We need to add some custom profile properties to user accounts. So we have gone through Site Settings and added the Custom Profile Properties and made sure they are visible to all. What expect is that now a user can go to Edit Profile and those new custom profile properties can be set. It doesnt happen. What are we missing?
Depending on your version of DNN there are a few things that could be happening.
Be sure to clear the cache, and/or restart the application to ensure that the list is current
Check to see if your site is using anything for a custom profile module. (Either customized registration form via Admin -> Site Settings -> User Accounts or possibly using Dynamic Registration or otherwise.) If using a custom form you will need to update it as well
Related
The question is about the custom visualforce page in Salesforce. The page is created for getting contacts, opportunity, loans all are at a single dynamic link on the account named "Manage portal Access" Which comes under "Customer Portal Access" Tab like details and related list under "Account" Tab.The page was created to Manage the customer account, contacts and opportunities relationship. The page contains Email, Role, Last Login and a Toggle button as "Enabled".When this toggle button is enabled, those users have access to this portal relationship. It has respective apex class also.
The task here is, the toggle button can be enabled/disabled by some users, this want to be changed here by providing Read only access and assign two permission sets for edit access on this portal enable/disable.
" As a user I want Read Only Access to the portal tab. I want to be able to view all information on the tan and click through any dynamic links, but not be able to toggle the portal enable or un-portal enable any contacts. All Salesforce users should have a minimum of read only access to the Customer Portal Access Tab. The two permission below currently and should continue to provide edit access to the customer portal access section.
Create Customer Portal User
Document Manage Portal Admin "
Whether there is any customization option like providing access to objects in Salesforce through (Layouts, Fields FLS, Validation Rule)?
Or
-This can be achieved only through code on Visual force page and it's respective apex class, if this is the case how can I do it, whether there is any certain command or method for providing access or through controller class?
The "normal" object permissions (Create/Read/Update/Delete) and field level security (Read/Update) can be referenced in Visualforce. Something like this might be enough for you:
<apex:commandButton disabled="{!$ObjectType.Contact.fields.Role__c.updateable}">
Check the DescribeFieldResult in Apex reference. There's also something mentioned in VF developer guide but it's bit hidden and not as detailed: https://developer.salesforce.com/docs/atlas.en-us.234.0.pages.meta/pages/pages_variables_global_objecttype.htm
If you need more control than just whether field is editable or not - maybe look into Custom Permissions. They're your own checkboxes you add to Profile/Permission Set and you can check them in pure VF too, no apex required.
So... you decide. If most of the page is supposed to be identical, "just" about the button being enabled/disabled (or maybe even not rendered at all) - it's best to put the condition in the button. If it sounds like you need 2 different layouts - having 2 big blocks of code and one or another rendered might be cleaner to maintain and test.
P.S. Remember that good tester can activate the button using browser's developer tools. You should make similar "is field accessible / is custom permission assigned" check in Apex that runs on button click.
When a custom form is created in Wagtail, I can see that it stores in the DB. What I'm not clear on is how to make it so that the admin UI contains the results in some manner. (A new link which lets you download a CSV would be fine, but I don't see how to do that)
How do I allow admin users the ability to see the results of the custom forms? Is this library the only way?
Once you create your first form page (i.e. a page of any page type that subclasses AbstractForm), a 'Forms' item will automatically appear in the left menu of the Wagtail admin. This provides a listing of all the form pages that exist on the site, allowing you to access the results of each one and download them as a CSV.
I have a requirement that there is a user with particular profile and if he logs into the salesforce account, I want that he should be directly shifted to a visual force page. I tried to replace home tab with visual force page. But in profile this option is not editable. What I can do to accomplish this.
You could create a new "app". Apps are pretty much just sets of tabs (with exception of special stuff such as Service Cloud Console). In app you can define that there should be no home page, instead your visualforce (as a tab) would be added and marked as default landing page. Then you'd share this app with his profile and revoke access to other apps?
People can still add/remove tabs they wish to see in each app though so somebody might override your configuration.
I have been following the salesforce Recruiting App tutorial, and reached the section on creating a public site:
http://www.salesforce.com/us/developer/docs/fundamentals/Content/adg_composite_app_public_sites.htm
I have built a simple page to display open jobs as described here:
http://www.salesforce.com/us/developer/docs/fundamentals/Content/adg_composite_app_create_public_jobs_try_it_out.htm
This is displaying the open jobs correctly when I view it through our "internal" URL: https://c.ap1.visual.force.com/apex/PublicJobs
But when I view this same page through our "external" URL: http://servian-developer-edition.ap1.force.com/careers, the page still renders, except that now the list of jobs is empty.
I don't think this is a permissions error, as if so it would surely prompt me to log in. What do I need to do to make the data show on the "external" URL?
Make sure the "guest" user for the site has Read permission for the Positions object on its profile. You can't access the profile for the guest user through the normal Profile list page in Setup; instead, click on the Public Access Settings button from your site's detail page. On the profile, go all the way to the bottom of the page and make sure the Read permission is checked. If its still not working, ensure the Field Level Security settings also correct for that profile. The FLS settings are controlled about mid-way down on the same page.
In addition to above, ensure the object, if it is a custom object is in "Deployed" status. This fixed the issue for us.
Additional Information (from help.salesforce.com):
While developing a custom object or external object, you might not want users to see and interact with it. Because users might get frustrated with changes in layout or lose data when you delete custom fields, control visibility of the new object until you are finished.
Use the Deployment Status setting in the object definition to control when users can see and use the object and its associated custom tab, related lists, and reports.
Choose “In Development” as the Deployment Status when first creating your custom object or external object. Doing so hides it from users while you are designing and testing it. Only users with the “Customize Application” permission can see the object tab, search results, related lists, and report data types.
Change the Deployment Status to “Deployed” when you want to allow all users to use the object and any associated custom tab, related lists, and reports.
If you make more enhancements after deploying a custom object or external object, you can change the Deployment Status back to “In Development.”
I am writing a simple salesforce app that requires app-level and user-level configuration. I have created custom objects for these settings, but cannot figure out how to add links to the Setup page (Personal Setup and Customize) so that the settings can be managed.
Quite a lot of research, and a question on a salesforce board, have left me none the wiser. I have seen a couple of scripts on the web that hack the setup sidebar with javascript (eg http://userscripts.org/scripts/show/95361) ... but this can't be the right way to do it surely?
Thanks
Jim
You are unable to do this without hacking because Salesforce want it so that you don't require over-explicit setup of any app you create - they want you to make it data-independent and in fact it may fail a security review if it is data dependent. It will also likely cause you headaches in correctly unit testing the app.
My suggestion would be to have a set of custom pages which are linked to on the home page for a user which display if they have no current values (so the first thing they see on the home page when they login for the first time is a "Hey, before you use this app you need to do some configuration through this handy wizard" and then block access to other areas of the app (i.e. display warning messages on other pages) if the app has not had this data setup.
That way you are not hacking and are providing a nice user experience around the extra setup.
Paul
DO you just want to add a new TAB on the top menu that links to the Edit page for your new sObject?
If so:
Goto setup https://cs3.salesforce.com/ui/setup/Setup
Click on 'Create' > 'Tab'
Pick the sObject you want the tab edit, the click next until you save the new tab.
There is no supported way to augment the Setup menu.
You should probably be using Custom Settings for what you are describing - they were designed for app-level and user-level configuration, and are available from Setup.
Otherwise, if it really is custom setup that requires fancier logic / UI / etc, you may want to do what many SFDC ISV's do and ship your app with its own configuration tab that's hidden, and/or custom VF page that manages app settings.