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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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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2answers
1k 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
1k 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
312 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
45 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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1answer
407 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
1k 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
420 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
416 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
18 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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2answers
2k 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
9k 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
52 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
41 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
59 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
455 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 ...
2
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1answer
841 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
218 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
26 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
19 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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1answer
32 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 ...
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1answer
286 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
26 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 ...
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1answer
468 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
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3answers
434 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
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1answer
118 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 ...
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1answer
90 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 ...
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1answer
28 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
108 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
158 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 ...
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1answer
3k 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 ...
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1answer
14 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
101 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 ...
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0answers
70 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 ...
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1answer
107 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:
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3answers
6k views

newly added picklist values in (case) status field not available for selection,

I have added the values(Success,Failed etc.) in Status field and also added these new values in Support process which is used by a record type. when i create new case record using that record type ,i ...
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1answer
231 views

Process builder Queue bug

I am trying to send notification to previous owner whenever current owner is changed on Lead.I have created Previous owner email field on lead. I have a process flow which has criteria whenever owner ...
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0answers
60 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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1answer
114 views

How to hide managed package test-only Custom Metadata records once the package is installed?

The advice in Testing Custom Metadata Types is to add metadata records for unit tests if necessary. We need our managed package customers to be able to add additional records, so having the test-only ...
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1answer
60 views

Do system-generated emails bypass e-mail deliverability?

Do system-generated emails (like emails on scheduled jobs execution) bypass e-mail deliverability in Salesforce?
12
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2answers
4k 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 ...
0
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1answer
206 views

Case status is not changing for one value of Category

case-status doesn't change from "New" to "In Progress" even after a first response is sent out from SFDC. If I send an email using Send Email button or change any other field value, Case status is ...
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2answers
29 views

How to set particular session for end user

In my org some end users are there, i have to set timeout for 30 mins. After 30 mins it will logout forcefully. Can we set different session timings for different end users. Is it possible, if it is ...
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1answer
333 views

How could we enable the global header bar on the top of the org landing page

As you can see the toolbar in the below screenshot How could we config it? Thanks Update After enabling the community, then followed by going to the profile and enable this option.
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1answer
32 views

Hover detail setting [closed]

I need help to create question mark icon(tooltip) just beside the field. I tried using mini pagelayout link in edit layout,it did not worked. Kindly help.
0
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1answer
375 views

How to Set quantity of Product in each bundle?

we have a Custom object Bundle__c and in this object i have a related list of Product (Product2 is standard Object) Now, if i add quantity field in this related list then quantity of this product is ...
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0answers
40 views

Approval process optimization

Currently I have 2 approval processes on a custom object. I have 5 checkboxes which when true will be auto submitted for approval by a process builder. Current situation: Approval#1 is triggered ...
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1answer
111 views

Lookup filter Inclusion (Incorrect type. Record Type not compatible with Text)

I have a object b which has lookup to object a. when i prompt to create a new record in object b i will select the record type and then i will go to edit page. Now when i click the lookup icon of ...
1
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1answer
2k views

Knowledge tab in Salesforce Lightning

Lightning App Launcher: Classic: Knowledge tab is not visible in Lightning. I have checked all the permission, not sure why it's not appearing. I went through most of the question on this topic but ...
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1answer
35 views

Need help in achieving one requirement [closed]

Business reqmnt: Suppose there are 2 managers and 4 employees. Manager1 has Emp1 and Emp2 under him and Manager2 has Emp3 and Emp4 under him. I want to add a picklist or lookup in Manager's layout ...

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