Questions tagged [setup]

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14 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 ...
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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
29 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 ...
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1answer
21 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
97 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 ...
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2answers
45 views

How to extend Salesforce setup screens

How is it possible to extends Salesforce setup screens like below?
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0answers
19 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
29 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
23 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
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1answer
97 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
576 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
22 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
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1answer
188 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
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1answer
350 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
41 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
246 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 ...
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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
585 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
144 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
378 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
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2answers
34 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
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1answer
474 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
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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
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1answer
490 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 ...
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0answers
33 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
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2answers
505 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
34 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
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2answers
138 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
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3answers
6k 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
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1answer
716 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
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2answers
421 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
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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 ...
40
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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
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1answer
75 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
543 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
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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
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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
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0answers
47 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
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1answer
649 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
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1answer
35 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 ...
1
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1answer
28 views

Access to Set Up Menu

Can someone tell me what permission/profile setting determines whether that person will be able to navigate to "Set up" page or not ? Surprisingly I am unable to find answer to this in a simple ...
12
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2answers
945 views

How to open links in Lightning-Experience Setup in other browser-tabs and browser-windows and imporve history+deeplinks

In Aloha UI and other web-apps I typically make massive use of many browser-tabs and multiple browser windows side-by-side on large screens. I open them by right-click on the link, then "open in new ...
0
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2answers
474 views

Want setup button outside my settings

I want to move set up button outside the mysettings. Want to access it directly on the home page, instead of going to the mysettings. See attached screenshot.
-3
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1answer
47 views

What are do these changes in my org mean ?

I am seeing the same change in many of my orgs in the Setup Audit Trail . We have not done any code change. Are others seeing this too? What change does this imply ? Automated Process Created ...
0
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1answer
28 views

Create a field base on the lookup field data

Good day everyone, Suppose I have an object "SAMPLE_OBJECT__c" which has a lookup field to "Accounts" object and it also has a another field which is "Value__c". Now what I want to accomplished is ...
5
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1answer
198 views

Can Partner Community users edit their email preferences?

Standard Salesforce users can got to Setup > My Email Setting (or https://cs14.salesforce.com/p/email/UserEmailPrefEdit) to get this page: is a comparable setting also available for Partner Community ...
0
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1answer
29 views

How can I best capture what software a contact is using on our platform? [closed]

I'm setting up our new instance of Salesforce. We have a need to setup our contact fields to track what software that contact is using. We own several platforms and have a need to message the users ...