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.
414
questions
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32
views
OAuth 2.0 verification
does anyone have Oauth 2.0 documentation that can help me verify if I have configured my integration correctly thank you!
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1
answer
53
views
View default record type on all the objects on a particular profile
Is there any way we can view the default record type for all the objects custom/standar for a particular profile rather than going on each object and checking its default record type because there ...
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1
answer
29
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How the field BusinessHoursId in Case record gets populated [closed]
In my org, I have two different Business Hours:
Default(it is the default one)
FS-Default
Both are active.
I have couple of RecordTypes in the Case object. Now, I need to populate field ...
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3
answers
77
views
How to retrieve the object data from Custom metadata types
I am trying to retrieve the records from custom metadata types objects but in data loader it is not showing up
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1
answer
32
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Can we rename the label of "Close Date" field to something else (Target Date) on opportunity for a specific record type?
I want to rename "Close Date" as "Target Date" on opportunity for particular record type so is there any solution for it?
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1
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27
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Can we make the standard "Close Date" field non mandatory on opportunity or remove it from opportunity page layout?
I don't want "Closed Date" field on Opportunity layout but I am not able to remove it from page layout as it is standard field and required field on opportunity is there any way to achieve ...
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1
answer
29
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Is there a way to automate Salesforce configuration programmatically?
I'm trying to see how feasible it is to automate configuration like creating user, update profile permission, data addition etc through Apex code or Rest API.
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0
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32
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The Cloned Quote record is taking the currency of user instead of taking the currency of parent Quote?
We are using a standard Clone feature for a Conga Quote object in Conga CPQ. When cloning instead of the Quote's currency the currency of the user is filled. We don't want that behavior we want it to ...
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47
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How to display attribute name instead of the field label on configuration attribute?
I have a Colour picklist field on Product Option object and it is used as an attribute across various products. But depending upon the product the attribute name can be Fabric Colour, Door Colour, ...
0
votes
1
answer
386
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Salesforce Mobile App is not showing fields
Objective: I need Salesforce App to have exact same layout which I see in the edit mode of flexipage with form factor of mobile.
Settings Done:
Created a new flexipage, by not importing fields from ...
- 447
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0
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54
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Query on OData Adapters for Salesforce Connect
I am trying to find out how and when Salesforce fetch data from external system using oData callout.
I have found two article on that and they are contradicting each other.
https://help.salesforce....
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1
answer
460
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How to display an URL hyperlink as a custom clickable text
I am looking for solution regarding salesforce URL field update.
What I am doing :
whenever I am saving 3 dependent picklist values in three custom fields and these 3 values are saving as a URL.
My ...
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43
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Not able to connect Mulesoft > Services with Anypoint Platform
I'm trying to do a POC and connect Mulesoft > Services (/lightning/setup/MulesoftServices/home) with Anypoint platform, but I haven't been able to do so, every time I try to connect to any instance ...
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1
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1
answer
210
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Auto populate Lookup Fields related to multiple Objects
I have a custom object called Project, that has related object called Milestone. I then have an object called Log which is related to both a Project and a Milestone.
If you create the log from the ...
- 11
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1
answer
460
views
compare multislect pick list with another picklist
I have a multislect picklsit on User object and a picklist on case object, I am trying to write a validation rule so that if picklist value selected on case is not matching with one of the multislect ...
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1
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1
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84
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Namespace Registries "Link namespace" popup errors out
Clicking the "Link Namespace" button opens up a new window, but looks to error out almost instantly.
error=redirect_uri_mismatch&error_description=redirect_uri%20must%20match%...
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1
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195
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How to upload a file against a custom/standard object record?
We have been using Attachment and we have just started to explore Files so bear with me if this question is silly.
I am aware that I can upload files using the "Files" tab but I would like ...
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2
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2k
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Make CPQ Quote Line Editor Columns read only
We add all the relevant field inside the fieldset Line Editor and the fields show exactly as we wanted. Our customer now ask as to make some columns inside the CPQ Quote line editor read only. Is ...
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1
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135
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UserAppInfo query fails because userId not there
I'm tracking down a bug that fails on this query because it returns no rows. The user I'm using is relatively new and still working out the kinks:
UserAppInfo userApp = [SELECT Id, AppDefinitionId
...
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174
views
Creating only single record after loop iterates using flow
Is there are any way where we can create only one record after a loop iteration completes in salesforce via a flow?.
Scenario:
On Account object there is a field called Active if that field becomes ...
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1
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0
answers
38
views
How to prevent or reduce redirects after Login
If a user enters the url https://<our-qa-stage>.sandbox.lightning.force.com several redirects occur.
Actual
The actual noticeable behaviour is this
user opens https://<our-qa-stage>....
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1
answer
54
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Changing Picklist to Multipicklist and using in formula field
I have changed the picklist fields to multiselect picklist and trying to use this in the formula filed getting below error. kindly some one help.
Field changed as
Mand_A__c(Picklist) ------> ...
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vote
1
answer
908
views
SAML - difference between Identity Type and Identity Location
I am implementing Salesforce as a service provider and I am expected to provide some general guidelines to the application which will be set as the identity provider.
There is documentation explaining ...
- 186
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27
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Editable Section in Web Component Configuration File in Managed Pacakge
I understand that most of the xml file in web component in a managed package cannot be updated after it was added in previous version.
The documentation mentioned that only the following are editable
...
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2
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116
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How to make Roles mandatory in Salesforce?
I had a curious question, can we make role mandatory in salesforce?
Is it possible, and if yes, how to achieve that?
I'm thinking of writing a before insert trigger on User object, will it work?
...
- 3
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1
answer
290
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Sort by option not available in Quote Line Item related list
On the 'Quote' page related list, I am trying to add the Sort By: column option for the 'Quote Line Item' related list. But I am not able to see this option.
I tried for the other related list on ...
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1
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331
views
Multiselect Picklist values are not stored in the database as User entered order in UI
Requirment : Values should be stored in order as they selected in UI. But Multiselect Picklist values are not stored in the database as User entered order in UI.
Please help us is there any solution ...
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0
votes
1
answer
126
views
Setup a process to update field based on multiple values
Currently, I'm trying to set up a process to calculate Routing Region based on the country field. For example:- if the country equals any of the below values it needs to be tagged as 'Latam'. And we ...
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2
votes
0
answers
369
views
Custom Metadata Type - Custom Field - Picklist Values Not editable after packaging
I'm currently trying to figure out why we're unable to edit Custom Metadata Custom Field Picklist Values after packaging in another org. From my understanding, I should be able to edit these existing ...
- 107
2
votes
1
answer
760
views
Why on these 2 environments I have different profile view?
On my first environment, this is how I can review my System Administrator profile:
On my second environment, this is how I can review my profile:
Is there any way to switch the view from the second ...
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1
answer
380
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Account Forecast VS Advanced Account Forecast in Manufacturing Cloud
What is the significant difference between an Account Forecast and an Advanced Account forecast in the Manufacturing cloud?
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63
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Some Quote Numbers are not showing in my custom Report
I have a group of rows of Service Branch and Quote Number, Service Branch is "MO Branch", and Other Quote numbers have the value of Service Branch "MO Branch". My question is why ...
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0
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74
views
NOT(Contains(TextField)) keyword in Email Templates
I have an issue when i am trying to use NOT(Contains(TextField)) keyword in Custom email templates with multiple conditions
my code:
{!IF(OR(NOT(CONTAINS(Case.Engine__c,'AB')),NOT(CONTAINS(Case....
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vote
0
answers
467
views
marketing cloud connect connection error
Premise: I'm following trailhead module to connect MC and SF. All the step until "Connect to Marketing Cloud Within Salesforce CRM" are successful.
Problem: In "Connect to Marketing ...
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1
answer
47
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Why is SurveyQuestion.QuestionType displaying as a numerical value in a report?
This field (SurveyQuestion.QuestionType) is described as a picklist in the object reference.
When I query it via SOQL, it indeed behaves like a picklist: select QuestionType from SurveyQuestion ...
- 70
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1
answer
1k
views
User Can Transfer records which they don't own
I am facing one strange issue.
Issue : Users are able to transfer account which is not owned by them
Scenario :
Account is Set to Public Read Only under OWD.
Record access given to manager hierarchy ...
0
votes
1
answer
622
views
Looking for a solution to have more than 50+ filter values in Dashboard
I'm building a dashboard which will have Products as one of it's filters. And there are more than 10k different values while a standard dashboard filter can only allow 50 values. Is there any work ...
1
vote
1
answer
754
views
Configure Burst Sends in SFMC
Do any of you have any experience with Burst Sending in Marketing Cloud? I'd like to know more about this feature to be able to send email faster and to improve email delivery speed for highly dynamic ...
- 29
0
votes
1
answer
799
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 ...
0
votes
1
answer
1k
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
"...
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0
votes
1
answer
208
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 &...
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2
votes
2
answers
528
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 ...
- 154
0
votes
1
answer
147
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 ...
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0
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68
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 ...
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1
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53
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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 ...
3
votes
1
answer
4k
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">
&...
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1
answer
778
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 ...
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votes
1
answer
129
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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 ...
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0
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1
answer
2k
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 ...
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1
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340
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 ...
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