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
votes
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 ...
0
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1answer
23 views

How to done a field Update the standard field value by changing the another standard field value?

I have the standard field as account and Opportunity when here my requirement is to the if we set the Opportunity stage value is to be set to the "Closed Won" it's to be update the field of "Number of ...
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0answers
111 views

Lookup Master Detail Update scenario

Object A's Id is there in Object B as lookup. B has a detail object in C. Now when there is an update in A, C also fires the triggers in it for after insert, after update. How is that possible? Can ...
1
vote
1answer
305 views

Possible to use Content Builder emails for Double Opt-In / Welcome E-Mail?

Question... At the moment I can't pick a welcome email or double opt-in email from my content builder content, i have to pick from classic manual coded HTML emails. Is it possible to use the content ...
1
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2answers
826 views

how to view a winmail.dat file attached to a case in Salesforce?

When users recieve emails to the case, the attachements are atatched to the case under notes and attachements. Certain emails contain winmail.dat files. Whow can these be viewed easily through the ...
1
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0answers
40 views

How to find out what sent the email

One of the users has received an email containing data from my ORG with a link to a task and he is not supposed to get it. I'm trying to figure out what has sent it. I have reviewed all of the 600 ...
0
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1answer
199 views

Replace/remove list view button but retain related list button?

I wish to replace/remove the default new button (refer to image below). Right now, this button shows a Visualforce page when clicked. I have overridden the default new button by a VF page. IMAGE 1 (...
0
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1answer
26 views

migrate metadata from a empty org to an old org

I'm working on an empty developer org and we would like to migrate all of this org to another org but actually override the previous metadata? Is that possible? More on detail, we were bought by ...
7
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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 ...
1
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3answers
268 views

Get the number of records in a huge object monthwise

I need to get the record count in an object monthly. But the number of records is huge around 8 million records. I cannot put in any filters and i could not report on the object as well. Can you ...
1
vote
1answer
44 views

Owner couldn't edit the record he created

I have a custom object Named Education__c. The OWD setting us private and on the profile I have given only Create and Read Permissions. So, when User X creates an Education Record, he is becoming the ...
13
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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'...
2
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1answer
1k views

Where is the Event.ClientGuid field?

Following a failed Ant deployment, I have these error messages: All Component Failures: 1. objects/Event.object (Event.ClientGuid) -- Error: Could not resolve standard field's name. (line 65, ...
2
votes
1answer
2k views

how to change the activity type of an email activity

When I send an email form within an object* in Salesforce, an associated activity is created. The "type" of the activity is recorded as call. How can configure Salesforce so that some other value is ...
2
votes
1answer
308 views

How to avoid critical updates prompt when admin logs in everytime?

How to avoid critical updates prompt when admin login everytime?
0
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1answer
90 views

Grant a login access to administrator in professional edition

I am a system admin. In lead object page layout i have given read only access to some fields. But i am able to add and edit data in those read only field. As a system administrator can i log in as a ...
0
votes
1answer
101 views

On button click, How to send a dynamic mail to distribution list on certain conditions met in the custom object?

When a user clicked on custom button and meets the criteria (Like..For different picklist values are assigned different distribution list) then I need to send a dynamic mail . How to acheive this? ...
1
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0answers
33 views

Field Tracking does not Capture Field updates through Batch Job

I have enabled Field Tracking on the Status field of Asset Object. There is a Batch Job which updates the Status based on the UsageEndDate of the record. But somehow the Updates of the Batch Job are ...
2
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0answers
38 views

Is it possible to remove “Login as other user” permission for system administrator profile?

Is it possible to remove "Login as other user" permission for system administrator profile? I thought to clone sys admin profile and give delegated administrator access, but i dont want to create a ...
1
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1answer
59 views

Retrieving objects through soql queryin salesforce [closed]

Is it possible to retrieve all the objects present in my org using a query?
2
votes
1answer
2k views

Can we change or override Salesforce Probability in salesforce

Current functionality when Opportunity stage moved from discovery to Bid quote , suppose in discovery if user manually enter 5% Probability when stage changed to bid quote it is showing 0 and if user ...
0
votes
1answer
552 views

Send Email to Multiple Account Contacts

I have a scenario where i need to send email to multiple contacts. Under account contact we separate some contact with type - 'Approvers' and one account can have multiple contacts with type ...
6
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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?
-1
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2answers
30 views

Account Status should set to Modified when an Account is Edited [closed]

I need to set the Status Picklist on Account object to "Modified" When an account is edited. Thanks!!
-2
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2answers
668 views

How to restrict file-type in Standard page Attach

I'm using out of the box functionality and I'm wondering is there a way to restrict file-type when the user is uploading an image? I like the following file-type to be allowed to upload png, jpg, gif, ...
0
votes
1answer
411 views

Dashboard uneditable for System Administrator

I have a dashboard which I can't edit though I am system administrator. There are other dashboards that I can edit. I am also unable to find a difference between the ones I can edit and one I can't. ...
4
votes
1answer
1k 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 ...
1
vote
1answer
157 views

Add new Echosign template in Salesforce

I have been trying to create a EchoSign template in salesforce. I am searching for this for last two days but couldn't find anything working. Here's the thing that I have to do. Adding the Echosign ...
1
vote
1answer
153 views

Can we make mailing address in contact object read only? [duplicate]

Is it possible to make mailing address in contact object read ony ?. Tried to do from the layout but still the mailing address is editable.
0
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1answer
853 views

Validation rule not working

I have few scenarios When ever stage picklist - Support selected and saved, it should not save if any of the fields address,state,city are blank There is a check box, if it is enable to true then ...
2
votes
1answer
673 views

User.Username Field Accepts More Than 80 Characters?

The length of UserName field in the standard User object is 80 characters (ie. Text(80)). Recently in my production org, a User record was created with a Username more than 80 characters. Due to ...
1
vote
1answer
54 views

Lookup dialog must return records related to the junction object

In my requirement I have a junction object between Account and Contact. Now there is a requirement that on the case object, where standard lookup field of contact and account are present, when I have ...
0
votes
1answer
224 views

Auto populate region picklist field when state of picklist field is selected

Auto populate region(East,West,North,South)) picklist field when state(ca,TX, LA...) of picklist field is selected. I have a state picklist Field with list of states, i created one more picklist ...
1
vote
1answer
121 views

Blocking email sending for some users

I want to disable the ability of sending emails for some set of users. can you please let me out? Thanks in advance
2
votes
3answers
250 views

Classify parent based on number of child records in a master detail relationship

I need to count the number of child records that a parent has in a master-detail relationship and based on the count, update a field on the parent. This field cannot be a formula field as it needs to ...
0
votes
1answer
37 views

Granting access for admin's to view customsettings object?

We have created a managed package and a custom link for inserting data's into the customsetting object and since the object is in "protected" format,its not even visible to the admin who installs it....
4
votes
2answers
412 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 ...
1
vote
1answer
2k views

How to query the count of child records in soql

i am having an custom object of Location which has a lookup to account and i am trying to perform the soql query to get the locations which is greater than 1 from the account object , below is the ...
1
vote
1answer
388 views

Custom object CRUD permission still insufficient privilege

I have a custom object with CRUD permission. Still it gets insufficient privilege. How is that possible?
3
votes
1answer
227 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 ...
0
votes
2answers
3k views

Using formula to exclude weekend and holidays in salesforce

I have a requirement where in, i have to exclude public holidays listed below: (14-Jan-2015, 26-Jan-2015, 06-Mar-2015, 17-Sep-2015, 02-Oct-2015, 22-Oct-2015, 11-Nov-2015, 12-Nov-2015, 13-Nov-2015, 25-...
0
votes
2answers
144 views

roles hierarchies and owd

I have 3 roles A,B,C in the same order,my requirement is to make C to create.read records,but A,B cant see records and also another 3 roles X,y,Z,z can read record and x y can not read.Finally C ...
1
vote
1answer
2k views

How to open a Visualforce page using formula (Hyperlink) field dynamically from console or standard SF

I have a visualforce page. I need to open that page in Service Cloud Console sub-tab when user is within Service Cloud Console with some required parameters and if user is not within console then the ...
0
votes
0answers
107 views

Able to make isactive = false for such users who are manager of some other users

I am able to make isactive=false for such users who are manager of some other users.As per salesforce funtionality i should not be able to make isactive=false using DML as it will throw dependency ...
1
vote
1answer
34 views

I have a piclist field name status and i want that when “Declined” is selected, then Status Date is auto populated to “today [closed]

I have a pick list field name status and i want that when “Declined” is selected, then Status Date is auto populated Today.
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 (...
0
votes
1answer
289 views

Make picklist unique for a value - Configuration only

I have a picklist on a custom object with values A,B and C. I want only one record of the object with the value of the picklist = C. It is perfectly fine if the other records have the value A or B ...
0
votes
1answer
23 views

User is not able to see the standard report under Activity report Folder

There is a standard report in the activity folder when the user is creating the new report the report is not found under the Activity folder.But Admin can see the report . Can any one please say ...
0
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0answers
446 views

Approval process using permission set

I have one approval process, where approver is selected from custom field which has filter to specific profile. now we have one requirement where submitter's manager can also approve the record. We ...