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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13
votes
2answers
3k views

Sandstorm sandbox?

Fiddling around the sandbox details I stumbled upon an unknown option. It reads: Sandbox Options Is a Sandstorm copy? Googling around it says it has something to do with Wave analytics but couldn'...
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 ...
10
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2answers
1k views

Salesforce reseller programme / Partner programme - Apto app - how does work?

I came across this website - http://www.apto.com/. It seems to be Salesforce CRM which already has the org setup in such a way to benefit estate agencies the most. I wasn't aware that this was ...
9
votes
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 ...
9
votes
1answer
1k views

How to write Address.settings in order to implement Country Picklists via Metadata API (eclipse)?

In order to implement Country Picklists on standard address fields I'm following the documentation here: https://help.salesforce.com/HTViewHelpDoc?id=admin_state_country_picklists_overview.htm&...
9
votes
2answers
271 views

New BUG in Winter 19: We can't turn ON Country State Picklists on fresh new Orgs (Confirmed as Know Issue by Salesforce)

We turn on Country-State-Picklists on almost every Org we touch. Assume we act on a NEW and BLANK Org, just fresh spun DE (Developer Edition) Org. But it is the same on any Org and we have tried lots ...
7
votes
3answers
464 views

Data Not Available? Can't edit a custom formula field formula

Any ideas why I would get a "Data Not Available" error when editing a custom field? In this specific instance I'm editing a formula field, and I'm able to edit and save changes to the description and ...
7
votes
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 ...
6
votes
1answer
185 views

how to monitor user training for my org

as an administrator I wanted to see what users have completed what modules in the help & training section. Is there a way to report on this or is there a special section within Help & Training ...
6
votes
1answer
11k views

System.CalloutException: Unable to tunnel through proxy. Proxy returns “HTTP/1.0 404 Not Found”

While trying to call REST web service, i am getting callout exception while doing authentication. follow is the Code spinet, ulr and token is updated for this example. Http h = new Http(); ...
6
votes
1answer
57 views

Developer Edition & Summer 16?

I was wondering if anyone knew if it was possible to access the Summer 16 preview within a Developer Edition Org?
6
votes
1answer
1k views

How to find reports for sobject via soql?

I have 300 reports in my organization, and i want to see reports for sobject say xyz__c. I tried to retrieve it using soql but there is no relationship between sObject and Report. Any pointers/...
6
votes
1answer
322 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 ...
5
votes
2answers
3k views

How can I use a VisualForce page to set a custom setting field?

I'm trying to create a VisualForce configuration page for my managed package. I have a hierarchal custom setting field for an authentication key which is needed to access a remote service. I can read ...
5
votes
4answers
2k views

is it possible to change the default behaviour of the feed based page layout

I have set up a new page layouot which uses the feed based layout. Is it possible to configure the page to default to the "Details" tab of the page layout as opposed to the feed?
5
votes
1answer
476 views

Role Hierarchy and User hierarchy design for reporting purpose

I am looking for best possible design for reporting purpose. In our Salesforce Org there are Role hierarchies. OWD of Case is Public Read/Only Contact Center Rep Role --> Contact Center Lead Role -->...
5
votes
1answer
214 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
3answers
7k views

How to enable Einstein and configure it?

How to enable and setup Einstein? I checked Salesforce Einstein Features trailhead, I watched a few videos and searched articles/topics about Einstein. I found what Einstein can do but not how to ...
4
votes
2answers
143 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 ...
4
votes
1answer
585 views

Are object Id's globally unique across an organization?

Is it safe to say that an ID for an object in Salesforce is guaranteed to be unique across all objects for an organization? I ask this since id's for objects are prefixed with the keyPrefix value ...
4
votes
2answers
7k views

visualforce page display time in timezone

I have a email alert that uses a Visualforce email template to generate an email with a date/time field that I want my to display as GMT, currently the time displayed in the email is offset by the ...
4
votes
1answer
903 views

Cloning Production org is possible?

By the end of the year, we have 40 Orgs to deploy for 40 entities of a big company. (it's an architecture choice that has been validated). The admin has already configured 3 orgs and would like to ...
4
votes
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
votes
1answer
1k views

Sort activities in a related list by a specific column

I have a page layout for a custom object. I have a related list on that page layout. The related list is open activities. Is it possible to sort the records in the related list by any column? ...
4
votes
1answer
309 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
votes
1answer
2k views

Account Team configuration- What Opportunity or Case Access Private means?

At the time of defining Account Team, I can see Opportunity and Case Access can be defined as Private, Read Only, Read Write. If user has access to the Account then user could automatically have ...
4
votes
1answer
102 views

Where to store custom configuration information?

I am new to salesforce and I am writing an integration to an external REST web service and wondering about where the best place would be to store custom configuration details such as the url and login ...
4
votes
1answer
71 views

Can I access breifcase configuration info through SOAP or REST API

Is there anyway to retrieve briefcase configuration via the REST API (preferably) or SOAP API? More info on briefcase configuration here.
4
votes
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 ...
4
votes
2answers
398 views

how to enable quotas

Can someone please explain the process of enabling quotas in developer edition. I have given all permissions like: Enable forecast, allow forecast, Show quotas. But when I enable user in forecast ...
4
votes
3answers
2k views

How can I have different related list labels for different page layouts baed on the Record type assignment?

We can change the related list label from relationship field, but it'll change across all page layouts, can we have different related list labels for each of the page layout (based on record type ...
4
votes
1answer
182 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
2answers
224 views

Set 'Modify All' for around 100 profiles

I want to give 'Modify All' permission for certain objects, to around 90-100 profiles in my org (excepting a few). I feel it is very laborious work.. Is there a way to do this easily through the IDE-...
3
votes
4answers
516 views

using a field update to update a lookup field based on another lookup field

I want to be able to update a lookup field "FirstUser"(lookup to user) with the value form another lookup field (CreatedbyID). What is the simplest way to do this? Do I need to create a trigger? I ...
3
votes
1answer
710 views

Configuration Page for Package

Im new to Salesforce Package. After I create a package, usually we need to put some configurations for the package. Where is the usual place to put this links(I created one visualforce page for my ...
3
votes
1answer
623 views

Access Control mechanism of Activity Object?

I was trying to understand how Access control mechanism works for Activity object. I can understand following points: In Sharing Setting OWD of Activity object can be defined as Private or ...
3
votes
1answer
1k views

Search Result missing from search layouts

In my sandbox, I've made some edits to the search result search layout in lightning for a custom object. In another org, which is a production org, I'm trying to make those same changes, but there ...
3
votes
1answer
103 views

Restricting records deletion

We have the following use case to be handled. We have a custom object PTemplates__c. Except User A and all Sys Admins, no one should be able to delete the records of PTemplates__c. I believe ...
3
votes
2answers
862 views

New Workflow Rule with Existing Field Update for ChangeSet

I'm creating a New Workflow Rules with existing field update, do I need to include the existing field update in ChangeSet?
3
votes
1answer
43 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 ...
3
votes
1answer
412 views

Are feed-based layouts limited to certain object?

I am unable to get the assets page layout as a feed-based layout, is it possible that feed-based layout is limited to certain objects? I can't seem to find this limitation within the help ...
3
votes
2answers
16k views

How to start learning salesforce with a sample project

I am new to crm , so i don't know how logically use salesforce for developerment. I read some tutorial, learned visual force and experiment some task mention in the tutorial. But there is lack of ...
3
votes
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 ...
3
votes
1answer
1k views

Can't get Enhanced Lookup search to find a record

I can't get an Enhanced Lookup to work correctly, although I checked all questions and answers in SE so far and: Enabled Enhanced Lookups on this object am admin user Searching for the full values (...
3
votes
1answer
211 views

Stopping scheduled reports by freezing user account

When a user account in Salesforce is frozen (using the freeze feature) does this prevent them getting scheduled reports that they would normally have received? For example, UserA has a role ...
3
votes
2answers
2k views

default a dependent picklist value if there is only one value

how can i default a dependent picklist value if there is only one value? for example, i have controlling picklist value of A,B,C and dependent picklist value of 1,2,3,6,7,8 A - 1,2,3 B - 6 C - 7,8 ...
3
votes
1answer
101 views

How to configure expiry of refresh tokens

I have heard that "Refresh tokens can be configured to expire in their associated Connected App by an org admin." Can anyone direct me to where in the UI this feature is available? Thanks
3
votes
0answers
370 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
315 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/...