Setup, click Sandboxes or Data Management | ...
6
votes
1answer
82 views

Why doesn't SFDC allow MIXED_DML_OPERATIONs anymore?

Okay, I know very well by now that SFDC does not want and often does not allow us simply insert and/or update Setup and/or "Non-setup" sObjects in the same context anymore, something I used to do with ...
1
vote
1answer
303 views

“Enable Validation and Triggers from Lead Convert” not appearing, why?

Under what circumstances will the "Enable Validation and Triggers from Lead Convert" setting not appear in the Setup > Customize > Leads > Settings page? We did a customer install into an EE org and ...
1
vote
1answer
42 views

Related List on Account screen no longer “crunching down”

This might be ridiculously easy to answer but I am having a wood for the trees moment. My related lists on the Account screen no longer have the more/fewer buttons, the go to list button - they are ...
3
votes
0answers
140 views

changing custom fiscal years

I have a client who has custom fiscal years enabled (I didn't do this, don't yell at me). It's already set up going several years into the future, with a July 1 start date for each year. Recently ...
2
votes
1answer
183 views

Why would changesets not be available in an org?

I am unable to see changesets under setup in an org I am working in. The only thing I see under setup -> deploy is "monitor deployments". I am the system administrator This is a production org on ...
2
votes
1answer
96 views

Adding a VF page to setup area

As we all know, setup area contains all links in sidebar and shows relevant content in right side when we click on a link in left side. I want to add my link to left sidebar. Can I do that? Any ...
1
vote
3answers
1k views

Combine Custom settings with Custom Labels

Is there a way to combine custom settings with custom labels ? So that the output from a setting value would be a custom label ? To explain: In example, we have an international organisation, and ...
7
votes
2answers
610 views

Account Lookup Dialog New Button

We have overridden the 'New' button with a wizard to help users enter all the required fields as well as to help them set the right parent-child relationship. However, the 'New' button on the Account ...
4
votes
4answers
141 views

Can I transfer a Master-Detail from Lead to Account?

We have custom objects that are used to capture test scores for people who apply to our programs, such as GMAT. Currently, these have a Master-Detail relationship to Accounts, but I would like to ...
4
votes
4answers
3k views

Lookup search not returning results

I'm having an unusual problem where I am unable to search for a particular contact from a contact lookup field on another object. I have full visibility of the contact in question and can search for ...
3
votes
2answers
144 views

How to test Site.com?

I've set up a Site.com site in my developer edition and it looks really good, in the production I know we can map the domains and test the url with site.com licence , but to put up a POC, can we ...
7
votes
2answers
277 views

When setting up a new Salesforce instance for an organisation, what are the default Salesforce settings that you always change and why?

I would like this to be a community wiki question. When setting up a new Salesforce instance for an organisation, what are the settings, fields, etc that you always change, and why do you change it? ...
2
votes
2answers
812 views

Call a @RemoteAction from a custom button

I would like to call an @RemoteAction method from a custom button. I am aware that it is already possible to call a WebService method. The view page of my object is already a visualforce page ...
6
votes
6answers
419 views

What is the best way to administer objects, fields and workflows?

What are the most effective and efficient ways to manage objects, fields and workflows? Our setup involves one developer sandbox to try out ideas, a QA sandbox to validate changes, and the our ...
4
votes
3answers
1k views

How much of the Salesforce User Interface can I customise?

I would like to change the colours and images used in salesforce to provide a completely custom user interface that will adhere to my corporate brand style guidelines. What are my options? How much ...
2
votes
2answers
491 views

Salesforce Long Text Area

This is a pretty simple question but I can't seem to find an answer. I have created a long text area in Salesforce and set the visible lines to 2: But when viewing the field in a lead record - all ...
9
votes
7answers
218 views

How can I build an app for a company that has two very distinct types of customers?

I am working on building an app for a startup company on the Force.com platform, and I am struggling to find the best way to set up and distinguish between two very distinct customer types. The ...