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.

Filter by
Sorted by
Tagged with
0 votes
0 answers
15 views

How to filter a Dashboard using a formula field?

I have a dashboard that I wish to display on clicking a link. This link has to be prepared in a way the dashboard filters and displays the components only for the products that are associated with the ...
user avatar
0 votes
1 answer
16 views

how to get data as array of object in flow

yesterday I had posted the question regarding the content-type:problem+json in which I dig in and was finally able to understand the real issue, I need to pass the data in the body like this "...
user avatar
0 votes
1 answer
22 views

Update variable in a JS Static Resource

I have a js library uploaded as a static resource that I am using in my VF page. This library has a "config" object which contains server info etc. The problem is that I need to update the &...
user avatar
  • 33
0 votes
0 answers
15 views

Custom currency symbol

I need to set a custom currency symbol NOT available through the standard currency symbols in Salesforce. In my country, we use a quite peculiar currency named "Unidad de Fomento" (which ...
user avatar
2 votes
2 answers
43 views

Pass arguments to Execute method in Custom Activity?

Hello I am having a little issue, I am using a template I found online, this, I have hosted it and it is working properly when it comes to ethds executiion and so on : The issue is That I am trying to ...
user avatar
  • 160
0 votes
1 answer
29 views

Enabling Customer 360 Privacy Center / GDPR not visible

Working on the following module based on GDPR module https://help.salesforce.com/s/articleView?id=release-notes.rn_c360_privacy_rtbf.htm&type=5&release=232 (Delete Customer Data with Right to ...
user avatar
0 votes
0 answers
17 views

Does Chat REST API have any methods controlling where new chats open?

My agents have come to me and asked if it is possible to control the placement of newly opened chats in Live Agent. The way it's set up now is that when an available agent accepts a new chat - the ...
user avatar
  • 1,969
0 votes
0 answers
13 views

Query StageName history on Opportunity object without Field History enabled

Is it possible to query StageName history on the Opportunity object without Field History enabled? Thank you!
user avatar
1 vote
1 answer
21 views

Need help with two lines in a formula on a process builder. How can use a OR and ISCHANGED together?

I have a picklist with 3 values: fulltime, halftime, and unemployed. My process builder updates halftime and unemployed to "fulltime" (expected behavior) whenever we- get a contract and the ...
user avatar
3 votes
1 answer
358 views

make LWC's targetConfig's property mandatory

How can I make some properties in the meta file mandatory? I have defined a few properties in below format <targetConfigs> <targetConfig targets="lightning__RecordPage"> &...
user avatar
  • 405
-1 votes
1 answer
96 views

Banner notification based on time [closed]

We have a requirement where we have to show planned system outages information as a banner. The banner should be visible to users from 4 hours before planned outage time. What would be the best way to ...
user avatar
-1 votes
1 answer
39 views

When account is active, only Admins can edit certain fields

It seems a like a simple requirement which seems like can be done using Validation Rule? However, I don't want go and do this check on all fields. So, clearly that is not a proper solution. Should I ...
user avatar
0 votes
0 answers
32 views

What does a duplicate value found: <unknown> duplicates value on record with id: <unknown> indicate in Process Builder deployment?

I'm trying to deploy an invocable process builder via metadata API and getting this error: duplicate value found: <unknown> duplicates value on record with id: <unknown> This is not ...
user avatar
0 votes
0 answers
38 views

Set Default From Address to Do-Not-Reply email address

I have set OWD's email address as Do-Not-Reply@company.com. My requirement is when the user sends an email from an Email Message the default From should be set to Default DoNotReply address but it is ...
user avatar
  • 657
0 votes
1 answer
43 views

How to restrict users from editing certain fields on opportunity layout?

Alright, so these are things i have to work with : Assuming user u1, u2 and u3 (all have the same profiles), Same opp record type is assigned to all of them. If a custom field (sub_record_type__c) is ...
user avatar
1 vote
1 answer
111 views

Add line breaks after every 10 characters in text field using formula field in salesforce [closed]

I have a formula field of type Text with maximum length of 255 characters. I need to add new line after every 10 characters. How can I create a formula to dynamically add new lines based on number of ...
user avatar
  • 141
0 votes
0 answers
20 views

Timeline for Health Cloud Empower not showing events

Timeline for Health Cloud Empower Component in community is not showing events in community. The events are visible in the related list as well as in the Timeline tab in Health Cloud Console. Events ...
user avatar
0 votes
1 answer
57 views

SF text field Password masking

I have a text field and it needs to be masked. So, what are out options? OR
user avatar
0 votes
1 answer
112 views

How to get the redirect url, when we clicked on "Log is as user experience" in contact

we have external system when they login in their system and click on button(it will redirect to our community page). In our contact object, we have button "Log is as user experience". when ...
user avatar
1 vote
1 answer
77 views

Is it correct that "Subscriber editable" custom metadata type fields avoid the need for an unmanaged package?

Old catchily titled documents such as How to use custom metadata types to save years of development on app configurations say: Subscriber-editable records: Put metadata records you want edited by ...
user avatar
  • 129k
0 votes
0 answers
63 views

Field Not showing but showing on Details section for the record

I have created one field on an object but when tried to create a new record for that particular object it is not showing the newly created field(Date). I have checked the field level security it is ...
user avatar
0 votes
1 answer
447 views

Add BCC to standard Salesforce Flow Send Email action

Using Flow to send email using the email action Send Mail. Sending To multiple comma delimited email addresses. Also have a need to BCC an email address. However, I do not see the option to add a BCC ...
user avatar
  • 703
0 votes
0 answers
39 views

Can't see deployed public group in target Sandbox

I have deployed a couple of public groups from Sandbox A to Sandbox B but I can not see the public groups which I have deployed to Sandbox B. I'm a user with Admin profile. Is there any setting of ...
user avatar
  • 602
0 votes
1 answer
64 views

Can we use custom setting to restrict access for a user?

Can we use hierarchical custom setting to restrict a particular user from deleting object record. The profile has Delete permission on profile for that object. And it should not be changed as per the ...
user avatar
  • 9
0 votes
0 answers
23 views

Can I create an Attendance Flow or Process?

I have a few custom objects for program tracking: Programs with a child object called Enrollment and a child object called Sessions. Sessions also has a child object called "attendance" ...
user avatar
1 vote
1 answer
91 views

How do i make global search return a case by searching a value stored in a custom text field?

Recently I was presented with a bug in which Global Search doesn't return any cases when I search for a value stored in a custom Text field inside the case. In my tests to replicate the error I, as a ...
user avatar
0 votes
1 answer
654 views

How to assign a record type to a profile

I have been following this documentation to see how I can assign a Task record type I created for a profile I have. However, the instructions say Select a profile. The record types available for that ...
user avatar
  • 5
1 vote
0 answers
27 views

Salesforce calculating different formula size in different orgs

We have a formula field having the following formula IF( IsClosed, CASE(MOD(Opened_Date__c - DATE(1985,6,24),7), 0 , CASE( MOD(Closed_Date__c - Opened_Date__c,7),1,2,2,3,3,4,4,5,5,5,6,5,1), 1 , CASE( ...
user avatar
0 votes
1 answer
802 views

How to use the validation rule for record edit restriction

My validation rule AND( $Profile.Name <> "System Administrator", $User.Id <> "0053600000xxxxxxxx", NOT(ISNEW()), NOT(CONTAINS("Kristen Becker:...
user avatar
  • 159
0 votes
0 answers
47 views

Add "features" for "Products" in Salesforce CPQ via visualforce page/apex class code

I am very new to this so apologies. I would like to add a feature to a product in Salesforce CPQ automatically when a button is clicked in my custom VisualForce page. Can anyone guide me how to do it? ...
user avatar
  • 1
1 vote
0 answers
15 views

Change the default for Activity related to

I'm using Salesforce in two languages - English and Spanish. When I create a new event in activity, there is an option to choose which object it is related to. In the English org, by default, the ...
user avatar
  • 35
0 votes
2 answers
347 views

Do we need Edit access on Parent record if they have Rollup Summary

I have a child object which has a Master detail relationship with Account. There are some rollup fields on account. Now whenever I'm trying to create a new child record using a user who does not have ...
user avatar
0 votes
0 answers
30 views

How to restrict users from viewing not more than 2 level Account Hierarchy

What configuration changes should be made so that a user should be able to view 2 level account hierarchy after he/she clicks on Hierarchy Icon?
user avatar
  • 176
0 votes
0 answers
114 views

How can I remove Change Owner button from Account object List View in Salesforce?

How can I remove the Change Owner button from Account object List View in Salesforce? I already tried looking into the [Search Layouts for Salesforce Classic --> List View] but didn't find anything ...
user avatar
  • 176
0 votes
1 answer
104 views

Multidependent picklists salesforce

I need to set up a picklist that is dependent on what is selected on two other picklists. What I need is to set it such that third result depends on first and second choices. This process should be ...
user avatar
-1 votes
1 answer
44 views

Without using sharing rules how can i share records to another user? [closed]

Without using sharing rules how can i share records to another user?
user avatar
1 vote
2 answers
977 views

Make a copy of production org into another(mainly meta data)

Problem: To make an exact copy of the production org into another fresh production instance. Possible Solutions: I have thought of a few possible solutions, please let me know if there is any better ...
user avatar
  • 405
0 votes
2 answers
223 views

Is there is any workaround for the dashboard 3 filter limitation?

I know we can only add 3 filters to a dashboard but is there is any workaround to put more than 3 filters?
user avatar
0 votes
1 answer
600 views

(LWC) Your company doesn't support the following file types: .csv

This is in a Full Sandbox. Been using an LWC which I created to accept a .csv file upload. It's been working for months with no issues. Today I went to test a new dataset and received the following ...
user avatar
0 votes
1 answer
27 views

Streaming API - update notifications payload

I hope one can help me out answering the following question, as the SF documentation is not precise at this: I know that based on a topics SOQL query and its specific configuration SF resolves whether ...
user avatar
0 votes
1 answer
431 views

How to hide the field "Sales Price" in the "Contract Line Item" Page layouts?

There is a standard field Sales Price ( API: UnitPrice ) on the Contract Line Item Object. It seems like that field cannot be removed from Page Layouts - the following error is shown if we try to do ...
user avatar
0 votes
1 answer
405 views

How to restrict users from getting entered in a lookup field based on their permission set assignment using validation rules

I've a use case where Users having a PermissionSetAssignment X should not be allowed to be made owner of a custom object record by another users. I'm able to do this using a trigger but I've to make ...
user avatar
1 vote
1 answer
772 views

Is it possible to hide related list based on condition?

I would like to hide a related list based on condition . For e.g : If the user doesn't have edit access on opportunity, do not display quotes related list or do not show new button, so new related ...
user avatar
0 votes
1 answer
559 views

Salesforce Outbound call (Click To Dial) using Twilio Flex

I am trying to implement Twilio Flex for Salesforce Open CTI. I am using a twilio trial account. I have enabled Inbound calls to salesforce using twilio flex. Now I am trying to implement Click-To-...
user avatar
1 vote
1 answer
149 views

Enable the Enhanced Profile User Interface in a new scratch org

Every time I create a new Scratch Org, it uses the old profile user interface. Is there a scratch org definition file config setting I can toggle so that the Enhanced Profile User Interface is enabled ...
user avatar
0 votes
1 answer
554 views

jsconfig.json in sfdx project

Let's say we have got (for some reasons) from git jsconfig.json file in /lwc directory. My questions are : for what purposes do we need to use this file at all in project? i can see in include ...
user avatar
  • 687
1 vote
0 answers
843 views

Trouble with Heroku env vars getting passed into docker container

Summary: I have added environment variables to the "Config Vars" section of my Heroku project. The project is a dockerized create-react-app project. I am able to deploy the app but I have ...
user avatar
  • 111
1 vote
1 answer
89 views

Cannot display Contact.Email in the Search Layout of a Contact lookup - cannot find any documentation that specifies this limitation

Let's say we have multiple contacts with the same name and linked to the same account (these are not duplicate contacts, they are genuinely the same name and against the same company). To make it ...
user avatar
0 votes
1 answer
461 views

Remove feed tabs from record information tab in salesforce community

I have a Record Information Tabs component in my Salesforce community. I want to remove the post and email tab from the feed. Is that possible? I'm not able to see anything to configure the component ...
user avatar
0 votes
1 answer
236 views

Is there is any way to remove View All link from App launcher

I want to remove View all from App launcher , without effecting anything. If yes please help me out
user avatar

1
2 3 4 5
8