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.

Filter by
Sorted by
Tagged with
2
votes
1answer
280 views

Validation rule to make WhoId required on Task

I am trying to write validation rule on task to make WhoId as required field. Tried following as Error Condition formula : ISBLANK(WhoId) ISNULL((WhoId) After little research found that WhoId is a ...
0
votes
1answer
60 views

Notification on configuration changes in “Profile”

Can anyone tell me that how to get a notified when any other user make any changes in user profile.
6
votes
1answer
322 views

Is there a 'rule of thumb' on the upper limit of how many related records in related objects an object should have to avoid slow page loading?

Typically, each record in Salesforce will be 2kb large: https://help.salesforce.com/articleView?id=000193871&language=en_US&type=1. However, let's say in an extreme example, the Opportunity ...
10
votes
2answers
1k views

Salesforce reseller programme / Partner programme - Apto app - how does work?

I came across this website - http://www.apto.com/. It seems to be Salesforce CRM which already has the org setup in such a way to benefit estate agencies the most. I wasn't aware that this was ...
0
votes
0answers
312 views

Is it possible to get the ProcessInstanceWorkItem.Id from a formula field?

Can one use the ProcessInstanceWorkItem.Id field as a merge field in an email template? It doesn't look like this is possible, as it's only queryable via SOQL: SELECT p.Id FROM ...
0
votes
0answers
491 views

Approval Process with Attachments and Enable Email Approval Process - any workaround?

I have an Approval Process on a custom object with the Process Automation setting 'Enable Email Approval Process' enabled. I want to submit a record for approval and the related attachment(s) to be ...
1
vote
1answer
327 views

Can we dynamically show the record type on the Child object based on a checkbox field on Parent object with configuration only?

Scenario : I have two objects Parent(Budget Header) and Child(Budget Child). There is a Checkbox field on Parent object 'Show Extended Budget' . There are 2 record types on Child object 'Normal Budget'...
0
votes
1answer
341 views

How to Set quantity of Product in each bundle?

we have a Custom object Bundle__c and in this object i have a related list of Product (Product2 is standard Object) Now, if i add quantity field in this related list then quantity of this product is ...
0
votes
2answers
64 views

I need to create one field on OpportunityContactRole

Please suggest how I can create a custom field on OpportunityContactrole. I am not able to find the Object.
1
vote
1answer
80 views

Can we remove 'Open Calendar' link from Account/Contact/Lead list views? if yes, how?

I want to remove open Calendar link available on Account/Contact/lead list views:
0
votes
1answer
27 views

Controlling a Record creation in the related list as per a picklist value

In Account object, i have a picklist field " Account status" with values as active, blacklisted. by default, while creation its active, I want that if the value is changed to blacklisted, It shouldn'...
1
vote
0answers
50 views

How to create a link in the highlights panel of the console to the contact detail page?

I am trying to create a link for the name of the employee in the Highlights Panel of the console so that it opens the Contact Detail page for the employee within the console to allow me to see ...
1
vote
0answers
19 views

is there any way to Call Webservice from Web2Case html file

I am trying to validate some salesforce data from Web2case html file hosted in web server. Don't want to use salesforce Sites for this. Is there any way to achieve this?
0
votes
1answer
161 views

Campaign Influence working behaviour

Let's say an Opportunity is created and closed won yesterday with a buyer name attached. And that buyer is not attached to any campaign yesterday, but is attached to a Campaign today. Do we see that ...
0
votes
1answer
89 views

How do I allow allow a user to add values to a picklist fields for lead objects

How do I allow allow a user to add values to a picklist fields for lead objects. Show I create a permission set?
0
votes
1answer
536 views

How to display warning message on screen if we are changing default value of field

On Opportunity Object,There are 2 fields Stage and Probability which are linked to each other.As we changed the stage,it changes the probability value. Users having edit permission on Probability ...
0
votes
1answer
527 views

can we convert a multi-select picklist value into single select picklist value? If so what will be the loss of data

Requirement:- we need to convert a multi-select picklist value into single select picklist value.if We change the Multiselect to Single .how we can avoid data loss
1
vote
1answer
137 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
votes
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 ...
0
votes
0answers
108 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
299 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
vote
0answers
39 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
votes
1answer
193 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
votes
1answer
24 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 ...
1
vote
3answers
261 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
43 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 ...
0
votes
1answer
2k views

Need to send an Email Alert to Owners manager

I need to create a workflow on the opportunity which will send an Email alert to owners manager.But I cannot see Owner manager in recipient Type. I have tried to create a one Email field on ...
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
votes
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 ...
1
vote
1answer
57 views

Retrieving objects through soql queryin salesforce [closed]

Is it possible to retrieve all the objects present in my org using a query?
0
votes
1answer
100 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? ...
2
votes
1answer
1k 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 ...
1
vote
1answer
107 views

Remove unwanted standard fields in Dev Org?

I'd like to remove some less used standard fields in a dev org that are not present in my Enterprise org so that my metadata is a clean copy. For instance, I'd like to remove Contact.CleanStatus and ...
0
votes
1answer
506 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 ...
1
vote
1answer
1k views

Validation rule to restrict editing a record

I have two fields on object - Apple__c. Field 1: apple1 Field 2: apple2 I have written a validation rule. NOT(ISNEW()) && AND( NOT( ISBLANK( Apple1__c ) ), ISBLANK( Apple2__c ) ) This rule ...
1
vote
0answers
31 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 ...
-8
votes
3answers
661 views

add field to opportunity? [closed]

Describe the steps you would use in Salesforce to add a new field to the Opportunity object called Anniversary Date and set that field to a value exactly one year in the future from the Close Date.
6
votes
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?
13
votes
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'...
-1
votes
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
votes
2answers
605 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, ...
4
votes
1answer
903 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 ...
2
votes
6answers
6k views

Is there any way around Verification Code ? I am using Selenium and Java to Automate Test

I would like to know if there is any way around the Verification Code for Salesforce? I successfully login to Salesforce but, my script stops because of the Verification screen is there a way around ...
1
vote
1answer
118 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
votes
1answer
253 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. ...
0
votes
1answer
402 views

How to hide standard List Price field based on User Profile

I want to hide the standard List Price (UnitPrice) field from the Add Product screen (on standard Order object) for our Customer Community Users only. Use Case - We have customer community plus ...
0
votes
1answer
687 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
561 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
50 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 ...
2
votes
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 ...