Questions tagged [customization]
The customization tag has no usage guidance.
132
questions
44
votes
4
answers
22k
views
Scheduled reports as attachment
Is there any workaround to send out scheduled reports as Excel attachment than actually embedding it within an email?
Salesforce scheduled reports embeds the report in email making further drill down ...
- 16.7k
10
votes
2
answers
8k
views
Checkbox on related list
Does anyone know how to add the checkbox column on related list in SF? I have a custom object that I'm try to get checkboxes for related list. Thanks
- 173
10
votes
2
answers
567
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-...
- 2,086
9
votes
4
answers
21k
views
What overrides a profile?
I am confused about the hierarchy of settings
1) I have a profile A and it has a read only access. I have a permission set specific to an user and the permission set grants the user access to edit ...
- 16.7k
7
votes
2
answers
540
views
Why can't I edit page layouts in Google Chrome in Winter 14?
When using the latest version of Google Chrome, the Layout Editor palette is empty, so we cannot add fields, related lists, buttons, or any other objects to the page. No console errors are reported. ...
- 491k
6
votes
2
answers
2k
views
What is the SObject for a private message?
I want to monitor private message and want to check and store at admin side. so admin can see who doing message to whom and make the policy for to sending the message.
6
votes
2
answers
11k
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Can I add a field to the Attachment object (specifically a picklist to track the 'type' of attachment)?
The title says it all. I would like to add a field to the attachment object to be able to sort/filter based on the attachment's type (eg, 'Will', 'Account Opening Document', 'Correspondence', etc.).
...
- 1,893
6
votes
1
answer
2k
views
Passing SelectOption[] to MultiselectPicklist Custom Component results in Cannot convert the value of '{!leftOptions}' to the expected type
I have a Map in custom controller as follows
Map<String, SelectOption[]> mapSelectOption;
and populate this Map as follows in constructor of custom controller
Schema.DescribeSobjectResult R = ...
- 1,063
6
votes
2
answers
6k
views
Is it possible to prevent a user from 'Approving' a step in an approval process if a certain field is blank?
Basically, I want to have validation rules run when a step in an approval process is approved. I would like the rule to take into account which step triggered the rule, so that each step can have ...
- 1,893
5
votes
3
answers
3k
views
Is it possible to connect a social networking profile to a custom object record?
I have a custom object that represents a B2C customer, 'Cardholder', that I would like to connect to the cardholder's social networking profiles. Is this possible?
I am not using the Contact standard ...
- 1,893
5
votes
1
answer
8k
views
Approval History Related List for a Custom Object
I have a custom object with an approval process, how can I get the approval related list on the page of that custom object.
- 346
5
votes
1
answer
2k
views
Visualforce Tab: how to edit the link (Content)
I want to edit the link for my visualforce tab. So i go to the Setup -> Create -> Tabs and click on the Edit next to my custom tab name. And i can change only the label? Basically i want to keep ...
- 22k
5
votes
1
answer
242
views
When Opportunity stage is won then that stage status should be locked
When Opportunity stage is Won. Then that opportunity stage can able to make freeze..So once won we can't able to change that stage status to others.
How to achieve this?
- 363
5
votes
1
answer
311
views
Replacing values in standard fields
Is it possible to have only 4 values in type picklist field of account. I am trying to replace this values but not sure how to do it.
Similar is the case for Industry picklist on account object
5
votes
4
answers
16k
views
Overriding Salesforce CSS with custom CSS
I wish to change the CSS styling of standard salesforce pages with my own styling.
I have created a custom sidebar component named CustomCSS and attached it to the left sidebar. I have then enabled ...
- 1,958
4
votes
2
answers
3k
views
how to make field ready only..?
I want to make a date field read only..using validation rule...i want to enter its value when any record is inserted in child object.A user shouldn't be allowed to enter any value at all on account ...
- 1,761
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();
...
- 3,340
4
votes
1
answer
321
views
Billing address in Account Object
Is it possible to change the standard billing adress state field to accept picklist values.
4
votes
2
answers
3k
views
How to close a case as duplicate or merge a case
I need the option to Merge cases, Has anyone done something similar for Merge cases?
I prefer to avoid Apex - but I don't think I have an option here really.
- 5,610
4
votes
1
answer
406
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 ...
- 556
4
votes
2
answers
3k
views
adding live agent user photo on chat window
I want to have the photo of the live agent who has accepted to chat .His photo should appear on the chat window of visitor.
I tried using "Chat Window Branding Image", i think its good for displaying ...
- 51
4
votes
1
answer
604
views
Embedded dashboard in home tab using iframe, can't open hyperlinks from it
I added a dashboard as a home page component and it displays fine, but I am unable to open links to records when clicking on them in the dashboard. I'd love to do a "target=_top" type deal but that ...
- 51
3
votes
6
answers
8k
views
Hiding "New Note" button
I am showing Notes & Attachment section. I want to hide "New Note" button on the related list. I don't find any way for doing that. How can I do that? Any thoughts?
- 4,575
3
votes
1
answer
238
views
Communities Pages - how 2 limit LHS content?
I need to remove the "Create New" and "Quick create" (and a few other links) from the LHS on Contacts and Ideas tab within our new Communities site.
All of those options are fine within the internal ...
- 169
3
votes
2
answers
493
views
Is it possible to include a partner/client (or other non-internal employee) in an approval process? If so, how?
If it is not strictly possible, is there a standard practice for integrating an external element into an approval process/workflow?
- 1,893
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 ...
- 145
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/...
- 1,292
3
votes
1
answer
2k
views
How to get more than 2000 records in case of schedule reports to our email in Salesforce?
I have a report with more than 2000 recodes and scheduled weekly. As per Salesforce standard limitations we get only 2000 records to our email. Is there any possibility to get more records? please ...
user17646
3
votes
2
answers
2k
views
Add field to contact lookup \ create New window
When entering a new case, employees need to search for a contact, simple enough.
When they can't find the contact, they add a new one by pressing the New button from the lookup window, still simple.
...
- 1,014
3
votes
1
answer
97
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 ...
- 65
3
votes
1
answer
214
views
Picklist values for non supported languages
There is only one supported German language in SFDC. However, we have a need to show picklists in different national varieties of German viz. Austrian German, Swiss German. What's the easiest way to ...
- 2,767
3
votes
0
answers
899
views
How to display a Funnel Chart with Grand Total values?
I am working on creating some Funnel reports, for Non funneled objects.
I am working based on the idea posted by Luke Duncan
I have the summary of the fields/stages that I want, and I want to ...
- 5,610
2
votes
1
answer
2k
views
How can I change the logo on a public site?
I spend a fair amount of time trying to update the logo for my public site. However, I was trying to edit the sitetemplate with no avail and the header.svc
Do I put this in Static resources or ...
- 1,620
2
votes
1
answer
37
views
is it possible to display additional user info where a user is being linked to in a post?
I want to be able to a. add an additional field to the Chatter profile for users to complete, let's call it "Out-of-Office". I then want to be able to display this field in the user selection list ...
- 5,257
2
votes
2
answers
5k
views
Show Warning Popup on standard Save Button Click
I have the requirement to show a WARNING POPUP / confirmation box based on a condition.
If user edits the opportunity and changes the status to "Closed Won", then clicks on save then depending on ...
- 336
2
votes
2
answers
858
views
Customizing Service Cloud Portal
Calling all Customer Portal (also known as Service Cloud Portal) SME's(Subject Matter Experts) to clarify and hopefully document the level of customization possible on a Customer Portal. For e.g. The ...
- 3,810
2
votes
1
answer
10k
views
how to customize font colour and background colur in rich text box in salesforce UI side
I want to show some text with background and text color, if it is possible through rich text box , then how to set background color and text color, if it's not, then which way i should go ?(trigger/...
- 670
2
votes
1
answer
118
views
How to detect customization in a Salesforce organization [closed]
my organization has a very complex Salesforce instance. We have over 900 organizations defined and are striving to simplify.
I need some help understand the effort required to understand the amount ...
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 ...
- 2,457
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.
...
- 140
2
votes
4
answers
2k
views
Customization Problem......Translate <apex:InputFile>.....Browse Button......in Other Language
Here i have VF Page code......
<apex:form enctype="multipart/form-data">
<apex:inputFile value="{!attachment.body}" filename="{!attachment.name}" id="file" />
<apex:commandButton ...
- 455
2
votes
3
answers
3k
views
Date of Birth field - Calendar years not showing earlier years in console
i have go through a few guide available here and this guide doenst help on console. can anyone help how can i make my date field Years drop down in console showing previous years?
- 905
2
votes
1
answer
163
views
rendering on Standard account Layout workaround.?
I have a picklist field Status on account.There are 3 values One,Two,Other.
IF Other is selected i need a text field to show so that user can enter some information.I know thats not possible on ...
- 1,761
2
votes
1
answer
78
views
One user - 2 reports - 2 behaviours
I have a user, whom is trying to edit reports.
The settings for the user profile is ok
When looking at the 2 reports in issue, both reports were created by the user.
Both reports show different ...
- 5,610
2
votes
2
answers
4k
views
Can I enable my users to customize their home page tab?
AFAIK, users can only use HomePage Layouts that I create for them, or only change the Dashboard that they see. That's assuming they do not have the Customize application permission.
Assuming I don't ...
- 5,610
2
votes
2
answers
4k
views
How can I hide the Attach File button from Notes & Attachments related list?
My client is using Professional Edition. They want to remove or hide the 'Attach File' button from the Notes & Attachments Related list which is available in Account,Contact and Opportunity ...
- 595
2
votes
1
answer
136
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 ...
- 153
2
votes
0
answers
345
views
Adding customization on a standard field to an Un-managed package
I have added a bunch of custom pick-list values on the Type field on the Account object and want to make them available to the users who installs this un-managed package (ideally when a user installs ...
2
votes
0
answers
115
views
How to customize Topics on Records table
I want to add more columns at topics on records table, but I can't find where can do this. Please help me, thanks.
Topics on Records Overview: https://help.salesforce.com/apex/HTViewHelpDoc?id=...
- 539
2
votes
0
answers
26
views
Is there a way to customize the new Chatter user "Here are some groups you may want to start or join" prompt?
We keep having new Chatter users create the default suggested groups "Sales," "Marketing", and "Product" because they are prompted to do so on join. Can we modify or remove the groups suggested on ...
- 51