Questions tagged [configuration]

When developing functionality for your Salesforce users, you can use declarative features (clicks) or programmatic tools (code). Configuration centers around these declarative features.

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26 views

My Profile is opening two different standard pages in portals of different theme, how to make them consistent irrespective of the theme

I have two portals one with Customer Service theme and the other with Build Your Own theme. When checked in the experienced profile, it is observed that "My Profile" option of User Profile ...
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33 views

How to remove Recent View List view in lightning

Is it possible to hide the recently viewed contacts list view (dropdown) from my users? It really confuses them, as this list view doesn't even seem to be ordered in order of recently viewed items?
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26 views

Bypass Partner Records being Deleted By Account Change on Opportunity

Salesforce Documentation indicates that when the account field is edited on an Opportunity, related Partner records are deleted. You can find this information in the notes section here. I have tried ...
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15 views

Relate an Email Thread to a Salesforce object

We are using Einstein Activity Capture in order to log in emails that we have with Specific Contacts.  Our contacts are most of the time involved in Many opportunities so a specific contact can be ...
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14 views

How to show Articles Details page in Community?

I want to show the Article details page when the pop-up in image above is clicked on. How do I do that? I tried the following: Embedding the Article Details page: It refused to show up Provided ...
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29 views

CKEDITOR configuration

We need the ability to save a rich text field with LTR and RTL text in the same field. We need also more options to use in the rich text and extends the tools in the rich-text. I heard the using ...
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How to Restrict Add Relationship button access to specific profiles

On the Account Contact Relationship - Only specific profiles should have access to Add Relationship remaining profiles should only view what is the role of the contact with the Account. Is there any ...
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46 views

How to Track Histroy when user Click any Tab or anything?

example: user first time clicked on "Account Tab" later Clicked Contact Tab.. need to track what opended user?
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14 views

Can I repeat(loop) a FLOW screen Interview based on User Input?

I have a scenario where there are 5 screens. On 2nd screen, The user will input a number(Repeat = x), based on that I want to repeat Interview screen 3, Interview screen 4, and Interview screen 5. ...
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144 views

Unable to delete configuration properties from LWC?

I need some assistance with the following problem. I added the following code to my LWC: <?xml version="1.0" encoding="UTF-8"?> <LightningComponentBundle xmlns="...
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18 views

How can I allow a profile to only have access to user creation and nothing else

I have cloned a read only profile and removed all access except manage users. I am still able to see custom code etc in set up and configuration. How can I restrict a user from accessing everything ...
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How to remove custom list button from lead Salesforce 1 mobile application and it should be visible for desktop

I have scenario where i need to remove custom list button only from mobile view not from desktop. Below is the screenshot with highlighted custom button need to be removed from lead tab.
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38 views

Getting the error :“Needed Salesforce Engage Licence to view this”

Actually downloaded the free Pardot package and asssigned one of my system administrator a salesforce engage licence The problem i am facing that there is no "sales cloud engage'' type license not ...
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Are the community files values available in community code/components?

When setting up a community, these values can be set: It would be convenient if those values were accessible from code/components contained in the community e.g. for hints for users without the ...
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20 views

how to migrate filters

I have created too many filters on account object (under list view and filter catogory), wondering how to move it using change sets to another org, i tried to look for this in XML package too but ...
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6 views

Deactivate Favorites Feature (Mobile)

do you know if there's a way to deactivate the Favorites feature in Sales Cloud? I currently need it deactivated for mobile so it stops appearing in the upper right corner, but it can be useful to ...
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8 views

How to rollback the View all data?

Any idea about reverting the result from checking 'View All Data' in salesforce? I just wrongly check the View All Data checkbox and now I wanna everything back to the previous stage, such as ...
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22 views

How to disable Settings link?

I am looking for disable the "Settings" option displayed in salesforce when clicking in the user circle for specific profiles. Thank you all!
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37 views

“Dashboard component order” in the mobile app and email subscriptions are messed up

If you have a dashboard with 9 components which are arranged like this on the desktop: 1   2   3 4   5   6 7   8   9 ... then obviously, the reader reads the screen in a left-to-right order, like ...
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17 views

How to provide access to a user for the new region for account, contact or opportunity

There is a user-A, who needs access to a country - USA within salesforce for account, contact and opportunity. Is there any way to achieve this functionality? It had been told that the user is already ...
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49 views

Mytrailhead data model

My company has a business scenario to record multiple workshops outcome against each account. Instead of building custom object, we are thinking leveraging Salesforce mytrailhead to achieve this. But ...
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2answers
146 views

Address search for Lightning Scheduler is not working in Community

I'm creating a lightning scheduler for the Guest user. I have a standard lightning Scheduler for Guest User flow on my public Community page. But the Service Territory search page is not working. ...
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1answer
128 views

Difference between “Reset Password” & “Generate New Password”

I agree while creating a New user we get the option Generate New Password, while a user forgets the password we help them by resetting them. Even then we have the option to edit the user and check the ...
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26 views

How to use events for abandoned carts?

So, I’m studying some configurations in Marketing Cloud and I’ve found that we can use the Events in Contact Builder to find contacts that abandoned their carts in some e-commerce. But I’m not finding ...
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22 views

Can we add Alert Popup message in Standard Approval Process on Opportunity in Salesforce?

I have standard approval process on Opportunity, I want a alert pop up message with "Cancel" and "Submit" buttons. Is there any way to accomplish this without customisation/Code ? Any comments will ...
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1answer
25 views

Can I display a standard button based on the app selected?

I have a requirement that when the user selects the Sales app, the New button on the opportunity detail page should be visible, but when any other app is selected, the New Button should not be ...
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1answer
140 views

Rich text field in Salesforce doesnt works with ISBLANK and works with =''

I have a rich text field on my object and have validation to check if it is blank I want to throw an error message. ISNULL(richText__c) in validation returns FALSE - I'm okay with this. ...
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2answers
84 views

Dependency between text field and picklist

I have a text field called Region. This field is receiving data from several APEX classes and a few flows as well, so I shouldn't change the field type. The purpose of that field is to store a city ...
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1answer
42 views

How user is able to Update Record

I have a custom object whose OWD is Public Read/Write and the profile of user has Read and View All permission for that Object. Now I have a Custom Button on that Object using Aura component I'm ...
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1answer
146 views

lwc wired variable in refreshApex throws “resolved configuration is not available”

I have worked myself through several topics here on StackExchange already, finding this one to be the most helpful: working with the refreshApex feature in LWC However, the proposed solution does ...
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38 views

Submit for Approval Button in lightning community

I have submit for Approval button in Lightning community which is a quick action button calling a VF page. QuickAction: The VF code: <apex:page showHeader="false" sidebar="false" ...
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1answer
52 views

How to display a custom warning message on record save

I have a requirement wherein I have to display a warning message to the user on record save. It doesn't prevent records save, but just show's an error message. I have been trying to think of the ...
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43 views

AuthConfiguration getSamlSsoUrl method return link doesn't work

So I have the method getSamlSsoUrl(communityUrl, startURL, samlId) from the class AuthConfiguration and returned a very long url with saml id, saml acs, saml binding type, and etc in the url. However,...
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30 views

Can we use “ConvertedAccountId” and “ConvertedContactId” in formula fields to get values from parent like “ConvertedContact.Name”

I have tried to use "ConvertedContact.Name" and "ConvertedAccount.Name" in formula field but it is always says that "Error: Field ConvertedContact does not exist. Check spelling.". Can anyone confirm ...
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1answer
46 views

can you restrict edit access to a field after one time edited?

I am working on a Picklist requirement which needs to give Edit access to all by default. Once any value is entered by any user, edit access is restricted to all except Admin Profiles. Any ...
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1answer
221 views

Marketing Cloud domain Delegation [closed]

I have a one question regarding delegation sub domain in marketing cloud I'm confusing that how to set-up dns and domain. from what i saw quickstart Documentation that have a lot of way for ...
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17 views

Access Local Folder using Hyperlink

I had a requirement to access a local file to salesforce through a hyperlink field which I have to open in browsers other that chrome. Im seeking for a help as this requirement became critical to me. ...
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1answer
44 views

How to reference parameters outside of Apex Class that can be configured by Administrator

Here is an example of the challenge I have faced multiple times. I was wondering if anyone could offer best practices on how they handle situations like these. I have an apex class that process ...
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12 views

Retrieving the Size of Custom Metadata/Custom Setting in salesforce

I would like to get the storage used & storage available for Custom Setting/Custom Metadata in salesforce. Is there way to get an overview report like Data/File Storage available or any query in ...
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2answers
39 views

API Usage Breakdown?

We are using Lightning and trying to find out if there is a way to see a breakdown of API usage by source. I have heard of a report that can be used, but it doesn't show up in the Administrative ...
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1answer
28 views

How to Access field from Detail object in Master object?

I have a customer object as master and Document object as Detail which has a Status__c field. Since its a Master-Detail there can be multiple Documents to the custom object. I want to maintain a ...
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1answer
15 views

Different view on Editing a Report

When a user is trying to customize a Report, he is having a different view than a usual one. Is this due to some permission issue or any settings mismatch. Coz even the Switch to Lightning and App ...
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2answers
1k views

Error while deployment through SFDX

I took the complete org backup from one org and trying to deploy it in another org. While deployment through the SFDX, I am getting the following errors: Invalid fullName, must end in a custom suffix ...
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66 views

Clarification on configuring SDK iOS SFMC?

In regards to configuring the SFMC iOS SDK for use with Mobile Push, how often does the sfmc_configure() method need to be called? every launch? (more? less?) Note: I'm using the ...
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85 views

Add ProcessInstanceWorkitem tab [closed]

By clicking on Step 1 link in Approval History related list, you can access ProcessInstanceWorkitem item which show all user's pending request by modifying the URL. Is there a way to add a tab instead ...
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1answer
332 views

Deactivate forecast category value in Opportunity

Salesforce throws error when deactivating a forecast category. I need to deactivate 'Commit' forecast category. Please refer below stage and forecast category mapping. I have mapped 'Commit' to '...
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161 views

Help Text on a Configuration Attribute in CPQ Line Editor

I am trying to accomplish what I think would be a simple task. Is it possible to add help text of some sort to a configuration attribute in the line editor of Salesforce CPQ?
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2answers
243 views

External IDs on object - Best Practices

What is the best practice to handle multiple external IDs on object? F.e if accounts are coming from multiple systems, should each external ID be kept in its own field?
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1answer
145 views

Profile Login Hour Restriction

We need to disable login to salesforce org for specific profiles from Saturday 13th April 2 AM EST to Sunday 14th April 10 AM EST. Will these login hours restrictions at profile level work, if we set ...
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1answer
560 views

How to pass parameter values in formula field hyperlink

I am trying to pass parameters in hyperlink url of formula field, but I am getting field names instead of it's values. HYPERLINK("https://testwebsite.com/v2/search/{!Case__r.Product__c}?jt=1&jv={!...

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