Questions tagged [salesforce-classic]

Salesforce's first User Interface (known as Classic)

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UI Theme Detection: Unit test code coverage

Since Winter '16, we have had the ability to add conditional logic to our Apex controllers and Visualforce pages based on the UI theme the user is currently working with (i.e. Classic vs. Lightning ...
Matthew Souther's user avatar
3 votes
0 answers
200 views

How to remove Classic override for object Tab without bothering Lightning users?

In Classic we used to have Visualforce page overrides for the Account, Lead, Case, ... tabs. Now that all our users have migrated to Lightning, we want to remove all Visualforce pages. The first step ...
Sander de Jong's user avatar
3 votes
0 answers
817 views

How to Send Email with predefined Template in Lightning?

In Lightning, how does one create a quick way for users to send an email with specific email template pre-selected? In classic, we can use URL parameters and do the same but with lightning that's not ...
Chirag Mehta's user avatar
  • 1,271
2 votes
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56 views

Content BUILDER API bulk edit

It's possible to use API to bulk edit files in Content Builder? What about classic content? If so, is there an already built product that does that? In particular I would like to replace part of a ...
pabben's user avatar
  • 121
2 votes
1 answer
237 views

Public Calendar's URL in Lightning Experience

We have home page components in classic view where a user can click on different public calendars link to view the particular shared public calendar. In classic, if we change the calendar to any ...
mohammed azarudeen's user avatar
2 votes
0 answers
525 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 ...
ministe's user avatar
  • 324
2 votes
1 answer
2k 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 ...
yeselkay's user avatar
  • 321
2 votes
0 answers
118 views

Google Analytics and Salesforce

I want to bring the value of a custom dimension in Google Analytics to Salesforce. I know it should be possible using the web-to-load form, but I can't find a clear answer to how. Note: I'm not ...
Paulien van der Krift's user avatar
2 votes
1 answer
167 views

How to protect VIP contacts?

I would like to know how do you manage VIP contacts and more specifically communications to them. We are afraid that through various reports, VIPs could be mass-added to a communication campaign. Our ...
Stephanie Park-Turberg's user avatar
2 votes
0 answers
44 views

Information on synchronisation process for events between Salesforce and Salesforce Classic app

We are keen to understand how the Synchronisation process occurs between Salesforce "On-line" and the Salesforce Classic App, in particular: What user actions trigger the synchronisation. What ...
Bhuvan Kumar's user avatar
2 votes
1 answer
117 views

One user lands in Classic every time after logging in, all other users in Lightning

This specific user has never even used Classic. The switch to go back to classic is disabled for everybody. All profiles have access to Lightning Experience. All users get a Lightning landing page ...
Sander de Jong's user avatar
1 vote
0 answers
54 views

Visualforce Add Products page in Lightning is redirecting to a blank page

I'm currently working on a migration to Lightning where we have some Visualforce pages, specially in Opportunity. We are currently facing an issue when trying to open the standard Add Products or Edit ...
Federico Giust's user avatar
1 vote
0 answers
89 views

Prevent sending duplicate email message in Case using Email related list

Is there a way to prevent the Users from sending a duplicate email from Case Email related list? I already checked a Salesforce article regarding this. I want to make the Send button to be disabled ...
jayem's user avatar
  • 11
1 vote
0 answers
102 views

Listview from classic to Lightining

We migrated from classic to Lightning but some of the Listviews are still in classic, what is the best practice to move Listviews from classic to Lightning , any insight
Nick's user avatar
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1 vote
1 answer
632 views

How to Run and Debug Salesforce Mobile App on the desktop? (reloaded 2nd time)

This is a spin-off from this question: How to view Salesforce1 on the desktop? (reloaded) It was answered and several workaround did exist. But the accessibility of the Salesforce Mobile App degraded ...
Uwe Heim's user avatar
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1 vote
0 answers
153 views

How to insert OrganizationID into URL for Custom HTML Email template?

I am trying to insert the organizationID into the img src url. Image is stored in Documents(Classic) on a lower level org. <img border="0" beditid="r1sp1" blabel="...
vay's user avatar
  • 11
1 vote
0 answers
30 views

Odd Lookup Issue in Saleforce Classic

I have an odd issue where a user cannot add a campaign to an opportunity in Salesforce classic. The related lookup search returns no results, though the org wide search returns records, and the user ...
developer__c's user avatar
  • 1,297
1 vote
1 answer
301 views

Unable to see data in HTML status report

I have a process where on insertion of a record in the custom table, an email is triggered to the customer. To achieve this we created a workflow and an HTML email template which triggers the email. ...
sarthak nigam's user avatar
1 vote
0 answers
95 views

Lightning Component Vs Visualforce Page in AppExchange Product

I am creating a small free application for AppExchange. As many of the Salesforce customers are still using Classic Interface, I want to develop this application which will be compatible with Classic ...
Ashish's user avatar
  • 2,362
1 vote
2 answers
490 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 ...
LeaV711's user avatar
  • 11
1 vote
0 answers
144 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 ...
Alef Ribeiro's user avatar
1 vote
0 answers
99 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 ...
compski's user avatar
  • 1,209
1 vote
1 answer
689 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 ...
Venkata's user avatar
  • 97
1 vote
0 answers
199 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." ...
Mike Stan.'s user avatar
1 vote
2 answers
678 views

Best way to auto populate child object record page

I have a customer detail page in which i have some related lists and notes related list. I need to automatically populate name of the customer from the detail page when user clicks New button on ...
user43192's user avatar
0 votes
0 answers
25 views

Switch between Feed and Details view button is missing

I'm missing following Switch between Feed and Details View button on Case in Salesforce Classic Console. How can I add it to the Case Page Layout? The Feed-based-layout checkbox on Case Page Layout is ...
Rechu's user avatar
  • 392
0 votes
0 answers
28 views

Isn't this impossible? OK to edit this record in Lightning UI, "Insufficient Privileges" to view it in Classic!

I am working in an unfamiliar Production org and an associated Sandbox org. This is my first project in them. I have admin privileges and I am also a Service Cloud user. In their Production org, I can ...
ElHombre55's user avatar
0 votes
1 answer
180 views

Classic button javascript break if condition

Javascript is throwing an exception if I attempt to use a break; statement inside an if else. so I'm using this code in Salesforce Classic Button Javascript I have multiple if/else conditions. if (...
Nick's user avatar
  • 6,844
0 votes
0 answers
55 views

Approval comment mandatory not working

I just refered this blog http://christopheralunlewis.blogspot.com/2012/10/making-all-approval-comments-mandatory.html to make both approval/reject mandatory. And when I tested,on rejection without ...
Athira Venugopal Aphidas's user avatar
0 votes
1 answer
279 views

Need to do a Report on ALL Campaigns with the Unique ID of Campaign Member status (& filter) in Salesforce CLASSIC

Part of the org app has yet to transition to Lightning, so this question relates to Classic and Reports. I need to get a Unique Count of  PICKLIST FIELD linked to a Parent Object  I can't use UNIQUE ...
Helen M's user avatar
0 votes
1 answer
188 views

Do double byte characters behave the same in Salesforce Classic vs Lightning?

I understand what is double-byte characters, but what I don't understand are: What are the consequences of having double-byte characters input/stored/flow within a system (in this case Salesforce ...
herethere's user avatar
0 votes
1 answer
38 views

RelationshipGroups Managed Package App ver1.1 on SF Classic Production Org. SF is deprecating the old API Version. What will be the impact on our org?

There is a Package named RelationshipGroups installed on our Salesforce Classic Org the version is 1.1. This is a Managed Package. The Salesforce API Version of the Package is 11.0. The installed ...
SalesforceLearner's user avatar
0 votes
1 answer
152 views

Add classic / Lightning name to template folders during selection of email template

When a user searches for an email template while setting up the E-Mail send option, I want to add a clarification to the user showing if folders and templates are being pulled from classic or ...
umakanth's user avatar
0 votes
1 answer
424 views

Remove access on report for a user in classic only

I want to remove user to access reports form classic. But the same user should access reports from lightning. Do any one have any idea how to handle this?
Anu's user avatar
  • 3,773
0 votes
1 answer
94 views

In Lightning But Setup Pages In Classic View

We are in the process of transitioning from Classic to Lightning. We have enabled Lightning Experience but most pages (Field Details, Apex classes, Deliverability, etc.) under setup are displaying ...
Robert's user avatar
  • 1
0 votes
0 answers
640 views

LWC Cannot call a public method in child component

We're having issues calling a public (@api) method in child component from the parent. We are doing everything as in the guides - the child has an annotated method: @api publicMethod(param) { ...
Vít Říha's user avatar
0 votes
0 answers
168 views

Salesforce Classic - Email Drafts

We are using Salesforce Classic (for a handful of reasons that I won't go into here). We are looking to enable Email To Case. I am going through a Sandbox to verify everything that is needed for our ...
smckitrick's user avatar
0 votes
0 answers
272 views

New field appears in Classic but not in Lightning

So I'm new to Salesforce and am just playing around with objects. So after creating an object I edited it to create a new field. But I noticed that the new field appears in Classic but not in ...
Susan Khanum's user avatar
0 votes
2 answers
182 views

VisualForce page styling

How can I dynamically change the styling on the VisualForce Page depending on the Lightning/ Classic.As we are in the process of migrating from Classic to Lightning we want the VF page to be ...
user8801647's user avatar
0 votes
1 answer
80 views

Send Survey Notification from Standalone Application

As per Winter 20 release, we can automate "Survey Invitations" from Process Builder. But there is one use case for me. Is there any possibility to automate the same "Survey Invitations" from ...
Ragavendra's user avatar
0 votes
1 answer
2k views

Migration Lightning, can't deploy Utility Bar

While migrating an org from Classic to Lightning, I'm trying to deploy and add a Utility Bar ; I'm using Workbenchn, following this official document, I'm facing this error message when deploying the ...
Alexis MASSON's user avatar
0 votes
0 answers
19 views

In Classic, how can I track the productivity of my team cleaning up records?

Prereqs: Team of 6 employees @ 8/hours a day for 1-2 weeks 25,000-35,000 total records affected (Likely won't get to them all) Various issues -- missing address, missing phone number, "Unknown Last ...
James's user avatar
  • 21
0 votes
1 answer
838 views

set default landing view as classic

In my Salesforce org, after logging in, the page is landing in Lightning view. Our org do not use lightning and every functionality is based out of Classic. Earlier it used to land in classic but ...
Skumar's user avatar
  • 131
0 votes
1 answer
115 views

Why can't my boss see the Sourcing Center in Lightning?

Screenshot from Jobscience Helpdesk (https://i.stack.imgur.com/gBmW9.png) My boss thought she was having a Bullhorn/Jobscience problem. She said she is unable to perform board searches in JobScience ...
Martial's user avatar
  • 23
0 votes
0 answers
2k views

getting an Error "We couldn't find the record you're trying to access.......... for help." any idea?

I am getting an error saying "We couldn't find the record you're trying to access. It may have been deleted by another user, or there may have been a system error. Ask your administrator for help." ...
Arzad's user avatar
  • 83
0 votes
0 answers
279 views

Case feed is not displaying as rich html format in classic?

Case feeds in lightning view is not displaying properly styles,links,images,etc.. are missing from the case feed. how to fix this issue?
Ajith Kumar's user avatar
0 votes
0 answers
32 views

I'm facing issue in Salesforce Classic Home Page Narrow Component in Subscriber Org

I have a managed package which includes Salesforce Classic UI HomePage Component display Visualforce page. Now it's not working in any subscriber org. if we copy the page URL by using inspect the ...
Faisal's user avatar
  • 837
0 votes
0 answers
553 views

Web Tab Opening a new tab in Lightning Experience

I have created a web tab that opens the link of the desired url , in classic experience, the tab is opened in the same tab, but in lightning it is opening a new browser tab, how can i prevent this ...
Zame's user avatar
  • 125
0 votes
0 answers
62 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, ...
Max's user avatar
  • 101
0 votes
1 answer
366 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 ...
WildTigerrr's user avatar