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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1answer
455 views

How to hide standard List Price field based on User Profile

I want to hide the standard List Price (UnitPrice) field from the Add Product screen (on standard Order object) for our Customer Community Users only. Use Case - We have customer community plus ...
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0answers
11 views

Submit for Approval Button in lightning community

I have submit for Approval button in Lightning community which is a quick action button calling a VF page. QuickAction: The VF code: <apex:page showHeader="false" sidebar="false" ...
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1answer
476 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 ...
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1answer
584 views

Deployment error: __MISSING LABEL__ PropertyFile - val dependent.class.invalid not found

I am facing deployment error as shown below. I searched a lot but could not find correct solution for this. What needs to be done for this?
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1answer
478 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 ...
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1answer
423 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?
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1answer
27 views

How to display a custom warning message on record save

I have a requirement wherein I have to display a warning message to the user on record save. It doesn't prevent records save, but just show's an error message. I have been trying to think of the ...
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0answers
16 views

AuthConfiguration getSamlSsoUrl method return link doesn't work

So I have the method getSamlSsoUrl(communityUrl, startURL, samlId) from the class AuthConfiguration and returned a very long url with saml id, saml acs, saml binding type, and etc in the url. However,...
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1answer
1k views

Deleting/Deactivate case recordtype

I have deactivated one the recordtype we have and I still see the option when I create a new case i.e. under 'Available cases record types' I deleted it without any issues and it just got rid of the ...
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2answers
722 views

Creating an calendar event using process builder

I am trying to create a calendar event using Process Builder whenever a task is created. I am passing the parameters as shown in the screenshot, but get an error like " FLOW_ELEMENT_ERROR This ...
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3answers
383 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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0answers
10 views

Can we use “ConvertedAccountId” and “ConvertedContactId” in formula fields to get values from parent like “ConvertedContact.Name”

I have tried to use "ConvertedContact.Name" and "ConvertedAccount.Name" in formula field but it is always says that "Error: Field ConvertedContact does not exist. Check spelling.". Can anyone confirm ...
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1answer
18 views

can you restrict edit access to a field after one time edited?

I am working on a Picklist requirement which needs to give Edit access to all by default. Once any value is entered by any user, edit access is restricted to all except Admin Profiles. Any ...
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1answer
59 views

Marketing Cloud domain Delegation [closed]

I have a one question regarding delegation sub domain in marketing cloud I'm confusing that how to set-up dns and domain. from what i saw quickstart Documentation that have a lot of way for ...
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1answer
360 views

How to set Field as “Available for the Field Set” In Field Sets

I am trying to add set of fields to "In the Field Set" and other set of fields to "Available for the Field Set" I could not see a separate panel for "Available for the Field Set" in create/edit ...
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1answer
704 views

Validation rule to make all fields read only except one

I have one validation rule which make all the field read only except one field Stage, when stage is New This validation rule is working fine for all the scenarios but failing in one condition. ...
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1answer
572 views

Lookup filter not returning records

I have a lookup field on opportunity object. The field is a lookup to account object. The filter criteria i had used is that only accounts of specific recordtype should be available in the lookup. The ...
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0answers
12 views

Access Local Folder using Hyperlink

I had a requirement to access a local file to salesforce through a hyperlink field which I have to open in browsers other that chrome. Im seeking for a help as this requirement became critical to me. ...
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1answer
937 views

Update Product Field Value based on Configuration Attribute

I have setup the the CPQ as below. 1 Bundle with 1 Configuration Attribute (Picklist With Regions) and 1 Configuration Attribute (Number - Total Volume). 4 Products in above Bundle. The ...
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1answer
1k views

HTML Email Configuration from address as no-reply@salesforce.com

How do I set the from address as no-reply@salesforce.com? I've tried with Enabling Enable Sender ID compliance, but it's of no use. When I test my mails I get from address as [my ...
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2answers
433 views

Error while deployment through SFDX

I took the complete org backup from one org and trying to deploy it in another org. While deployment through the SFDX, I am getting the following errors: Invalid fullName, must end in a custom suffix ...
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1answer
41 views

How to reference parameters outside of Apex Class that can be configured by Administrator

Here is an example of the challenge I have faced multiple times. I was wondering if anyone could offer best practices on how they handle situations like these. I have an apex class that process ...
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1answer
1k views

User licenses and Permission Set Licenses

I was wondering how those licenses work. When I have a view like: User Licenses : Salesforce 30 Permission Set Licenses : Sales User 10, Service User 10, CRM User 10 I know that permission set ...
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3answers
627 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 '...
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0answers
11 views

Retrieving the Size of Custom Metadata/Custom Setting in salesforce

I would like to get the storage used & storage available for Custom Setting/Custom Metadata in salesforce. Is there way to get an overview report like Data/File Storage available or any query in ...
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2answers
35 views

API Usage Breakdown?

We are using Lightning and trying to find out if there is a way to see a breakdown of API usage by source. I have heard of a report that can be used, but it doesn't show up in the Administrative ...
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1answer
18 views

How to Access field from Detail object in Master object?

I have a customer object as master and Document object as Detail which has a Status__c field. Since its a Master-Detail there can be multiple Documents to the custom object. I want to maintain a ...
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1answer
15 views

Different view on Editing a Report

When a user is trying to customize a Report, he is having a different view than a usual one. Is this due to some permission issue or any settings mismatch. Coz even the Switch to Lightning and App ...
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0answers
20 views

How to populate related contacts list by selecting account in lookup?

I have two lookup's 1. Account Lookup and Contact Lookup Trying to get related contacts to the specific account selected . For that I have used a formula on contact field is Formula : Contact: ...
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0answers
48 views

Detail Page Button in Community not working as expected

I have a custom Object I have created a detail page button in that Behavior: Display in existing window without sidebar or header Display Type: Detail Page Button Content Source: URL This ...
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4answers
5k views

want to make a field read only when i selected a picklist value

I am having an Opportunity object there is a field named "stage(picklist)", when I selected "selected won" from picklist "amount" field must become "read only"
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2answers
2k views

How do I set DML Options when using the REST API?

My question is nearly identical to an existing question. To summarize the problem, my case owners aren't receiving an e-mail notification when a new comment is added to their cases. Please view the ...
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1answer
828 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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0answers
47 views

Clarification on configuring SDK iOS SFMC?

In regards to configuring the SFMC iOS SDK for use with Mobile Push, how often does the sfmc_configure() method need to be called? every launch? (more? less?) Note: I'm using the ...
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0answers
72 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
20 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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0answers
94 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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0answers
20 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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0answers
20 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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2answers
92 views

How to find all customization in salesforce org?

I inherited one salesforce org and want to find out all customization in the org including all custom objects, custom fields, workflows, classes, triggers etc to find out the extent of customization. ...
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0answers
73 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
66 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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2answers
166 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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1answer
237 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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0answers
85 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
76 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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6answers
6k views

Is there any way around Verification Code ? I am using Selenium and Java to Automate Test

I would like to know if there is any way around the Verification Code for Salesforce? I successfully login to Salesforce but, my script stops because of the Verification screen is there a way around ...
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1answer
282 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
399 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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1answer
185 views

Rename Currency field Label in a Multi-Currency enabled Org

I have an Org where Multi-Currency is enabled. I can see Currency field available for objects. But I need to change the Currency field label to some other label of one of the custom object. I don't ...