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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
70 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
52 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
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 ...
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1answer
118 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
25 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
213 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
30 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
358 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
34 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
86 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
34 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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1answer
40 views

need to trigger email when data storage is hitting the limit

i need to trigger email when data storage is hitting the limit.i dont see any configuration where i can set the email based on some usage.Please suggest.Is there any way without using the third party(...
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0answers
260 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 ...
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1answer
33 views

product and price book entry

I need some configuration where users prevent duplicate price book entry in peice book entry object.I though to write trigger but on this object we are not able to write any trigger, workflow and ...
0
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1answer
456 views

Program Batch Process in Data Loader

I'm looking for set an automated time-based batch with Data Loader.. So, i've followed these steps: https://developer.salesforce.com/docs/atlas.en-us.dataLoader.meta/dataLoader/command_line_intro.htm ...
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2answers
458 views

Roll-up Summary on Lookup Relationship (MAX)

I’m trying to do a roll-up summary type calculation on a lookup relationship. I have a custom object called Call Report with a Lookup to Account. I want to get the “Latest Call Report Meeting Date” ...
5
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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?
1
vote
1answer
24 views

how can be bound that parent has only 3 child allowed from configration only

For example Account and Contact object Account name is Burlington we can create 3 childs only for this account and whenever we create new contact which is 4th child this will show error message that ...
0
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3answers
491 views

Outlook Configurations with Web API

I'm searching a way to access (with the help of the Salesforce Web API) the data found under Administration Setup > Desktop Administration > Outlook Configurations. That is, all configurations ...
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1answer
145 views

Did Account team members will get access to child records of Account where Account is Master object?

Did Account team members will get access to child records of Account where Account is Master object? Child object is Custom object.
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2answers
201 views

Can I know the pros,cons and Limitations of Durable streaming feature of salesforce? [closed]

I wanted to Know what are Pros, cons, and limitations of Durable streaming API 37.0 in sfdc.
0
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1answer
109 views

What does @isTest include and exclude from testing setup of Apex classes

I know @isTest annotation is used to mark test classes and by default does not include the data in the org. However, I have noticed that it still includes some of the metadata/configuration of the org ...
5
votes
1answer
576 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 -->...
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2answers
879 views

Need to set a custom page as Default landing page after SSO authentication

I have SAML 2.0 based SSO authenitcation set in our Salesforce Org. What has to be done so that after successful authentication of the users, they should be landed on a custom page ? Setting up the ...
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1answer
17 views

Change Product Home Page layout

I need to change Product home page layout in order to hide Price books related section. Is it possible to do it?
1
vote
1answer
1k views

Configure Proxy to call API [closed]

I am developing application to call Exact Target API with Python. For example, I have launched example from here It works only if I have direct internet conexion (without any proxy) When I connect to ...
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0answers
151 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? ...
0
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1answer
676 views

Why won't my Duplicate Rule fire?

I created a new Duplicate Rule for Account that should fire when an Account has the same (Name and Site) or (Name and Billing City). A custom matching rule was made however the rule still will not ...
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2answers
1k views

how to add multiple owners to opportunity records?

how to add and display two owners to a single opportunity record with configuration only( I do not want to write apex)
5
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 ...
3
votes
0answers
448 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 ...
0
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1answer
15 views

how to report on an object's fields in Salesforce

Seems like a basic question but from a "describing a configuration" perspective is there a way of reporting on the fields in Salesforce so that the report can be exported to something like a ...
0
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1answer
21 views

I have a preexisting filed in custom object of currency type, Unable to convert that to formula type

I was trying to convert the preexisting currency type field into formula type.But when i am clicking convert data type salesforce is not giving option of formula type in choose list. I know creating ...
3
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1answer
781 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 ...
1
vote
1answer
250 views

Missing “removing formating” button for the rich text editor

According to the documents: https://help.salesforce.com/articleView?id=fields_using_rich_text_area.htm&type=0 https://help.salesforce.com/articleView?id=fields_using_html_editor.htm&language=...
2
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1answer
269 views

Quote add format to GrandTotal value

I have issue with formatting this field. I want to display it formatted in email template subject, therefore I cannot use the regular usage in visualforce like: <apex:outputText value="{0, number, ...
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
2answers
497 views

Restrict account view on fields and related list based on type of user

I have users from different countries that need to view data and fields only for the accounts of their country. More in detail, a German user should be able to see fields a,b, c and related lists ...
0
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1answer
31 views

Checkbox making several fields required

I want to make a workflow that when a Checkbox is true several fields will be required. But when i check the syntax, it says there is an extra ISBLANK field. Does anyone know why? AND(...
0
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0answers
668 views

OwnerID in Custom Object

Is it possible that the standard field OwnerID be deleted in a custom object? Because we're having a problem now due to its missing/deleted. These are the standard fields under the custom object that ...
1
vote
3answers
643 views

Multi-Step Approval Process

I am exposing myself to Approvals for the first time ever (from scratch, at least). I had an assumption about them that so far is proving wrong. I would appreciate some guidance as I'm see no help ...
0
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1answer
293 views

Autopopulate fields on creation of new object in related list from related object?

If I have Object A with related list of Objects B, when I make a new object B in this list, can I populate some fields automatically with data from related object A?
3
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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 ...
0
votes
3answers
1k views

How to get Capital letters in the first letter i entered

If i entered "name" in my text box while it saved it must be saved like "Name" Capital letters in the first letter of Alphabet It must not show any error messages it must directly save
0
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1answer
58 views

how to prevent field update multiple times in workflow

I have a picklist and date fields on custom object object__c date__c - field picklist__c - field I am updating date__c field with date when picklist__c is updated from workflow on below criteria. ...
1
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1answer
70 views

Parallel Approvers an field update

I am creating an approval process and it is submitted to 2 users for approval(ex. Legal and finance). When one of the user(Ex. Legal) approves the record, I want to update a field(Picklist - Legal ...
-8
votes
3answers
696 views

add field to opportunity? [closed]

Describe the steps you would use in Salesforce to add a new field to the Opportunity object called Anniversary Date and set that field to a value exactly one year in the future from the Close Date.
1
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0answers
619 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 ...
2
votes
1answer
380 views

call approval process to lock the record some time after the record is created

I have a requirement that whenever I create a Job object record (*Job is my custom object here) an approval process should be called to lock the record but after three days of the creation of record. ...