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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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9 views

Trailhead Error on Verifying Step - There was an unexpected error while verifying this challenge

I keep intermittently running into this error while working through different Trailhead exercises. Sometimes it disappears without my changing anything in the org at all (except letting time pass and ...
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0answers
15 views

salesforce Login button for user record

Eventhough the "Admin can login as any user" checkbox in setup is enabled still "login" link or button is not visible near user record? In the salesforce org , on top of each User records we have "...
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21 views

Field Service Lightning “Cannot Dispatch Next Service Error”

I've been implementing and developing Salesforce , Field Service Lightning in order to pursuit my workplace goals and mission. Currently the workforce is experiencing a short block that needs to be ...
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14 views

Record transfer email notification

I reassigned (transferred) the contact owner for 64,000+ contacts this morning via Data Loader. It appears that it's possible that we had a Marketo smart campaign that was also triggering contact ...
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19 views

how to make dynamic filter in dashboard level

I am having trouble on dashbord level dynamic filter. If Lead object have custom Pick list field name "Dealers". Dealers values are: Dealer_A Dealer_B Dealer_C I ...
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42 views

Add ProcessInstanceWorkitem tab [closed]

By clicking on Step 1 link in Approval History related list, you can access ProcessInstanceWorkitem item which show all user's pending request by modifying the URL. Is there a way to add a tab instead ...
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1answer
51 views

Deactivate forecast category value in Opportunity

Salesforce throws error when deactivating a forecast category. I need to deactivate 'Commit' forecast category. Please refer below stage and forecast category mapping. I have mapped 'Commit' to '...
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23 views

Help Text on a Configuration Attribute in CPQ Line Editor

I am trying to accomplish what I think would be a simple task. Is it possible to add help text of some sort to a configuration attribute in the line editor of Salesforce CPQ?
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2answers
31 views

External IDs on object - Best Practices

What is the best practice to handle multiple external IDs on object? F.e if accounts are coming from multiple systems, should each external ID be kept in its own field?
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1answer
32 views

Profile Login Hour Restriction

We need to disable login to salesforce org for specific profiles from Saturday 13th April 2 AM EST to Sunday 14th April 10 AM EST. Will these login hours restrictions at profile level work, if we set ...
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1answer
61 views

How to pass parameter values in formula field hyperlink

I am trying to pass parameters in hyperlink url of formula field, but I am getting field names instead of it's values. HYPERLINK("https://testwebsite.com/v2/search/{!Case__r.Product__c}?jt=1&jv={!...
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1answer
181 views

Error: Cannot find module '@oclif/config'

I already sort of asked this question but there doesn't seem to be a solution for it. So I figured I would ask a new question about work arounds people have done. When running any form of sfdx ...
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22 views

Easiest way to create a sidebar component to only display based on a picklist field

My requirement is to create a sidebar component on the account object which will show a few fields that should only show if the program__c picklist field = card. i have done some searching and i am ...
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2answers
56 views

how to remove default subject value “Call” from log a call button from activity history?

I want to remove the default subject value "Call" from the 'log a call' page from activity history section on case page. Could it be possible? Thank you. Thanks, Anitha
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1answer
47 views

Enabling Lightning Dialer

I am in a European environment and an Unlimited Edition. I am sysAdmin and I am trying to enable Lightning Dialer(help info). However, when I type Dialer in the Setup (step 1), I cannot see any option ...
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16 views

Disable TLS requirement for Sales Force Out Bound Messages

Is there a way in SalesForce to disable this required authentication for outbound messages? We are getting Error of Server chose TLSv1. Now the server we have is Running Frame Work of 4.7 which ...
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1answer
21 views

Is there any permission to delete vote records related to knowledge article?

I am able to delete vote records using system administrator but when I am trying with other user INSUFFICIENT_ACCESS_OR_READONLY exception is thrown. These vote records are related to knowledge ...
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12 views

Is there any option to enable asset sharing from apex or any salesforce API?

I want to check is asset sharing enabled in client's org. This can be achieved by checking ownerId field is exist on asset. If it does not exist then I want to enable it using apex or any salesforce ...
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2answers
173 views

How to limit picklist values based on Role?

I have added a value to a picklist that is dependent on the value of another picklist. I have added the same value to a different picklist. It is added for particular record types. When the user of a ...
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1answer
118 views

Why can't assign multiple users to task created from record page

When I create a task from Task tab, I can assign task to multiple users. But when it comes to any record page, and I try to add new task from related list, Salesforce not allows to add multiple users ...
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1answer
28 views

Each click on salesforce opens in a new tab

I can't find where in the setup I may have done something wrong, But each time I try openning something (object description, records, ..) it opens in a new tab, and in this new tab on the left there ...
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1answer
19 views

Does too many users in salesforce org impact salesforce performance.How does it impact?

If a salesforce org has more than 150k users does it impact the Salesforce performance ? And in what scenarios . How do we approach these performance issues.
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0answers
9 views

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
58 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
15 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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20 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
121 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
117 views

How to load configuration from custom meta data

I'm new to Salesforce, though an 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 ...
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0answers
51 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
35 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
31 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
45 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
173 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
27 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
19 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
18 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
231 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
21 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
20 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
87 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
608 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
125 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 ...
1
vote
1answer
58 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
34 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
263 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
38 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
46 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 ...