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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
116 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
757 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
127 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
71 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 ...
0
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1answer
53 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
309 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
12 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
45 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 ...
1
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0answers
60 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
167 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 ...
0
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3answers
2k 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
421 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 ...
0
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1answer
135 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
41 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?...
0
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1answer
63 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 ...
1
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2answers
87 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. ...
0
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1answer
47 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
97 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.
11
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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 ...
0
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0answers
105 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
642 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 ...
0
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0answers
29 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 ...
-1
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1answer
73 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
91 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
186 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
33 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
38 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(...
-5
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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
395 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
408 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
553 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 ...
0
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1answer
127 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.
0
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2answers
193 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
97 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
862 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
votes
1answer
669 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
vote
3answers
785 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 ...
0
votes
1answer
334 views

How to set Field as “Available for the Field Set” In Field Sets

I am trying to add set of fields to "In the Field Set" and other set of fields to "Available for the Field Set" I could not see a separate panel for "Available for the Field Set" in create/edit ...
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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
0answers
134 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
votes
1answer
577 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 ...
0
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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
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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 ...
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 ...