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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6
votes
1answer
339 views

Is there a 'rule of thumb' on the upper limit of how many related records in related objects an object should have to avoid slow page loading?

Typically, each record in Salesforce will be 2kb large: https://help.salesforce.com/articleView?id=000193871&language=en_US&type=1. However, let's say in an extreme example, the Opportunity ...
11
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2answers
3k views

What does each OrgPreferenceSetting do?

Salesforce maintains a list of OrgPreferenceSettings, which allow scratch orgs to be spun up with certain settings enabled or disabled. The full list from the above URL is, at the time of writing, as ...
13
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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 ...
7
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1answer
12k views

When is it appropriate to use Record Types?

The documentation for Record Types states: Record types allow you to offer different business processes, picklist values, and page layouts to different users. It seems to me that unless you are ...
3
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3answers
3k views

How do i specify a formula field in task to display mobile

I want to show a mobile on the tasks. So i thought of creating a formula field on tasks, But i am not sure on how do i set the formula as the task could be related to a contact or lead. How do i set ...
2
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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 ...
1
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2answers
2k views

Hide a Field From ONE User

Scenario: If I had a Custom Profile / Standard Profile, say Sales,and I have 50 Users assigned to the same Profile and had same Permission / Access on a particular object (Could be Standard or Custom ...
1
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1answer
2k views

Read only field not working in pagelayout

probably this is old article but still I confused. I have custom object called candidate. I have created field name called first name and read only in page layout. once record is created in candidate ...
0
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3answers
1k views

How to get Capital letters in the first letter i entered

If i entered "name" in my text box while it saved it must be saved like "Name" Capital letters in the first letter of Alphabet It must not show any error messages it must directly save
2
votes
1answer
627 views

Is there a way to query sandbox configuration info? (e.g. Location, sandbox name, etc)

I would like to be able to query the Sandbox configuration data. For example, if you go to the "Sandboxes" link in the setup of your production org, I want to be able to query that info (Name, Type, ...
2
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3answers
292 views

Deployment from Production(Enterprise) to Production(Enterprise)..?

Hi i have one enterprise org where there is a lot of work including VF pages,triggers,reports etc...I want to deploy all the work to a new Production(Enterprise) instance..How can i achieve this...I ...
4
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2answers
4k views

“maximum depth of master-detail relationship exceeded” Can't change from Look up To Master Detail

I have two Object, Current Relationship is Look Up I am trying change it to M-D. In change Field Type the field itself is "Grayed Out" with this Info. My Intial requirement was Master-Detail because ...
4
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1answer
340 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 ...
4
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1answer
2k views

Customer Portal New Case comment notification not working

Working in an org where they are still using the customer portal and are not ready to switch to communities. I have enabled the setting in the Support settings for the cases, as well as the template ...
1
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0answers
81 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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3answers
3k views

Access Document(pdf or doc) without Salesforce login

I have 3 Document records with pdf, word document & image respectively. I need to show the files outside Salesforce(i.e without salesforce login). All of the records have 'Externally Available ...
1
vote
1answer
210 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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1answer
2k views

Knowledge tab in Salesforce Lightning

Lightning App Launcher: Classic: Knowledge tab is not visible in Lightning. I have checked all the permission, not sure why it's not appearing. I went through most of the question on this topic but ...
1
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1answer
969 views

can I upload user's profile image via data loader

I have a several user photos, is there a way of uploading them to the user's profiles en mass?
0
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1answer
539 views

can we convert a multi-select picklist value into single select picklist value? If so what will be the loss of data

Requirement:- we need to convert a multi-select picklist value into single select picklist value.if We change the Multiselect to Single .how we can avoid data loss
0
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1answer
283 views

Error: Insufficient Privileges while querying User or UserRole in a standard user context

I am running a couple of SOQL queriesthrough a Visualforce page. The queries simply look like: [SELECT Id, Name, UserRoleId FROM User WHERE Id = :UserInfo.getUserId()] [SELECT Id, Name, ParentRoleId ...
0
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2answers
3k views

Using formula to exclude weekend and holidays in salesforce

I have a requirement where in, i have to exclude public holidays listed below: (14-Jan-2015, 26-Jan-2015, 06-Mar-2015, 17-Sep-2015, 02-Oct-2015, 22-Oct-2015, 11-Nov-2015, 12-Nov-2015, 13-Nov-2015, 25-...
0
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1answer
195 views

Replace/remove list view button but retain related list button?

I wish to replace/remove the default new button (refer to image below). Right now, this button shows a Visualforce page when clicked. I have overridden the default new button by a VF page. IMAGE 1 (...