Questions tagged [customization]
The customization tag has no usage guidance.
134
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How to Provide access of any SObject to an user dynamically? [closed]
How can I provide access of any SObject or fields to an user dynamically so that it will be available only if the user login to Salesforce.
Can't use permission set or sharing rules here as it will ...
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-1
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1
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29
views
How Can I Change the UI for the Lead Standard object?
Is there a way to change the UI of the lead object page that appears when we click on the lead tab which has a list of lead records.
2
votes
1
answer
52
views
Deploy entire Customizations, Flow, Apex etc from a Developer Edition org to a new Production org
We have been doing configurations, development, and automations in a Salesforce developer edition org independent of a production instance(not a sandbox). We have now just acquired a new production ...
0
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128
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Scheduler Booking Flow - Heading Customization for Select Service Resource and Service Appointment Time Screen
I am trying to edit or hide the mention "Who do you want to meet?" on top of the Select Service Resource and Service Appointment Time Screen Flow component. This is not mapped as something ...
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2
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3k
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How to query the list of user who are currently logged in salesforce org using SOQL query so that it can be used in APEX?
As of now i am using a query to get the list of user who are currently logged in.
Some suolution are there which say that check the field isCurrentlyLoggedIn but no such field exist in salesforce on ...
0
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1
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527
views
How can I add fields to the default order Item list view?
If I click the "hyperlinked related list title with count" on the Order Items related list on my Order page / layout,
Then it navigates to a default list of Order Items.
How can I add/remove ...
- 414
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votes
2
answers
167
views
How to make Roles mandatory in Salesforce?
I had a curious question, can we make role mandatory in salesforce?
Is it possible, and if yes, how to achieve that?
I'm thinking of writing a before insert trigger on User object, will it work?
...
- 3
0
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123
views
Detect if an object allows creation of custom fields
I am building a package for custom field creation. I have noticed in some cases the following errors:
FIELD_INTEGRITY_EXCEPTION:Cannot add custom fields to entity: AIRecordInsight
and
...
- 17.4k
1
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1
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121
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Authenticate users from Desktop app to salesforce [closed]
I have a use case where users have login to salesfroce as well as Desktop app,
I have a Windows desktop application where user logs in and i would like to show one of my custom component inside the ...
1
vote
1
answer
840
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Is it correct that "Subscriber editable" custom metadata type fields avoid the need for an unmanaged package?
Old catchily titled documents such as How to use custom metadata types to save years of development on app configurations say:
Subscriber-editable records: Put metadata records you want edited by
...
- 137k
0
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377
views
Deploy Authentication configuration settings with SFDX
In MyDomain settings, you can set branding for your login pages. You can set logo, colour, and etc. Can anyone advice me how to deploy these settings with SFDX. I have made these changed on a ...
0
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1
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1k
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Financial Service Cloud relationship map in force.com platform
I'm looking out for a FSC relationship map like component that I can use in a custom aura/lwc cmp (force.com platform).
I was not able to find any such existing lightning component in the standard ...
- 147
0
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1
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421
views
Set default opportunity record type for a profile?
Can some one tell me how to set a default record type for a custom profile? It should be very easy, however, I am not able to do that in our production org. I opened up the profile and went into ...
- 563
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29
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Lead Conversion customization test class is showing 0% coverage [duplicate]
@isTest
public class LeadConversionAutomation_Test {
public static testmethod void TestLeadconvert (){
Lead testLead = new Lead(LastName = 'TestLName',FirstName = '...
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1k
views
Assign values to a screen variable from a flow variable
I have a flow where it has:
Screen flow consisting of some inputs (text, picklist, etc...)
Assignment to a new lead record variable (All input values are assigned to the respective fields of the ...
- 917
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526
views
Keep Picklist values in a flow when redirecting
I have a flow to create a lead record. I have several fields, some of them are picklists where i have 2 choices, one choice for --None--, and another choice with the values of this field. For example, ...
- 917
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983
views
Update custom field on Case object base on Case Owner change
I have a custom field on Case object named "Random_Field__c". Now my requirement is that whenever the case owner is changed from one queue to another queue, I want to store this new queue ...
- 43
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1
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240
views
Salesforce Community Email Customization
I am trying to customize the email that is being sent when a new user self registers on the community.
I am using System.UserManagement.initSelfRegistration method to send a verification code to the ...
0
votes
1
answer
22
views
Control going inside 'If' block even when it should not (only for 1 value)
I am trying to count the number of weekdays (Monday - Friday) by taking the number of days since 01-07-1900 (7th January, 1900), for a given date, and checking the modulus by 7.
For modulus values 0 - ...
0
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1
answer
44
views
Possible to rename "sales" and "customers" into "remedy" and "patient"?
I am interested in using Salesforce (or something like it) to help identify what a patient needs and solve them using holistic tools and techniques.
In order to effectively do this, I want to remove ...
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4
votes
1
answer
5k
views
Custom css for header in LWC datatatable
We have requirement is like. in Vlocity Omniscript designer we have added LWC component.
In LWC we have only Lighting Datatable. And in this datatable we need to change the Table Header for font ...
- 155
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1
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251
views
Customize Calendar
Are there possible ways to customize calendar in Saleforce? For example, i want to "get" the event when user changes view from Day to Week for example. Or is there an easy way to create a calendar ...
- 917
0
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2
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169
views
Marketing Cloud preference - Customization
I wanted to know if there is a way to customize the Marketing Cloud preference center without AMP script.
I didn't find a helpful answer.
Thank you!
- 29
4
votes
1
answer
434
views
Marketing Cloud Custom Dashboard for inserted rows
Some users in Marketing Cloud need to check if some contacts are arriving in a Data Extension (the Data Extension is being filled up through an API). They wish to check hourly in a Dashboard how many ...
- 566
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518
views
MobilePush SDK - Redirect To Web URL
As you all may know, there is an additional configuration in the mobile push SDK required for handling push messages redirection to a custom URL from an external source.
Following the link: https://...
- 307
10
votes
2
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590
views
How to customize the default template for new SFDX Project in VS Code?
More specifically, I want every new SFDX project to include a ".scripts/" directory, populated with pre-written scripts (for deployments, data transformation, whatever).
Another use-case could be pre-...
- 2,096
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168
views
Group data in Lead/Opportunity/sObject
Can anyone assist me on to how to group data in Leads/Opportunity ?
Note: I am not building reports.
I have thousands of records in standard object which I want to show them in groups/folders/lists....
- 87
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183
views
Is there a way to edit which fields display in the header of a default report? Specifically, to add custom fields to it?
One of my clients asked about adding a couple custom fields to the default fields in the header section of the report customization page. I can't see any way to do it but maybe someone out there has ...
- 51
2
votes
1
answer
152
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Is there any permission to delete vote records related to knowledge article?
I am able to delete vote records using system administrator but when I am trying with other user INSUFFICIENT_ACCESS_OR_READONLY exception is thrown.
These vote records are related to knowledge ...
- 153
1
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2
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129
views
FLS info at User Level
I want a sheet for Field Access which User might have got through Profile or permission Set; Also wants to see if for the field user has access to is available on page layout and not restricted ...
- 517
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621
views
Steps to create Customized block in content editor in marketing cloud
I have a requirement to create Custom SDK Block.
Wondering if anyone of you has done it before if so how to do it.
Also it would be great if you share any reference document for this. (edited)
3
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1
answer
106
views
How to deploy Help & Training from one org to another in salesforce?
I have added some resources/links under help & training section in one org. I am looking to deploy this customization to another org. How can I achieve this?. Which metadata component I should ...
- 73
3
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1
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2k
views
Display Image Screen component in new Flow Builder
I was trying stuffs from Spring'19 release notes in prerelease org and found a new screen flow component to display the image:
https://releasenotes.docs.salesforce.com/en-us/spring19/release-notes/...
- 1,294
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203
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pricebook lookup field is not autopopulating
I have a opportunity object and a pricebook lookup field on that object. I have a create order button on opportunity object when I clicked the button the detail page should be open and pricbook lookup ...
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2
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950
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How to customize the email Template of the User Email address change Email
The Users want the content of the notification mail which they receive on changing the Email address to be modified.
Or they want the From Email Address to be changed to a different one as some of ...
0
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2
answers
259
views
Report of Account Related Contacts infromation
i created Account Related 5 Contacts, Each Contact having Status__c (Picklist) Fieild.
my question is ..
Contact_1 and Contact_2 is having Status__c is A,
Conatct_3 and Conatct_4 is having Status__c ...
2
votes
1
answer
1k
views
Can you activate middle name in Salesforce without contacting Salesforce
When I googled this, found how to Enable Customizable Person Names using the Middle Name and Suffix fields
In Salesforce Customize User Interface found we have this setting below.
and indeed it ...
- 2,507
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2
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2k
views
Salesforce CPQ - JS Calc Works But Does Not Show In UI
I've been working through configuring CPQ and have reached a scenario I was trying to solve using customization. When generating a quote and adding a line, I want to look at previous active quotes (...
- 2,218
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173
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How to change default value of standard From picklist fields while sending mail from case
My question is how can I change default value of 'From' standard pick list field using code?
So what I did is I have added below logic on 'Send Email' button:
/_ui/core/email/author/EmailAuthor?...
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1
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511
views
Customize Salesforce login screen
Our client would like to customize the Salesforce login page style (fonts, login button color) to make it similar to other forms (in communities, website). I know we can customize the logo, background ...
- 321
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369
views
Virtual global classes and dependency injection on managed packages are allowed?
We are developing a managed package in Salesforce. In our package, we are providing a set of functionalities but we have to allow customers to have their specific logic in the execution flow.
For our ...
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1
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162
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How and where to change color of table rows in console?
I have console on my website where I can see list of messages. I want to change color of each row based on "Owner First Name" column. So if owner is Mary then the row must be green for example.
How ...
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4
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1
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6k
views
Test class based on Today's date
I have a class which uses today's date to do some calculation.
So bascially it checks the current month based on Todays date and do some calcualtion like below:
Integer num = System.today().month();
...
- 3,380
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66
views
Salesforce Knowledge - Javascript Injection to display alert message.
In Standard Knowledge Page, I want to display an alert box based on some content within Rich Text box.
Can we do JavaScript Injection in any standard page in Salesforce?
Please suggest!
- 115
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962
views
Live Agent addCustomDetail
I have created a start page with chat button and deployment code and I want to get some custom value from start page to my preChatPage. addCustomDetail(String label, String value, (optional) Boolean ...
- 409
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votes
1
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3k
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How to add all objects to Global search in Lightning?
I have give Allow search Field True for all the objects what i want and pined them in the search layout also to do search in all the objects, what i have did you can see in the below screen short.
...
- 140
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95
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Can users send customizations from trialforce org to their production?
Is this possible to do?
We have a user with apex customisation wanting to transfer them from trial org to production.
Change-sets didn't help on this.
- 2,507
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265
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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 ...
- 137
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574
views
Changing Branding on SF Welcome Email
Is there any way to change the branding on the Salesforce Welcome email? (see screenshot below)
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45
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What "References" To Fields/Variables Are Available To The Force.com Menu?
In an effort to document this as research is yielding nothing so far, I'd like to document what "fields" (or "variables") are available to the Force.com Sidebar Menu for assembling useful URLs to ...
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