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Adalbjorg Oladottir (System Expert at Icelandair)
Jan 24, 2019, 11:44 AM
How do I edit the "new case / Create case" page layout

I am new to Lightning admin,  I have many case record types.  I have updated all page layouts for all the record types Only thing left that I can not find out how to do is update the page users get when they are creating a new  case.

There are some fields that should Not be on the "New Case" page layout even if they should be on the case page layout -   I know how to do this in classic but so far have not found a way around it in Lightning 

 

. How do I edit the
13 answers
  1. Siddharth Gopal (Accenture)
    Today, 3:28 PM

    Go to Setup -> Search for Global Actions in the Quick Find, 

    There you can see the Layout assigned to the Button for Global Actions 

     

    Go to Setup -> Search for Global Actions in the Quick Find, There you can see the Layout assigned to the Button for Global Actions

     

     

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Abby M asked in #Salesforce Developer
Oct 22, 7:58 PM
Quote - Add Product Issue/Bug

Is anyone else having this issue? When I go to add a product to the quote (after already adding one previously), I cannot go back in and add another. The pricebook comes back up, I click "save" and nothing happens. The ONLY way I can add another product is if I hit "view all" and add from the product button there. It's never done this to me before. Seems like a glitch?   

Quote - Add Product Issue/Bug

  #Salesforce CPQ & Billing

 

#Salesforce Developer  #Salesforce Admin  #Salesforce  #Data Management  #Reports & Dashboards  #Products

1 answer
  1. Danish Hameed (Arhamsoft LLC)
    Yesterday, 9:48 PM

    Hi Abby, since it works from "View All" but not from the related list, the issue is most likely the related list action rather than your data. From your screenshot, the Choose Price Book window is reappearing, which is a good clue. Things to check: 

    1) Open the Quote and confirm the Price Book field is still populated. If the picker keeps showing, the related list may not be reading it. 

    2) Check for validation rules or required fields on Quote or Quote Line Item that could be failing without showing an error. 

    3) Try an incognito window or another browser, and clear your cache to rule out a cached Lightning component. 

    4) If the Quote page uses a Dynamic Related List, re-add the Add Products action or switch back to the standard related list. 

    It's also worth searching the Salesforce Known Issues site for "Quote Add Products" in case this came with a recent release. Hope this helps!

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Jenna Haber
Jan 7, 2016, 9:43 PM
Internal Inventory Management
I'm researching ways to manage internal inventory in Salesforce. I just want to track who owns which different office supplies in three office locations. Any suggestions for building this out? Should I create products on an opp to keep track? Is there a way within Service Cloud? Thank you.
2 answers
  1. Maksim Paslauski (ANYITY)
    Oct 23, 1:09 PM

    If the items are equipment rather than consumables (monitors, headsets, docks and so on), ITAM App is a native package that tracks who holds each item and at which location, with history and standard reports. It's not built for consumable stock with reorder points; for that, James's custom-object suggestion fits better. Disclosure: I'm one of the makers. https://anyityapp.com/ITAM_App

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Kyle Enke asked in #Customer Service
Aug 29, 2012, 5:07 PM
IT support - Asset tracking and case management
I am looking for a solution for our IT team within Salesforce. Currently they are not using salesforce to track assets or log our internal cases. The solution is for internal company use only, to deal with assets given to users and issues that occur within our company's IT spectrum.

 

Does anyone know of an app or standard Salesforce capability for 1) tracking internal assets against employees 2) logging standard internal cases with assets 3) low cost

 

I am confident in my ability to develop a custom object or customize current objects to do this, I was just wondering if there was a solution that exists and has worked well for anyone. Thanks.
2 answers
  1. Maksim Paslauski (ANYITY)
    Oct 23, 1:05 PM

    For anyone finding this now: ITAM App is a free native package built for exactly this. It tracks internal hardware and software licences assigned to employees, keeps assignment history, and links assets to Cases in Service Cloud, so internal IT tickets carry the asset they're about. Employees holding equipment don't need Salesforce licences, only the IT admins do. The free plan covers 20 owners and 100 assets with no time limit. Disclosure: I'm one of the makers. https://anyityapp.com/ITAM_App

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Jonathan Friedl (Salesforce Administrator at Annex Wealth Management)
Jan 27, 2021, 12:29 AM
Conditional Formatting Custom Object List View
In my Custom Object List View in Lightning I would like to set some conditional formatting to change the background color of field cells based on numeric value.

 

Simple Example

 

0-5% = Red

 

5-8% = Yellow

 

8%+ = Green
6 answers
  1. Bryan W Snyder (Volvo Group)
    Jan 27, 2021, 11:43 AM
    I beleive that you have too many IMAGE statements.  Try..

     

    IF(At_Risk_C,

    IMAGE("/img/samples/flag_green.gif", "At Risk"), 

    IMAGE("/img/samples/flag_red.gif", "Not at Risk")

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Audrey Lesui (JPD)
May 4, 2012, 5:20 PM
Conditional Highlighting
Is there a feature similar to Conditional Highlighting, but list views?
15 answers
  1. Steve Molis (You Owe Me a Beer, Inc.)
    May 4, 2012, 6:31 PM
    Okay, if they HAVE to use a Liast View then the easiest thing to do would be to just create a Formul(TEXT) field on the object in the List View that evaluates the fields on the record and returns an image like a light or a flag, etc.  Kinda like this:

     

    Okay, if they HAVE to use a Liast View then the easiest thing to do would be to just create a Formul(TEXT) field on the object in the List View that evaluates the fields on the record and returns an i
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Abby M asked in #Trailhead
Oct 22, 8:10 PM
Attach LinkedIn profiles in Salesforce

Is there a free version to do this on the Contact object? 

 

If there's a first name/last name match via LinkedIn?  

 

#Trailhead  #Salesforce Developer  #Salesforce Admin  #Salesforce  #Data Management  #Sales Cloud

1 answer
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    Oct 22, 10:27 PM

    Hello @Abby M, if you do not plan to request LinkedIn, and just navigate to it, you may create a custom field that will host the linkedin identifier of the contact, with a hyperlink formula to create the link to the linkedin page, on your contact detail page.  

    Example : https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A9C2QSAV

    Eric

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Joy Wallis
Jun 17, 2011, 6:23 PM
Can a quote be locked and the sync button still be available to standard users?
We have designed our quote approval workflows to lock a quote after the discount on it has been approved.  We would like our sales team to have multiple approved quotes per opportunity (approved prior to sending the price to a customer), and then once the customer agrees to one of them, the rep syncs the approporaite quote.  Problem we have is that when the quote gets locked, the sync button does as well.  Is there a way to enable the Start Sync button for all users but maintain the lock down of all other quote features?
6 answers
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Matheus Carbonera (Matheus santos) asked in #Trailhead Challenges
Mar 4, 11:56 PM
Create a Permission Set to Handle Field Access

Hello Everyone! I'm trying to finish the challenge Create a Permission Set to Handle Field Access

And Im facing a problem here is.

 

Create a Permission Set to Handle Field Access

I try to solve it from many ways

 

image.pngwhat am'I doing wrong? 

 

#Trailhead Challenges  #Data Management

7 answers
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Jassie Cave (web developer at DRS Softech)
Sep 19, 2025, 10:03 AM
Which tool is best to fix SQL Server log full due to backup?

The DRS SQL Database Repair Tool is among the best solutions to fix issues when the SQL Server transaction log is full due to LOG_BACKUP. Unlike manual methods, which can be risky and complicated, this tool ensures safe recovery of SQL database files without compromising integrity. It supports all SQL Server versions and restores complete database objects with 100% accuracy. The software also provides a preview feature to check recovered data before saving. With its robust recovery engine and user-friendly interface, it is ideal for both IT professionals and beginners.    

4 answers
  1. Shiv Gupta
    Oct 20, 6:37 AM

     When a SQL Server database returns a "transaction log is full due to 'LOG_BACKUP'" error (Error 9002), the best tool to fix it is Microsoft SQL Server Management Studio (SSMS) using native T-SQL commands

    . 

    If your SQL Server data actually becomes

    corrupted or unreadable while trying to fix the log issue, you should use Recoveryfix SQL Database Repair tool.  It bypasses SQL Server entirely to scan damaged database files, repairing and restoring tables, triggers, indexes, and deleted records without risking further data loss. 

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