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

learn more… | top users | synonyms

2
votes
1answer
24 views

ApexDevNet in the remote site

Just found a remote site in the Dev Org. I didn't add it before. What is the remote site "ApexDevNet" ? Can we just disable it ?
2
votes
1answer
26 views

Bulk API Hard Delete seems to be unavailable in our org

We have Enterprise addition and I've followed the following KB article and am unable to find this checkbox option anywhere. Has anyone else experienced this issue and is this something that needs to ...
2
votes
1answer
38 views

How to search on object lookup on custom field

I have a lookup field that displays the standard "name" field (renamed to Service ID) of a lookup object. However, this "Service ID" field stores the autonumberID of the object record and is not ...
1
vote
1answer
27 views

unable to mass update cases of same record type

Does a user have to have the "Modify All Data" permission in order to be able to mass update records? I have a user that does not have this permission explicity set and is unable to mass update ...
0
votes
0answers
24 views

best practices for managing space

We are still relatively new in the Salesforce world. We thought we sized our site to get us through a year of processing, but have run out of space in 8 months. We are concerned that we may not be ...
0
votes
0answers
14 views

how can I mass delete attachment files on a case record?

I have a case (and many otheres) that hold the image file of the email header that is attached to the case. Therefore, on a busy case, one with many emails attached via email to case, there can be ...
4
votes
1answer
46 views

how to enable deliverability testing from a non-administrator?

How can I enable a non-administrator user to use the email deliverability test tool? I have checked the system permissions for the user profile and there is nothing listed that enables this ...
1
vote
0answers
22 views

Can't disable email alerts

We have email alerts setup to notify us internally however I cannot disable them for some reason. I'm not that familiar with SF so I'm wondering if there's some other place than where I'm looking ...
1
vote
1answer
31 views

Email spoofing issue from salesforce - emails not getting through to recipients

If I send emails from an email-enabled object within Salesforce, e.g., case, the emails do not always get delivered to recipients. I have discovered that one or two of the recipients have these emails ...
1
vote
0answers
13 views

Partner unable to send email from a case

I have a partner portal user that, although the page layout assigned to their profile and record type that they are using for the case contains the email section (which by the way on the page layout ...
0
votes
1answer
23 views

Touching Contact Record in Person Account scenario

We use Person Accounts. I'm very familiar with how they work (after 3.5 years of dealing with them). We are constantly at the brink of no custom field space left on our Account object. I decided to ...
3
votes
1answer
21 views

Stopping sheduled reports by freezing user account

When a user account in Salesforce is frozen (using the freeze feature) does this prevent them getting scheduled reports that they would normally have received? For example, UserA has a role ...
4
votes
1answer
55 views

Can the Auto Number display format reset for each new year

I have created an Auto Number with the following format: {YYYY}/{000}. Is it possible for the number increments {000} to reset to 1 for each new year?
-2
votes
2answers
52 views

User is trying to create a case record using REST API, [closed]

The User is creating the Case record using REST API, Here the user has access to the contact field in case object but he is not having access to the contact object. wt could be the error message
1
vote
1answer
35 views

how to change the activity type of an email activity

When I send an email form within an object* in Salesforce, an associated activity is created. The "type" of the activity is recorded as call. How can configure Salesforce so that some other value is ...
2
votes
1answer
37 views

Is it possible to limit access to records based on profile's region?

currently system admin profile for all countries USA, India, China. Can we have custom system admin profile only for one country like usa, in which he isn't able to access the other country records ...
2
votes
2answers
37 views

How do you test Case feed in the sandbox?

Is there a way of enabling case feed in a full sandbox? The setting does not show in the Customise | Cases | Support Settings
0
votes
1answer
13 views

At what stage does the user email change, on record save or on email verification?

If I change a user's email address, I see that the email address does not update to the new email address when I save the record. Why is this? Is it because the user needs tio verify the new email ...
1
vote
1answer
22 views

how to enable a profile to mass update records?

How do I enable a profile to be able to mass update records of a specific object in Salesforce?
2
votes
1answer
100 views

Can we remove “on behalf of” from the “from address” on Messaging.sendEmail()?

I changed the from email address by setting the OrgWideAddress; but still the email's from address says noreply@salesforce.com on behalf of testEmail@test.com Can it be changed to a regular email ...
0
votes
1answer
50 views

Where is a good starting point to learn to Salesforce admin

I have looked through developer.force.com and gone through a few basic guides on apex. I cant seem to find a real starting point for learning the basics of salesforce admin. The youtube videos and ...
-1
votes
1answer
42 views

Territory Management [closed]

when do you use territory management? Also what is my role a admin far as enabling this feature is concerned? do i just enable and set it up or do i have to train them etc? are there any drawbacks to ...
0
votes
1answer
21 views

How to send out quarterly reminders to risk owners for quarterly review?

How to set up a task and send out emails at certain time, how to set up different groups of recipients.
1
vote
0answers
33 views

Export all the Activity history from the Lead object onto Contacts

How to export all the Activity history from the Lead object onto Contacts ? Can any one please suggest me the process with a detail description.. Thanks In Advance...
5
votes
2answers
76 views

Giving users access to a specific custom setting without granting them Customize Application access

I'm working on a VF page to give some users access to certain custom settings without given them the entire Customize Application access. Is there anyway to edit and commit data into the system as an ...
0
votes
0answers
18 views

routing leads to different queue

I had mexico and south america leads in one queue.those leads should be routed to USA queue depends upon product id(ex product id:23). appreciate your help advance
1
vote
1answer
78 views

Validation rule on a text field based on Role

There is a sub role called as "Member_PA" under system Administrator role. and there are two roles Member and PA. The requirement is if member enters a case validation rule should not fire but if a ...
0
votes
0answers
20 views

Gmail Integration - Changed Email Domains - SF Still Linked To Old Domain/Emails Addresses

Having spent 30 minutes or more searching and reading via SF's Help, Google search, and submitting a ticket which will take two days minimum for a reply, I'll inquire here. We used to have (almost) ...
3
votes
0answers
39 views

impact of critical updates 'Enable CSRF protection on GET and POST requests' & 'Require secure connections (HTTPS)'

We are in the process of activating critical updates in our production environment. 1) Require secure connections (HTTPS) 2) Enable CSRF protection on GET and POST requests Can someone explains me in ...
2
votes
2answers
178 views

Skipping Leads Entirely - Creating Accounts/Contacts (or PersonAccounts) Directly - B2C

Anyone have any guidance on implementing (in my case, updating) their Org (Enterprise in my case) to not use Leads any longer for B2C purposes? I am getting opinions from as many sources as ...
11
votes
2answers
161 views

Renaming a tab to Person/People now blocked?

Some of our customers have Contact/Contacts renamed to Person/People. But today I noticed that this - using these specific words - does not now appear to be possible in new orgs - see the screenshot ...
1
vote
1answer
75 views

Formula field based on Master-Detail relationship

I have a custom object called Sports, where I have a master-detail relationship with Contacts. I would like to build a formula field on Sports that references a field on the contact (specifically, ...
2
votes
1answer
55 views

Detail Page Case Button to update a status field value

Is there any way to create a custom button with URL or Javascript, and the scenario is when a user click on custom button(edit button functionality) in case object it should pre-populate the status ...
4
votes
2answers
129 views

Case owner should be updated to Created by field

Is there anyway that I could update "Case Owner" in Case object to the "created by" Field value using the Workflow? Any help is much appreciated.
0
votes
1answer
45 views

Difference between validation types

Can anyone explain me the difference when we set required as true in a tag, checking required as true, setting field as required at creation time and writing a validation rule ?
14
votes
1answer
229 views

Salesforce Pattern for Subscription: is the Opportunity the right place

My firm is undergoing an architectural overhaul of the way our SFDC instance is organized, as part of a move from selling perpetual software licenses to selling subscriptions. I've been trying to ...
1
vote
2answers
64 views

workflows & approval | can we use formula field to field update in new creating the field update, without triggers

IN workflows can we make formulas field to be field to update in "Immediate Workflow Actions"
1
vote
1answer
22 views

Users with dual roles - can it be done with one user account?

I'm trying to figure out how to set up security for a person that has a dual role that entails two separate hierarchical structures. Hi primary role is to work with the advancement group, which gives ...
10
votes
5answers
697 views

Interested to look for career in salesforce but no background

i am just wondering if can a person like me, with no background about salesforce or any IT coursE will find difficult to find career in salesforce? I am a registered nurse by the way and i am planning ...
2
votes
1answer
31 views

Salesforce Getting organization online users

Can anybody help me how to get logged in online users into my salesforce organization
2
votes
1answer
63 views

Removing Picklist items from multiple record types

Is there a way of removing picklist items from multiple record types in one go, just as there is a way of adding picklist values to an object with multiple record types. For example I have ObjectA__c ...
2
votes
1answer
138 views

Customize “Recently Viewed” list views

I have been asked to customize the generic "Recently Viewed [object]" list views that are present for Salesforce objects (note: I do not mean the [object] Tab Search Layout.) The only problem is that ...
6
votes
1answer
266 views

As an system administrator, how can i view other user profiles from their perspective?

I am sure this will be terribly simple but here goes . . I basically want to be able to go into a user profile (eg . . Sales person lets say) and view sales force as they would see it. This is ...
1
vote
1answer
23 views

Related to reports

On opportunity there is a amount field. when we run report on this in the report instead of 11000 is it possible to display Amount as 11k.
7
votes
1answer
91 views

Steps to consider before deactivating a System Administrator

Our system admin will roll off from the team and will be replaced by new one. I need some pointers to consider before we deactivate his licence. Is there anything we need to do for those batch job ...
2
votes
1answer
138 views

Insufficent Priviliges to access the User related Contact(Lookup) record

If i am having a User as a OverageHighVolumeCustomerPortal profile, it contains the Contact Lookup field. If i clicks the Contact Lookup then it throws the error like this: Insufficient Privileges ...
0
votes
1answer
32 views

The contact of the portal user couldn't be viewed from the user record details

I'm trying to view contact of the portal user from the user object in sandbox, but can't view it and I get the following error: You do not have the level of access necessary to perform the ...
3
votes
2answers
43 views

how can I report on report types in salesforce

I have accumulated scores of custom reports types within my org and some of them I think are obsolete, therefore I would like to remove them, however, in the interest of integrity, I would like to ...
1
vote
1answer
168 views

Insufficient Privileges For Admin User

I am Admin user .Accounts have two types of records Business Account and Person Account. using Overage High Volume Customer Portal User license,have a two types of profile for Business Account is B2B ...
1
vote
1answer
109 views

Salesforce Sandbox Problem

I am unable to Login into Sandbox account,Actually we have 3 Production Environment for this production account i have only one sandbox Account,in that 3 production accounts i changed one of my ...