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21 views

How to create a new user in a Sandbox? [duplicate]

I am trying to create a new user in sandbox. I have admin access to the production org. When I click on Log In link from the list of Sandboxes, it takes me to the new login page, but I do not have ...
0
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1answer
26 views

How to prefill values of a new record in Lightning?

I know that this question covers the same subject, but the answers are not thorough enough, they just refer to the Salesforce documentation and that should be it. But the documentation is not clear ...
2
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0answers
28 views

How to identify the Port Your Marketing Cloud Instance Utilizes

We're standing up a new MC account, and I was asked by a developer what the 'Port' on my MC instance is. I've briefly read up on Ports, but I'm still not sure what the number of ours is. Is there a ...
2
votes
2answers
41 views

CreatedDate of new record (Time)

My Org is set to GMT+1 which is my timezone. (Stated in the Company Information). I have created a record at 11:30 am but when I retrieve the CreatedDate field it says that it was created at 10:30 am....
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2answers
128 views

Can't create a new “system administrator” user

A few days ago I created a new "system administrator" user in this way: service setup - users - new user license: salesforce profile: system administrator But now I can't. I don't have the option "...
0
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2answers
151 views

How to create Account while creating New Contact from the Contact lookup on Lead

On Lead, I have a lookup to Contact. When I attempt to create a new contact from this lookup field, the new Contact dialog box appears, but within here, I cannot create a new Account from the Account ...
0
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1answer
1k views

Unable to get record Name, only get recordId to display in Flow Builder

I'm checking out the new Flow Builder in the Spring '19 release, and I'm running into an issue with what I would think to be a simple task; retrieving the name/text from a field on the current record, ...
3
votes
1answer
391 views

Why at the Account tab dropdown menu the “+ Account” option is missing? (applies to ANY other tab, too)

Update: this issue applies to ANY SObject tab (Custom + Standard), too. On all Orgs but one that I know at the Account tab there is a first option "+ New Account". It looks always like this and this ...
0
votes
1answer
133 views

Why isn't there an option to update or delete a Workflow Field Update?

There is no option to Edit or Delete an existing Workflow Field Update. Is there a reason for it? I have System Administrator permissions on the account. Both the Lightning and the Classic ...
2
votes
0answers
336 views

New button pop is not showing to create new record in Lightning

i am new to lightning and trying to learn lightning. i have created component in that component i am showing the contact based on the accountid using (implements="flexipage:availableForRecordHome,...
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0answers
257 views

Generate visualforce page from standard page layout

My app is in lightning experience. I want to add custom address search javascript component to my custom object record creation form. First i tried to get the address search work in lightning ...
0
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2answers
251 views

How do I give a custom button the functionality to Create a New Record (on a related list)

I created a custom button "Add" and put in on the related list. But I need some help figuring out how to give it the same functionality of "New" when clicked
0
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2answers
1k views

Insert record into Data Extension from a Journey

I would like to keept track of my sent out emails by writing away the data such as "Sent Date", "Theme", "Reason of contacting" into a "Contact History" Data Extension. This, as we only have the SF ...
0
votes
1answer
25 views

Custom fields and logic in menu to create new Opportunity?

I have some complicated subobject of opportunity (for quotes.) When creating a new opportunity users wouldn't like to go through a new menu to create quotes. They'd like to fill out some simple info ...
1
vote
3answers
1k views

Redirect to opportunity edit page

I have 2 user profiles: internal user and partner user (partner portal). I want to have separate behaviours when each user clicks on the Opportunity New button, to create a new opportunity: internal ...
0
votes
1answer
2k views

Change Layout of New Contact?

I am pretty new to Salesforce and am trying to set it up for my organization. I am trying to change the "New" link for each of the entity types so that the layout the user sees is different from the ...
0
votes
1answer
1k views

Lighning : Override new button to autopopulate fields in new record

since we are migrating to Lightning, I am experiencing some issues with a functionnality that we have. What I need is when i click New, the Name is auto populated for example with 'System'( this is ...
1
vote
1answer
758 views

How to avoid Splash page prompting for record type selection?

I have 2 record types for a custom object created in salesforce. I noticed that it prompts everyone to select a record type when creating a record in this object. I would like to avoid the splash ...
1
vote
0answers
151 views

Can a community user create a new case from the record list quick actions on the Napili template

I would like to enable community users to create cases against my custom Unit object am I able to add the action on the record list? In the winter16 release notes it says "Related record lists: ...
1
vote
1answer
860 views

Rename Standard new related list button

Is it possible to rename standard related list button without replacing standard new button with a new custom url hack button ?
1
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0answers
642 views

Prepopulate Name and lookup field value from related list new button

On a custom object, I've managed to auto populate the custom object's name field to a default value using below custom vf page code: <apex:page standardController="CustomObject__c" recordSetVar="...
2
votes
1answer
348 views

Create a Report using Salesforce SOAP or REST API

I know about Salesforce Reports and Dashboards REST API. But Report REST API allows only to change (update) an existing report by sending PATCH request with appropriate json body and clone a report ...
6
votes
1answer
1k views

Lightning shows visualforce pages for new/edit

In Salesforce classic mode, when you create a new record or edit an existing record, the layout of the page does not show any embedded VisualForce pages that would normally show when viewing an ...
3
votes
1answer
637 views

Can I show an auto number field (or any other unique ID type value) on a new record before it has been saved?

A simple request. I am customising an opportunities object page layout and want to show a UID type value that staff can quote to people. I have this working currently with an auto number field but ...
0
votes
2answers
362 views

Create a workflow populating a field on isnew()

I am trying to populate a field on a junction object every time a new instance of the junction object is created. This is my first time using workflows and I'm a little confused. What I used for the ...
0
votes
1answer
24 views

Regarding Portal User

How to get a mail,when new portal user is created, with the help of customer portal settings in customization not coding
1
vote
1answer
237 views

Error: Invalid field user for SObject User

I am trying to create a visualforce template for new users so we can generate a welcome to the team email and outline key information. I am having some trouble trying to save this as I kept getting ...
2
votes
1answer
617 views

Set up an Alert on the “New” opportunity button

Is there any way to set up an alert message when a user clicks the "New" button either on the Opportunity object or on the account related list? I don't think creating a new button will help because ...
1
vote
1answer
896 views

How to automatically select a new record's picklist values based on the autocompletev2's form selecting a custom setting record?

I am using the autocompletev2 search box from blogforce9 to allow users to type a request and have the autocomplete show the closest options. Because autocompletev2 doesn't work with picklists, I had ...
2
votes
1answer
688 views

Use of the “Aloha SSO” button that sometimes appears on Login Screen

I see this button when I call the login page from a Google Chrome Incognito modus and can't make any sense out of it.