Browserforce Settings

ActivitySettings

• Salesforce Setup Menu: Feature Settings -> Sales -> Activity Settings (/lightning/setup/HomeActivitiesSetupPage/home)

Although the Metadata API has a ActivitiesSettings.allowUsersToRelateMultipleContactsToTasksAndEvents field, it is not possible to enable this setting using an API.

Beginning with API v36.0, this field is read-only in all versions of the API.

Source: https://developer.salesforce.com/docs/atlas.en-us.api_meta.meta/api_meta/meta_activitiessettings.htm

CompanyInformation

• Salesforce Setup Menu: Company Settings -> Company Information (/lightning/setup/CompanyProfileInfo/home)

CustomerPortal

• Salesforce Classic Setup Menu: Customize -> Customer Portal -> Customer Portal Settings (/_ui/core/portal/CustomerSuccessPortalSetup/e)

DensitySettings

• Salesforce Setup Menu: User Interface -> Density Settings (/lightning/setup/DensitySetup/home)

Toggle between "Comfy" and "Compact".

EmailDeliverability

• Salesforce Setup Menu: Email -> Deliverability (/lightning/setup/OrgEmailSettings/home)

Choose between "No access", "System email only" and "All email".

HighVelocitySalesSetup

• Salesforce Setup Menu: Feature Settings -> Sales -> Sales Engagement -> Sales Engagement Settings (/lightning/setup/SalesEngagement/home)

Due to a bug, High Velocity Sales needs to be set up and enabled initially using the UI. Once set up, it can be configured using HighVelocitySalesSettings Metadata https://developer.salesforce.com/docs/atlas.en-us.api_meta.meta/api_meta/meta_highvelocitysalessettings.htm

HistoryTracking

Enable/Disable History Tracking on CustomObjects and CustomFields. This feature specifically closes a gap where you cannot enable field history tracking for custom Person Account fields via the Metadata API.

HomePageLayouts

Assign Home Page Layouts for Profiles.

• Salesforce Classic Setup Menu: Customize -> Home -> Home Page Layouts (/setup/ui/assignhomelayoutedit.jsp)

LightningExperience

• Salesforce Setup Menu: User Interface -> Themes and Branding (/lightning/setup/ThemingAndBranding/home)

Although the Metadata API has a field activeThemeName in LightningExperienceSettings it's not possible to activate any of the standard themes like Lightning and LightningLite or SalesforceCosmos.

LinkedInSalesNavigatorSettings

• Salesforce Setup Menu: Feature Settings -> Sales -> LinkedIn Sales Navigator (/lightning/setup/LinkedInSalesNavigatorPage/home)

Enable Sales Navigator Integration

OmniChannelSettings

• Salesforce Setup Menu: Feature Settings -> Service -> Omni-Channel -> Omni-Channel Settings (/lightning/setup/OmniChannelSettings/home)

Enable Status-Based Capacity Model

OpportunitySplits

• Salesforce Setup Menu: Feature Settings -> Sales -> Opportunities -> Opportunity Splits Settings (/lightning/setup/OpportunitySplitSetup/home)

Enable and Set Up Opportunity Splits.

Prerequisite: Opportunity Teams must be enabled e.g. by deploying 'Settings:Opportunity' containing <enableOpportunityTeam>true</enableOpportunityTeam>.

PermissionSets

Adds the ability to provide access to service presence statuses via Permission Sets.

Example:

{
  "$schema": "https://raw.githubusercontent.com/amtrack/sfdx-browserforce-plugin/main/src/plugins/schema.json",
  "settings": {
    "permissionSets": [
      {
        "permissionSetName": "ServicePresenceTest",
        "servicePresenceStatuses": ["TestStatus", "TestStatus3"]
      }
    ]
  }
}

Picklists

• Replace (and delete) picklist values
• Manage (create/modify/delete) Field Dependencies on CustomFields. If a Field Dependency already exists for the dependent field, it will be deleted.

RecordTypes

• Delete inactive record types

RelateContactToMultipleAccounts

Doing this through the Metadata API (AccountSettings.enableRelateContactToMultipleAccounts) will not always make the AccountContactRelation object available. Enabling the feature using the setup does always work, therefore this plugin.

ReportsAndDashboards

Enable Enhanced Folder Sharing. If your organization was created after the Summer ’13 Salesforce release, you already have enhanced folder sharing enabled.

SalesforceCpqConfig

Set up the Salesforce CPQ package.

SalesforceToSalesforce

Enable Salesforce To Salesforce

Security

CertificateAndKeyManagement

• Salesforce Setup Menu: Security -> Certificate and Key Management (/lightning/setup/CertificatesAndKeysManagement/home)

• Import Certificate from Keystore

• Create Self-Signed Certificates

AuthenticationConfiguration

• Salesforce Setup Menu: Company Settings -> My Domain (/lightning/setup/OrgDomain/home)

Toggle Authentication Services in Authentication Configuration Section of My Domain Page

ServiceChannels

Configure the status-based capacity model for Service Channels.

Slack

• Salesforce Setup Menu: Slack -> Slack Apps Setup (/lightning/setup/SlackSetupAssistant/home)

Set up Slack

• Agree to Termns and Conditions
• Enable the 'Sales Cloud for Slack' Slack App