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Questions tagged [customization]

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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 ...
Kele Saunders's user avatar
0 votes
0 answers
96 views

Salesforce CPQ: JS Calc working and returning values in backend but values are not reflecting real time

I am using the JS QCP Plugin to update the QLI level field value then that value is referenced in a price rule of event On Calculate I tried wrapping up the query in a new promise return but still, it'...
Pratik Pawar's user avatar
0 votes
0 answers
97 views

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 ...
Felix's user avatar
  • 1
-1 votes
2 answers
1k views

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 ...
MANAN KUMAR's user avatar
0 votes
1 answer
442 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 ...
RobD's user avatar
  • 404
0 votes
2 answers
140 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? ...
sfdcStag's user avatar
0 votes
1 answer
121 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 ...
Patlatus's user avatar
  • 17.1k
1 vote
1 answer
117 views

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 ...
Arjun Shrivatsa's user avatar
1 vote
1 answer
757 views

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 ...
Keith C's user avatar
  • 136k
0 votes
1 answer
327 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 ...
Isuru Buddhika Herath's user avatar
0 votes
1 answer
1k views

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 ...
Shri's user avatar
  • 147
0 votes
1 answer
409 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 ...
Balaji Pooruli's user avatar
0 votes
0 answers
29 views

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 = '...
user88258's user avatar
0 votes
0 answers
981 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 ...
Giorgos Galaios's user avatar
0 votes
0 answers
522 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, ...
Giorgos Galaios's user avatar
0 votes
1 answer
955 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 ...
SFDC Alex's user avatar
0 votes
1 answer
216 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 ...
Ranjan Prajapati's user avatar
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 - ...
Mayank Jaggi's user avatar
0 votes
1 answer
43 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 ...
CMEdge's user avatar
  • 3
3 votes
1 answer
4k 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 ...
Harshad Kumbhar's user avatar
0 votes
1 answer
241 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 ...
Giorgos Galaios's user avatar
0 votes
2 answers
166 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!
user77790's user avatar
4 votes
1 answer
410 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 ...
Leto's user avatar
  • 566
0 votes
0 answers
483 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://...
Omri Brandes's user avatar
10 votes
2 answers
570 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-...
Kirill Yunussov's user avatar
0 votes
1 answer
163 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....
Kartik.S's user avatar
1 vote
1 answer
142 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 ...
JJB's user avatar
  • 51
2 votes
1 answer
139 views

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 ...
Dilip Irabatti's user avatar
1 vote
2 answers
122 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 ...
RKM's user avatar
  • 517
-1 votes
1 answer
593 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)
Ajay Sharma's user avatar
3 votes
1 answer
98 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 ...
Ashik Shetty's user avatar
3 votes
1 answer
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/...
Aditya Vijay's user avatar
  • 1,292
0 votes
1 answer
191 views

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 ...
amit's user avatar
  • 1
1 vote
2 answers
919 views

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 ...
Moyeetri Pattanaik's user avatar
0 votes
2 answers
254 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 ...
user33433's user avatar
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 ...
Pasan Eeriyagama's user avatar
0 votes
2 answers
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 (...
techbusinessman's user avatar
1 vote
0 answers
158 views

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?...
user46824's user avatar
0 votes
1 answer
474 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 ...
yeselkay's user avatar
  • 321
0 votes
1 answer
366 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 ...
Ruben B's user avatar
  • 13
0 votes
1 answer
157 views

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 ...
Nick567's user avatar
4 votes
1 answer
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(); ...
salesforce Developer's user avatar
1 vote
0 answers
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!
user2598808's user avatar
1 vote
1 answer
951 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 ...
Aarya Tiwary's user avatar
2 votes
1 answer
2k views

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. ...
salesforce's user avatar
0 votes
1 answer
94 views

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.
Pasan Eeriyagama's user avatar
1 vote
1 answer
262 views

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 ...
indrasen neelam's user avatar
1 vote
1 answer
560 views

Changing Branding on SF Welcome Email

Is there any way to change the branding on the Salesforce Welcome email? (see screenshot below)
user43124's user avatar
0 votes
0 answers
45 views

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 ...
AMM's user avatar
  • 4,704
0 votes
1 answer
244 views

Static PDF URL link next to Picklist field

I have a requirement where i want a static link/button next to custom picklist field(Standard Pagelayout - existing picklist field) which would open up a PDF file(Same window or New window). I just ...
Vipin's user avatar
  • 27