Questions tagged [setup]
The setup tag has no usage guidance.
140 questions
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Sales Enablement not showing up
I am trying to test out Enablement Lite, but when I go to setup and type in "Enable" nothing comes up. I went into my "company information" and confirmed we have Unlimited Edition. ...
- 9
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45
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'Service Setup' is not visible in Unlimited Edition Saleforce Org
I have upgraded my Salesforce Org from Enterprise to Unlimited Edition. I also went through the Service Setup Assistant, but still the 'Service Setup' option is visible when clicking the gear icon. As ...
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33
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Allowing users to organize ContentDocument into folders on a record
I have a Task in Salesforce which people can upload files too. I want to try to allow them to upload them into specific folders. I read about Libraries, but this seems meant for allowing for me as an ...
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195
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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; ...
- 587
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293
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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 ...
- 1
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53
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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 ...
- 65
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37
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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 ...
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108
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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 ...
- 799
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31
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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 ...
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2k
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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....
- 17
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170
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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 ...
- 754
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6k
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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 ...
- 17.8k
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4k
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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 &...
- 666
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1k
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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:
- 138
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197
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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.
- 1
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331
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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 ...
- 1
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786
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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 ...
- 13
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501
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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 ...
- 121
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6k
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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 ...
- 1,713
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493
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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....
- 11
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929
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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, ...
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1k
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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 ...
- 13
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622
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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 ...
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2
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583
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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 ...
- 83
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827
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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 ...
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932
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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 ...
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1k
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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 !
- 165
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435
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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.
- 137k
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811
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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 ...
- 75
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3k
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Salesforce communities not visible in settings
I am trying to search communities but not to any avail.
- 41
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146
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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 ...
- 11
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316
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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?
...
- 11
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404
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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. ...
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67
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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 ...
- 912
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1k
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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 ...
- 699
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564
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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 ...
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1k
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"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 ...
- 66
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402
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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 ...
- 1,501
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458
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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&...
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1k
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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 ...
- 937
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628
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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 ...
- 13
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985
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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 ...
- 75
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105
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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 ...
- 28.5k
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642
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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 ...
- 49
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84
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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?
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299
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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 ...
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168
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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 ...
- 4,453
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462
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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 ...
- 215
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22
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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.
- 5,670
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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 ...
