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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221 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
184 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, ...
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0answers
416 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
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 ...
3
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1answer
316 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/...
3
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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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1answer
29 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
94 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
477 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
50 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
45 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
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
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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0answers
20 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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1answer
127 views

Way to automate a Salesforce reconfiguration post sandbox-refresh

I am wondering if there is a way to automate the process of reconfiguring a Salesforce sandbox to a specific configuration, post-refresh. Currently I have read about a python add-on to create a script ...
1
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0answers
61 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
vote
1answer
474 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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0answers
42 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?...
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2answers
719 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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0answers
147 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
28 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
601 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
83 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 ...
1
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0answers
70 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
187 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
240 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
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1answer
421 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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0answers
56 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
20 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
141 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
302 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
40 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
43 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
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1answer
111 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
32 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
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 ...
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0answers
51 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 ...
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 ...
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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
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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0answers
15 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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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 ...
0
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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. ...
0
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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 ...
0
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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: ...
0
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0answers
47 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
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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 ...