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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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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13 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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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
49 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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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
40 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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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
34 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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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: ...
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43 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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2answers
358 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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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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58 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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90 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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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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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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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
219 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
72 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
63 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
61 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
249 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
374 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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26 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
286 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
170 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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20 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
28 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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21 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
377 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
593 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
68 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
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.
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12 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
161 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
16 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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26 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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3answers
342 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
158 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
104 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
37 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
39 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
40 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
127 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
258 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
29 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 ...