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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8 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" ...
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56 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 ...
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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 ...
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24 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( ...
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48 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:...
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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? ...
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28 views

Email relay not working

We are trying to setup Email relay so that the mail sent from salesforce will be routed through Exchange server. In Exchange server configured new connector and whitelisted all the salesforce IP's ...
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11 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 ...
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Using user language picklist in custom object field

I want to add a field on Opportunity to set the primary language for the customer. Is it possible to use the same picklist as provided in the "Language" field of "User"? What is ...
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2answers
54 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 ...
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23 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?
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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 ...
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27 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 ...
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31 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?
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MarktingCloudSDK configuration deleted contacts

My problem after deleting contacts from Marketing Cloud, the connection between the SDK and Marketing Cloud is lost. And the contact is not created again in the Marketing Cloud, after the application ...
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17 views

Is there any way to set the Configure Custom Link in Second-generation managed packages?

Is there any way to set the Configure Custom Link in Second-generation managed packages? I can't find in the documentation any clues or options to get this done
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2answers
166 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 ...
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28 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?
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1answer
165 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 ...
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1answer
17 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 ...
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40 views

salesforce to salesforce Connection sync issue

We enabled Salesforce to Salesforce connection for our client who owns two different orgs(Org-A & Org-B). Currently we are syncing contact records, the sync is bi-directional if record created in ...
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1answer
165 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 ...
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1answer
179 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 ...
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1answer
112 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 ...
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18 views

Creating Automation using process builder

I want to have the Target Start Date on the opportunity updated when I update the close date, unless I have manually updated the Target Start Date. Create logic that updates the Target Start Date when ...
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28 views

Defining “File Library” to the Component Property as Hero Banner

On Hero banner we have the option to select an image as a configuration property of the component. what is the property type that we need to configure? or is this another component that we need to use?...
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252 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-...
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1answer
74 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 ...
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1answer
228 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 ...
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359 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 ...
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26 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 ...
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1answer
192 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 ...
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1answer
52 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
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16 views

Clickable Address field on Lead For Salesforce Essential Edition

My Lead Address field is not clickable in the Salesforce Mobile app. I want it clickable so that when someone clicks on the address it always opens up in google maps. I have a salesforce Essential ...
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1answer
157 views

lightning url hack for lookup field

I'm trying to prepopulate the lookup field in child objects from the related list of parent. But it seems the URL hack is not working for that. Event when I hardcode the value, it's still not working /...
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29 views

How can I make a field mandatory to fill when I create a Lead record using standard button?

When I click on the new button on Lead object (which is a standard button) page. It opens a standard Standard page. How to make a field mandatory on a standard page? Is there any other way apart ...
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66 views

Limit Case Team Roles view options for certain case record type

Suppose I have 5 Case Team Roles as mentioned below :- Random 1 Random 2 Random 3 Random 4 Random 5 Now I have case record type named Test Record. Now I have added Case Team related list in the page ...
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30 views

My Profile is opening two different standard pages in portals of different theme, how to make them consistent irrespective of the theme

I have two portals one with Customer Service theme and the other with Build Your Own theme. When checked in the experienced profile, it is observed that "My Profile" option of User Profile ...
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1answer
862 views

How to remove Recent View List view in lightning

Is it possible to hide the recently viewed contacts list view (dropdown) from my users? It really confuses them, as this list view doesn't even seem to be ordered in order of recently viewed items?
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1answer
52 views

Bypass Partner Records being Deleted By Account Change on Opportunity

Salesforce Documentation indicates that when the account field is edited on an Opportunity, related Partner records are deleted. You can find this information in the notes section here. I have tried ...
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1answer
265 views

Relate an Email Thread to a Salesforce object

We are using Einstein Activity Capture in order to log in emails that we have with Specific Contacts.  Our contacts are most of the time involved in Many opportunities so a specific contact can be ...
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1answer
324 views

How to Track Histroy when user Click any Tab or anything?

example: user first time clicked on "Account Tab" later Clicked Contact Tab.. need to track what opended user?
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1answer
183 views

Can I repeat(loop) a FLOW screen Interview based on User Input?

I have a scenario where there are 5 screens. On 2nd screen, The user will input a number(Repeat = x), based on that I want to repeat Interview screen 3, Interview screen 4, and Interview screen 5. ...
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2k views

Unable to delete configuration properties from LWC?

I need some assistance with the following problem. I added the following code to my LWC: <?xml version="1.0" encoding="UTF-8"?> <LightningComponentBundle xmlns="...
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1answer
19 views

How can I allow a profile to only have access to user creation and nothing else

I have cloned a read only profile and removed all access except manage users. I am still able to see custom code etc in set up and configuration. How can I restrict a user from accessing everything ...
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166 views

Getting the error :“Needed Salesforce Engage Licence to view this”

Actually downloaded the free Pardot package and asssigned one of my system administrator a salesforce engage licence The problem i am facing that there is no "sales cloud engage'' type license not ...
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11 views

Are the community files values available in community code/components?

When setting up a community, these values can be set: It would be convenient if those values were accessible from code/components contained in the community e.g. for hints for users without the ...
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26 views

how to migrate filters

I have created too many filters on account object (under list view and filter catogory), wondering how to move it using change sets to another org, i tried to look for this in XML package too but ...
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25 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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84 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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