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Questions tagged [salesforce-classic]

Salesforce's first User Interface (known as Classic)

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0answers
16 views

MemberNumber field in MemberPlan object not searchable

We have installed Health Cloud and there is an object named Member Plan. This object is searchable in setup (like all the standard objects). We created a custom external ID text field in this object, ...
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0answers
14 views

Migration from Classic Content to Content Builder

With the impending end of support for Classic Content in Email Studio, my company started a migration of all of our 2018 emails a few months ago. We currently develop our emails outside of Salesforce ...
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2answers
29 views

Lightning and classic experience sharing in one development environment

In my team we are all working using a single development environment. So, when one needs to go to Salesforce Classic and one needs to work in Lightning Experience we are getting a little bit of ...
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1answer
21 views

Custom button in document folder

Is it possible to add custom button in document folder?
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1answer
56 views

Take Screenshot of Object Details

I'm looking to create a button in salesforce (lightning and classic) that I can add to any layout. Clicking this button will take a screenshot of the details page and will then send you to a ...
2
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1answer
46 views

Generating reports through custom link which works in Lightning as well as Classic

I want to create a custom link to navigate to a report mentioned based on the parameter passed to it but for creating a custom link which navigates to a report in Classic we need to pass the parameter ...
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0answers
19 views

How to convert lead into account with custom fields in lead screen

I have a problem, I need to convert the direct lead, when I click on the convert button it opens a window to fill in some data like, opportunity name, task, and reminder. I created these fields in ...
0
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1answer
40 views

Lightning Styling - Component Not Rendering with Default Style [duplicate]

Just getting my feet wet in lightning. I am trying to render the following lightning app in Salesforce classic. However the form displayed is returned only in basic HTML (without the default ...
0
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1answer
28 views

How do I replace a Classic custom javascript button with something that works in Classic and Lightning?

I have the following custom button on my Classic Order object page layout, which is an 'Execute Javascript' one and the OnClick Javascript is as follows: {!REQUIRESCRIPT("/soap/ajax/25.0/connection....
2
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0answers
55 views

Files not attached when forwarding emails (Classic)

In classic when you forward an email containing attachments, they are automatically included on the email; you see them below the email editor in the Attachments section. This is not the case for ...
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1answer
45 views

Salesforce Classic Notes and Attachment in Lightning

We have Notes and Attachment related list on Account, we can see list of attachments in Classic however same user if he logs in to lightning experience cannot view Notes and Attachments records in the ...
1
vote
1answer
32 views

Are Quick Actions really only available in Chatter? Can we somehow get a 'Create a Record' to display on the standard page layout?

Apologies in advance, because I find quick actions and publisher actions confusing and I didn't find a clear-cut answer on forums or documentation... We are trying to not reintroduce URL hacks, which ...
1
vote
1answer
57 views

How can we add a new action (like Edit & Delete) for each record on the standard list page (Salesforce Classic)

How can we add a new action (like Edit & Delete) for each record on the standard list page (Salesforce Classic)?
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3answers
39 views

Synchronous Call to REST on Contact update

We have a requirement to update back-end (using REST) system when a contact is updated. Using triggers we cannot call webservice synchronously. Is there a way we can implement this other than ...
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0answers
23 views

Cannot create NEW Outbound Changeset when in Classic Experience

I get the following error whenever I try to create a new Outbound Change set in Sandbox: Unable to Access Page The value of the "id" parameter contains a character that is not allowed or the ...
0
votes
1answer
21 views

Communities-Setting

In Sharing set for communities nothing is coming for available profile. PFA snapshot.Can anybody please let me know how to add profile in available profiles.
1
vote
1answer
20 views

Can't pull back more than 2k rows from Saved Reports using Lightning

Are there differences between the Reports API in Lightning and Classic? When one of our users using Classic pulls a Saved Report we get all the rows. When they are using Lightning and pull a Saved ...
0
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1answer
46 views

Hide Visualforce Page Button in Classic

I have a Button on QuoteLineItem object, which call Visualforce Page. It's related list button and, as far as I know, it can't be an Action - only Buttons supported on this object. So the issue is ...
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1answer
22 views

Restrict Field Access at Application Level

I have a requirement where I have two application both using same object but I need a field to be present in one object of first application but it should be hidden in another application using same ...
1
vote
1answer
32 views

Action labels in Quick Actions

I have a requirement where my Action labels should not be shortened usually 'Action labels longer than approximately 12–14 characters are displayed as shortened.Can anyone please help me how to do it?
1
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1answer
74 views

Unique Count of Accounts contacted

Trying to find a way to determine how many unique people we contacted. People are in multiple campaigns, so searching by assigned didn't get me the results I wanted. I tried searching for accounts ...
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1answer
23 views

Use of " and ' inside classic Javascript buttons

I've been trying to debug this piece of onClick JS in a detail page button, as users where having problems. I saw a few syntax issues (such as no enclosing "" around the merged fields) and I think I'...
1
vote
1answer
15 views

Lookup filters should validate on create but not on edit of record

we have a lookup on custom object to opportunity with lookup filter to only show open opportunities.But, at some point the user closes the opportunity and comes back to update a text area field on the ...
0
votes
2answers
43 views

Hide Contact records while set to “Controlled By Parent” OWD

Disclaimer: We are required to set the org-wide default for contacts to "Controlled By Parent" for reasons unrelated to our issue. I am trying to determine if there is a way to hide some Contact ...
1
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0answers
31 views

How do I add a picture to a Contact record from File upload

I would like to add a picture to a Contact by uploading it to the Files related list and have the file picked up automatically, i.e. if we use the same file name for each Contact, "ContactPhoto.jpg." ...
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0answers
34 views

Possible to default the value of a master-detail field on a custom object record within the browser UI?

I am building a custom object that is a detail of the Account object, but it also has a lookup to an Opportunity and I'd like our users to create new records of this object from the Opportunity ...
1
vote
2answers
163 views

To hide the button in Classic view and show only in Lightning view

I need to create a Custom button(Not a VF page button) which will work differently based on the user view ie, Lighting and classic. I need hide the button in Classic view and show only in Lightning ...
0
votes
1answer
26 views

Mirroring Log a Call From Classic UI to Lightning

Someone recently brought a request to my attention, to help with transitioning from classic to lightning. They're wondering if we're able to mirror the formatting/layout/fields available when using ...
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1answer
250 views

Why Can I Convert Leads in Classic but not in Lightning?

System Administrator Profile with Convert Leads, and full access to accounts/contacts/opportunities On the classic page I can see the "Convert" button and it opens the lead conversion page, where I ...
2
votes
1answer
777 views

Switch to a Lightning experience

What should I do in order to switch to a Lightning experience? Lol, I thought it is an easy thing to do, but then I got stuck. I googled and here is what I found: To switch to Lightning Experience ...
0
votes
1answer
20 views

How do I create a chart with two lines, using grouping?

What I have: revenue data, summarized by calendar month. I have created a custom summary formula that totals the revenue for that month. Over all data, I have created a second grouping, based on a ...
1
vote
1answer
41 views

reRender not working on a pageBlockTable column with actionSupport and actionRegion

I have an actionSupport with actionReqion on pageBlockTable which is not rendering properly but it renders perfectly on pageBlockSectionItem. <apex:pageblocktable> <...
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0answers
66 views

How to use lightning icons from asset in salesforce page?

We can use lightning design stylesheet in salesforce pages by including lightningStyleSheets="true" in <apex:page> tag. Also we need the <apex:slds /> tag in page section. Then we can ...
1
vote
1answer
37 views

Strange and hard to reproduce redirect for Visualforce pages in LEX back to the loginpage since Summer'18

Since the Summer'18 release I'm getting from time to time, randomly, without any reason a redirect back to the Salesforce-Login-Page when I load a visualforce-page. When this happens, this fault is ...
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1answer
9 views

Add a hover text on a salesforce custom object tab

I have a Custom object which has a tab in Salesforce Classic Is there any way to add a description text/ hover text on the tab?
2
votes
0answers
188 views

Login to Community as User not available for some records in Lightning

Some users in our organization are trying out Lightning experience, but are finding it hard to Login as Community User (which was available in Manage External User button in Classic). We have reviewed ...
8
votes
2answers
178 views

Summer 18: Why Visualforce Pages are rendered without Header and Sidebar in Classic (Aloha)

We have several Tabs overridden by Visualforce pages. Ohter Visualforce pages are reached via a Link. Until Summer 18 as default all these pages were rendered with Header and Sidebar. So on most of ...
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0answers
19 views

Email not sent on EventRelation record update

Here is code sample. It sends email on eventrelation record update from classic but doesn't from lightning experience. Do you have any suggestions? On different org with the same release it seems it ...
3
votes
2answers
688 views

Summer '18 UI Theme displayed returning incorrect result

In Spring 18, UserInfo.getUiThemeDisplayed() would return Theme3 when it was called by a lightning component in classic. In summer 18, it has now started returning Theme4d. This is a problem, as we ...
1
vote
1answer
393 views

Getting error “Upgrade an app to Lightning Experience to personalize it”. Any thoughts?

When I clicked the blue "i" symbol in Lightning Experience I got an issue, "Ask your admin to upgrade this app to Lightning Experience so you can personalize it" Please see the screenshot below....
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0answers
101 views

report on the Queue Name and the members

I need a report on the Queue Name and the members in each Queue. I tried to create a report type however Queue is not listed.
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0answers
56 views

Any Way to Add a Button to Opportunity Split List?

yeah, i know Opportunity Split is a special type of SObject. obviously, there is no Links & Buttons item in the Setup menu for them. but i hardly need to add a button for the related list. at the ...
0
votes
1answer
228 views

Add Link to Object Clone Page in Lightning Experience

In classic if we want to send a user to the clone page for an object an easy option would be to build the url manually, i.e. /{id}/e?clone=1. How would one accomplish this in lightning? For example, ...
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0answers
90 views

Custom button on Quote Line Items not displaying in Lightning Experience. Experts please advice

I have just enabled the org to Lightning experience and found some custom buttons are not displaying in Lightning experience. Please see the screenshot below. It displays the Add Line Item button that ...
0
votes
1answer
435 views

Add button or action to User layout in both Salesforce Classic and Lightning Experience mode

I need to add button (or action button, it doesn't really matter) to both Salesforce Classic and Lightning Experience mode on User layout but looks like it is not possible to add buttons to user ...
1
vote
2answers
482 views

How to focus an already opened but not focused tab in Service Console?

I would like to open a tab of a Contact in a Service Console: sforce.console.openPrimaryTab(null, CONTACT_ID, true); I can't make it though when it's already opened. I receive an error in browser's ...
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0answers
310 views

UserInfo.UITheme and UserInfo.UIThemeDisplayed do not seem to be behaving correctly

Preamble: I wanted to report this straight to the Salesforce team, but I couldn't find any way to do this unless I had a higher level of support, so I thought I would put the issue to the Stack ...
4
votes
1answer
453 views

standard action button disappears after override

We have set-up a partner community for our customer where we have overridden the "new" button on account with a visualforce page (for "classic") and a lightning component (for "lex"). In the "classic"...
0
votes
1answer
574 views

Style and Show command Link as Command Button in Classic & Lightning

I would like a command link to look like a command button. I was once told that I could to that with using the style.
0
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1answer
70 views

Using login.salesforce.com, log user in salesforce with SAML

Workflow is Salesforce is an IdP and Okta being SP. Expectation is set that provide a generic way of login wherein users are not scoped to specific domain in Salesforce. I have created an OAuth ...