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
179 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 ...
1
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1answer
314 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 ...
1
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1answer
31 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
20 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
18 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?
9
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2answers
319 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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1answer
29 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
22 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
137 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 ...
1
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1answer
900 views

How to remove AM & PM from Time field?

I have a custom field with DataType is TIME. I want to remove AM and PM from the Field. How can I do this?
2
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3answers
131 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
75 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
59 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
336 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 ...
0
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1answer
26 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?
0
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1answer
13 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
51 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
65 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 ...
0
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1answer
194 views

Rename Currency field Label in a Multi-Currency enabled Org

I have an Org where Multi-Currency is enabled. I can see Currency field available for objects. But I need to change the Currency field label to some other label of one of the custom object. I don't ...
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3answers
3k 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 ...
1
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1answer
536 views

Updating with record type as null

We have contacts with recordtype x, y and blank. I would want to update contacts with recordtype x and blank to y using a process builder. So, in the formula for the process builder, I used the OR ...
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1answer
160 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 ...
1
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0answers
42 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
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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2answers
96 views

How to find all customization in salesforce org?

I inherited one salesforce org and want to find out all customization in the org including all custom objects, custom fields, workflows, classes, triggers etc to find out the extent of customization. ...
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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?
0
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1answer
119 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 ...
1
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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 ...
0
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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.
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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0answers
120 views

Remove Visualforce Page from Home Page Sidebar

I've a Salesforce application in which on my Home Tab there is one page displayed in the Sidebar. I wanted to remove that page from the sidebar. I tried searching it in my Home Page Layouts and Home ...
1
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2answers
775 views

Creating an calendar event using process builder

I am trying to create a calendar event using Process Builder whenever a task is created. I am passing the parameters as shown in the screenshot, but get an error like " FLOW_ELEMENT_ERROR This ...
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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 ...
2
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0answers
94 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
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 ...
0
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1answer
214 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
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 ...
0
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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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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 ...
1
vote
1answer
459 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 ...
0
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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” ...
0
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1answer
603 views

Deployment error: __MISSING LABEL__ PropertyFile - val dependent.class.invalid not found

I am facing deployment error as shown below. I searched a lot but could not find correct solution for this. What needs to be done for this?
1
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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 ...
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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
202 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 ...
0
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1answer
987 views

Update Product Field Value based on Configuration Attribute

I have setup the the CPQ as below. 1 Bundle with 1 Configuration Attribute (Picklist With Regions) and 1 Configuration Attribute (Number - Total Volume). 4 Products in above Bundle. The ...
0
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1answer
723 views

Validation rule to make all fields read only except one

I have one validation rule which make all the field read only except one field Stage, when stage is New This validation rule is working fine for all the scenarios but failing in one condition. ...
1
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3answers
897 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 ...