Salesforce administration encompasses many different areas of Salesforce, but is generally non code related.

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1answer
20 views

How to set Email Opt Out field as checked for Particular Profile?

Set Email Opt Out field as true for only one profile.for remaining profiles set as unchecked.How to do this efficiently?
1
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1answer
21 views

Check Which Visualforce Pages Accessible?

<EDIT> My use case: Rather than showing "An insufficient privileges message" after clicking on a button, I want to hide/show the button using the apex code whether to display the button based ...
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0answers
15 views

How can I prevent a community user from creating an account?

I am going through the community user setup and I found that the standard profile has access to read, edit and create accounts. So I proceeded to edit the profile, but I am not able to take away the ...
3
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1answer
32 views

how can i give access to a particular user to create quotes even though he is not the opportunity owner?

Is there a way we can allow one particular user or users of particular profile to create a quote even though they are not owners of the opportunity.
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0answers
9 views

Show part of records?

I have several sObjects. Accounts Users Territory TerritoryUsers Relationship: Territory -> Accounts Lookup and many to many Territory -> TerritoryUsers MD Users -> TerritoryUsers Lookup Its ...
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2answers
14 views

Limit visibility of records

I have sObject for example Account, with records. And two users John and Jack. I want show to this users part of records, by using criteria. Something like, John show records with Account.Name = ...
0
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1answer
36 views

How to show user only part of records?

I have user profile named SimpleUser, and sObject Account How to show only part of records from Accounts for this user? Criteria for this value of record from another sObject related to Account and ...
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0answers
22 views

Users and Accounts, limit visibility

I have several sObjects. Accounts Users Territory TerritoryUsers Relationship: Territory -> Accounts Lookup and many to many Territory -> TerritoryUsers MD Users -> TerritoryUsers Lookup Its ...
0
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1answer
22 views

Lookup filters are not working properly for custom field in account

In Opportunity related account object, Account is a lookup field. In Account, Rep/agent number is a custom field. Whenever I click account lookup, and enter Rep/agent number, and then click Apply ...
0
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1answer
23 views

How can I stayed logged in as ADMINISTRATOR itself after logging out from a user?

I was able to login as a different user from Admin User using the "login" link available in the user record of "Users" once I enabled the "Login Access Policies". But whenever I am logging off from ...
1
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0answers
31 views

Remove unwanted standard fields in Dev Org?

I'd like to remove some less used standard fields in a dev org that are not present in my Enterprise org so that my metadata is a clean copy. For instance, I'd like to remove Contact.CleanStatus and ...
1
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2answers
36 views

Validation Rule Issue - Why won't this work?

I've been trying to figure this out and cannot get it to work. I've tried the following combinations and nothing I do gets it to trigger. We have a lookup field that looks up to the Sales Order ...
1
vote
1answer
14 views

how to change the administraror in a Developer Edeition account?

We have a Developer's Edition account with 2 active users: me and the old administrator. I can not find any way to change the "system administrator" profile. I cant change mine. I cant change his (the ...
11
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2answers
99 views

How to get the current sandbox-name programmatically (dynamically) via APEX?

Now after all mere subscribers has per default a lot of sandboxes available, I need a way to programmatically (dynamically) get the sandbox-name of the sandbox org where the actual code is executed. ...
11
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2answers
245 views

Is it possible to get the Standard Field “Name” increased form 80 characters lenght to a greater legth by Salesforce Support?

Is it possible to get the Standard Field "Name" increased form 80 characters lenght to a greater length by Salesforce Support via a case? I know, it's not possible changing this as an Admin. But I ...
1
vote
1answer
23 views

Track Lead Status values on a Lead

I have a custom field('Marketing Lead Status pick list (A, B, C, D)') on Lead. When I am inserting lead from web Marketing Lead Status set to 'A' and when lead inserted manually Status needs to set 'B'...
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0answers
13 views

Salesforce Bcc tracking All Activities and viewable/searchable throughout entire company

All of our emails are currently being Bcc'd and are searchable within Salesforce. I would still like to use this functionality because it's helpful to the sales organization if possible. How do I ...
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0answers
21 views

Custom fields mapping on Lead is not working in lightning

I have mapped custom fields on Lead object using "Map Lead Fields" button. When I am converting Lead in lightning (using one/one.app) needs to select customer manually and Opportunity will create ...
0
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1answer
47 views

How to calculate the duration between each status on lead object?

I have a requirement to display days lead has been in current status on Visualforce page. If lead status = "A". I have to show how many days that lead has been in same status. If status changed to "...
2
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1answer
43 views

NO user can log into the org as a result of profile change

We have a developer org and all of the users (including the admins) in the org have the same profile and the profile was mistakenly updated to have NO rights. (simplified version of the story). Now ...
1
vote
1answer
51 views

how do I add 6 months to a date field in a formula?

How do I add 6 months to a date field in a formula? There are two Date fields date of joining(DOJ_c) and a formula field (Conformation_Date_c), if i put any date in date of joining (DOJ_c) field ...
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0answers
27 views

I have written this formula where RESULT= DOJ+ 6 months. This code is working but for 28,29 & 31 Dec it is showing error. Plz help asap [duplicate]

DATE( IF(MONTH(DOJ__c )>6, YEAR(DOJ__c ) + 1 , YEAR(DOJ__c)) , IF( MONTH(DOJ__c)+6 > 12, (MONTH(DOJ__c)+6)-12, MONTH(DOJ__c)+6) , IF(OR(DAY(DOJ__c) = 31,DAY(DOJ__c) = 29,DAY(DOJ__c) = 28), CASE(...
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2answers
50 views

How to create formula field where i have to add 6 months to one date field?

I have one date field DOJ(date of joining). I have to create one formula field "CONFIRMATION DATE" where the date value will be DOJ+ 6months( whenever i enter some data in DOJ field). So how to do ...
4
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2answers
39 views

Setting a default view on Apex Classes

Is there any mechanism to set the default view on this screen?
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0answers
24 views

how to open the page according to pick list value?

i am having a record type as pick list according the value the pages have to open in the sales force using declarative tools. how to change the page layout according to the pick list value.
1
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1answer
36 views

how to change the master details relationship field type

there are 2 objects contacts & accounts under that mailing address(contacts) & billing address(accounts) fields are there. they are in master detail relationship.Whenever i am filling mailing ...
0
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1answer
19 views

Look up Filter Condition doesn't show record shared by other user

I have one account record and it has a field of picklist (Type) and value set to ("salesforce"). This Account Record is created and shared by admin to the roles(x,y,z) by Manual sharing rule. When i ...
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0answers
28 views

Pull ContentDocuments through the API

We are trying to pull all of the ContentDocuments out through the API as an admin user, but we are having issues. Unlike the UI, the APIs do not allow listing all the records in Content, even for ...
0
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1answer
29 views

how to make the tab visible for other users [duplicate]

Household information must only be visible to the director and staff. Adoption requests are only visible by staff and directors.
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0answers
30 views

Limited Admin or Delegated Admin profile in Salesforce

So this is the conundrum I am in, we are wanting to store HR sensitive information within salesforce such as salary info and SSN the issue is that we have part of our development team has admin access ...
0
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2answers
41 views

How to backup modified record or field value?

I have few records in one custom object. If some one modify any record, I need to store the modified data. In above picture, if someone modify Answer field value to 10000, i need to know the past ...
1
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0answers
22 views

Account Name not displaying automatically when lead is converting in lightning

I am not able to see the Account Name and Opportunity Name at the time of converting lead in lightning. But it is these are coming automatically when I am using salesforce classic version. Please help ...
0
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0answers
13 views

How could i give a user who tests the application access to login as user but not have access to setup and configuration.

The business users who tests applications today have administration access to login as different users and test as other users, this access is important, but we want to confine them to not have access ...
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0answers
17 views

How to override “Take me to Google Docs” link in salesforce?

In the Notes and Attachment related list there is a button called Add Google Doc. When clicked on that button it will take to a page to select google docs as shown below. So my question is how to ...
0
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1answer
28 views

Can we split the user if they have a same profile

I Created three communities and add a Custom Profile "CommunityCommunityProfile". I created Users with this Profile. Now Problem is all the users with this profile are login into all the communities. ...
3
votes
2answers
67 views

Can we Update Cloned Profile automatically If any changes happen in original profile

I created a profile, and clone that profile and created another two new profile. If i change any changes in that profile I want to reflect those changes in cloned profiles.
1
vote
1answer
14 views

set the field Ownership a read only for a specific profile?

I have only 1 profile that i need to disable this option, as I dont want them to be able to change the ownership for: Accounts, Leads, Opportunity But when i try to do it as I would do a different ...
1
vote
1answer
115 views

How can I add tab on lightning

I want add tab on lightning toggle bar. I have created lightning component tab and added in Salesforce1 navigation menu. But it is not showing when I switch to Salesforce lightning. It showing when I ...
2
votes
2answers
25 views

Commenting configuration changes

When I have to do "strange" things in code, I comment it. Salesforce has introduced many places for declarative business logic (e.g., Process Builder, Flows). Is there any way to add comments near ...
1
vote
1answer
35 views

Is there a way to send delayed emails from salesforce

I wanted check if it all its possible to send delayed emails from salesforce. ie. I want my sales people to be able to send emails to customers on future dates. Is this possible ? The only thing i ...
0
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2answers
31 views

How to assign object tab to one profile

One custom object is perfectly viewable as an admin. But in my org, one profile users needs to be able to view this tab and right now He can't. How to viewable to that particular profile user? Should ...
1
vote
2answers
54 views

How to add Notes and attachments to the Opportunity in Salesforce1 mobile

In the desktop I am able to see "Notes & Attachments" related list on the Opportunity. But When looking the same opportunity in Mobile (Salesforce1) not able to see Notes & Attachment. How to ...
1
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0answers
20 views

open the record detail on record click in squid

I am using squid with my salesforce. I want to open a record detail on the click of any record in a given table which is also in squid.
3
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4answers
71 views

Exclusive differences Profiles vs permission sets?

I understand, the differences between Profiles and Permission Sets. I just wanna ask are there some configs that make Profile or Permission Set unique. Are there things that could only be done via ...
1
vote
1answer
61 views

How to create an object with n number of children mapped to it

I have a requirement in which I have a parent and which could be related to n number of child, and all the child can have only single parent. What to do if I want to achieve this. If I do this ...
2
votes
1answer
15 views

How to edit the Shared roles in Sharing rules?

In sharing rule when I am trying to add new role (to share) it is not showing any edit option. Could anyone please tell me how to achieve this. Please find below image:
1
vote
1answer
21 views

Is there a way we restrict editing of fields in contract once activated [closed]

I want to make sure that noone can edit the contract records once its activated. I also have a custom object contract line items and these records also should not be allowed to be deleted. I want to ...
-1
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2answers
21 views

Some of the campaigns of account not showing to the user

I am facing an issue that, some of the campaigns in an account is not visible to the user. User is able to see few campaigns of the same account. Not sure how to proceed in this issue. Help needed.
2
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0answers
24 views

How to remove unwanted fields from Salesforce1 filters?

On salesforce1 in list views there are buttons like Filter, Sort and New When clicked on Add Filter it is showing all the fields which are visible to me. How to restrict the fields available for ...
1
vote
1answer
200 views

update picklist value using process builder

I have a object called job application and another object called Interview. On interview I have a lookup relationship field to the job application object. I have a picklist field called status in job ...