Questions tagged [customization]

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25 views

Salesforce URL Customization

I want to customize the main app's URL https:/myCompany.lightning.force.com/lightning/page/home to https://userMgmt.myCompany.com/home. This is not a community application that we develop using a ...
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2answers
42 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!
4
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1answer
41 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 ...
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0answers
39 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://...
7
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1answer
112 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-...
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1answer
23 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....
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43 views

Mission Control: Using Mission Control to accurately report on hours by Role (Owned Actions + Assigned as Contributor)

If anyone is a Mission Control user, or is a whiz at looking at creating reportable options across multiple objects, can you help? When an Action is Owned, the Action Owner assumes the Hours ...
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0answers
66 views

How to set up Marketing Cloud's Distributed Marketing integration in Salesforce?

Has anyone set up Marketing Cloud's Distributed Marketing integration in Salesforce and has the "send on behalf" customization working? I have the Distributed Marketing integration in Salesforce ...
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
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1answer
35 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 ...
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2answers
55 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 ...
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1answer
105 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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1answer
49 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 ...
3
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1answer
596 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/...
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1answer
78 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
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2answers
77 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 ...
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2answers
33 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
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1answer
316 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 ...
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2answers
652 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 (...
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0answers
46 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?...
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1answer
43 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
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1answer
135 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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1answer
62 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
2k 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(); ...
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0answers
49 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
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1answer
510 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
1k 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. ...
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1answer
40 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
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1answer
90 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
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1answer
236 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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0answers
32 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
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1answer
56 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
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2answers
718 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 ...
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1answer
53 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 ...
1
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1answer
40 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 ...
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1answer
190 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-...
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0answers
43 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
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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
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1answer
106 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,
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1answer
4k 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
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2answers
248 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
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1answer
526 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 ...
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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
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1answer
311 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
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1answer
339 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
780 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
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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
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1answer
161 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
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2answers
77 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 ...
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2answers
1k 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 ...