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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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Lookup filter not returning records

I have a lookup field on opportunity object. The field is a lookup to account object. The filter criteria i had used is that only accounts of specific recordtype should be available in the lookup. The ...
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293 views

Can lookup field updates be done through flow?

I have a scenario where i need to update value from one lookup field to be another lookup field on the same object say Lead. As this cannot be done through workflows, should we go for triggers? Can ...
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Can I set the Hover on a link in partner portal?

I have users in the partner portal. They use the activity a lot. They want to be able to call up the hover feature when the hover over a link, such as account etc. Is this possible in the partner ...
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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
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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 ...
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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?
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1answer
213 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 ...