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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147 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? ...
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1answer
633 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 ...
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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)
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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 ...
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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 ...
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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 ...
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1answer
726 views

Access Control mechanism of Activity Object?

I was trying to understand how Access control mechanism works for Activity object. I can understand following points: In Sharing Setting OWD of Activity object can be defined as Private or ...
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0answers
416 views

User to be redirected to another URL after successful SSO authentication

I want the users to be redirected to another URL (visualforce tab) after successful SSO authentication. We have setup SP initiated SSO. Our Identity provider uses SAML 2.0 and as per a salesforce ...
5
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1answer
534 views

Role Hierarchy and User hierarchy design for reporting purpose

I am looking for best possible design for reporting purpose. In our Salesforce Org there are Role hierarchies. OWD of Case is Public Read/Only Contact Center Rep Role --> Contact Center Lead Role -->...
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1answer
239 views

Missing “removing formating” button for the rich text editor

According to the documents: https://help.salesforce.com/articleView?id=fields_using_rich_text_area.htm&type=0 https://help.salesforce.com/articleView?id=fields_using_html_editor.htm&language=...
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1answer
259 views

Quote add format to GrandTotal value

I have issue with formatting this field. I want to display it formatted in email template subject, therefore I cannot use the regular usage in visualforce like: <apex:outputText value="{0, number, ...
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0answers
28 views

How do I get custom settings data into other companies setups when they install my app?

I don't know much about Salesforce, but I've learned a lot these last few months. I was given the assignment to create an app for the Salesforce App Exchange, so that our API would be available inside ...
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2answers
476 views

Restrict account view on fields and related list based on type of user

I have users from different countries that need to view data and fields only for the accounts of their country. More in detail, a German user should be able to see fields a,b, c and related lists ...
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2answers
1k views

Need a Help on Role Hierarchy.Restricts Records based on User's Manager

Role Hierarchy: User A is the Manager of User C and User B is the manager of User D. Now as per role hierarchy,Records created by User C & User D can be accessible to User A & User B.Although ...
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1answer
31 views

Checkbox making several fields required

I want to make a workflow that when a Checkbox is true several fields will be required. But when i check the syntax, it says there is an extra ISBLANK field. Does anyone know why? AND(...
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0answers
640 views

OwnerID in Custom Object

Is it possible that the standard field OwnerID be deleted in a custom object? Because we're having a problem now due to its missing/deleted. These are the standard fields under the custom object that ...
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1answer
279 views

Autopopulate fields on creation of new object in related list from related object?

If I have Object A with related list of Objects B, when I make a new object B in this list, can I populate some fields automatically with data from related object A?
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1answer
1k views

Search Result missing from search layouts

In my sandbox, I've made some edits to the search result search layout in lightning for a custom object. In another org, which is a production org, I'm trying to make those same changes, but there ...
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2answers
855 views

Need to set a custom page as Default landing page after SSO authentication

I have SAML 2.0 based SSO authenitcation set in our Salesforce Org. What has to be done so that after successful authentication of the users, they should be landed on a custom page ? Setting up the ...
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3k views

'INVALID_OR_NULL_FOR_RESTRICTED_PICKLIST' Even when the value is present in picklist field

I have created a field of datatype picklist and added some values in it. And checked 'Restrict picklist to the values defined in the value set.' and 'Controlling Field' as Country. The data is loaded ...
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1answer
57 views

how to prevent field update multiple times in workflow

I have a picklist and date fields on custom object object__c date__c - field picklist__c - field I am updating date__c field with date when picklist__c is updated from workflow on below criteria. ...
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1answer
61 views

Parallel Approvers an field update

I am creating an approval process and it is submitted to 2 users for approval(ex. Legal and finance). When one of the user(Ex. Legal) approves the record, I want to update a field(Picklist - Legal ...
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0answers
601 views

Default landing page not working

I have a lightning app whose component I display using a VF page after associating it to a visualforce tab. I have done the below steps Associate the custom Landing page(VF Page) to a Visualforce Tab ...
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1answer
367 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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1answer
127 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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0answers
431 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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2answers
2k 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 ...
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1answer
1k views

User licenses and Permission Set Licenses

I was wondering how those licenses work. When I have a view like: User Licenses : Salesforce 30 Permission Set Licenses : Sales User 10, Service User 10, CRM User 10 I know that permission set ...
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1answer
83 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
340 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 && ...
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1answer
292 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
70 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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1answer
103 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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0answers
187 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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3answers
591 views

Multi-Step Approval Process

I am exposing myself to Approvals for the first time ever (from scratch, at least). I had an assumption about them that so far is proving wrong. I would appreciate some guidance as I'm see no help ...
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1answer
39 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
316 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
2k 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
240 views

Administrator can't change language to English

I'm the administrator and the default language of the company is portuguese. I've created a sandbox and I changed the location in my profile to English and the translation was not done. What am I ...
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0answers
58 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 ...
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1answer
421 views

Update a field while changing stage in Kanban Lightning View

If a validation rule blocks movement or dragging of records or between stages; can those fields be visible/pop up and/or updated easily without having to open the record details?
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1answer
203 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 ...
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1answer
205 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 ...
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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 ...
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1answer
50 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 ...
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1answer
227 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 ...