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Questions tagged [setup]

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How to get Scale Center

I read about Scale Center and the instructions simply set go to Setup and enter "Scale Center" in setup search. I do not see Scale Center in any orgs. Not in production; not in a sandbox; ...
Ken's user avatar
  • 392
-1 votes
1 answer
54 views

Can one get access to DataCloud in a dev org?

Are there trial orgs or dev orgs where one can play with datacloud and look at the configurations? I want to see how to set up the data streams and set up data models and play with the configurations ...
MMD's user avatar
  • 1
0 votes
0 answers
35 views

Enabling the Duplicate Management in an Old Org

Has anyone had the issue of NOT having the Duplicate Management feature installed on your org because the org was created before the Spring 2015 release? I have a 2G Managed Package that I need to ...
cpaesano's user avatar
0 votes
0 answers
32 views

VisualForce Page redirects to Salesforce Core (Sales app) when Record Page button is clicked from Partner Community

I'm facing the following issue while creating a new Experience Cloud Portal (Community): I've added a custom button on a Case Related List of an Account Record Page. The user profile has permission to ...
Matheus Lieuthier's user avatar
1 vote
0 answers
63 views

Second Generation Managed Package Post-Installation Configuration UI on a Lightning Tab

Have read about limitations that package settings (such as in a PostInstall Apex class) for second generation managed packages (like this one Is it possible to programmatically change connectedApp ...
nstuyvesant's user avatar
0 votes
1 answer
30 views

How to guide org users to visit in-house documents and best practices

I have created a few best practices and guideline documents for our org users. It includes our orgs practices, limits, what should be the process etc. stuff. But the problem is: all these documents ...
Newbie in salesforce's user avatar
-1 votes
1 answer
759 views

What is the major difference between Custom Setting and Custom Metadata?

I have gone through various articles for the difference between Custom Setting and Custom Metadata but I couldn't find the major difference why we should setting over metadata or metadata over setting....
Hira Khan's user avatar
-1 votes
1 answer
117 views

Setup Audit Trail entries from salesforce.com

Would anyone happen to know what the following three entries from salesforce.com mean? They seem to be appearing together at the same time every few days. And there is never any change happening, the ...
manubkk's user avatar
  • 744
1 vote
1 answer
3k views

Verify account link doesn't work and doesn't allow to login for every new org or every new user

Whenever I create a new Devhub trial org, or any kind of trial org, or even Developer Edition org, and follow Verify Account link, it redirects me to login page and doesn't allow to set my password or ...
Patlatus's user avatar
  • 17k
1 vote
1 answer
4k views

How to check if the Salesforce org is using "Salesforce Express Connect"?

I wanted to know if there is any way in Salesforce to check if "Salesforce Express Connect" is being used. Currently, I am not sure if we can check anywhere in Salesforce org to confirm if &...
user36778's user avatar
  • 646
1 vote
1 answer
869 views

Can't find Surveys page, yet Surveys is enabled?

I want to be able to go to the survey page, and use the salesforce survey builder. Here's what my screen looks like:
Pinto's user avatar
  • 128
0 votes
0 answers
151 views

How to add Class Summary to Apex Class with detailed descriptions of methods, signature, constructors etc?

Here is an example of created Class Summary in a managed package. But I cannot find any documentation on how to do this.
thx's user avatar
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0 votes
1 answer
281 views

Use Screenflow to change record type

Can someone help us with this issue? We have two record types for the account object; Vendor and Resident. The sharing rule on the Account object is set to Public Read only. Now, a user with a custom ...
Enoch's user avatar
  • 1
0 votes
1 answer
568 views

Is there a way to roll back to a previous date?

The sys admin who created our setup is on extended leave, and she changed something bf she left and now new users can't save any accounts or contacts they create. I would like to either roll back to ...
Deborah's user avatar
  • 13
1 vote
1 answer
457 views

Google Workspace SSO-enabled Org Cross-Domain Cookies Error

My Salesforce org has SSO implemented using SAML 2.0 with Google Accounts / Workspace as the Identity Provider (IdP). Everything worked well, until I recently decided to move from Chrome to Brave as ...
Afraz Hussain's user avatar
3 votes
1 answer
6k views

Do not see "Classic Email Template" option in Setup

I have tried to find Classic Email Template in Setup in my Developer Organization, However I could not find it. I logged in another Dev org and I see it. I do not see it neither in Lightning nor in ...
Vitalii Dehnerys's user avatar
1 vote
0 answers
377 views

Sort Knowledge Articles by custom logic rather than publish Date

Hoping someone can help me out here. I am working on set up of public customer knowledge center but the articles need to be sorted in a specific logical manner and not in the order they were published....
Ana's user avatar
  • 11
0 votes
1 answer
739 views

Webhook settings and apex class

I'm new to the topic of webhook and also apex, and I'm getting confused when you are making the setting in Salesforce and also the creation of the class. When you are placing the path in the class, ...
Gerson Baires's user avatar
0 votes
1 answer
897 views

Can login attempt 6 times in salesforce before user unlock even thought it is set to 5?

I have set the maximum valid attempt to 5 before user get unlock in 'password policies' in Setup while the lockout effective period is forever, however even after 6 attempts of invalid password, user ...
TheRipper's user avatar
0 votes
1 answer
458 views

All Subscribers issues across Multiple BU's

I have a Master BU and 5 child BU's. When a subscriber signs up on the website they were added to child BU and a welcome Email is triggered, they were added to All subscribers in all child BU'S and ...
karthik v's user avatar
1 vote
2 answers
477 views

Cannot deploy or update autonumber field

I just hit a very strange issue when trying to deploy my sources today. We have an autonumber field on Lead (format: {YYYY}-{0000000000}; starting number: 1000), that already exists in my sandbox. But ...
Cissou's user avatar
  • 83
0 votes
1 answer
728 views

Private Domain - Without SAP

I'm configuring an account that includes one PRIVATE DOMAIN and one DEDICATED IP, but it does NOT have SAP. In this case, what is the best practice to configure and use private domain? Should I use ...
Nathalia Silva's user avatar
0 votes
1 answer
763 views

how to hide setup button without disabling the View Setup and Configuration setting on profile

Is there a way for us to hide the Setup button without disabling the "View Setup and Configuration" setting on the profile . We need to have this setting enabled because in few of the flows ...
Megh's user avatar
  • 1
1 vote
2 answers
998 views

How to change description of Standard Object

Does anyone know if there is a way to edit the description of a standard object, I have an Edit button only on Custom object. Thank you !
Yaac0's user avatar
  • 165
5 votes
1 answer
415 views

What is "Interaction Object State Definition"?

Just noticed this "Interaction Object State Definition" in the Classic Setup UI. Curious about what it is or will be (and Googling didn't help me). Links or description appreciated.
Keith C's user avatar
  • 136k
2 votes
1 answer
751 views

PopUp Confirmations in Salesforce Setup not working in Lightning

Recently I've had an issue come when I am doing any changes in Setup that require you to confirm via the usual pop up confirmation. This is only in Lightning. I then have to switch to Classic just ...
RonApex's user avatar
  • 75
2 votes
1 answer
3k views

Salesforce communities not visible in settings

I am trying to search communities but not to any avail.
Aditya Kumar's user avatar
1 vote
0 answers
121 views

How can I get the SObject list shown in the Object Manager through the REST API?

When making a GET request to the sobjects endpoint we get a list of all the sobjects available in the Org. However I would like to get the same list of sobjects as the one shown through the Object ...
Meir's user avatar
  • 11
0 votes
1 answer
299 views

What criteria does Salesforce use in the Object Manager to list the SObjects?

On Setup => Object Manager, there is a list of SObjects. However does anyone know which filtering criteria does Salesforce use to show/hide the SObjects from the complete list of the Org SObjects? ...
Meir's user avatar
  • 11
1 vote
0 answers
395 views

Salesforce integration of quip (Free trial)

Hello i want to integrate Quip in a salesforce sandbox to create a Proof of concept for a client. I created a quip domain with the free trial. Than in the domain i linked it to my salesforce sandbox. ...
Reda Benhaddou's user avatar
0 votes
0 answers
43 views

Changing Company Information in setup does not carry over to already activated journey emails

I recently updated the Company Information section in each of my business units as our company moved to a new address. However, I have just noticed that for any existing emails in active journeys, the ...
Ben's user avatar
  • 902
0 votes
1 answer
1k views

How to determine which objects / object permissions are applicapble / not applicable for a given profile?

Some Salesforce objects have own section within Object Permissions list in specific profiles, other not. As I know ObjectPermissions has ParentId field which points to PermissionSet associated with ...
Grzegorz Połuch's user avatar
1 vote
3 answers
492 views

code coverage discrepancy between devleoper console and setup/custom code

I am a bit new to apex coding and has banged my head against the code coverage for a week. I made a trigger, helper, rest callout etc that work just fine. I wrote a bunch of unit tests for the code ...
Daniel Wretman's user avatar
3 votes
1 answer
1k views

"Rename Tabs and Labels": German Translation overrides Object Definition

I can't find any similar issue online and it is making me crazy. I need to have translations for a Custom Object tab in English and German. I first adjust the Name for English (let's say I just call ...
Daniel L's user avatar
1 vote
1 answer
347 views

How do I download & setup Git Bash, for Windows & VSCode?

I don't know where to get GIT Bash from and how to set it up. I am asking because the answers were not found or not obvious, install was a bit of an unknown, hence this might help someone else, so I ...
TheArchitecta's user avatar
0 votes
1 answer
396 views

Disable Setup Button in Salesforce but also need "View Setup and Configuration Permission" in Profile for Metadata Deployement

I have a lightning component that is used to create and edit Metadata using Metadata API Deployment.I have created a System admin user for this because only System Admin user has "Author Apex&...
Panda's user avatar
  • 3
1 vote
1 answer
1k views

Send Email from only one Standard Address

Is there a way when sending an email from Salesforce to have one Company e-mail address (standard and forever) instead of current user's personal email ? For example, when on Lead record -> Send ...
Giorgos Galaios's user avatar
0 votes
1 answer
504 views

Enabling content delivery in old sandbox org

Current issue I have is installing a new version of a package on an old sandbox org but it gives me the error "Class MY_CLASS: Invalid type: Schema.ContentDistribution". I am trying to ...
Franky Jiang's user avatar
1 vote
1 answer
833 views

Multiple Sender Profiles with Same From Address but different Reply Addresses?

Hey just wondering if anyone has done a similar setup? Using the same From address in multiple sender profiles but different reply redirects. Info@BestCompany <-From Address - Same from Address for ...
4kAudio's user avatar
  • 75
3 votes
0 answers
102 views

Winter'21 Release: Corrupted Settings in Setup?

We found that the production org of one of our clients was updated to Winter'21 last week. Usually, release updates happen with no negative impact to the settings of an Org. But we are sure, that this ...
Uwe Heim's user avatar
  • 28.4k
1 vote
1 answer
579 views

Is it best practice to provide a 3rd party vendor with Salesforce Admin account in setting up hubspot or any 3rd party applications [closed]

Is it a best practice to grant a Salesforce admin user account to a 3rd party vendor who's helping us in setting up hubspot for salesforce. I'm not completely sure if thats the right way or is there ...
SMorse's user avatar
  • 39
1 vote
0 answers
84 views

Adding Role To a Marketing Cloud User via API [duplicate]

Is there a way to add marketing cloud roles to a user via SOAP or REST API?
Luke Krausmann's user avatar
0 votes
1 answer
250 views

enable Forecasts and other settings via CLI

In order to prepare new scratch org I need to enable a few settings. Those settings are: enable Forecsts, enable Scheduling, enable Field Service, and few more... This is doable by clicking in ...
Pawlik7's user avatar
0 votes
1 answer
166 views

Can anybody explain the progress bar in "Review Important Org Changes"?

Since Summer'20 the following beta feature is available: Review Important Org Changes with Release Updates I am trying to understand how I can use this effectively, but so far it's beyond me. Both the ...
Sander de Jong's user avatar
0 votes
0 answers
385 views

How to Upgrade TLS to the last version on Marketing Cloud?

I came from this thread TLS Upgrade on Marketing Cloud where I can see information about the impact of the deprecation of TLS 1.0 but I can't see concise instructions to upgrade TLS on demand. How ...
Mrquestion's user avatar
0 votes
0 answers
22 views

Created a new Lookup - is that an error on step #6?

I created a new Lookup field on oppty, on the step that assigns the Related list, It relates to field. Is that a mistake? I never actually read that paragraph. First time I noticed this.
Saariko's user avatar
  • 5,610
0 votes
1 answer
17 views

How can I enable the permission within SetUp tab, to give access to an user to write a comment into a Case

I created a case and I want another user to be able to comment on it, but when he tries to do it a notification shows up saying that he does not have the permissions to do it. What is the permission ...
Claudia Santos's user avatar
0 votes
1 answer
1k views

Set default landing page for a particular profile

We are trying to set the landing page for a particular profile, that profile has access to only 2 apps and both the apps do not have a default landing page set. We also do not have org level landing ...
Akshay_SFDC's user avatar
1 vote
2 answers
2k 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 ...
DC-Fencer's user avatar
  • 197
0 votes
2 answers
1k 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 ...
Dinesh Wickramasinghe's user avatar