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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2
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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. ...
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0answers
453 views

Automatically fill a lookup field on an object based on field in another lookup object

I have an object Call which has a lookup field to Tactic object.There is another lookup Account Plan on Call which looks up to Account Plan object. The Tactic object also has a lookup to object ...
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4answers
4k views

Control Picklist value for a profile with out record type

How can I restrict a picklist value to be shown for a profile without record type controlling?
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1answer
131 views

Prevent lookup field from being updated if status = complete or in transit

Hello i have a requirement where i need to prevent editing on the lookup field "Consignment Event" lookup field if Picklist "Status" = In Transit or Complete Here is what i got so far. AND ( ...
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2answers
3k views

what is difference between caseteams and queues?

Queues: Group of users who can owns the records . Case teams:we create case team role and can assign this to predefined case team. But I had a lot of confusion about case teams. Can any one give ...
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1answer
29 views

Date field validation [closed]

I have a custom field "Requested Delivery Date" and the requirement is When user enters date it should be more than 10 days from Today This rule will only apply to 2 record types which are ...
1
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1answer
84 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 ...
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2answers
390 views

Validation rule on update of date fields

I need to create a validation rule that will fire when 1. Record type = Clinical Studies. 2. Start date and End date fields have been updated or modified. 3. Validation should require user to fill in ...
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2answers
2k views

Hide a Field From ONE User

Scenario: If I had a Custom Profile / Standard Profile, say Sales,and I have 50 Users assigned to the same Profile and had same Permission / Access on a particular object (Could be Standard or Custom ...
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2answers
31 views

Validation on Opportunity

I am trying to write validation on Opportunity. For Shipping Contact and Billing Contact need to be mandatory at 90% or above Probability. Here is my validation rule Probability >= 0.9 && ...
1
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1answer
309 views

Config.json inArguments Data Binding with Marketing Cloud

I'm struggling to configure my app with Marketing Cloud, after define my JB (setting Entry Event and Data Extension properly) my inArguments isn't binding with the event (I'm using Jmeter to execute ...
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0answers
71 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 ...
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0answers
197 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.,...
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1answer
109 views

Use configuration file to input values in salesforce

I have a REST server running at AWS which takes the input from the configuration file present in it. I would like to use the values from the configuration file through salesforce, leaving the ...
1
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1answer
41 views

Not able to delete the record

User_X and User_A both belongs to country FR. User_X's role (i.e 'France GM') is above the role of User_A in the role hierarchy. User_A has created a record of Presentations custom object. Now ...
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0answers
323 views

Related To field on Task object

I am trying to find out anyway to autopopulate the "Related to" field when I click on "New Task" on Account object without using URL hacking or overriding "New Task" button. Any help is really ...
1
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1answer
3k views

How to disable sending email from salesforce Org.

I have a scenario where no email should not be sent to any user from salesforce. If I disable send email through profile permission then the email will send either from chatter or through workflow.. ...
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0answers
60 views

Delete Status Change CaseFeed notifications on Case record

Whenever the status of the case is changed, a chatter notification is posted on the case record. I need some automation to delete those status change posts by using mechanism. Please suggest the ...
-1
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1answer
213 views

How to create a field dependency in apex based on master picklist

I have a requirement to handle mapping of field dependencies of picklist. I have multiple picklists are there in case object, for example: Scenario 1 Case Category: Problem Case Type:account ...
0
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1answer
218 views

HOw to change Lookup-filter error message?

HOw to change Lookup-filter error message without customization , it should display custom message in Lookup if I enter unavailable value it should show me a message like create new contact/Account.......
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1answer
18 views

Some users see different number of list items on page layout

Some users only see the first 5 items in a related list where as other users see the full list on the page layout. Is there a way of controlling this so that all users only see the first 5 items for ...
0
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2answers
2k views

Substitute/replace picklist values in Formula field

Company_Name__c &'_'& TEXT( GEO__c )&'_'& TEXT(Product__c) &'_'& TEXT(Year__c) I have a formula field as above where GEO__C, Product__C are picklist fields. Now my ...
0
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1answer
51 views

Static PDF URL link next to Picklist field

I have a requirement where i want a static link/button next to custom picklist field(Standard Pagelayout - existing picklist field) which would open up a PDF file(Same window or New window). I just ...
0
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1answer
38 views

Can EventLogFiles capture a report export for a report that hasn't been saved?

One of the 30+ EventTypes that can be queryed via the EventLogFile is 'ReportExport'. This queries the instances in an EventLogFile in which a user exported a report. The raw response from a GET call ...
0
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1answer
238 views

How to hide this side bar Collapsible arrow in Case Detail Page for specific Profile(Portal Users)

How to hide this side bar Collapsible arrow(i.e no sidebar) in Case Detail Page for specific Profile(Portal Users). We have an option Enable Collapsible Sidebar , Show Custom Sidebar Components on ...
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1answer
299 views

Want to assign opportunity owner user as account owner? [closed]

Can anyone help me with the code or declarative way I have a scenario where i need to assign opportunity owner to account owner based on the below conditions whenever opportunity being changed to ...
1
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2answers
750 views

Not able to edit list view

I have system admin profile, But still i am not able to edit list view it is showing following error: This View Unique Name already exists or has been previously used. Please choose a different ...
0
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2answers
300 views

How to set Case Owner when a Case closes?

I'm trying to use Workflows or Process Builder to do this but maybe you'll tell me I cant. But I work for a University and we are trying to build a way to assess Student Support Case metrics based on ...
1
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1answer
2k views

Validation rule to restrict editing a record

I have two fields on object - Apple__c. Field 1: apple1 Field 2: apple2 I have written a validation rule. NOT(ISNEW()) && AND( NOT( ISBLANK( Apple1__c ) ), ISBLANK( Apple2__c ) ) This rule ...
1
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1answer
271 views

Lead sharing rule

Lead - users at the same role level need access to each others Leads I have users at the same level in the role hierarchy that need to read/write each others Leads. How do I set this up in the ...
2
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1answer
331 views

Validation rule to make WhoId required on Task

I am trying to write validation rule on task to make WhoId as required field. Tried following as Error Condition formula : ISBLANK(WhoId) ISNULL((WhoId) After little research found that WhoId is a ...
1
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1answer
340 views

Can we dynamically show the record type on the Child object based on a checkbox field on Parent object with configuration only?

Scenario : I have two objects Parent(Budget Header) and Child(Budget Child). There is a Checkbox field on Parent object 'Show Extended Budget' . There are 2 record types on Child object 'Normal Budget'...
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1answer
69 views

Notification on configuration changes in “Profile”

Can anyone tell me that how to get a notified when any other user make any changes in user profile.
6
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1answer
405 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 ...
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 ...
0
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0answers
358 views

Is it possible to get the ProcessInstanceWorkItem.Id from a formula field?

Can one use the ProcessInstanceWorkItem.Id field as a merge field in an email template? It doesn't look like this is possible, as it's only queryable via SOQL: SELECT p.Id FROM ...
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0answers
544 views

Approval Process with Attachments and Enable Email Approval Process - any workaround?

I have an Approval Process on a custom object with the Process Automation setting 'Enable Email Approval Process' enabled. I want to submit a record for approval and the related attachment(s) to be ...
1
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1answer
1k views

can I upload user's profile image via data loader

I have a several user photos, is there a way of uploading them to the user's profiles en mass?
3
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1answer
317 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/...
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2answers
78 views

I need to create one field on OpportunityContactRole

Please suggest how I can create a custom field on OpportunityContactrole. I am not able to find the Object.
0
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1answer
28 views

Controlling a Record creation in the related list as per a picklist value

In Account object, i have a picklist field " Account status" with values as active, blacklisted. by default, while creation its active, I want that if the value is changed to blacklisted, It shouldn'...
1
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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 ...
0
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2answers
774 views

Hide a picklist value

I ve to assign two different record types for two different user. One user has to view an additional picklist value in "Status" picklist in Case object whereas another user should not be able to view ...
1
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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?
0
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1answer
168 views

Campaign Influence working behaviour

Let's say an Opportunity is created and closed won yesterday with a buyer name attached. And that buyer is not attached to any campaign yesterday, but is attached to a Campaign today. Do we see that ...
0
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1answer
154 views

How do I allow allow a user to add values to a picklist fields for lead objects

How do I allow allow a user to add values to a picklist fields for lead objects. Show I create a permission set?
0
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1answer
606 views

How to display warning message on screen if we are changing default value of field

On Opportunity Object,There are 2 fields Stage and Probability which are linked to each other.As we changed the stage,it changes the probability value. Users having edit permission on Probability ...
0
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1answer
617 views

can we convert a multi-select picklist value into single select picklist value? If so what will be the loss of data

Requirement:- we need to convert a multi-select picklist value into single select picklist value.if We change the Multiselect to Single .how we can avoid data loss
2
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1answer
5k views

How to search on object lookup on custom field

I have a lookup field that displays the standard "name" field (renamed to Service ID) of a lookup object. However, this "Service ID" field stores the autonumberID of the object record and is not ...
1
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1answer
143 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 ...