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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1answer
75 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 ...
4
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2answers
192 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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1answer
259 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
97 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
99 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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6answers
7k 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 ...
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1answer
338 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={!...
4
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1answer
455 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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1answer
194 views

Rename Currency field Label in a Multi-Currency enabled Org

I have an Org where Multi-Currency is enabled. I can see Currency field available for objects. But I need to change the Currency field label to some other label of one of the custom object. I don't ...
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0answers
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 ...
2
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1answer
32 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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1answer
207 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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0answers
21 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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0answers
23 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
468 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
739 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 ...
3
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1answer
90 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
22 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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0answers
13 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 ...
2
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1answer
311 views

Clone order with products is carrying over order start and end dates to new order

We have an integrated solution with Salesforce and an internal solution that relies on the Order Start and End date on the apparent New Order page. It is currently loading too much information from ...
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3answers
905 views

How do I embed a link to an Opportunity in an email template?

I created a workflow that emails our Director requesting his approval on a quoted project. He would like the ability to select a link that can take him directly to that Opportunity and would also like ...
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1answer
213 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 -...
9
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2answers
323 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 ...
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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.
2
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2answers
1k views

Need a Help on Role Hierarchy.Restricts Records based on User's Manager

Role Hierarchy: User A is the Manager of User C and User B is the manager of User D. Now as per role hierarchy,Records created by User C & User D can be accessible to User A & User B.Although ...
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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 ...
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1answer
40 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
40 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
43 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.
1
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1answer
183 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 ...
1
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1answer
317 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 ...
1
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1answer
32 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 ...
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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 ...
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1answer
18 views

Is there a way to add New links to List Views along with existing links?

I would like to know if there is a way to add a new link to List view records along with existing links like Edit | Delete | Change Owner?
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0answers
120 views

Remove Visualforce Page from Home Page Sidebar

I've a Salesforce application in which on my Home Tab there is one page displayed in the Sidebar. I wanted to remove that page from the sidebar. I tried searching it in my Home Page Layouts and Home ...
1
vote
1answer
29 views

Settings page for lightning components / visualforce pages

In Operating Systems, you're provided with Registry/KeyChain, or just a local .ini file, in Webservers / own webserver, you can have a "config" table in database... is there anything close to what I'm ...
1
vote
1answer
139 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 ...
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1answer
22 views

Activity Functionality Missing

Following is the screenshot of my client's opportunity object. I find that activity button does not contain Log a Call and Add Task. Going forward, Log a Call and Add Task are important functions and ...
0
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1answer
336 views

How can I get slot in Demandware Script?

There is one method by which we can access content slot in demandware, that is by using <isslot> tag in the template, but is there any other way by which we can do that? I mean by using ...
2
votes
3answers
133 views

Is that possible to write a validation rule that would allow to update only two fields of 800 on a custom object record?

My colleague asked me today an interesting question I never thought of before. Is that possible to write a validation rule that would allow to update only two fields of 800 on a custom object? I know ...
2
votes
1answer
75 views

Preventing Users from Performing SOQL Queries

Is there a setting at the profile level to prevent users from performing SOQL queries against our Production Salesforce instance? I have disabled both "API Enabled" and "Apex REST Services", but the ...
0
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1answer
59 views

Update parent record when child update by configuration?

I have one parent Object - Position and one Child Object - Candidate. Both object have Picklist field called Status. Child - Status - selected,rejected Parent - status - Open,Closed relationship is ...
0
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1answer
26 views

Restrict number of logging in devices at a time

I have a scenario that system has to restrict the number of logging in devices of a user at a time. It means at a time, user just can log in on one device. How can I configure that?
2
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0answers
95 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 ...
1
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1answer
112 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 ...
0
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1answer
2k views

Need to send an Email Alert to Owners manager

I need to create a workflow on the opportunity which will send an Email alert to owners manager.But I cannot see Owner manager in recipient Type. I have tried to create a one Email field on ...
0
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1answer
13 views

A user is able to see Sharing setting in setup without having “managed Sharing ”permission

A user is able to see Sharing setting in setup without having "managed Sharing permission" either through profile or Permission set,how can he have access ,Am i missing some configuration.
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1answer
53 views

Not able to edit the email Id

As an admin,i tried to update the email id of the user.The user got an email 'Finish changing your Salesforce account’s email address'.However,when the user clicked on the link got insufficient ...
1
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0answers
65 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
90 views

Can we remove 'Open Calendar' link from Account/Contact/Lead list views? if yes, how?

I want to remove open Calendar link available on Account/Contact/lead list views: