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.
109
questions with no upvoted or accepted answers
5
votes
1answer
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
votes
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, ...
3
votes
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
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 ...
3
votes
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
votes
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
votes
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
votes
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
votes
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
votes
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
votes
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
votes
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
votes
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 '...
1
vote
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?
1
vote
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
vote
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
vote
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 ...
1
vote
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?...
1
vote
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 ...
1
vote
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
vote
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 ...
1
vote
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
vote
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
vote
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
vote
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.,...
1
vote
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
vote
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?
1
vote
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
vote
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
vote
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
vote
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 ...
1
vote
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
vote
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
vote
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
vote
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 ...
1
vote
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
vote
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
vote
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
vote
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
votes
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" ...
0
votes
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,...
0
votes
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
votes
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
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
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
votes
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
votes
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 ...
