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Questions tagged [page-layout]

Page layouts to control the layout and organization of detail and edit pages in Salesforce, the Self-Service Portal, and the Salesforce Customer Portal

2
votes
1answer
23 views

Headless Aura Component

I am creating some aura components that are really only used as notifications if a record meets certain criteria. Sometimes this criteria cannot be summed up with a single field so as to use the ...
0
votes
1answer
19 views

Access values from Object retrieve by REST callout

I'm retrieving this response from a REST callout for Layouts and I want to access a current key of this Object: This is how I managed response: Map<String,Object> tokenResponse = (Map<...
0
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0answers
18 views

Metadata Service: Platform Actions

I have 2 organizations, one with namespace and one without. The code is same on both organizations and all save results from metadata service has success = true. However, when the code executed on ...
0
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0answers
8 views

Hide “Log in to Community as User” Button from Layout Not Working

In layout editing mode, the "Log in to Community as User" button can be removed from the template. But doing so has no effect on the layout. The button is still available for the users in the ...
1
vote
1answer
17 views

Add always visible NEW button to related list

I created a custom object, that is related to my Opportunities, and I would like to offer the possibility to create a new record of this custom object, but achieve this with the fewest clicks possible....
0
votes
1answer
18 views

Quick action for Account, hide some fields

I created a quick action for Account (lightning experience). Its target object is task, and it's showing up under activity. There are some fields which I would like to hide, like status, priority and ...
0
votes
1answer
12 views

Quick Action for Activity: custom field for account lookup

I have created a custom quick action for the activity in Account. All lightning experience. The custom quick action is like a new task. I need to add a field to show which account this is coming ...
0
votes
1answer
14 views

Email quick action not showing up in account page

In production under activity there are two items, new task and email. In sandbox I pull the same Email (send email) to the Salesforce Mobile and Lightning Experience Actions in account page layout, ...
1
vote
1answer
81 views

Different Account page layouts, what are they?

I am trying to configure the page layout for account. When I go to object manager -> Account -> Page Layouts I see 8 different page layouts. What are they? I didn't expect to see 8. I am wondering ...
0
votes
1answer
15 views

How to create one generic vf page and use in standard page layout of multiple objects?

I want to show a simple vf page on detail page layout of 10 objects by dragging the vf on to the page layout. Right now, I am writing one vf page for each object as below: AccountVf.page: <apex:...
0
votes
0answers
14 views

Error when validating a Change Set: “In field: excludeButtons, no such standard action”

I'm deploying from a Sandbox(Develop) into another Sandbox(Partial) but when trying to validate the Change Set got the following error referring to Campaign Member Page Layout in target org: 'In ...
0
votes
1answer
10 views

How can we assign different lighting page layout for different record types from the community builder

In service cloud we created different lightning page layouts for different record types and assigned accordingly. For reference see in the attachment. I have same requirements for the community. How ...
1
vote
1answer
18 views

Can I display an embedded visualforce page on record create?

If I have a visualforce page embedded on my custom object's standard page layout, should it show when I create a new record or only on edit? I created a basic form for some questions where I needed a ...
0
votes
1answer
11 views

how to show picklist values in different languages dependent on the current user’s country?

I want to show picklist values in the language of the logged in user. (don't want to use VF pages)
0
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0answers
16 views

How to get the read only status of a field on a page layout from the API?

I'm using net.describeLayout from react-native-force to get the fields on the page layouts. However the problem is that it doesn't seem that the 'read-only' property from the page layout gets returned ...
0
votes
1answer
28 views

Repeat checkbox not working on Global Actions quick action layout for event

When on the calendar tab or event object directly checking the repeat checkbox expands another menu allowing the user to choose the repeat interval. However, when creating an event from an associated ...
2
votes
1answer
30 views

Is the function that formats phone numbers available?

On a layout, if I update a phone number, Salesforce will automatically format it like a phone number if it can. But if I change it on the backend, like through apex or the developer console, it will ...
0
votes
2answers
29 views

Does Deleting a Custom Field Remove It From All Page Layouts?

Does Deleting a Custom Field Remove It From All Page Layouts? We have around 90 Case Page-layouts. We were recently told to remove a field from all of them. For best practices, we want to remove the ...
2
votes
2answers
41 views

Retrieve Page Layouts in Source Format

How can I get all page layouts from an org in Source Format? Some things I've tried # Retrieve $ sfdx force:source:retrieve -m "Layout" $ sfdx force:source:retrieve -m "Layout:My_Object__c" $ sfdx ...
5
votes
1answer
114 views

Lightning Web Component - Custom Names

I know this is not a very important question and with LWCs being new probably doesn't have an answer yet, but as I'm hoping to master these every little detail matters to me. How do I customize the ...
1
vote
1answer
53 views

How to redirect to a record page?

I have a custom VF page in a section in the Lead layout. The page is showing a table with specific information. When I clink on the link I expected to see an account record page. The link is not a ...
0
votes
0answers
16 views

Any simple solutions for displaying photos in a related list on Lightning record page?

I'm looking for an elegant solution for displaying photos in a related list in the sidebar of a record page. Similar to this screenshot, but having the photo display the full width of the sidebar, ...
0
votes
0answers
33 views

Classic experience buttons in lightning

We are migrating to lightning and are noticing that some classic custom buttons work in lightning as long as they're not javascript. We have a bunch of custom buttons that replace(think of having the ...
0
votes
1answer
23 views

How to show a text label within a section column on page layouts?

I need to show a text label within a section column on page layout. I've created a separate section and new VF page. I need the text label to appear both on create and edit of the record.
0
votes
1answer
47 views

VF page with dynamically generated HTML code?

I have a custom VF page which is added to a section in the page layout of an object. What I'd like to achieve is to add dynamically generated HTML code to my custom VF page. The HTML is dynamically ...
0
votes
0answers
18 views

How to customize record detail page of object for salesforce1?

I have below layout in Salesforce1, I want to add new tab after related tab with a custom lightning component. I tried to update page page layout from Lightning App Builder as below, but it is not ...
0
votes
1answer
35 views

Cannot remove Mandetary fields from page layout in New Task button

Hi Experts, When I am creating a task using the global action New Task then the mandetary fields are not showing up What should I do so that the exact feature shows up in the following space
0
votes
0answers
52 views

How to create a custom VF page with dynamically generated HTML code?

I'm using a custom rich text field. The rich text field is created in a standard object. In the rich text field there is a dynamically generated HTML code via apex. Here is what the rich text field ...
0
votes
0answers
28 views

Show Visual force page in pop-up on click of button which is in another visual force page using jQuery dialog

I want one button like this on case detail page: I have added this button using visual force page. I want to open another visual force page in a pop-up on click of this button. I don't want to use "...
0
votes
1answer
61 views

Knowledge__kav visualforce not shown in Article page layouts

I have create a visualforce with KnowledgeArticleVersion as standardController Visualforce page: <apex:page standardController="KnowledgeArticleVersion" extensions="MyController" showHeader="...
0
votes
2answers
21 views

records needs to be read only on based on type

I have contact and one picklist field on contact. If picklist values is 'Read' then no one should edit the record and if he tried to edit and save then error needs to be thrown 'You are not allowed to ...
0
votes
1answer
38 views

Salesforce home page issue?

I have set a home page as a default landing page & done with all the necessary customization, but whenever I logout from the org and then again login into the org, it takes me to the last opened ...
0
votes
2answers
130 views

How to add any specific object's page layout in package.xml?

I am trying below code in package.xml. <types> <members>Quote Layout</members> <name>Layout</name> </types> but got error as below. == WARNING: The ...
5
votes
1answer
37 views

Finding out which page layouts are available for an object with APEX

When you check the Metadata.Operations.retrieve method, It requires you to know prior the fullname for the page layout you want to retrieve, and the Layout object it's not available with regular SOQL, ...
2
votes
1answer
81 views

Is there a way to query exclusively the fields in the Page Layout for an sObject via APEX?

I've been looking in to the ui-api but it doesn't cut it for me, what I need It's to return exclusively the fields in the Page Layout for an object and some additional records. Something like ...
0
votes
2answers
32 views

Hide field on Case Create Page

I have a datetime field on my case object that gets set by a trigger based upon the value selected in another lookup field on my case. I need this field to display on the case details once the case ...
-1
votes
1answer
34 views

How can I get meta data of a visualforce page which is used in a Page Layout of a particular object?

I have a question i.e. how can I possibly extract meta data of a Visualforce page inside a Page Layout of an object. For fetching the page layout I use following API request : https://ap4....
0
votes
1answer
35 views

Need to restrict the multiselect picklist

I have AccountContactRelation and role is the multiselect picklist field. Based on Type i need to show or allow users to select picklist values. EX: Role values:-P1,P2,P3,P4,P5 If type="Active" User ...
0
votes
1answer
23 views

How to display a field in the Lead layout only when the field is not blank?

In the lead object I need to display a custom text field on the lead page layout ONLY IF field is NOT blank. Is that feasible in Salesforce and how it can be achieved?
0
votes
1answer
27 views

Embedded VFP not showing on popup

Since no one has suggested a better solution to my question I'm currently trying to include a custom component into a standard layout using a visual force page. I was able to create the VFP and add ...
0
votes
0answers
19 views

Custom components in Page Layout

I created a simple custom component, which I need to add on a Page Layout. Looking around on internet I found out that I should: Add the component to a visual force page Resize that visual force ...
2
votes
0answers
56 views

Getting FullName from Tooling API gives FIELD_INTEGRITY_EXCEPTION

I need to get the API names of all layouts in my salesforce org.I have used composite metadata api to perform queries in batch of 5 and then get the FullName.It works fine but i get a field integrity ...
0
votes
1answer
65 views

How to hide field from standard page layout - using lightning

I have a custom object with two fields: 1) Start_Date__c - date 2) Start_Month_Year__c - Formula(Text) When the record is view (detail) I just want to show Start_Month_Year__c (formula field) and ...
1
vote
2answers
173 views

How to get CompactLayout through metadata - Package.xml

I'm trying to get the CompactLayout through package.xml but I don't its retrieving here is my package.xml looks like: <type> <members>my_custom_object__c-my compact layout</...
0
votes
2answers
93 views

Add icon and buttons to Visualforce Page header in Lightning

I added custom VF page to Account layout page. It shows 'label' for my VF page in header. Can I change this default header (circled in red on screenshot) somehow? I want to add icon and buttons. Or ...
2
votes
1answer
37 views

How to get <apex:form> to have two INDEPENDENT columns with fields?

I am looking for a way where I can use to have two individual, independent columns for fields of a custom object. I am aware has a column attribute, but there is no control over field placement. I ...
0
votes
2answers
29 views

create record with one field but that field should be read only while doing edit

I want to create the record with one field but that field should be read only in edit mode (using default create and edit layout only). I just want to show that the field read-only on the page layout ...
0
votes
0answers
21 views

Wrong actions showing up on highlights panel

I have an opportunity page layout with a bunch of actions on it. I've assigned it to a specific record type and profile (Agent). It shows up fine for a user in that profile. I now cloned the ...
0
votes
1answer
20 views

Formatting Lightning Lead Page Layouts

Is there anyway to format the field layout when creating a new lead? My current new lead layout looks misformatted. While the page layout looks like:
1
vote
1answer
69 views

How to overcome the lack of record type in opportunity Product?

I have a custom field in Opportunity Product called 'Unit of Measurement' and what I am trying to do is, show one value "Meter" as the default for users of one profile and "Square foot" as the ...