As far as I can tell, it's not possible to have mixed forecasting timelines in SFDC, correct? We can't have a forecasting type that's quarterly, and also an annual one?
#CRM Configuration #Forecasting
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In Salesforce, When I opened tasks tab, records are showing in split view. I can see table view after changing a display type button from Split view to table view until my system cache/browsing history deletes. It will come back again to split view after deleted cache/browsing history. Is there any setting/configuration that can make by default to table view?
2 respostas
Hi @Tulasi Rajesh Kumar Reddy MV,
Salesforce doesn’t currently allow you to set Table View as a permanent default for Task list views. The system stores your view preference in browser cache storage, so when cache or browsing history is cleared, it resets back to the default Split View.
There’s no org-level or user setting to change this permanently. The only workaround is to manually switch to Table View again or use a bookmarked URL after selecting Table View.
When I create custom fields, they are successfully created, and I can see them under "Fields & Relationships". However, on the UI side, when I click the "New"
button to create a record, those fields do not appear.
I already cross-checked the following: Page Layout, Field-Level Security / Field Access
I have attached screenshots for reference. How can this be resolved?
I also tested this in two or three different orgs, including a Trailhead Playground. I even tried logging out and logging back in, but it still does not work.
#CRM Configuration
3 respostas
The fields are likely not appearing because Lightning uses the New Action Layout/Dynamic Forms, not just the Page Layout.
Check:
Object Manager → [Object] → Buttons, Links & Actions → New → Edit Layout
Add the fields there and refresh.
Hi all, looking for some advice on setting up some nuanced permissions in my org. My goal is to allow a single user to only view and edit records they own without limiting the record-level visibility and permissions my existing users already have. I want this user to see Accounts, Contacts, Opportunities, and Leads they own but none of these object records that they do not own and no other objects. I want them to be able to add Products to their Opportunities and edit those opportunities as well.
Some context on my org’s current setup:
- OWDs on Account, Contact, Lead, Opportunity, and Product are either set to Public/Read/Write or inherited as Public/Read/Write
- I have several Custom Profiles which layer administrative allowances on top of allowing users to View and Edit key objects
- For this user's Profile they have Read on Account, Contact, Opportunity, Lead, and Product plus “Create” and “Edit” on Opportunities
- I have an intact Role Hierarchy.
- I plan to place this user at the bottom of a branch
The issue with this setup is that, without narrowing the OWDs on the objects I want this user to engage with, they are able to see all records in our instance regardless. This makes sense given how their Profile would interact with the OWDs. I tried narrowing the OWDs for Account, Lead, Contact, and Opportunity to Private and this caused my remaining users to have visibility issues as well.
Is it possible to achieve the nuanced visibility I’m looking for using Sales Cloud?
2 respostas
Hi Alex,
In my case the OWDs are currently set to Public/Read/Write. I already have a Profile added to the user with "Read" on the relevant objects and "Edit" on Opportunities. My user is at the bottom of their Role Hierarchy branch. Sharing Rules & Permission Sets serve to further broaden visibility, so I am not yet sure how these will help get to the ideal state of my user only being able to see & edit records they own. Can you elaborate?
We currently run both a classic lightning and an (I am guessing) content builder (but not the newest one). I am relatively new to my position, so I do have not sorted all of the nuances. I have two questions;
1. Is there a report that shows the data on how many email were opened/delivered in plain text?
2. We use the classic to create email that look plain text because we would like the email to look as if it is sent from a person to a single person. When we build in the newer sku it has a grey background and centers the content, making it look like it is a mass email. My question is, is there a way to make the email look like it is being sent from Outlook (for example) without using the classic lightning builder?
2 respostas
Hi @Deepika Khanna,
I was able to make the background white, and I think the rest of my question was poorly worded. I am wondering if it is possible to have the entire body of the email align to the left.
Here is an image of what I get. It is white (thanks to you), but it is always centered. Is there a way around that?
Greetings,
How can i create a process (simple as possible) to allow sales users to upload a contract to an opportunity? I know there is an attachment object, however i cannot incorporate whether the contract was uploaded or not to a validation rule on the opportunity that says "you cannot move this to closed won if there is no related contract created". This is my biggest issue.
Is a form of screenflow the only option?
Thanks!
@Who owes me a beer?!? @Admin Group, Dallas, US @* MC Account Engagement (fka Pardot) * @Salesforce Flow Automation @Trailblazer Community Cove @Salesforce.org System Administrators
11 respostas
if the Files are just attached via the standard Files related list on the Opportunity Record Page, you could create a Record Triggered Flow on the Opportunity that uses a Get Records to find any Content Document Link records that meet your criteria, then update a custom Checkbox field on the Opportunity.
The Content Document Link Object is not supported as the Trigger in a Record Triggered Flow, so it needs to be initiated at the Opportunity
how to enroll in lightning login not getting any option for enrollment in user setting . How to enable enrollment setting for system admin
3 respostas
Maham Hassan (ConX Digital) 
Forum Ambassador
Hey Chandra,
- From Setup, enter Session Settings in the Quick Find box, then select Session Settings.
- Review the default settings for Lightning Login.
- Make sure that Allow Lightning Login is enabled.You can disable Allow Lightning Login at any time to switch users back to username and password logins.
- Decide if you want to make Lightning Login available to all users or only users with the Lightning Login User permission.
- Confirm that a Standard session security level is appropriate for this login method.Lightning Login establishes a Standard security level for the user’s session. Standard is the default security level for the Username Password method that Lightning Login typically replaces. If needed, you can change the security level to High Assurance.
- Assign the Lightning Login User permission to users in the user profile (for cloned or custom profiles only) or permission set. Lightning Login isn’t supported for external users.
I am trying to create a new Sandbox Template. This can be done under Setup -> Sandboxes -> Sandbox Templates -> New Sandbox Template. I can see and select most of the objects but cannot see BusinessLicenseApplication or IndividualApplication. I believe these are standard Public Sector objects.
Will the records of these objects automatically be included while refreshing the partial sandbox? I can't test it directly as the Partial Sandbox is already in use.
If anyone has tried to refresh PSS cloud with these standard objects, any help/guidance would be appreciated.
#CRM Configuration
1 resposta
Hi, sorry for the inconvenience. If you don't receive a response here, we recommend reaching out to our support team for further assistance. You can do so by visiting https://help.salesforce.com/s/articleView?id=000393090&language=en_US&type=1
Hi all - Something has recently changed in SF so that when I press the button shown by the yellow arrow in the first picture below, the information on the 'Fields' tab (shown by the red arrow) pops up in a dialog box. What I need to happen is for the information on the 'Details' tab (shown by the green arrow) to pop up instead. The same thing happens when clicking the 'New' button on the Accounts tab (see second pic). It seems like somehow the 'Fields' tab was made default whereas before the 'Details' tab was default. How can I change this behavior back? Thanks!
6 respostas
I have the same issue on Campaign object and didn't find a direct solution. As a workaround I created a screen flow to edit the campaign record and added all the fields I needed in the screen. Then created a new action button (to launch the flow) and added it to the page in page builder instead of the tandard Edit button.
Fuzzy Matching in Salesforce
We are trying to understand how fuzzy matching works in Salesforce Matching Rules—whether it is based on word similarity or character/letter comparison.
Specifically, we want clarification on how Salesforce evaluates the following examples:
- SPT vs SPTV2 → Is this considered a fuzzy match?
- SPT vs SPT INDIA → Is this considered a fuzzy match?
- SPTV5 vs SPTV5 V → Is this considered a fuzzy match?
We would like to know:
- What logic Salesforce uses to determine a fuzzy match
- Whether it prioritizes core words or full string similarity
- Why some variations are matched while others are not
3 respostas
The algorithms that are used vary depending on if you're using the standard matching rules or custom matching rules and what fields you are matching on. It's been a long time since I dived into this, but the documentation was pretty helpful here:
-
https://help.salesforce.com/s/articleView?id=sales.matching_rules_matching_methods.htm&type=5-
https://help.salesforce.com/s/articleView?id=sales.matching_rules_matching_algorithms.htm&type=5