Questions tagged [customization]
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138 questions
0 votes
0 answers
15 views
Is it possible to open the standard email action box from an LWC?
This standard email box that is fixed to the bottom bar of the console: It would be ideal to open this one from a custom LWC, as this box lets you move around the console without losing the added ...
0 votes
0 answers
58 views
Identify apex class methods not run in production
We have a very old salesforce instance containing 40 MB of apex code. We are trying to clean them up and remove the apex classes and methods which are never executed in production like for the last 2 ...
- 7,901
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0 answers
42 views
Has anyone actually found the 'Serialize Pre-Work Brief Records' action for Pre-Work Brief setup?
I'm setting up the new Pre-Work Brief feature in Salesforce, as described in the official Salesforce Help article titled “Set Up Pre-Work Brief for Field Service Mobile Workers”. The documentation ...
- 1
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0 answers
24 views
Hierarchy-Based User Restriction in Collaborative Forecast Sections
Need you help & rellay appreciate :) We have configured two Forecast Types under Collaborative Forecasting: ITM Opportunity/Application Forecast CHS Online Opportunity/Application Forecast ...
0 votes
1 answer
41 views
How to assign contact to the Opportunity Owner field, rather than limiting the selection to users
I would like to select a contact name in the Opportunity Owner field instead of the users after creating the record. Is this possible in Salesforce? Could someone help guide me on the possibilities ...
- 9
-1 votes
1 answer
100 views
How Can I Change the UI for the Lead Standard object?
Is there a way to change the UI of the lead object page that appears when we click on the lead tab which has a list of lead records.
- 11
2 votes
1 answer
93 views
Deploy entire Customizations, Flow, Apex etc from a Developer Edition org to a new Production org
We have been doing configurations, development, and automations in a Salesforce developer edition org independent of a production instance(not a sandbox). We have now just acquired a new production ...
1 vote
0 answers
284 views
Scheduler Booking Flow - Heading Customization for Select Service Resource and Service Appointment Time Screen
I am trying to edit or hide the mention "Who do you want to meet?" on top of the Select Service Resource and Service Appointment Time Screen Flow component. This is not mapped as something ...
- 11
-1 votes
2 answers
4k views
How to query the list of user who are currently logged in salesforce org using SOQL query so that it can be used in APEX?
As of now i am using a query to get the list of user who are currently logged in. Some suolution are there which say that check the field isCurrentlyLoggedIn but no such field exist in salesforce on ...
0 votes
1 answer
803 views
How can I add fields to the default order Item list view?
If I click the "hyperlinked related list title with count" on the Order Items related list on my Order page / layout, Then it navigates to a default list of Order Items. How can I add/remove ...
- 414
0 votes
2 answers
210 views
How to make Roles mandatory in Salesforce?
I had a curious question, can we make role mandatory in salesforce? Is it possible, and if yes, how to achieve that? I'm thinking of writing a before insert trigger on User object, will it work? ...
- 13
0 votes
1 answer
144 views
Detect if an object allows creation of custom fields
I am building a package for custom field creation. I have noticed in some cases the following errors: FIELD_INTEGRITY_EXCEPTION:Cannot add custom fields to entity: AIRecordInsight and ...
- 18.8k
1 vote
1 answer
134 views
Authenticate users from Desktop app to salesforce [closed]
I have a use case where users have login to salesfroce as well as Desktop app, I have a Windows desktop application where user logs in and i would like to show one of my custom component inside the ...
1 vote
1 answer
1k views
Is it correct that "Subscriber editable" custom metadata type fields avoid the need for an unmanaged package?
Old catchily titled documents such as How to use custom metadata types to save years of development on app configurations say: Subscriber-editable records: Put metadata records you want edited by ...
- 138k
1 vote
1 answer
531 views
Deploy Authentication configuration settings with SFDX
In MyDomain settings, you can set branding for your login pages. You can set logo, colour, and etc. Can anyone advice me how to deploy these settings with SFDX. I have made these changed on a ...
