Questions tagged [defaults]
The defaults tag has no usage guidance.
21
questions
0
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77
views
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 ...
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 ...
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 &...
0
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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 ...
1
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1
answer
1k
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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.
1
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1
answer
914
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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 ...
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, ...
0
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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.
1
vote
2
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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 ...
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 ...
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 ...
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 ...
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 ...
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!
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, ...
6
votes
1
answer
1k
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"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 ...
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 ...
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');...
4
votes
5
answers
10k
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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 ...
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 ...
7
votes
2
answers
1k
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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? ...