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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0answers
116 views

Partner unable to send email from a case

I have a partner portal user that, although the page layout assigned to their profile and record type that they are using for the case contains the email section (which by the way on the page layout ...
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1answer
130 views

filtering reports at run time based on account

How can I create a report on cases, for example, and then have a filter on account number so that I can show only the cases for a specific account number at run time? Would I need to build a visual ...
2
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2answers
3k views

changing communities domain name

Currently within the Salesforce Partner Community configuration settings I can find no way to change the domain name. However, if I change the brand/name of my company, how can I change my communities ...
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2answers
227 views

Set 'Modify All' for around 100 profiles

I want to give 'Modify All' permission for certain objects, to around 90-100 profiles in my org (excepting a few). I feel it is very laborious work.. Is there a way to do this easily through the IDE-...
2
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1answer
3k views

is it possible to report on the history records of a custom object?

I created a custom object and set history tracking on one of the fields for the object, I added the history to the page layout for the object. For any particular record for that object I can now see ...
2
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0answers
45 views

are hover links available on feed-based page layout?

In the good ol' days, when I looked at an opportunity page layout I would be able to see the hover links for the related lists associated to the record. However, now I notice that they are no longer ...
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3answers
474 views

Data Not Available? Can't edit a custom formula field formula

Any ideas why I would get a "Data Not Available" error when editing a custom field? In this specific instance I'm editing a formula field, and I'm able to edit and save changes to the description and ...
2
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2answers
25 views

Data-type roll-over information not in english in page layout, why?

Very possible that I edited some config without knowing, but within the page layout editor, all the fields to select by drag-and-drop have a hover pop-up that present information on the field. Oddly, ...
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1answer
52 views

How can I use the billing address type field in another object

I live the billing address field format, it is a great container for gathering all the fields together. Is there a way of doing this for customer objects?
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1answer
30 views

Emailing comments on a case

We use cases extensively throughout the organisation. I want to be able to have the option of sending a comment by email when I add a comment to a case. Is there a setting for this?
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0answers
277 views

Validation Rule for picklist field

I am having 2 fields in a custom object. Pricing_Option__c : (pickList) : Values: Show Price, Show 1st Discount, Show 2nd Discount, My_Discount__c : (percent) Here in My_Discount__c I want to ...
1
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1answer
357 views

Case assignment does not follow assignment rule

I have a case record type "Salesforce Queries". I have a page layout "Salesforce Queries | Lite" assigned to this record type. On the page layout settings I didn't select to display the Case ...
6
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1answer
11k views

System.CalloutException: Unable to tunnel through proxy. Proxy returns “HTTP/1.0 404 Not Found”

While trying to call REST web service, i am getting callout exception while doing authentication. follow is the Code spinet, ulr and token is updated for this example. Http h = new Http(); ...
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0answers
82 views

How can we map custommapping fields in salesforce for outlook with Microsoft Outlook

Requirement: I wanted to sync my Calender Events from Microsoft Outlook to Salesforce.com(direction) and I wanted to have an additional field for it i.e. 'Type' of events/meetings but I am unable to ...
2
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3answers
293 views

Deployment from Production(Enterprise) to Production(Enterprise)..?

Hi i have one enterprise org where there is a lot of work including VF pages,triggers,reports etc...I want to deploy all the work to a new Production(Enterprise) instance..How can i achieve this...I ...
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2answers
630 views

Do other permissions/ functionality require the view setup and configruation privilege?

All of my profiles have the 'view setup and configuration' privilege in production. The extent of my knowledge on the View Setup and Configuration -is it allows users to view complete Setup menu, ...
1
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1answer
107 views

unable to mass update cases of same record type

Does a user have to have the "Modify All Data" permission in order to be able to mass update records? I have a user that does not have this permission explicity set and is unable to mass update ...
1
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1answer
142 views

is there a way to reorder the recordtype picklist available in report builder

I find that when I want to select from the list of record types in the report builder, for lets say Opportunitity record types, the list presented is not sorted alphabetically but instead by order of ...
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2answers
2k views

How to do Mass Profile Updates

I have a configuration question. We have 5 profiles : P1, P2, P3, P4, and P5 1 Custom Object : Object1. I want to grant the "Edit" permission to the P1 profile for Object1, and "Real All" for the ...
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0answers
37 views

Can I set the Hover on a link in partner portal?

I have users in the partner portal. They use the activity a lot. They want to be able to call up the hover feature when the hover over a link, such as account etc. Is this possible in the partner ...
1
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1answer
3k views

Email spoofing issue from salesforce - emails not getting through to recipients

If I send emails from an email-enabled object within Salesforce, e.g., case, the emails do not always get delivered to recipients. I have discovered that one or two of the recipients have these emails ...
2
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1answer
2k views

Lead Converted Status Not Appearing

Am I missing some sort of setting here? I know for a fact the 'Converted Status' on the Lead Process dictates the available Lead Statuses when converting a lead, and obviously SFDC's documentation ...
0
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1answer
687 views

Delete buttons from Mini-Page Layout

I would need to remove mini-page layout standard buttons because I only want to show the information. I found this idea: IdeaExchange but I would like to know if it has been already implemented, or ...
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3answers
2k views

How can I have different related list labels for different page layouts baed on the Record type assignment?

We can change the related list label from relationship field, but it'll change across all page layouts, can we have different related list labels for each of the page layout (based on record type ...
2
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2answers
2k views

Birthdays emails using workflows

I want to send email on to users on their birthdays in salesforce using workflows. Is this possible ?
3
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2answers
2k views

default a dependent picklist value if there is only one value

how can i default a dependent picklist value if there is only one value? for example, i have controlling picklist value of A,B,C and dependent picklist value of 1,2,3,6,7,8 A - 1,2,3 B - 6 C - 7,8 ...
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1answer
2k views

How to format a currency or decimal value without rounding?

We have a strange requirement where in we have to display a "Currency" field without decimals and without rounding off..i.e., we have to ignore decimals (eventhough decimal part is greater than .5) ...
6
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1answer
1k views

How to find reports for sobject via soql?

I have 300 reports in my organization, and i want to see reports for sobject say xyz__c. I tried to retrieve it using soql but there is no relationship between sObject and Report. Any pointers/...
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1answer
202 views

Salesforce Tab and its Object

I can see a tab label "X" in my production org. How can I find the associated object with that tab?
1
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1answer
59 views

Confgurable Attachments

Scenario: I want the attachments object to take only certain types of attachments. For example lets say 'pdf, .html, .doc' only. I am well aware if I write a Visualforce page and an apex class I can ...
5
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1answer
224 views

Salesforce.com configuration review tool

This is regarding quality control for Salesforce.com projects. For Force.com development (custom coding), we have at least Source code security scanner which does static code analysis to some extent. ...
1
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1answer
538 views

When in Managed Package config/development is the namespace absolutely required?

I'm working to develop a process for developing managed code in an unmanaged environment, and I'm unable to find a comprehensive list of places where adding the namespace in config/code is absolutely ...
1
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1answer
68 views

Customize the view on Manage apex classes page

This is a configuration item. On the manage apex classes page, where we see all the apex classes, I am trying to create a view where i can see apex classes developed by some developers only. There is ...
2
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1answer
442 views

Can moving fields from sandbox to production using change sets also make them visible for all profiles?

I am moving few custom fields from sandbox to production using changesets. Everytime i do this i need to go to each field and make them visible.. Is there a way i can say these have to be visible ...
3
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0answers
59 views

Is there a way to get a 7 day calendar view of assigned user in Event page

I am trying to see if i can get a 7 day of view of the calendar of the assigned user. The idea is to allow the user to choose a date based on the availability for the next 7 days Is this possible? I ...