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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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Looking for User Management setting enableCanAnswerContainUsername in Salesforce UI

I am currently trying to deploy the UserManagment.setting metadata but running into some issues due to environment versions. I have decided to manually configure it but cannot seem to locate where to ...
Wesley's user avatar
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0 votes
0 answers
13 views

Remove/replace Chatter feed fields

Does anyone know how to remove the fields on the Chatter feed layout? Specifically Other and Hassan Rehan are Subject and Owner fields respectively. I want to use different fields, or remove them ...
Hassan 's user avatar
0 votes
1 answer
15 views

Customizing Field Visibility on existing Account Records for different System Administrator Users without changing their profile

Description: Hi Salesforce Community, I'm facing a challenge regarding field visibility on existing Account records for users with the same System Administrator profile. Here's what I'm trying to ...
LearningSalesforce's user avatar
1 vote
0 answers
72 views

How make custom activity

I need to create a custom activity for Journey that must take the dataextension in input and associate to each a code (taken from an external API) and make a post call to an external server with [{...
Rotten_Mind666's user avatar
0 votes
0 answers
25 views

JDBC driver not loading in Dataloader 37

I'm trying to configure Database as source in a Data Loader 37 bean, but at time to execute it from CLI I got an error message that specify the JDBC driver cannot be loaded, according to the ...
saulrainier's user avatar
0 votes
0 answers
26 views

Connected app Config

I would like to know how can I configure my connected app to enter this validation where the user is leaded to 'beginWebViewFlow'. I understand that after SDKv6 if you have not configured this ...
Shayane's user avatar
1 vote
2 answers
95 views

Send Email from Platform Events

Is there a way that our customers can configure the User setting in PlatformEventsSubscriberConfig to specify a User in their production org? If so, how? See " The username of the user that the ...
Patrick Speranza's user avatar
0 votes
1 answer
203 views

Not able to see Public Groups when sharing files

I'm trying to share files with my users. I can see individual users, but can't access the groups. My Public Groups don't populate in the Groups dropdown list, and if I just type in the group name, no ...
Ajinkyasd's user avatar
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0 answers
31 views

Remove WhiteSpace From MultiPicklist Value

We have a Multipicklist Name Planning LOB on Qute Line Editor where a white space value is coming up as default along with other values, can anyone please advise how can we remove the white space from ...
Nachiket Deshpande's user avatar
0 votes
0 answers
81 views

Salesforce as IdP error - Invalid HTTP method

I have built an application (Service Provider) and I want to use Salesforce as the SSO IdP using SAML 2.0. When being redirected to Salesforce to authenticate the user, I get a 'Single Sign On Error: ...
herpreet.sond's user avatar
-1 votes
1 answer
118 views

Dynamic Email Signature

Is it possible to implement an email signature (user info, contact, website etc) in SFMC that would be attached to specific emails and would be personalised based on incoming data (Journey API entry ...
jc_mc's user avatar
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1 vote
0 answers
62 views

Second Generation Managed Package Post-Installation Configuration UI on a Lightning Tab

Have read about limitations that package settings (such as in a PostInstall Apex class) for second generation managed packages (like this one Is it possible to programmatically change connectedApp ...
nstuyvesant's user avatar
1 vote
1 answer
532 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 ...
SFDC_learner's user avatar
-1 votes
3 answers
275 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
venkatesh A's user avatar
-1 votes
1 answer
92 views

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?
Shital Chavan's user avatar
-1 votes
2 answers
103 views

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 ...
Shital Chavan's user avatar
-1 votes
1 answer
37 views

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.
Sandeep's user avatar
0 votes
0 answers
69 views

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 ...
Kiran.pandiyan's user avatar
0 votes
0 answers
95 views

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, ...
Chandrashekaran's user avatar
1 vote
1 answer
2k views

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 ...
user43598's user avatar
  • 487
0 votes
0 answers
86 views

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....
Salesforce Development's user avatar
-2 votes
1 answer
1k views

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 ...
Ravi T's user avatar
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0 votes
0 answers
68 views

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 ...
Edgar's user avatar
  • 1,279
1 vote
1 answer
538 views

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 ...
Ed Lawrence's user avatar
0 votes
1 answer
871 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 ...
Pankaj Mishra's user avatar
2 votes
1 answer
145 views

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%...
lu_ke____'s user avatar
  • 433
0 votes
1 answer
391 views

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 ...
daww's user avatar
  • 79
0 votes
2 answers
2k views

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 ...
L.benedettini's user avatar
0 votes
1 answer
243 views

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 ...
mackmama's user avatar
  • 707
0 votes
0 answers
221 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 ...
Ajay's user avatar
  • 45
1 vote
0 answers
56 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>....
surfmuggle's user avatar
-3 votes
1 answer
91 views

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) ------> ...
Ritwik's user avatar
  • 1
1 vote
1 answer
1k 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 ...
DevelBase2's user avatar
0 votes
2 answers
139 views

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? ...
sfdcStag's user avatar
0 votes
1 answer
415 views

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 ...
Ajinkyasd's user avatar
  • 335
1 vote
1 answer
501 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 ...
Naveen Reddy's user avatar
0 votes
1 answer
154 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 ...
Pavan tej's user avatar
  • 1,460
2 votes
0 answers
505 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 ...
Kevin Yao's user avatar
  • 117
2 votes
1 answer
1k 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 ...
LucyFenel's user avatar
0 votes
1 answer
492 views

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?
Senthamizh's user avatar
0 votes
0 answers
87 views

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 ...
user123152's user avatar
0 votes
0 answers
96 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....
Sfdc's user avatar
  • 1
1 vote
0 answers
644 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 ...
user43598's user avatar
  • 487
1 vote
1 answer
48 views

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 ...
Dan Lambeth's user avatar
1 vote
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 ...
Salesforce Development's user avatar
0 votes
1 answer
857 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 ...
Kiran Pands's user avatar
1 vote
1 answer
925 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 ...
Ranger9019's user avatar
0 votes
1 answer
1k 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 ...
Kiran.pandiyan's user avatar
0 votes
1 answer
2k 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 "...
Jon Snow's user avatar
0 votes
1 answer
292 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 &...
Badar's user avatar
  • 45

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