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Get all Profile defaults (record type, app, page assignments) into a CSV

I'm looking at migrating from Profiles to Permission Sets for most permissions in my org, in keeping with official Salesforce best practice. One important part of this is consolidating Profiles. But ...
Matthew Souther's user avatar
0 votes
0 answers
884 views

Change Owner of Accounts Created by Portal Users

Recently we've been getting the error message that "you cannot create a Customer Portal user associated with an account owned by a Partner user". As I understand this, it is a limitation ...
BranHolm's user avatar
1 vote
0 answers
413 views

Conga Composer: set default parameters on layout of tool [closed]

My question can be trivial but I'm struggling with following problem: when I open Conga Composer tool, I have few options to choose: My goal is to set "Enable" as default to Save a Copy in Notes &...
kakaba's user avatar
  • 11
0 votes
1 answer
38 views

Standard sObjects with multiple Record Types by Default

BACKGROUND I am writing a unit test which tests changing an object's record type. I want the unit test to be Org agnostic, therefore not rely on any custom objects or custom record types. As it's ...
Robs's user avatar
  • 9,426
1 vote
1 answer
1k views

Is there a way to query all fields on an object that have 'Default Value' ticked (and possibly filled in)?

Is there a way to query all fields on an object that have 'Default Value' ticked (and possibly filled in)? This should include custom fields.
rna7's user avatar
  • 347
1 vote
1 answer
914 views

Is it possible to enable lightning on a profile but have new users default to classic?

I couldn't find anything on this option. I would like to enable all users in a profile to have lightning available for use but still default users to classic until the conversion is made. I ...
Zane's user avatar
  • 11
12 votes
2 answers
19k views

Define APEX method with default arguments

I am curious if APEX permits declaration of default arguments (or parameters if you will). When calling the method without specifying the value, method would be executed with the default value, ...
Andrej Lucansky's user avatar
0 votes
1 answer
57 views

How do I change the default on opportunity Notes and Attachments to be NOT private?

opportunity notes and attachments are always set to private by default but Users wanted it be made public by default.
Gmi's user avatar
  • 15
1 vote
2 answers
163 views

salesforce default tab

HI I am trying to make the HOME tab as the default tab for one of my application but it is not working properly. As when I log in to the org it is redirecting me to the set up page . The setting image ...
subrat's user avatar
  • 19
2 votes
3 answers
1k views

What does DescribeFieldResult.getDefaultValue actually return?

So in the documentation for the DescribeFieldResult.getDefaultValue method, it says: Returns the default value for this field There is a related method called getDefaultValueFormula whose ...
Adrian Larson's user avatar
  • 151k
3 votes
1 answer
2k views

Can we delete activity history for email messages sent,without deleting the record?

We have a requirement where we want to delete the activity history of the email messages sent. Is there a way to accomplish this without deleting the record itself. Please give insight of the issue ...
chinmay bhusari's user avatar
0 votes
2 answers
367 views

Defaulting a lookup field

I have the following structure: Account--<Contract --< Coverage --< Address and also, on Address we have a lookup to account: Account--<Address I am adding my Addresses on Contract, so ...
Lily's user avatar
  • 1,385
3 votes
1 answer
2k views

Clear the contents of a lookup field when cloning a record

An interesting question was asked about clearing the contents of a custom lookup field when URL hacking the clone button on an opportunity. The question was deleted by the asker, but the behavior is a ...
Jenny B's user avatar
  • 10.6k
1 vote
1 answer
60 views

Is it possible to add extra settings into the Email settings [picture]

Is it possible to add a table of values into the default Salesforce Email settings window? I wanted to add a Table section into the area marked RED in the picture. Thanks in advance!
MnZ's user avatar
  • 3,210
2 votes
1 answer
1k views

How to load default values in skuid model?

Question When I'm creating a new object in the Skuid page is there anyway for the model to pull in the defaults values for the object? For example, if I've set the default value for the field, ...
Ralph Callaway's user avatar
6 votes
1 answer
1k views

"Cross Org Data Proxy User" has attached itself to my App

I cannot delete my Custom App because a System Profile has it selected as the Default App. As part of Cross-Organization data sharing there is a new Cross Org Data Proxy User that appears amongst my ...
Matt and Neil's user avatar
2 votes
2 answers
6k views

How to add "Middle Name, Suffix, etc" to the Contact's Name field

Goal: Within a contact, the name field is concatenated in the user view and I would like to add custom fields to this concatenation. Currently, appears this is not possible, though possible I am ...
blunders's user avatar
  • 1,628
2 votes
2 answers
3k views

Database.query() default sort order

Does a Database.query() result maintain the order of the WHERE clause list I'm searching by? List<Id> myList = new List<Id>; myList.add('My Opportunity 1'); myList.add('My Opportunity 2');...
Nathan Williams's user avatar
4 votes
5 answers
10k views

Default the "Send Notification Email" Checkbox to Checked

I have been trying to figure out how I can make the "Send Notification Email" checkbox checked by default when changing the owner of a Case record in Salesforce. I know that you can toggle this from ...
Brandon's user avatar
  • 63
3 votes
2 answers
6k views

Default a Date field to FISCAL YEAR start/end when a record is created without using Apex triggers

I need to set a Date field on an object to the organization's Fiscal Year's Start Date. This could be a formula field, but ideally it would be just a Date field so that the value could be modified if ...
zachelrath's user avatar
  • 9,593
7 votes
2 answers
1k views

When setting up a new Salesforce instance for an organisation, what are the default Salesforce settings that you always change and why?

I would like this to be a community wiki question. When setting up a new Salesforce instance for an organisation, what are the settings, fields, etc that you always change, and why do you change it? ...
JodieM's user avatar
  • 1,195