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
363 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. ...
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1answer
459 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 ...
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1answer
811 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
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1answer
629 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 ...
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1answer
54 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 ...
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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 ...
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1answer
221 views

Auto populate region picklist field when state of picklist field is selected

Auto populate region(East,West,North,South)) picklist field when state(ca,TX, LA...) of picklist field is selected. I have a state picklist Field with list of states, i created one more picklist ...
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1answer
112 views

Blocking email sending for some users

I want to disable the ability of sending emails for some set of users. can you please let me out? Thanks in advance
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3answers
243 views

Classify parent based on number of child records in a master detail relationship

I need to count the number of child records that a parent has in a master-detail relationship and based on the count, update a field on the parent. This field cannot be a formula field as it needs to ...
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1answer
37 views

Granting access for admin's to view customsettings object?

We have created a managed package and a custom link for inserting data's into the customsetting object and since the object is in "protected" format,its not even visible to the admin who installs it....
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1answer
1k views

How to query the count of child records in soql

i am having an custom object of Location which has a lookup to account and i am trying to perform the soql query to get the locations which is greater than 1 from the account object , below is the ...
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2answers
407 views

how to enable quotas

Can someone please explain the process of enabling quotas in developer edition. I have given all permissions like: Enable forecast, allow forecast, Show quotas. But when I enable user in forecast ...
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1answer
1k views

Deleting/Deactivate case recordtype

I have deactivated one the recordtype we have and I still see the option when I create a new case i.e. under 'Available cases record types' I deleted it without any issues and it just got rid of the ...
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1answer
380 views

Custom object CRUD permission still insufficient privilege

I have a custom object with CRUD permission. Still it gets insufficient privilege. How is that possible?
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1answer
481 views

Permission Sets on Quotes Template

I would like to create a permission set to give an access to all quote templates. I do not want some users within the same profile to see or have access to the quotes template. How to user can only ...
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2answers
136 views

roles hierarchies and owd

I have 3 roles A,B,C in the same order,my requirement is to make C to create.read records,but A,B cant see records and also another 3 roles X,y,Z,z can read record and x y can not read.Finally C ...
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0answers
106 views

Able to make isactive = false for such users who are manager of some other users

I am able to make isactive=false for such users who are manager of some other users.As per salesforce funtionality i should not be able to make isactive=false using DML as it will throw dependency ...
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1answer
2k views

How to open a Visualforce page using formula (Hyperlink) field dynamically from console or standard SF

I have a visualforce page. I need to open that page in Service Cloud Console sub-tab when user is within Service Cloud Console with some required parameters and if user is not within console then the ...
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1answer
33 views

I have a piclist field name status and i want that when “Declined” is selected, then Status Date is auto populated to “today [closed]

I have a pick list field name status and i want that when “Declined” is selected, then Status Date is auto populated Today.
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1answer
277 views

Make picklist unique for a value - Configuration only

I have a picklist on a custom object with values A,B and C. I want only one record of the object with the value of the picklist = C. It is perfectly fine if the other records have the value A or B ...
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1answer
23 views

User is not able to see the standard report under Activity report Folder

There is a standard report in the activity folder when the user is creating the new report the report is not found under the Activity folder.But Admin can see the report . Can any one please say ...
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0answers
419 views

Approval process using permission set

I have one approval process, where approver is selected from custom field which has filter to specific profile. now we have one requirement where submitter's manager can also approve the record. We ...
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1answer
1k views

Can't get Enhanced Lookup search to find a record

I can't get an Enhanced Lookup to work correctly, although I checked all questions and answers in SE so far and: Enabled Enhanced Lookups on this object am admin user Searching for the full values (...
2
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1answer
300 views

Clone order with products is carrying over order start and end dates to new order

We have an integrated solution with Salesforce and an internal solution that relies on the Order Start and End date on the apparent New Order page. It is currently loading too much information from ...
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1answer
156 views

Way to remove “Recent Accounts” “Tools”, and “Reports”

Is there any internal way to remove tile boxes of "Recent Accounts", "Tools", and "Reports" on the Accounts Landing page. Any internal configuration which can let this happen.
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2answers
117 views

Company names list configuration

I need an advice regaring the following implementation. I need to normalize large set of user generated company names for instance 'Derby International LLC', and I need the company name without its ...
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1answer
43 views

Architecture idea [closed]

I'm a beginner in SFDC app development, I need to integrate my apex code with R/python. Explain me how the architecture should be, where i have to host it (whether my own server or sfdc has the ...
3
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1answer
103 views

Restricting records deletion

We have the following use case to be handled. We have a custom object PTemplates__c. Except User A and all Sys Admins, no one should be able to delete the records of PTemplates__c. I believe ...
2
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1answer
660 views

Is there a way to query sandbox configuration info? (e.g. Location, sandbox name, etc)

I would like to be able to query the Sandbox configuration data. For example, if you go to the "Sandboxes" link in the setup of your production org, I want to be able to query that info (Name, Type, ...
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3answers
3k views

Access Document(pdf or doc) without Salesforce login

I have 3 Document records with pdf, word document & image respectively. I need to show the files outside Salesforce(i.e without salesforce login). All of the records have 'Externally Available ...
3
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1answer
753 views

Configuration Page for Package

Im new to Salesforce Package. After I create a package, usually we need to put some configurations for the package. Where is the usual place to put this links(I created one visualforce page for my ...
4
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1answer
184 views

Custom Settings difference between Object Name and Api Name?

Can someone explain me what is the difference between object name and api name for custom setting. The doc says for object name : Name used when the custom setting is referenced by formula fields, ...
1
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1answer
157 views

Add new Echosign template in Salesforce

I have been trying to create a EchoSign template in salesforce. I am searching for this for last two days but couldn't find anything working. Here's the thing that I have to do. Adding the Echosign ...
0
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1answer
30 views

Debug Log Limits? Can I not reset the available request and watch log as many as I want?

Do I have to create a record under "Monitored Users" when I want to debug something? I didn't have to do this early this year and I was able to monitor as many debug logs as I want. Can I not reset ...
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1answer
39 views

Multi Custom picklist fields with single source values

I have two custom objects: CO1__c and CO2__c. I also have two custom picklist fields: CO1__c.foo__c and CO2__c.foo__c. Is there any ways that field foo__c in both have same possible Picklist Values ? ...
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1answer
613 views

Unable to add time-dependent trigger to workflow rule

I have a workflow rule with a time-dependent trigger on it. It's been working fine for years. I now have a requirement to add an additional time-dependent trigger to the workflow rule. I disabled ...
2
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2answers
131 views

Field being used in two Validation Rule in Salesforce

Requirement is to use "Status" field in validation rule and "Status" is being used in two validation rule which is blocking each other when we activate both rules at a time. Requirement - 1 User ...
1
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3answers
232 views

Configuring Lightning Components / Apex Controllers for Multiple Environments

I've looked on the Lightning Components Developer’s Guide, and I can't seem to find any documentation on how to configure multiple environments for Lightning Components and Apex Controllers. Ideally, ...
2
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0answers
50 views

Not able to populate Partner Account field in HTML email template

I want to populate the Partner Account field value in a HTML email Template. This field is a standard lookup field(Account) and available on Opportunity page. while updating the template I do not see ...
2
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1answer
1k views

Where is the Event.ClientGuid field?

Following a failed Ant deployment, I have these error messages: All Component Failures: 1. objects/Event.object (Event.ClientGuid) -- Error: Could not resolve standard field's name. (line 65, ...
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2answers
4k views

How can I use a VisualForce page to set a custom setting field?

I'm trying to create a VisualForce configuration page for my managed package. I have a hierarchal custom setting field for an authentication key which is needed to access a remote service. I can read ...
9
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1answer
1k views

How to write Address.settings in order to implement Country Picklists via Metadata API (eclipse)?

In order to implement Country Picklists on standard address fields I'm following the documentation here: https://help.salesforce.com/HTViewHelpDoc?id=admin_state_country_picklists_overview.htm&...
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1answer
2k views

Read only field not working in pagelayout

probably this is old article but still I confused. I have custom object called candidate. I have created field name called first name and read only in page layout. once record is created in candidate ...
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4answers
4k views

Control Picklist value for a profile with out record type

How can I restrict a picklist value to be shown for a profile without record type controlling?
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1answer
464 views

Configuring a Trigger on an Object

My end goal is to create a triggered mailing in ExactTarget that fires when a user submits a Web2Lead form generated from Salesforce. Our integration between the too services (ET and SF) is in place ...
1
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2answers
949 views

Issues setting up Salesforce communities using one of the self-service templates(Napili)

I was wondering if anyone has had any experience setting up a community using the new self-service templates. I personally have set-up Salesforce community in the past using the "Salesforce tabs + ...
0
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1answer
142 views

unable to clear out email field on clone using URL hacking

I am creating a button to clone a contact record, however I don't want to clone the email field, therefore I use the following syntax: /{!Contact.Id}/e?clone=1&retURL=%2F{!Contact.Id}&Email=...
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1answer
32 views

I cannot see case emails at account level

If a customer send to our email2case address, e.g., support@X.com then a case is created and the email is logged on the case, however the email does not show up at the account level, is this a design ...
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1answer
211 views

Why is Console Layout not listed?

I have a developer edition Salesforce org and I want to create a Console Layout but I cannot find it listed in Build > Customize > Agent Console, as specified in the link above. I have another ...
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2answers
754 views

Hide a picklist value

I ve to assign two different record types for two different user. One user has to view an additional picklist value in "Status" picklist in Case object whereas another user should not be able to view ...