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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246 views

Salesforce.com configuration review tool

This is regarding quality control for Salesforce.com projects. For Force.com development (custom coding), we have at least Source code security scanner which does static code analysis to some extent. ...
4
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1answer
205 views

Custom Settings difference between Object Name and Api Name?

Can someone explain me what is the difference between object name and api name for custom setting. The doc says for object name : Name used when the custom setting is referenced by formula fields, ...
3
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0answers
585 views

User to be redirected to another URL after successful SSO authentication

I want the users to be redirected to another URL (visualforce tab) after successful SSO authentication. We have setup SP initiated SSO. Our Identity provider uses SAML 2.0 and as per a salesforce ...
3
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1answer
321 views

Android Push Notification set up questions

We have guys on our end trying to configure Push Notifications & they’ve asked me to reach out for an answer on the below: https://rink.hockeyapp.net/apps/01af36d7ba765d5231019c56880bbb9d/...
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0answers
59 views

Is there a way to get a 7 day calendar view of assigned user in Event page

I am trying to see if i can get a 7 day of view of the calendar of the assigned user. The idea is to allow the user to choose a date based on the availability for the next 7 days Is this possible? I ...
2
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0answers
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 ...
2
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1answer
46 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 ...
2
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0answers
105 views

Grant access to connected app only to managed package licensed users

I have a fully working connected app, and now I want to authorize only managed package licensed users. Let's assume the managed package namespace is xyz. Scenario: ISV A releases xyz Company B has ...
2
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0answers
38 views

Is it possible to remove “Login as other user” permission for system administrator profile?

Is it possible to remove "Login as other user" permission for system administrator profile? I thought to clone sys admin profile and give delegated administrator access, but i dont want to create a ...
2
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1answer
660 views

Permission Sets on Quotes Template

I would like to create a permission set to give an access to all quote templates. I do not want some users within the same profile to see or have access to the quotes template. How to user can only ...
2
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0answers
52 views

Not able to populate Partner Account field in HTML email template

I want to populate the Partner Account field value in a HTML email Template. This field is a standard lookup field(Account) and available on Opportunity page. while updating the template I do not see ...
2
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0answers
47 views

are hover links available on feed-based page layout?

In the good ol' days, when I looked at an opportunity page layout I would be able to see the hover links for the related lists associated to the record. However, now I notice that they are no longer ...
2
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3answers
804 views

How to Populate a Lookup Field on the Standard Account Object Upon Save

On the standard 'Account' Object, there is a Look-up field 'Purchase Order Rule' (POR). When creating a new account, upon save if the POR field is Blank I want it to auto populate with the value '...
1
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0answers
16 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 ...
1
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0answers
182 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?
1
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2answers
936 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
1
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0answers
23 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 ...
1
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0answers
70 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 ...
1
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1answer
827 views

Updating with record type as null

We have contacts with recordtype x, y and blank. I would want to update contacts with recordtype x and blank to y using a process builder. So, in the formula for the process builder, I used the OR ...
1
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0answers
55 views

How to change default value of standard From picklist fields while sending mail from case

My question is how can I change default value of 'From' standard pick list field using code? So what I did is I have added below logic on 'Send Email' button: /_ui/core/email/author/EmailAuthor?...
1
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1answer
209 views

Did Account team members will get access to child records of Account where Account is Master object?

Did Account team members will get access to child records of Account where Account is Master object? Child object is Custom object.
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0answers
180 views

How to set up a calendar that shows the due date of the Task records in Lightning?

The calendar in Lightning does not reflect the tasks that I have. I have over 200 records assigned to me with due dates in each of them but I do not see it in the calendar. Any idea why is this? ...
1
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0answers
32 views

How do I get custom settings data into other companies setups when they install my app?

I don't know much about Salesforce, but I've learned a lot these last few months. I was given the assignment to create an app for the Salesforce App Exchange, so that our API would be available inside ...
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0answers
666 views

Default landing page not working

I have a lightning app whose component I display using a VF page after associating it to a visualforce tab. I have done the below steps Associate the custom Landing page(VF Page) to a Visualforce Tab ...
1
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1answer
94 views

Salesforce execution order on flow updates

All – I am in the process of resolving the issue when Process builder try to update a field and a validation rule stopping that update. Here my question is if we have 10 flow updates, for each flow ...
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0answers
88 views

Event Reminders Popup window for Partner Users

I am able to receive activity(task/event) reminder popup window for Internal users. But the same window is not available for Partner/Community users, Am I missing any configuration setting? Task ...
1
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0answers
245 views

Cascade delete on delete of parent record (Managed Package)

Here's my object model: Student__c looks up (not a M-D) to Teacher__c. On delete of Teacher__c I want all its child Student__c records to be deleted. I'm trying to avoid any custom development i.e.,...
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0answers
344 views

Administrator can't change language to English

I'm the administrator and the default language of the company is portuguese. I've created a sandbox and I changed the location in my profile to English and the translation was not done. What am I ...
1
vote
1answer
470 views

Update a field while changing stage in Kanban Lightning View

If a validation rule blocks movement or dragging of records or between stages; can those fields be visible/pop up and/or updated easily without having to open the record details?
1
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0answers
64 views

How to create a link in the highlights panel of the console to the contact detail page?

I am trying to create a link for the name of the employee in the Highlights Panel of the console so that it opens the Contact Detail page for the employee within the console to allow me to see ...
1
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0answers
21 views

is there any way to Call Webservice from Web2Case html file

I am trying to validate some salesforce data from Web2case html file hosted in web server. Don't want to use salesforce Sites for this. Is there any way to achieve this?
1
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1answer
148 views

Why Custom Date field displays Year value till 2021?

I have created a field "Test Date" of type date on opportunity object. On Opportunity Record when I want to provide date value(year) as 2022 or 2023,it displays list of years till 2021. Scenario:when ...
1
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1answer
319 views

Possible to use Content Builder emails for Double Opt-In / Welcome E-Mail?

Question... At the moment I can't pick a welcome email or double opt-in email from my content builder content, i have to pick from classic manual coded HTML emails. Is it possible to use the content ...
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0answers
41 views

How to find out what sent the email

One of the users has received an email containing data from my ORG with a link to a task and he is not supposed to get it. I'm trying to figure out what has sent it. I have reviewed all of the 600 ...
1
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1answer
45 views

Owner couldn't edit the record he created

I have a custom object Named Education__c. The OWD setting us private and on the profile I have given only Create and Read Permissions. So, when User X creates an Education Record, he is becoming the ...
1
vote
1answer
145 views

Remove unwanted standard fields in Dev Org?

I'd like to remove some less used standard fields in a dev org that are not present in my Enterprise org so that my metadata is a clean copy. For instance, I'd like to remove Contact.CleanStatus and ...
1
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0answers
35 views

Field Tracking does not Capture Field updates through Batch Job

I have enabled Field Tracking on the Status field of Asset Object. There is a Batch Job which updates the Status based on the UsageEndDate of the record. But somehow the Updates of the Batch Job are ...
1
vote
1answer
157 views

Add new Echosign template in Salesforce

I have been trying to create a EchoSign template in salesforce. I am searching for this for last two days but couldn't find anything working. Here's the thing that I have to do. Adding the Echosign ...
1
vote
1answer
223 views

Why is Console Layout not listed?

I have a developer edition Salesforce org and I want to create a Console Layout but I cannot find it listed in Build > Customize > Agent Console, as specified in the link above. I have another ...
1
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0answers
52 views

Find the Contact and Account name for an Idea Vote in the UI

I am wondering if I am missing something when using the Ideas functionality within SF. One of the biggest complaints from our product development team is that you cannot tell who actually voted for ...
1
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0answers
277 views

Validation Rule for picklist field

I am having 2 fields in a custom object. Pricing_Option__c : (pickList) : Values: Show Price, Show 1st Discount, Show 2nd Discount, My_Discount__c : (percent) Here in My_Discount__c I want to ...
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0answers
83 views

How can we map custommapping fields in salesforce for outlook with Microsoft Outlook

Requirement: I wanted to sync my Calender Events from Microsoft Outlook to Salesforce.com(direction) and I wanted to have an additional field for it i.e. 'Type' of events/meetings but I am unable to ...
1
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0answers
116 views

Partner unable to send email from a case

I have a partner portal user that, although the page layout assigned to their profile and record type that they are using for the case contains the email section (which by the way on the page layout ...
0
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0answers
9 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 ...
0
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0answers
29 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 /...
0
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0answers
14 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 ...
0
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0answers
29 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 ...
0
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1answer
76 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?
0
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1answer
28 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 ...
0
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0answers
15 views

How to show Articles Details page in Community?

I want to show the Article details page when the pop-up in image above is clicked on. How do I do that? I tried the following: Embedding the Article Details page: It refused to show up Provided ...