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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3 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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20 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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1answer
30 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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9 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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22 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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1answer
26 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
40 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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21 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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12 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
24 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
50 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
25 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
38 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
83 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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21 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
32 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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25 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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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
24 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
119 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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15 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
43 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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11 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
38 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
23 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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22 views

How to populate related contacts list by selecting account in lookup?

I have two lookup's 1. Account Lookup and Contact Lookup Trying to get related contacts to the specific account selected . For that I have used a formula on contact field is Formula : Contact: ...
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83 views

Detail Page Button in Community not working as expected

I have a custom Object I have created a detail page button in that Behavior: Display in existing window without sidebar or header Display Type: Detail Page Button Content Source: URL This ...
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2answers
818 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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57 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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171 views

Trailhead Error on Verifying Step - There was an unexpected error while verifying this challenge

I keep intermittently running into this error while working through different Trailhead exercises. Sometimes it disappears without my changing anything in the org at all (except letting time pass and ...
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32 views

salesforce Login button for user record

Eventhough the "Admin can login as any user" checkbox in setup is enabled still "login" link or button is not visible near user record? In the salesforce org , on top of each User records we have "...
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163 views

Field Service Lightning “Cannot Dispatch Next Service Error”

I've been implementing and developing Salesforce , Field Service Lightning in order to pursuit my workplace goals and mission. Currently the workforce is experiencing a short block that needs to be ...
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21 views

Record transfer email notification

I reassigned (transferred) the contact owner for 64,000+ contacts this morning via Data Loader. It appears that it's possible that we had a Marketo smart campaign that was also triggering contact ...
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20 views

how to make dynamic filter in dashboard level

I am having trouble on dashbord level dynamic filter. If Lead object have custom Pick list field name "Dealers". Dealers values are: Dealer_A Dealer_B Dealer_C I ...
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79 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
294 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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119 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
149 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
95 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
406 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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1answer
535 views

Error: Cannot find module '@oclif/config'

I already sort of asked this question but there doesn't seem to be a solution for it. So I figured I would ask a new question about work arounds people have done. When running any form of sfdx ...
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26 views

Easiest way to create a sidebar component to only display based on a picklist field

My requirement is to create a sidebar component on the account object which will show a few fields that should only show if the program__c picklist field = card. i have done some searching and i am ...
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2answers
586 views

how to remove default subject value “Call” from log a call button from activity history?

I want to remove the default subject value "Call" from the 'log a call' page from activity history section on case page. Could it be possible? Thank you. Thanks, Anitha
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1answer
229 views

Enabling Lightning Dialer

I am in a European environment and an Unlimited Edition. I am sysAdmin and I am trying to enable Lightning Dialer(help info). However, when I type Dialer in the Setup (step 1), I cannot see any option ...
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21 views

Disable TLS requirement for Sales Force Out Bound Messages

Is there a way in SalesForce to disable this required authentication for outbound messages? We are getting Error of Server chose TLSv1. Now the server we have is Running Frame Work of 4.7 which ...
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1answer
35 views

Is there any permission to delete vote records related to knowledge article?

I am able to delete vote records using system administrator but when I am trying with other user INSUFFICIENT_ACCESS_OR_READONLY exception is thrown. These vote records are related to knowledge ...
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2answers
560 views

How to limit picklist values based on Role?

I have added a value to a picklist that is dependent on the value of another picklist. I have added the same value to a different picklist. It is added for particular record types. When the user of a ...
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1answer
875 views

Why can't assign multiple users to task created from record page

When I create a task from Task tab, I can assign task to multiple users. But when it comes to any record page, and I try to add new task from related list, Salesforce not allows to add multiple users ...

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