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.

Filter by
Sorted by
Tagged with
3
votes
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 ...
2
votes
3answers
625 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 '...
0
votes
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 ...
0
votes
2answers
31 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 ...
0
votes
1answer
16 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 ...
1
vote
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 ...
0
votes
0answers
19 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: ...
0
votes
0answers
20 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 ...
0
votes
1answer
398 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 ...
1
vote
1answer
384 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 ...
0
votes
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"
2
votes
1answer
426 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 ...
1
vote
2answers
110 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 ...
13
votes
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 ...
0
votes
1answer
530 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?
1
vote
1answer
395 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
vote
2answers
594 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 ...
0
votes
1answer
831 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 ...
1
vote
1answer
718 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?
0
votes
0answers
37 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 ...
0
votes
0answers
34 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 ...
0
votes
1answer
643 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. ...
0
votes
0answers
18 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 "...
0
votes
1answer
540 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 ...
0
votes
1answer
794 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 ...
0
votes
0answers
71 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 ...
0
votes
0answers
16 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 ...
0
votes
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 ...
0
votes
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 ...
1
vote
2answers
87 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. ...
1
vote
0answers
67 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 ...
0
votes
1answer
43 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 ...
4
votes
2answers
138 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 ...
0
votes
1answer
168 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 '...
0
votes
0answers
52 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
vote
2answers
41 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?
2
votes
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 ...
0
votes
1answer
140 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={!...
4
votes
1answer
300 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 ...
0
votes
1answer
145 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 ...
0
votes
0answers
24 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 ...
0
votes
2answers
144 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
2
votes
1answer
27 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 ...
1
vote
1answer
119 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 ...
0
votes
0answers
19 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 ...
0
votes
0answers
16 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 ...
0
votes
2answers
295 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 ...
1
vote
1answer
410 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 ...
3
votes
1answer
40 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 ...
0
votes
1answer
20 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.