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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Clarification on configuring SDK iOS SFMC?

In regards to configuring the SFMC iOS SDK for use with Mobile Push, how often does the sfmc_configure() method need to be called? every launch? (more? less?) Note: I'm using the ...
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122 views

Trailhead Error on Verifying Step - There was an unexpected error while verifying this challenge

I keep intermittently running into this error while working through different Trailhead exercises. Sometimes it disappears without my changing anything in the org at all (except letting time pass and ...
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29 views

salesforce Login button for user record

Eventhough the "Admin can login as any user" checkbox in setup is enabled still "login" link or button is not visible near user record? In the salesforce org , on top of each User records we have "...
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132 views

Field Service Lightning “Cannot Dispatch Next Service Error”

I've been implementing and developing Salesforce , Field Service Lightning in order to pursuit my workplace goals and mission. Currently the workforce is experiencing a short block that needs to be ...
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20 views

Record transfer email notification

I reassigned (transferred) the contact owner for 64,000+ contacts this morning via Data Loader. It appears that it's possible that we had a Marketo smart campaign that was also triggering contact ...
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20 views

how to make dynamic filter in dashboard level

I am having trouble on dashbord level dynamic filter. If Lead object have custom Pick list field name "Dealers". Dealers values are: Dealer_A Dealer_B Dealer_C I ...
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1answer
260 views

Deactivate forecast category value in Opportunity

Salesforce throws error when deactivating a forecast category. I need to deactivate 'Commit' forecast category. Please refer below stage and forecast category mapping. I have mapped 'Commit' to '...
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1answer
75 views

Profile Login Hour Restriction

We need to disable login to salesforce org for specific profiles from Saturday 13th April 2 AM EST to Sunday 14th April 10 AM EST. Will these login hours restrictions at profile level work, if we set ...
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26 views

Easiest way to create a sidebar component to only display based on a picklist field

My requirement is to create a sidebar component on the account object which will show a few fields that should only show if the program__c picklist field = card. i have done some searching and i am ...
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21 views

Disable TLS requirement for Sales Force Out Bound Messages

Is there a way in SalesForce to disable this required authentication for outbound messages? We are getting Error of Server chose TLSv1. Now the server we have is Running Frame Work of 4.7 which ...
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23 views

Is there any option to enable asset sharing from apex or any salesforce API?

I want to check is asset sharing enabled in client's org. This can be achieved by checking ownerId field is exist on asset. If it does not exist then I want to enable it using apex or any salesforce ...
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13 views

Issue with Identity Verification. Not receiving any verification code in phone

I created a sandbox of license type 'developer' and while after logging in from the sandbox login page, I'm stuck at the verification page as I don't get any verification code in my phone. I tried ...
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2answers
16 views

How to add Search bar in ( tabs plus visual force) communities

I have one tabs plus visualforce community i want to show search bar in the community but i didn't find any configuration or setting. is there any way to enable like sale force classic search bar.
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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?
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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
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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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 ...
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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 ...
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35 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
609 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?
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1answer
146 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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1answer
994 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 ...
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1answer
726 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. ...
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1answer
404 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
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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674 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
295 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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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
58 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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454 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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1answer
110 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 ...
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325 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 ...
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60 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
240 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 ...
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358 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 ...
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544 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 ...
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2answers
78 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.
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111 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 ...
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1answer
199 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 (...
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1answer
26 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 ...
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1answer
101 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? ...
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1answer
483 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
224 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
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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2answers
145 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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107 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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449 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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2answers
47 views

From a custom button, how can I get the account name to pre-populate in a website search?

From a custom button, can anyone tell me how to get the account name to pre-populate in a website search? This is where I'm trying to get to: - http://companycheck.co.uk/search/results?...
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1answer
192 views

Updating FLS on a custom object

When i try to update FLS for two newly added fields it gives me following error Please fix the following: Permission Activate Orders depends on permission(s): Edit Orders, Read Orders Is ...
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1answer
1k views

HTML Email Configuration from address as no-reply@salesforce.com

How do I set the from address as no-reply@salesforce.com? I've tried with Enabling Enable Sender ID compliance, but it's of no use. When I test my mails I get from address as [my ...