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Questions tagged [customization]

The tag has no usage guidance.

1
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1answer
7 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 ...
2
votes
1answer
20 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 ...
0
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0answers
12 views

Field Service Lightning : I Want to define Capacity based resource for 1 year

I want to create capacity based resource who can work 10 hours per week for 1 year but when I enter values in Resource capacity object, it force me to put end date within 1 week from start date. So ...
1
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2answers
43 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 ...
0
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0answers
39 views

WYSIWYG custom block

I have created one WYSIWYG custom block in my marketing cloud environment and also completed the integration part. But the issue here is i need to create custom block where my all the details with ...
-1
votes
1answer
79 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
votes
1answer
34 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 ...
0
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0answers
78 views

Javascript issue due to spring 19 release

Facing one javascript error (reportFailedAction) after spring 19 on Salesforce community. This error stops navigation between different pages within the community and sometimes occurs on button click. ...
3
votes
1answer
234 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/...
0
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0answers
43 views

Customizing the User Menu Lightning Community Webster Template

I'm attempting to modify the out of box user menu and replace it with a component I created. From the documentation I followed this code example for the component: > <aura:component implements=...
0
votes
1answer
42 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 ...
1
vote
2answers
31 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 ...
0
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2answers
27 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 ...
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0answers
16 views

Field dependencies in junction records - UI customization

We have a many to many association between Accounts and a custom object Publishers On the Accounts page we do see Publishers as a related list. However, Pubisher is the child of a custom object called ...
2
votes
1answer
107 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 ...
0
votes
2answers
353 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 (...
1
vote
0answers
29 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?...
0
votes
1answer
36 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 ...
0
votes
1answer
100 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 ...
0
votes
1answer
58 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 ...
4
votes
1answer
1k 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(); ...
1
vote
0answers
43 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!
1
vote
1answer
359 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 ...
2
votes
1answer
654 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. ...
0
votes
1answer
32 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.
1
vote
1answer
74 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 ...
1
vote
1answer
164 views

Changing Branding on SF Welcome Email

Is there any way to change the branding on the Salesforce Welcome email? (see screenshot below)
0
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0answers
30 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 ...
0
votes
1answer
46 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 ...
0
votes
2answers
740 views

How to remove special character from the formula field

Remove spaces and special characters from a field, if the field value is empty i want to remove the "-" from every field value. I am concatenating the fields. Here is my code. TEXT( Picklist1__c) + ...
0
votes
2answers
405 views

How to create the formula field value populating from one field to another field

Two fields are available in account object I have the Picklist datatype Value in one field called custom__c Picklist Values are: atom, molecule, organic, inorganic I have created the another ...
0
votes
1answer
49 views

Mass Email in salesforce

I have created the account Record in salesforce,for every Record creation the email should send to a particular user email id,Suppose if the Record is created with morethan 10 users also, the email ...
0
votes
2answers
300 views

How to Concatenate Dependent Picklists, Text Field and Number fields

How to Concatenate Dependent Picklists, Text Field and Number fields Eg: Signature 1 (Picklist) Signature 2 (Picklist) Name (Text) Version (Number) Query 1: How to concatenate all the ...
1
vote
1answer
39 views

Customise the help link on standard homepage components?

There is a help link on Homepage components (see screenshot). I know that you can use the Help settings to redirect this link to a different URL. Is it possible to customise the parameters appended ...
0
votes
1answer
143 views

Pardot - Product Interest - Date Field Storing WHEN Interest Came

I find myself in a company that is implementing Pardot for it's Marketing efforts. I've done a little research, but do not see references to what I want and hope that this is simple or at least do-...
0
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0answers
36 views

Custom Tab / Visualforce / App To Filter Multiple Fields / Columns?

I desire to have a flat single table/object of data, where we will filter, field by field, until we end up with one record. Think: Inventory (see the screenshots from Excel). In Excel: I'm talking ...
0
votes
1answer
28 views

Customization and Apex class

I have created the new order record in salesforce,for Particular Record, owner field is updated with the username who created the order record I want to take the instance of salesforce organization ...
0
votes
1answer
68 views

How to auto populate values of one object to other objects in salesforce without coding

is there any way to populate values from one object to other object without writing code. Please let me know. Thanks,
1
vote
1answer
3k views

How to calculate days between two dates and compare in a salesforce report?

How to Create a report that pulls the CDate and SDate and shows if there’s 120 days or less between the two dates.
1
vote
2answers
160 views

How to take conversion rate in Visualforce Page

I have enabled multiple currencies in my EE production Org. Advanced Currency Management is also enabled. I am using Manage Dated exchange rate. USD is my corporate currency. User currency is also in ...
0
votes
1answer
403 views

Update cross object field

I want to update a field on all the campaign members when a field on the related contact is updated in Salesforce . Both the fields (on contact and campaign member are standard Fields) . How can we ...
0
votes
0answers
35 views

Salesforce Outlook - Case

I had installed the SF for Outlook. My requirement is that : 1) Need to create the CASE from the Outlook 2) Once a case is created from the Outlook and we want to update something (via reply to ...
0
votes
1answer
232 views

how to remove edit, create delete access of Products

I tried removing edit create delete access of Products for a profile it is giving me following error Error: Invalid Data. Review all error messages below to correct your data. • Permission ...
0
votes
1answer
267 views

Data upload Product , Price book and quote

User has given an excel with Product code, Product Name, Product Description and Product family to upload data into Products, Product Pricebook and New Quote. Can anyone tell me how to upload give ...
2
votes
1answer
519 views

How to get more than 2000 records in case of schedule reports to our email in sales force?

I have a report with more than 2000 recodes and scheduled weekly.As per sales force standard limitations we get only 2000 records to our email.Is there any possibility to get more records ? please ...
0
votes
1answer
17 views

Decline does not shut the project as it could be resurrected

We have an Opportunity declined in Feb 2015 but a sales ops can still change the closed date for that opportunity as Jun 2016. So Decline does not shut the project as it could be resurrected? How this ...
0
votes
1answer
120 views

Auto populate lookup field

Can Someone help with a scenario. I have a region picklist field with 7 to 9 and we have a sales director lookup field whenever region is selected salesdirector for that region should be auto ...
0
votes
2answers
60 views

Is it possible to retrieve data from an object which has lookup relationship with other object and display in report

I have 3 objects opp1,mile2,cust3. mile2 and cust3 are related list in opp1 mile2 has opp1 as lookup field cust3 has opp1 as master detail I have to create a report which have some fields in mile2 ...
1
vote
2answers
841 views

How to lock date field in opportunity? [closed]

I have few scenarios for locking the date If Closed:Won – Date locked If Stage changed to ‘Closed:Lost’ or ‘Declined’ from Closed:Won then date is changed to the date of that activity and locked ...
0
votes
1answer
233 views

how to create a report with different objects with different fields

Can some one help with reports, I want to create a report with 2 different objects(Customer,Milestones) which is from same opportunity, some fields from milestones and some fields from customer. I ...