Questions tagged [setup]

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2
votes
1answer
234 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 ...
1
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1answer
63 views

Salesforce communities not visible in settings

I am trying to search communities but not to any avail.
0
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0answers
11 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 ...
0
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1answer
40 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? ...
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0answers
33 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. ...
0
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0answers
26 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 ...
0
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1answer
47 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 ...
1
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3answers
38 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 ...
1
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0answers
64 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 ...
1
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1answer
32 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 ...
0
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1answer
80 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&...
1
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1answer
35 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 ...
0
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1answer
46 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 ...
0
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0answers
32 views

What is the Engagement tab on Email Message?

I'm working with a new Essentials Edition org and there's an Engagement tab on the email message layout. Social Studio is not set up and neither is Social Customer Service. The latter is though, an ...
1
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1answer
120 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 ...
4
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0answers
90 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 ...
1
vote
1answer
89 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 ...
1
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0answers
37 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?
0
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1answer
49 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 ...
0
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1answer
49 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 ...
0
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0answers
57 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 ...
0
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0answers
16 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.
0
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1answer
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 ...
0
votes
1answer
135 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 ...
1
vote
1answer
776 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
168 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 ...
1
vote
1answer
192 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
vote
1answer
765 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
273 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' ...
3
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2answers
1k 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
56 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 ...
3
votes
1answer
159 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
46 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
128 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
135 views

How to extend Salesforce setup screens

How is it possible to extends Salesforce setup screens like below?
3
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1answer
380 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
30 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
28 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
572 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 ...
7
votes
2answers
2k 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
31 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.
2
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1answer
2k 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 ...
3
votes
2answers
2k 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
vote
2answers
73 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
votes
2answers
470 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
28 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
1k 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
votes
1answer
719 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
votes
1answer
25 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
672 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 ...