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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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Issue with Identity Verification. Not receiving any verification code in phone

I created a sandbox of license type 'developer' and while after logging in from the sandbox login page, I'm stuck at the verification page as I don't get any verification code in my phone. I tried ...
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1answer
16 views

Salesforce CPQ: Block Pricing with Configuration Attribute

Block pricing is very useful to set the price based on the quantity of the product. But can it be used with a configuration attribute?. For ex: Block Pricing 0-99 - $1000 100-199 - $2000 200-299 -...
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2answers
14 views

How to add Search bar in ( tabs plus visual force) communities

I have one tabs plus visualforce community i want to show search bar in the community but i didn't find any configuration or setting. is there any way to enable like sale force classic search bar.
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11 views

Apttus Deal Guidance Rules/Dimensions/Sets

So I'm trying to implement a fairly basic deal guidance rule based on a discount % in line items. There are no other factors required. I just want (green<=5%) (5%< Yellow <=10%) and (10%< ...
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2answers
48 views

Case assignment rules reassigning back to queue

I have a case assignment rule. The case is assigned to the queue based on that and then is subsequently routed to the queue member. But the issue occurs when the case owner clicks on the EDIT button ...
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2answers
88 views

How to load configuration from custom meta data

I'm new to Salesforce, though experienced Java developer and I'm trying to load my App's configuration using the recommended method of custom meta data. I've found this quite poorly documented with ...
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0answers
19 views

Field Service Lightning Location Tracker

I'm currently using Field Service Lightning. As a Dispatcher I would like for the travel time to be calculated depending where my technician is, or his home address. How can I make this possible? The ...
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1answer
31 views

Enabling Mydomain

I am Enabling MyDomain in the prod org and I have few questions that I don't have answers for. The org is using formassembly for web forms. Will there be any disruption to this after enabling ...
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1answer
36 views

Is there any way to automatically determine appropriate sfdx configuration?

I've recently started working on a rather insane project which has had a lot of organic growth over the years and includes over 20 deeply integrated managed packages. We are currently trying to tame ...
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1answer
22 views

Is it possible to provide translations for CollaborationGroup object?

I have created a few groups in my dev org, I am checking to see if there is an option to provide translations for the group names.
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1answer
23 views

Can I have more than 2 previews in a lookup field?

Asset Field _ 2 previews only In this example I'm seeing 2 fields that are part of my Asset object field. I'm looking for a way to increase the fields I can see in the preview to 3 fields. Any ...
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1answer
86 views

Login as another user without View setup and configuration permission

Can an user be given login as another user privileges without giving 'View Setup and Configuration' permission and 'Modify All Permission'? As the need is to do testing in sales force logging in ...
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1answer
25 views

How to allow only the Task Creator/Owner records to have visibility of all Task record created by the Creator/Owner?

Settings in Current environment : OWD settings for Activity = Private 'Grant Access using Hierarchies' set to checked - to allow everyone above the 'Assigned To' Task in the Role Hierarchy to view ...
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0answers
13 views

phone field on task not fill automatically

I have a strange problem related to the standard phone field on task object. From the documentation https://help.salesforce.com/articleView?id=task_fields.htm&type=5, it is said that : the ...
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1answer
16 views

Is there a way to add New links to List Views along with existing links?

I would like to know if there is a way to add a new link to List view records along with existing links like Edit | Delete | Change Owner?
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2answers
188 views

New BUG in Winter 19: We can't turn ON Country State Picklists on fresh new Orgs (Confirmed as Know Issue by Salesforce)

We turn on Country-State-Picklists on almost every Org we touch. Assume we act on a NEW and BLANK Org, just fresh spun DE (Developer Edition) Org. But it is the same on any Org and we have tried lots ...
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1answer
15 views

Settings page for lightning components / visualforce pages

In Operating Systems, you're provided with Registry/KeyChain, or just a local .ini file, in Webservers / own webserver, you can have a "config" table in database... is there anything close to what I'm ...
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1answer
17 views

Activity Functionality Missing

Following is the screenshot of my client's opportunity object. I find that activity button does not contain Log a Call and Add Task. Going forward, Log a Call and Add Task are important functions and ...
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1answer
53 views

Way to automate a Salesforce reconfiguration post sandbox-refresh

I am wondering if there is a way to automate the process of reconfiguring a Salesforce sandbox to a specific configuration, post-refresh. Currently I have read about a python add-on to create a script ...
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1answer
385 views

How to remove AM & PM from Time field?

I have a custom field with DataType is TIME. I want to remove AM and PM from the Field. How can I do this?
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3answers
122 views

Is that possible to write a validation rule that would allow to update only two fields of 800 on a custom object record?

My colleague asked me today an interesting question I never thought of before. Is that possible to write a validation rule that would allow to update only two fields of 800 on a custom object? I know ...
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1answer
48 views

Preventing Users from Performing SOQL Queries

Is there a setting at the profile level to prevent users from performing SOQL queries against our Production Salesforce instance? I have disabled both "API Enabled" and "Apex REST Services", but the ...
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1answer
29 views

Update parent record when child update by configuration?

I have one parent Object - Position and one Child Object - Candidate. Both object have Picklist field called Status. Child - Status - selected,rejected Parent - status - Open,Closed relationship is ...
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1answer
205 views

How can I get slot in Demandware Script?

There is one method by which we can access content slot in demandware, that is by using <isslot> tag in the template, but is there any other way by which we can do that? I mean by using ...
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1answer
24 views

Restrict number of logging in devices at a time

I have a scenario that system has to restrict the number of logging in devices of a user at a time. It means at a time, user just can log in on one device. How can I configure that?
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1answer
12 views

A user is able to see Sharing setting in setup without having “managed Sharing ”permission

A user is able to see Sharing setting in setup without having "managed Sharing permission" either through profile or Permission set,how can he have access ,Am i missing some configuration.
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1answer
35 views

Not able to edit the email Id

As an admin,i tried to update the email id of the user.The user got an email 'Finish changing your Salesforce account’s email address'.However,when the user clicked on the link got insufficient ...
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0answers
45 views

Visualforce change ws to wss in some orgs (localhost)

I have two sandboxes of different orgs. I am trying to open visualforce with same code: <apex:page > <script type="text/javascript"> var CONNECTION; window.onload = function ...
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0answers
64 views

Rename Currency field Label in a Multi-Currency enabled Org

I have an Org where Multi-Currency is enabled. I can see Currency field available for objects. But I need to change the Currency field label to some other label of one of the custom object. I don't ...
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3answers
520 views

newly added picklist values in (case) status field not available for selection,

I have added the values(Success,Failed etc.) in Status field and also added these new values in Support process which is used by a record type. when i create new case record using that record type ,i ...
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1answer
182 views

Updating with record type as null

We have contacts with recordtype x, y and blank. I would want to update contacts with recordtype x and blank to y using a process builder. So, in the formula for the process builder, I used the OR ...
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1answer
98 views

Process builder Queue bug

I am trying to send notification to previous owner whenever current owner is changed on Lead.I have created Previous owner email field on lead. I have a process flow which has criteria whenever owner ...
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0answers
25 views

How to change default value of standard From picklist fields while sending mail from case

My question is how can I change default value of 'From' standard pick list field using code? So what I did is I have added below logic on 'Send Email' button: /_ui/core/email/author/EmailAuthor?...
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1answer
43 views

How to hide managed package test-only Custom Metadata records once the package is installed?

The advice in Testing Custom Metadata Types is to add metadata records for unit tests if necessary. We need our managed package customers to be able to add additional records, so having the test-only ...
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0answers
18 views

Case Automation

For Tech Support cases we have a few automated replies set up for the customer. These replies are coming from different places, i.e. Workflow/email alert , process builder, Entitlement Process/...
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1answer
44 views

How to find all customization in salesforce org?

I inherited one salesforce org and want to find out all customization in the org including all custom objects, custom fields, workflows, classes, triggers etc to find out the extent of customization. ...
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1answer
40 views

Do system-generated emails bypass e-mail deliverability?

Do system-generated emails (like emails on scheduled jobs execution) bypass e-mail deliverability in Salesforce?
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1answer
33 views

Case status is not changing for one value of Category

case-status doesn't change from "New" to "In Progress" even after a first response is sent out from SFDC. If I send an email using Send Email button or change any other field value, Case status is ...
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0answers
183 views

How to auto populate custom field on multi line layout

How to populate or set default value in Quote line Item custom field on Multi line layout by getting default value form Product object custom field? Like Sales price is prepopulated in multi-line ...
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2answers
25 views

How to set particular session for end user

In my org some end users are there, i have to set timeout for 30 mins. After 30 mins it will logout forcefully. Can we set different session timings for different end users. Is it possible, if it is ...
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1answer
27 views

Hover detail setting [closed]

I need help to create question mark icon(tooltip) just beside the field. I tried using mini pagelayout link in edit layout,it did not worked. Kindly help.
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2answers
1k views

What does each OrgPreferenceSetting do?

Salesforce maintains a list of OrgPreferenceSettings, which allow scratch orgs to be spun up with certain settings enabled or disabled. The full list from the above URL is, at the time of writing, as ...
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0answers
71 views

Remove Visualforce Page from Home Page Sidebar

I've a Salesforce application in which on my Home Tab there is one page displayed in the Sidebar. I wanted to remove that page from the sidebar. I tried searching it in my Home Page Layouts and Home ...
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2answers
319 views

Creating an calendar event using process builder

I am trying to create a calendar event using Process Builder whenever a task is created. I am passing the parameters as shown in the screenshot, but get an error like " FLOW_ELEMENT_ERROR This ...
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0answers
22 views

Approval process optimization

Currently I have 2 approval processes on a custom object. I have 5 checkboxes which when true will be auto submitted for approval by a process builder. Current situation: Approval#1 is triggered ...
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1answer
51 views

Lookup filter Inclusion (Incorrect type. Record Type not compatible with Text)

I have a object b which has lookup to object a. when i prompt to create a new record in object b i will select the record type and then i will go to edit page. Now when i click the lookup icon of ...
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0answers
55 views

Grant access to connected app only to managed package licensed users

I have a fully working connected app, and now I want to authorize only managed package licensed users. Let's assume the managed package namespace is xyz. Scenario: ISV A releases xyz Company B has ...
1
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1answer
1k views

Knowledge tab in Salesforce Lightning

Lightning App Launcher: Classic: Knowledge tab is not visible in Lightning. I have checked all the permission, not sure why it's not appearing. I went through most of the question on this topic but ...
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1answer
97 views

How could we enable the global header bar on the top of the org landing page

As you can see the toolbar in the below screenshot How could we config it? Thanks Update After enabling the community, then followed by going to the profile and enable this option.
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1answer
32 views

Need help in achieving one requirement [closed]

Business reqmnt: Suppose there are 2 managers and 4 employees. Manager1 has Emp1 and Emp2 under him and Manager2 has Emp3 and Emp4 under him. I want to add a picklist or lookup in Manager's layout ...