[SalesForce] Hierarchical custom setting for field values

I would like to create custom Formula checkbox field "UniqueId" which is true or false based on values in my Custom Settings.

I have got Hierarchical Settings based on Profiles with one custom field which stores Record Type Ids for Cases.

For example:
CUSTOM SETTING:
Profile – System Administrator
"RecordIdField" – Id1,Id2,Id3

Profile – Standard User
"RecordIdField" – Id1,Id3,Id5

And field for System Admin will take true for Cases with RecordTypeId 1,2 or 3 for rest false, for Standard User will take true for Cases with RecordTypeId 1,3 or 5 and rest false.

Is there any way to get this?

Best Answer

If it a hierarchy custom setting then you can access the custom setting using

$setup.CUSTOMSETTINGNAME.FIELDAPINAME

Now you can use formula's CONTAINSto check recordType Id is present all or not. Based on that return true or false

Related Solutions

[SalesForce] Can you do a SOQL Query on a Hierarchical Custom Setting

Technically, the custom setting is an object just like other custom objects. So you can do the following SOQL query:

SELECT Id, Name FROM Your_Setting__c Where SetupOwnerId = :profileId FOR UPDATE

If you're looking for the default setting, replace :profileId with UserInfo.getOrganizationId()

[SalesForce] how to give permission for custom setting in permission set

Users with the "Standard User" profile can not write to Custom Settings objects. To do this you need to grant users the "Customize Application" permission and this in turn requires the View Setup Configuration permission.

From Salesforce docs: To manage, create, edit, and delete custom settings: Customize Application

Add Custom Settings Data

So if possible you can try to replace it with custom objects.

Best Answer

Related Solutions

[SalesForce] Can you do a SOQL Query on a Hierarchical Custom Setting

[SalesForce] how to give permission for custom setting in permission set

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