Category Archives: Salesforce Configuration

Using Dynamic Actions

11 Wednesday Aug 2021

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Scenario:

Let’s say we have a quick action button(Edit) in the Highlights panel and the object behind the page is a Custom object. Also, we have a field called Form Status and we need to hide the button, when the Form Status = Pending Department Approval or Form Status = Pending Final Approval. This means, when the record is pending for approval, we don’t want any user to edit it.

Solution:

Use Dynamic actions :). This feature lets us to show or hide the actions based on criteria(s).

Dynamic actions for custom objects are now GA for mobile, and have been GA for desktop since Winter ‘21. Dynamic actions for Account, Case, Contact, Lead, and Opportunity are now GA for desktop. Dynamic actions for all other standard objects are Beta for desktop.

Where: This change applies to Lightning Experience desktop and the Salesforce mobile app in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.

How: To enable dynamic actions for a custom object on desktop and mobile, add or select the Highlights Panel component on the object’s record page. In the Highlights Panel properties pane, click Upgrade Now and step through the migration assistant to migrate actions or start with new ones.

Upgrade Now button for custom objects.

When you click on Upgrade now, system will ask you to migrate the existing page or start from Scratch. I had selected the Migrate option and chosen the page layout that is displayed on the record page. That’s it, now you can use Dynamic actions!!

Select the action(in this case, it is Edit) and click on Add Filter for that action. You can have multiple filters and set the filter logic as well:

The beauty of this feature is that we can also make this button available only for System administrators by checking the logged in user profile, when the Form Status = Pending Department Approval or Form Status = Pending Final Approval:

Actually, when you select Advanced, we can choose fields from User object, Device Form Factor, Custom/Standard Permissions and much more. Really cool isn’t it?

Hope this post is helpful and please leave your comments below for any questions. Thanks!!

P.S: To stay up to date on the road map for Dynamic Actions please join the Trailblazer Group here.

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Duration of the events in the Salesforce calendar can’t go beyond 14 days

15 Tuesday May 2018

Posted by in Salesforce Configuration, Uncategorized

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I have faced this issue recently in my current project [Later on, I realized that I was aware of this issue earlier perhaps 3 yrs ago when I was working in the consulting firm, my bad memory:)]. The requirement is to create the calendar event when the record is created in one of our Custom object based on the start and end date fields in it.

I created a process builder and it gets triggered when the new record is created in the Custom object. Immediate action in the process builder is to create a record in Event object.

It works fine when the difference in start and end date is less than or equal to 14 days (duration of the event is less than or equal to 14 days) else it throws an error ”

Vote for the below idea so that salesforce removes this limit in the calendar event:

https://success.salesforce.com/ideaView?id=08730000000Guw6AAC

Workaround: I created a flow to create events based on the start and end date. Suppose, start and end date span for 6 months(Start date=15/5/2018 and End date=15/11/2018), split them into 14 days and create events accordingly. So, in this case, I would have created 13 event records approximately from 15/5/2018.

Please comment below for any questions on this.

Tip # 25: Error in creating Lookup relationship

29 Sunday Apr 2018

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Recently, when I tried creating a lookup relationship with the Product (Standard Object) from the custom object, I got the below error though I was not trying to create the Master Detail relationship:

You cannot create a new Master-Detail relationship on an existing custom object if records already exist. You must first create a Lookup relationship, populate the lookup field with data in all records, and then change the relationship type to Master-Detail.

Moreover, the custom object was a new object and it did not have any records. I was bit confused and the error message is misleading as well. Then, after googling, it looks like you can create a lookup field to Product only if you allow to clear the field if the Product record is deleted(please check the below screenshot for your reference):

Lookuperror

Please let me know for any clarification.

Tip# 22 – Rowsperpage

01 Saturday Apr 2017

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Many of us would know this tip, but I thought of sharing it as it will be useful for someone who does not know about it.

Suppose you want to add a field “Available To” from the Product object on to the changeset, so you would click on Add button, select Custom field in the drop down and click on A. Then you would click on next page and select the field “Available To” .

Instead, you can click on more records per list page and go to end of the address to look for “rowsperpage”:

Rowsperpage

Change it to lets say 2000 and click on enter, in this way, you don’t need to navigate to next page to select the field:

Rowsperpage-LATER

Let me know for any questions.

 

Tip#20 -Restricted Picklists

22 Sunday May 2016

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A restricted picklist field includes only the values that you’ve defined and users cannot enter any value other than the defined picklist values. This is to ensure that the integrity of the picklist data is maintained and your picklist stays clean. Salesforce has introduced this functionality in Spring’16 and it is in Beta.

If you have a Developer Edition org or sandbox org, no setup is required to use restricted picklists. For all other editions, restricted picklists are available as a beta feature, which means they’re highly functional but have known limitations. Contact Salesforce to enable restricted picklists.

Suppose, you have configured a restricted picklist in Sandbox and when you move it to production, you might get an error “Cannot have restricted picklists in this organization.” To resolve the issue, you can contact support to enable restricted picklists in production org.

Here you can find the release notes from Salesforce.

Extract Controlling and Dependent picklist values

01 Friday Apr 2016

Posted by in Salesforce administration, Salesforce Configuration, Uncategorized

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If you ever want to print or extract Controlling and Dependent picklist values, you can use the solution highlighted by Kenny Jacobson: 

here is the link

I had to use it in my current project to check the field dependencies for 2 picklist fields and make modifications accordingly.