I found that Object History related list isn't supported in Lightning Experience : https://success.salesforce.com/ideaView?id=08730000000LgQWAA0 . I need to show it in Lightning; is there any way to show the Related History on Contact (in lightning) without creating a new object.
Thanks!
I tried to track few standard and custom field on Contact using Field History Tracking. In lightning, it doesn't seem to show the "Contact History" related list and its history records at all even if you add it to the page layout.
The only way I could do is to switch to "Classic View" and see the field changes in Contact History related list for the contact record.
If you need to see this working in Lightning, We will have to wait till the following idea (https://success.salesforce.com/ideaView?id=08730000000LgQWAA0) gets incorporated by Salesforce.
Update:
This has been delivered in Summer 17, for those who are still looking.
Related
I am trying to enable lightning dynamic form of case page layout on the lightning record page in my dev sandbox. I don't see any option for the same. However, I have done this previously for the same sandbox for other object. Please advise if I am missing something here.
Since Case is a standard object, we can't enable lightning dynamic forms to show/hide fields conditionally on detail page.
for more info visit:- [https://help.salesforce.com/s/articleView?id=sf.dynamic_forms_overview.htm&type=5]
After winter 23 release of salesforce, You can make your account, including person account, contact, and opportunity record pages more robust by configuring them with Dynamic Forms.
Maybe in the upcoming release case object will be included.
Referance:
https://arrify.com/dynamic-forms-in-salesforce/#New_Updates_in_Salesforce_Winter_23
https://help.salesforce.com/s/articleView?id=release-notes.rn_forcecom_dynamic_forms_3heros.htm&type=5&release=240
I am very new to Salesforce, so apologies if my use of terms is not correct.
I am using Lightning Knowledge
I have enable and setup Knowledge Base and added FAQ articles and have added Question and Answerr fields to those articles.
I have setup the field visibilty so they are visible to all user including "Read Only" users (I could not find anything specific for Guests, should there be?)
So as far as I can tell the field permissions on the Question and Answer fields is correct.
I create articles and enter my values for my "Question and Answer fields" but when I go to my public site to view the FAQ, I only see the content of the Title and URL Name fields. I do not see my Question and Answer Fields.
If I login and view the articles via the public site, I do see the Question and Answer values.
I would very much appricaite it if anyone could point me in the right direction for trying to figure this out. I have googled but cannot seem to find anything that talks about guest users and field visibilty that has helped me.
Many Thanks
Derek
Yes, guest user is still an user. There's hidden user account (which acts as "created by" when you make new Case for example) and Profile which you might have to edit. It doesn't show up on normal list of profiles (but for example the Id can be queried and once you know Id you could construct the url yourself).
If you're using an Experience Cloud (aka Community) go to your site's Builder and the links will be at the bottom.
If you're using Sites - it should be in Site's config.
I had the exact same issue, but did see the solution documented in the previous comments.
In your community navigate to Settings
Select General
Click link under Guest User Profile
Scroll down to Field-Level Security
Click View for Knowledge
Click Edit
Check the Read Access box for the fields which are not displaying
Click Save
I am trying to figure out why/how certain fields are auto-populating on my Opportunity object when I complete a Docusign.
The issue: On an Opportunity record I click a custom button that sends a DocuSign to a list of signers. When the last signer completes signing the document, and the DocuSign Status is marked as completed I refresh the Opportunity record and 2 custom fields have been populated with today's date.
Here are the items I have already looked into to trouble shoot the issue:
On the fields themselves, I have clicked the 'where is this used?' button, and the only places these fields are used are in Page layouts and reports. It is NOT referenced in any apex classes or process builders.
I have looked through all my workflow rules, and field updates on those workflow rules. These fields are not referenced in any of the workflows/field updates.
I have set field history tracking on the fields and found that the change is being made by an integration user. I then set up a debug log on the integration user and in all of the debug logs there is no reference to the fields being updated there.
In a sandbox I tried deleting the field to see if it might be referenced by a Custom metadata type, and no errors were thrown saying it was. I have also looked into the custom settings and custom metadata types to see if the reference to these fields could be in there.
Hoping someone can let me know if they've seen this issue before, or know any other ways to troubleshoot this issue.
It sounds like there's been some custom configuration setup, out of the box the package shouldn't add new fields to the opportunity record that are updated upon completion of an envelope. All of that information should only be found on the DocuSign Status object initially.
I would recommend reaching out to the DocuSign support team and have them take a look at the configuration with you to see what may be happening. https://support.docusign.com/
So I'm completely new to Salesforce Communities and working with the Experience Builder which is where I think this task would need to be done.
I want to display a list of Users in the Community (specifically only ones associated with the same Account as the current User) showing a certain set of fields and allowing in-line edits.
I see there's already a set of pages for User list, profile, and related list, but the User List page is blank by default. I found the Record List component for Experience Builder, but it does not appear to support User.
I'm considering making a Lightning Component that displays my table of Users to then use as a component in Experience Builder, but I'm not sure how involved of a process that would be or if there is a more straightforward approach.
How can I go about making this?
(If it matters, when I first made the Community I believe I selected "Customer Service")
I am currently building two sites out of a single Wagtail installation. The sites are for a company and it's sister company and there is some overlap in content. Ideally we don't want to have to post the same content twice. In particular we have an Events page on both sites and there may be events that are relevant to both companies.
The problem is that a Wagtail page can only exist in one place in the tree at once. I have considered creating a "MirroredEventPage" model with only one foreign key field to the original EventPage model, although this approach has it's problems when it comes to writing the EventIndex page and reusing templates.
I've also considered creating Events as a vanilla Django model which isn't ideal either.
Has anyone had a similar issue and found a good solution?
An idea would be to use a mix of using Wagtail Snippets and the RoutablePageMixin on your Events Index Pages.
1. Make an Events Snippet
Make the shared content of your Events page into a Wagtail Snippet. You will loose the ability to access versions of changes but gain the ability to share across sites.
http://docs.wagtail.io/en/v1.13/topics/snippets.html
2. Update your Events Index page model to use the RoutablePageMixin
http://docs.wagtail.io/en/v1.13/reference/contrib/routablepage.html
You can then hook into the URL calls for any of the Events Index pages if they have something like mydomain.com/events/123-event-name-as-slug. This can load a custom template (which can be shared or not, depending on the site), with the events index and the event snippet sent via the context.
These URLs will be their own unique URL but not actually have a page behind them. Remember to consider your SEO implications, ensure that the admin editors can manage things like meta description on the snippet (or work through how that will propagate automatically).
You can also hook into the Wagtail button (called Wagtail Userbar) so that when editors click the front end Wagtail button and click 'edit Event' it can take them directly to the Snippet editing page in admin.
http://docs.wagtail.io/en/v1.13/reference/hooks.html#construct-wagtail-userbar
3. Update Events Index Listing
If there are some events you do not want on both sites, you could add checkboxes (both ticked by default) for the two sites you operate. This means the Events Index page will only show the events relevant to that site.
You can do this by overriding the serve method on the page model.
Note: In this example you are not explicitly linking each and every event to each site's event index page. You are simply loading a query of relevant events and passing it to the events index template.
4. More Complex Integration
If you really want an individual page for each 'Event' under each site, you could create a custom signal on Snippet create/edit/delete.
Intro to Wagtail Signals:
http://docs.wagtail.io/en/v1.13/reference/signals.html
You would want to ensure that the fields are non-editable on the Page edit, but would be editable under snippets. Then you just keep things in sync with your signals, bit messy but gives you an actual 'Page' in the Admin.