Questions tagged [customsetting]

Custom settings are similar to custom objects and enable application developers to create custom sets of data, as well as create and associate custom data for an organization, profile, or specific user.

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Assignment Round Robin using Custom Settings distributing ownership unevenly

We had consultants create a custom round robin process for opportunity ownership. However, it seems that their round robin logic is assigning the 3 reps on one of our teams opportunities 50/25/25 ...
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41 views

How to prevent record lock errors when performing DML on Custom Settings

I am looking for some insight in how to avoid a record lock error in one of my Apex classes that is doing a couple of updates on a custom setting. The way that our org is set up is that we have a user ...
1 vote
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Associating Custom Settings with a Connected App in a 2GP

In our 1GP, there is a Custom Settings object and a Connected App. On orgs where the 1GP is installed, if you go to Setup -> App Manager, select the Connected App in the list and pick Manage, you ...
3 votes
1 answer
140 views

Where to store longer Oauth Access Tokens?

We are implementing a Custom OAuth flow not using NamedCredentials and AuthProviders. For the storage of the Access Token we planned on using a Protected Custom Setting modified by an LWC component (...
1 vote
1 answer
59 views

Tried referencing a Custom setting Text area(255) field inside a Formula in salesforce flow, but somehow it is erroring out saying field not exists

Referencing Text area field belonging to custom Settings heirarchy object inside a condition formula of a Record Triggered Flow is giving following Error: Field $Setup.CustomSettingName__c.test__c ...
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How to make HML Email Template have dynamic Base URL

We have an HML email template using the {{{}}} syntax to provide a link to a record. Unfortunately, this syntax hard codes the base URL within the Email Template XML. For example: <a href="...
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Switch Statement using boolean

I need to store the secret key value in protected custom setting which is exist under managed package. So we have class called SecretValueUser which have two method readSecret writeSecret Write secret ...
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Are custom protected settings hidden from scratch org admin for second generation beta managed packages?

I've read that protected custom settings in managed packages are hidden completely from the subscriber org. I'm currently building a second generation managed package that I've generated a version for ...
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Using flow, can you update a record when you know the field name from a custom setting?

For context: Our organisation often needs to send digital forms out to many of our customers. For their convenience we try to prefill as much information as possible. To ensure that no one can hack ...
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1 answer
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Can I remove a custom setting after our subscribers manually delete them?

Can I delete Custom Settings in Managed package salesforce? Similar to the question above. We moved all our custom settings into one custom setting. I was thinking once our subscribers upgrade to the ...
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1 answer
37 views

Environment specific custom settings

I am integrating SalesForce with a third party app and I would like to have the URLs go to the sandbox url of the third party app in my sandbox environment and I would like them to go to the prod ...
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How can we update custom field using SFDX CLI

I have a custom field under custom settings. The settings type is "Hierarchy" and custom field type being "Text". I two jenkins pipeline which I am using for Integration and ...
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1 answer
223 views

Total list overview of vlocity_cmt__GeneralSettings__c values

For the use and correct configuration of the Vlocity CMT package I am looking for the total list of all the possible settings of the vlocity_cmt__GeneralSettings__c custom setting. Are there more? ...
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Code Coverage for custom setting

I am writing test class for the below method. But it is giving me error - List has no rows for assignment to SObject get{ if(PCAppSwitch__c.getInstance().Candidate_Record_Type_API_Name__c =...
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custom auto number field + concatenate account name using flow but get syntax error

UPPER(LEFT(Opportunity.Account.Parent.Name,1})+trim( MID(Opportunity.Account.Parent.Name,FIND(" ",Opportunity.Account.Parent.Name),2))) &'/'& Upper(LEFT(Opportunity.Account.Name ,1)+ ...
0 votes
1 answer
73 views

Default value for custom fields

I want to assign a default value to the custom fields of a custom setting. My field type is text and I am unable to find the right syntax for it with the formula editor. I am using a dev org and these ...
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1 answer
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Hierarchy Custom Setting default value in Formula field taking the old value into calculation

I have a hierarchical custom setting called Test_Custom_Setting__c and I have field in there called Time_Delay__c set to the default value of 5 and also the Organizational defaults for this field is ...
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Post does not show in community

Hi everybody I am working with the case object in the community. I am using a free developer Salesforce edition and I have a little problem that I have not been able to fix. I want to do some things ...
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How to add multiple entries (records) to a Custom Setting list with REST POST request [duplicate]

So I have created a custom setting of type list and I'm trying to fill it with multiple records using a POST request. I'm using workbench to try this and I've successfully posted 1 record. URI: /...
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1 vote
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"Nested" Named Credential Callout

I have a named credential, let's call it NC1, setup for a custom AWS endpoint. This works great using the endpoint and an access key. However, as part of the body of NC1, I need to send an auth ...
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1 answer
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Need to change appearance of LWC based on a record's field

How to store an information that let users to change the LWC's appearance dynamically? The user can define rules like: If that field's value is "X", appearance should be "A" and/...
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2 votes
2 answers
500 views

Custom label/settings/metadata in email templates

Is that possible to use a Custom Label/Settings/Metadata inside an Email Templates by referencing? instead of creating a formula field as it was suggested here
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-1 votes
1 answer
42 views

How to assign a value to to a field stored in a custom setting?

I'm building an app and I'm giving users the ability to select a specific field to populate from a list of all of their fields. I'm storing that field's API name in a custom setting. I want to create ...
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1 vote
1 answer
182 views

Does custom setting fields value changes shows in setup audit trail?

Does custom setting fields value changes shows in setup audit trail ? I don't find changes in audit trail.
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176 views

Can we create record of Custom Setting if users doesn't have ' Customize Application' admin permission

I have a custom profile having license Salesforce, I have created a Custom Setting with label 'User', I have added my custom setting to 'Enabled Custom Setting Definitions Access' of newly created ...
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21 views

how to clear Field Level Security update for custom setting?

I have written an apex class that is using custom settings and it is running on the different users (Not System Admin). when I am trying to scan it using the salesforce scanner it's giving me the ...
2 votes
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122 views

Custom setting insertion contributing to Lock Row exception which finally causes to ConcurrentLongRunning Transactions

We recently faced ConcurrentLongRunning exceptions in our org. We resolved a few rest entry points which SF Support team suggested but few I am not sure if SF Support team analysis is correct. We have ...
1 vote
1 answer
180 views

Why creation of Apex Trigger on Change Event for Custom Setting fails if it is available in the picklist?

Change Event for Custom Settings is available in the picklist to create Apex Trigger, but when you try to create an Apex Trigger on that, it fails. Why?
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267 views

How retrieve Default Org Values from Custom Settings to Visual Studio?

We want to change our 'Default Org Values' in our repo, but we don't find the option in Visual Studio. We are using Visual to upload the code to AWS and need to change this. We tried to include the ...
0 votes
1 answer
326 views

How to use Custom Settings or Custom Metadata to dynamically add fields to code

I have written apex code to copy the data of a few specified fields from Order record to Order Line Item record when their values are modified. The problem here is every time a new field has to be ...
-1 votes
1 answer
165 views

Cannot See Validation Rules

My boss has asked that we modify all validation rules in our org. We’re creating a custom setting that will allow admins to bypass all validation rules (validation rules will not apply to admins in ...
1 vote
1 answer
2k views

what should I use for the default no-reply address?

I am confused about Special Purpose Organization-Wide Email Addresses. By design, a no-reply address is one that human beings don't check the inbox, but Salesforce requires us to click a verification ...
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11 votes
2 answers
618 views

Is it possible to get a Custom Setting without the cost of a SOQL query and at the same time do it DYNAMICALLY without hardcoding the setting?

Once I had the illusion that accessing custom setting is always free and does not consume any governor limits. Until today: I've learned the hard way that this is only half-true. It is true, that this ...
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4 votes
2 answers
98 views

Is it possible to have an APEX Testmethod to see SOME, but not ALL data?

Usually I only need @isTest(SeeAllData=false) But now I need to see some Custom Settings (they count as "data", too). And at the same time I must ensure to see only the Custom Settings, but ...
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1 vote
0 answers
33 views

Target Org Community user unable to access Protected custom setting in Managed package

We have created a custom lightning component for one of our client who are utilizing our Managed package. We are calling a managed package global apex class from this custom lightning component where ...
1 vote
1 answer
139 views

How to encrypt customer data in managed package so that the package developer cannot see it

I have a requirement to store sensitive customer information in a protected custom setting in our installed package. From my understanding through this answer the information should be encrypted ...
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156 views

Default values for percent type custom setting field incorrect when clicking new in manage

I have a custom setting with a percent type field, which has a default value set (0.25). In apex, if there is no Custom setting for the user, getInstance gets back the correct default value of 25%. ...
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1 vote
1 answer
142 views

How to store setting at User Level?

I have a requirement to showcase a detail page having multiple Accordion sections which are closed by default. Now there will be a checkbox which will allow the user to make sure that all the ...
0 votes
1 answer
107 views

Can we use custom setting to restrict access for a user?

Can we use hierarchical custom setting to restrict a particular user from deleting object record. The profile has Delete permission on profile for that object. And it should not be changed as per the ...
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0 votes
1 answer
239 views

Multiple users and concurrent transactions

I have a client who wants us to build a custom auto-number function that applies only to a certain type of campaign record. They want to append the number to a text field for that specific campaign ...
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0 votes
1 answer
404 views

"Variable does not exist: $CustomMetadata" When referencing custom setting data in Apex

I created a List Custom Setting with fields that stores default date values. I want to use it in my Apex code (trigger handler), but I have getting the error "Variable does not exist: $...
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1 vote
1 answer
27 views

Help with Test Failure

I have a trigger that will update campaign members to responded for specific campaign after a specific lead status gets updated in the lead, and this value is specified in custom settings. My ...
0 votes
1 answer
207 views

How can I order the Fields of the Custom Settings with Sort() method?

This is the method @AuraEnabled public static list<documentEntity> GetDocumentsInfo(){ try{ List<DocumentType__c> documentList = DocumentType__c.getall().values(); list&...
0 votes
2 answers
724 views

How to add key value pair in custom settings in Salesforce?

I am trying to add key-value pair in the Custom settings, but I don't know how to add that in the custom settings in salesforce.? { label: 'ABC', value: 'ABC' }, { label: 'CDE', value: 'CDE' },...
0 votes
1 answer
1k views

Schedule triggered flow not running for all Resources

I have a schedule triggered flow that runs weekly on the Resource object. I have a custom setting checkbox which I use to denote whether the flow should run that week or not(bi-weekly pay schedule). ...
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0 votes
1 answer
165 views

How do I fix the error when adding Custom Settings?

My task is to create an LWC component and then add it to a managed package. I was told that to store the API and the key to it, you should use Custom Settings and Custom Metadata Types. No more ...
0 votes
1 answer
408 views

testing apex class with custom setting validation

I have this apex class: public class APILogManager { public static Boolean logByEmail(HttpRequest req, String responseHeader, Integer code, String endpoint, String responseContent, String entity){ ...
1 vote
0 answers
42 views

Guestimating managed package protected custom setting usage in subscriber org

We are using a managed package that has a protected custom setting that stores some additional information per user. We have 6000 users roughly and our org has 9 user licenses so that means amount of ...
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3 votes
1 answer
1k views

Updating an instance of Custom Setting via DML

So I implemented a callout to an external service where first we should validate that our token wasn't expired. So I implemented a refresh token method, that updated our custom setting where we stored ...
1 vote
1 answer
547 views

Can we use custom settings in SOQL queries?

I need to use run a query based on the value in custom settings. Delete_Lookup__c is my custom settings. I need to change the output of query based on the values in custom settings. global class ...

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