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Questions tagged [setup]

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21 views

Setup Audit Trail: Organization setup action: sRHSimpleRecordHomeEnabledOffOn has changed

I am trying to trouble shoot and roll back a change that was made to our Org relating to a line in the Setup Audit trail but I cannot find what setting it is referring to. In the Setup Audit Trail it ...
0
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2answers
24 views

Add fields to the user search results in Salesforce setup

I am trying to add new fields to the user search results in setup. For an example, I need to add Profile of the user. But I cannot find a way. Adapting the search results layout doesn't help in this ...
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0answers
10 views

Customize “My Personal Settings” page for users

I am not seeing the ability to customize the My Personal Settings section for my users with the default setup. Can this be done with code if so any idea where that would be added? For example if I ...
1
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1answer
31 views

Where to find connected VS Code apps in setup

I tried finding the connected VS Code apps in Connected Apps OAuth Usage and Manage Connected Apps but could not find it. I have below queries: Where to find which all VS Code apps (and which systems)...
1
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1answer
22 views

When using the extensions for VSCode and OpenJDK installed using homebrew, how can I find the Java Home and set it correctly?

While this question and answer looks more like a Java-related question, I think that this can help people starting with the Salesforce VSCode extensions and having this particular scenario (using ...
0
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1answer
36 views

Generic Error When Using 'Actions & Recommendations' / 'Guided Actions'

Issue I receive the following error when attempting to use an object-specific quick Action via the 'Actions & Recommendations' Lightning Component: Background 'Actions & Recommendations' ...
1
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2answers
37 views

Get list of all Custom Tabs in an org, including the creator of each

We are trying to clean up the tabs in a demo org (we've reached the limit of 100). I've been looking for a Metadata or Schema API, preferably one I can use from Apex, that will let me query for a ...
0
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1answer
20 views

Can you hide existing standard fields from being seen in Setup? Especially Pricebook2.CurrencyIsoCode

I have a Pricebook2 in a multi currency org. However, CurrencyIsoCode is somehow hidden from me. As unrestricted System Administrator, I would expect to see this field in the Object Manager, but it is ...
0
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0answers
16 views

Linux, different browsers - buttons in some of setup sections are not rendered

Encountered situation when buttons in some setup sections (ones that have classic UI f.e user, company information) are not rendered. Happens on two machines - Debian with Chromium and Linux Mint with ...
3
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0answers
48 views

Why there are question marks in “User” column in Setup Audit Trail CSV file?

In our Org there was a change in a Profile made and a "Modified By" field points to one of our employees. We're sure that it's impossible for this person to log into SF that day so we wanted to ...
0
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1answer
22 views

Setup: add more tabs LEX

So by now we're all familiar with how LEX looks. Here's a snapshot of the Setup page. We get 2 tabs: Setup and Object Manager. Switching between them loses your place. Say I was inside an object and ...
1
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1answer
105 views

Turn off access to Setup area in Salesforce

According to our client's requirements, ordinary users of developed applications should not be able to access Setup area in Salesforce. Out first naive approach was simply to revoke 'View Setup and ...
1
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2answers
52 views

How to extend Salesforce setup screens

How is it possible to extends Salesforce setup screens like below?
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0answers
23 views

Salesforce Set Up continually attempts to open subviews in new tab

I am working in Salesforce Lightning Experience, and about 50% of the time, when I attempt to open something in Set Up, Salesforce tries to open it in a new tab. For example, if I am in the Object ...
3
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1answer
54 views

Each click on salesforce opens in a new tab

I can't find where in the setup I may have done something wrong, But each time I try openning something (object description, records, ..) it opens in a new tab, and in this new tab on the left there ...
0
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1answer
29 views

How to get access to the 'Setup -> Create -> BigObjects' page?

How to get access to the 'Setup -> Create -> BigObjects' page? It was working fine recently and now I'm receiving Insufficient Privileges
0
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1answer
26 views

Get to development environment

How could I get to development environment from the main page (the page is shown below)? In other words, I want to get to lightning setup from the page. As you can see on the screenshot I am already ...
1
vote
1answer
183 views

Can't set a picklist default value when creating Person Account, because Person Account not visible

a bit long but I'm a bit stuck. I have Person Accounts enabled. I'd like to set a picklist default value when someone chooses to create a new Person Account. The picklist is not a controlling field ...
2
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2answers
730 views

The length of the first and last names

There is a Name field of type Name in Contact object. It consists of FirstName and LastName. I can query those two fields using Apex. Even though I cannot find any proofs in Object Manager of that, I ...
0
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1answer
25 views

Edit field set description

Is it possible to edit a field set description? When I go to Field Sets -> (pick a field set) Edit I am able to edit only fields in the Field Sets, but not a description.
1
vote
1answer
246 views

Login as another user without View setup and configuration permission

Can an user be given login as another user privileges without giving 'View Setup and Configuration' permission and 'Modify All Permission'? As the need is to do testing in sales force logging in ...
2
votes
1answer
505 views

Create a scheduled job without specifying End date

Is it possible to create a scheduled job without specifying End date? I know that this is possible, because, in our org someone already set a scheduled job without specifying the End date. When ...
1
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2answers
44 views

Joining two Orgs or not

We are part of a global company. Our Salesforce instance is stand alone with no integration into our ERP. We are located in Australia. We have had an unusual request to incorporate a New Zealand ...
9
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2answers
286 views

New BUG in Winter 19: We can't turn ON Country State Picklists on fresh new Orgs (Confirmed as Know Issue by Salesforce)

We turn on Country-State-Picklists on almost every Org we touch. Assume we act on a NEW and BLANK Org, just fresh spun DE (Developer Edition) Org. But it is the same on any Org and we have tried lots ...
0
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2answers
25 views

Figure out which fields are required from Setup

Is it possible to figure out which fields are required from Setup? I mean, I can of course go and look at each field settings and check the required checkbox, but very often I need to look at a few ...
1
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0answers
686 views

Einstein Trailhead - Impossible to find the Assisted Setup

It's been about one hour and a half that I tried, with three different account made for the trailhead, and nothing's working for me ; I am at this step of this trailhead (one of the first steps !!) ...
2
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1answer
223 views

Can you activate middle name in Salesforce without contacting Salesforce

When I googled this, found how to Enable Customizable Person Names using the Middle Name and Suffix fields In Salesforce Customize User Interface found we have this setting below. and indeed it ...
0
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1answer
23 views

Menu items in Lightning Experience is in alphabetical order rather than logical order.

Just curious to see the menu items in the Lightning Experience setup is in alphabetical order rather than logical order as it is in Salesforce classic. Usually, it starts with Users, Profiles, etc... ...
0
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1answer
430 views

No Dev hub available in Enterprise Edition too

Dev hub missing in set up: I am system admin in my enterprise org, but still I am unable to view dev hub in this org? Is there any other way I can enable dev hub? Because as per doc : Available ...
1
vote
2answers
35 views

How to setup a new non profit instance without npsp?

When I go to salesforce.org, I don't see where to just create a non-profit instance without using the npsp? Is this doable? if so, where to click? Also, I only see options to use Lightning. What if I ...
0
votes
1answer
578 views

Why won't my Duplicate Rule fire?

I created a new Duplicate Rule for Account that should fire when an Account has the same (Name and Site) or (Name and Billing City). A custom matching rule was made however the rule still will not ...
4
votes
2answers
2k views

How to change application language?

Is it possible to force the Trailhead platform to use English? Currently when I use it, it's stuck in Italian, which it makes harder to follow the tutorials. EDIT Sorry people, maybe I did non ...
3
votes
1answer
596 views

No way to see custom object Created Date in Lightning Setup?

I'm used to SF Classic, where you can go to a custom objects page and see the Created By field which provides the person and date. There is also the Last Modified field which provides a person and ...
1
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0answers
35 views

Developer Account Registration

I have registered a new developer account. So i got an email asking me to activate. When I click the "Verify Account" in the email, network was cut for some reason. I click the "Verify Account" again ...
1
vote
2answers
553 views

What are the exact differences between running a unit test in the developer console and in setup?

You can run unit tests in the developer console, and you can run them in Setup under Apex Test Execution. (And other places I don't want discuss here.) For the second time now, we had a unit test ...
0
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1answer
36 views

Stuck with the “old” Salesforce setup navigation menu - how do I get the new one?

I'm stuck with the old navigation menu (on the left) in one org and have the new one (on the right) in most (if not all) of my other orgs. I remember some recent release notes talking about renaming ...
4
votes
2answers
147 views

Cannot Delete Account - Where do merge validation rules live?

When I try to merge two accounts that have sales opportunities, I get the following validation exception: Cannot Delete Account Sales Opportunities Exist Based on the dearth of Google hits for ...
4
votes
3answers
7k views

How to enable Einstein and configure it?

How to enable and setup Einstein? I checked Salesforce Einstein Features trailhead, I watched a few videos and searched articles/topics about Einstein. I found what Einstein can do but not how to ...
0
votes
1answer
803 views

The simplest way to get custom field id dynamically in Lightning

I have a lightning component where I need to display link to related list of children relationship record for given custom object record. Since I developed this application on sandbox, I can't ...
4
votes
2answers
522 views

Why View Setup Audit Trail doesn't display changes to aura lightning components, applications and events?

Does anyone knows the reason why View Setup Audit Trail doesn't display changes to aura lightning components, applications and events? Is there any reasons for that or is there any way to make those ...
0
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1answer
46 views

Salesforce ERP Integrations

I am curious how people manage two way data. Let's take a very basic example. If i use the vanilla setup i import my accounts into salesforce. Now i have to maintain accounts (additions, deletions, ...
2
votes
1answer
14 views

Are Workflows/Process Builder/Apex Triggers specific to an App the person is using, or do they apply to all Apps?

I just need to know if all existing rules, triggers, formulas, etc. will apply to any new app created in my org. This is what I mean by App: What is the benefit of using the standard Sales app over ...
43
votes
2answers
5k views

Lightning Experience: How to prevent the display of obsolete data?

In many cases I've seen that LE is not displaying recent changes made in Setup immediately like in Salesforce Classic, but somehow cached or delayed. Yesterday I found an easy and perfectly ...
1
vote
1answer
94 views

How to restrict users of a particular profile to edit personal information

I want a particular profile not to update their phone or mobile number under personal information. How do I restrict that?
0
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2answers
660 views

How can I hide email templates that are not available to use in the folders under “My Templates”

Our call center agents can see the email template folders that they have access to under Setup > Email > My Templates. They see email templates that are not flagged as "Available to Use", too, and ...
2
votes
1answer
1k views

Number Type, Decimal Points Confusion

We have a number typed field say Min_Distance__c where we have defined, Length=1 and Decimal places=2. But we experienced that salesforce allows to save numbers with more than 2 decimal places. In ...
2
votes
1answer
308 views

How to avoid critical updates prompt when admin logs in everytime?

How to avoid critical updates prompt when admin login everytime?
2
votes
0answers
48 views

Field Accessibility “Data Not Available”

With our managed package, after installing it to another org, I am receiving a bizarre message when I try to view the "Field Accessibility" for any of the objects. If I go into Setup as a Sys Admin, ...
2
votes
1answer
697 views

Get IP addresses from Network Access

I want to get the IP address from Setup -> Network Access in my code, but I don't find a object to query, how can I query for it in Apex?
0
votes
1answer
37 views

Possible to run eclipse kepler in dropbox? [closed]

Newbie dev here. I have to switch computers frequently (and not always the same computers). Instead of installing and setting up git and force.com plugin and connect to my org each time... Would it ...