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

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2answers
14 views

Approval process - Notification email is not required

In approval process, can we stop auto generated mail (when submitter submit any record in the meantime approver receive an email) .. i want to stop that mail (approver will not receive any type of ...
1
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0answers
7 views

Delegated Administration log in not working

I am using delegated administration to allow supervisors to log in as their subordinates. However it is not working. I have set the correct users to give administrative access to and have set the ...
2
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0answers
32 views

OAuth1 and Moving from SHA-1 to SHA-256

Today our Java middle-ware communicates with our SalesForce.com app via OAuth version 1. Will it still work after the upgrade to SHA-256? Should I upgrade to OAuth 2? Appreciate any help. Update ...
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0answers
28 views

Exception / error while Profile Permission Change(Urgent)

I have to change few fields in Account object to Read only at Profile level When i am changing and Upon clicking Save, I am getting the following errors and we have installed Service max App exchange ...
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1answer
35 views

How can I know the account team members of my parent account?

Sharing settings for Accounts: Private, with grant access using hierarchies As the owner, or in the account team, of an account, I wouldn't mind knowing who are the team members of my parent ...
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0answers
26 views

account name - field value required issue

I'm encountering an odd problem with the account name field. When entering an account name either thru the UI or in unit tests I get the error required field missing [name], but I am filling in the ...
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0answers
37 views

Enterprise RMM - have the trigger send reply directly back to original recipient

I have recently built a Triggered email campaign and replies need to go to multiple people (vary depending on message and data). I figured that I can handle this by using the Enterprise Reply Mail ...
0
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1answer
26 views

Add or remove permisssion for Find Connection button

How do I remove the Find Connection search layout button particular user? This button appears on the list view search layout and I would like to disable it on a per-user basis.
3
votes
1answer
24 views

Specify Teams within hierarchy?

Is there a way to have a Hierarchy in salesforce but split in Teams somewhere else? For example we have something like this: Senior Broker A Senior Broker B Junior Broker A Junior Broker B Team ...
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0answers
11 views

Loading/importing notes into the Leads Notes

I have been trying without success to come up with a way to load comments from an external system in to the leads object. The SF org is Professional edition, so I do not have access to data loader. ...
1
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2answers
27 views

'Use Case Feed' option on developer org

I setup a developer org to test Case Feeds. When I try and edit a profile, I cannot see the 'Use Case Feed' option under General Permissions. How can I get access to that permission?
0
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1answer
31 views

Is there a way to restrict the buttons on a standard page to be top only

Was wondering if there is a way to show the button on a standard page to be available only on the top of the page instead of displaying both and top and bottom of the page. Thanks
1
vote
1answer
59 views

Docusign integration

I am trying to setup Docu Sign for my company and i did all the steps and i got stuck on this. When i press the custom button provided by docusign Send with Docusign that is added to all page layouts. ...
1
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1answer
17 views

Take a Data backup of an existing custom object with attatchments into a new custom object

I have a custom object which is part of a managed package and is likely to be discontinued. We want to move all the data in that custom object of the managed package to be transferred to a new custom ...
4
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1answer
86 views

Code Coverage - SalesForce Bug

While trying to upload our package (as an ISV partner) I noticed the following readings: Upload failed due to 73% code coverage (of course... we need 75%) From the "Apex Classes" screen, after ...
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0answers
22 views

Mass Update the Email me notification

How to mass update "Email me when someone assigns me a task" in salesforce Under my settings--> reminder alert. Can we make the checkbox to true using data loader / apex?
3
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0answers
32 views

How to get rid of the “Walkthrough / First Steps side panel” in trial orgs

We are starting an implementation for a new client on a trial org. I'm confronted with an very annoying side-panel which as an unfortunate also overrides the force.com admin-panel. It looks like this: ...
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2answers
38 views

Is it possible to assign different page layouts to different users having same profile and user license?

I have requirement to assign different page layouts to different users having same profile and user license.
1
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1answer
61 views

Deploy ChangeSet but “Added Entity” Errors?

This is very strange to me, as I cannot Google any help on it at all. It appears that this deployment to our "Full" sandbox went fine despite the "errors" listed where it seems to have ADDED ...
0
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1answer
33 views

unable to clear out email field on clone using URL hacking

I am creating a button to clone a contact record, however I don't want to clone the email field, therefore I use the following syntax: ...
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2answers
23 views

In Snapshot how should i able to access (in Salesforce) the historical data as of the date it was captured

I have created snapshot and mapped all the fields (Source and Target) and scheduled the time also. I am getting the proper output in report format also. But now i want the "we should be able to ...
0
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0answers
28 views

How to View excel file

I have a link in my Home page which should open a excel file in a new window. When i click that link the file is getting downloaded and not able to view the excel file in the new window. Right now i ...
0
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1answer
25 views

How to add and remove client fields in remedyforce

Hope you all are doing well . I got stuck into a major problem . I want to add some new fields to client layout and remove those mandatory fields which is email ID, Client ID and last name. My ...
1
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1answer
35 views

Can we clone Salesforce standard objects?

I want to give a custom object equal org-wide default to accounts. It is possible we clone Salesforce standard objects.
2
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1answer
77 views

Can I make Account Owner read only?

This is my issue Users assigned to a particular profile who cannot change the account owner. I went into the profile to set OwnerId to readonly and cant do it at profile level for some reason. ...
2
votes
1answer
143 views

Territory Management 2.0

I'm new to the concept of Territory Management in SFDC. Our organization uses zip codes to assign accounts & leads to sales rep (via assignment rules). As a result we have hundreds of assignment ...
2
votes
1answer
33 views

Salesforce Report (Query) Odd Behavior

Does anyone have links to info or knowledge of the following behavior and if there is something I can do Administratively to rectify it? A report, filtered on Time Frame of Created Date (custom ...
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0answers
10 views

How can we get the converted lead information in lead lookup field search

I've created a lead lookup field on lead object, now I am getting only unconverted lead record information but also want Converted lead information and how is it possible (I am using Professional ...
1
vote
1answer
19 views

Creating/Edit Users using Force.com License

I'm building an app on Force.com platform and the users would be having a force.com license. Does the admin need to have a full salesforce license to create users or i can create users even if the ...
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0answers
16 views

How to see the oldest Chatter posts in an environment?

After many years, when you are leaving a project which you started, you perhaps would want to see the first few Chatter posts to remind yourself how it all started. The long way to do this would be to ...
0
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2answers
51 views

administration: Is it possible to populate the opportunity name with the word renewal + Date(year) in a text formula?

I have a process builder and a workflow active to create an opportunity on its renewal date. I am wondering if I can create a text/date based formula that outputs the current opportunity name + the ...
1
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0answers
36 views

NA4 Is Splitting - Updating URLs On Buttons And Other Admin-Level Places (not Apex)

Original question related to this: Searching "everything" in Salesforce So there was an answer involving an "ant script", which is no use to me. I am comfortable enough (I thought) ...
0
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0answers
47 views

Regex function to allow special characterss

How to use regex function to allow special characters like below (( REGEX( Name , "^[a-zA-Z0-9_ + < = > % & * " ' ( ) , . / : ; ? $ [\ # ] @ -]*$"))) . Is this valid?
2
votes
1answer
121 views

How do I Manage Communities since Spring '15 release?

Last week, I could do: Setup > Customize > Communities > All Communities, and change tabs etc. Now, the action links are missing from the view of all communities: I've checked all the permissions ...
0
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1answer
44 views

soql on events, to display all the events regardless of who is assigned to in a VF page within a community

I am not sure if I am approaching my problem the right way, maybe not, so I will give a very brief explanation of what I am trying to achieve: Currently I have 2 communities, Community 1 is focused ...
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0answers
11 views

Multiple Email Branding in our ISV service

I would like to have two different email branding to our ISV service. And have two separate service registration forms - each one will have different email branding. Is that possible? In our trial ...
1
vote
2answers
26 views

Endpoint URL for external data

New to Salesforce Admin and still learning. In regards to integration to an external source, I've watched several videos that quickly reference typing in the endpoint, or server URL that your ...
1
vote
0answers
62 views

Remove Manage external Account button permission

For one of the profile who do not have "Manage external Accounts" and do not have "Edit Self-Service Users" permission but still they can "Enable/Disable Partner Accounts". What am I missing? Thanks ...
1
vote
2answers
27 views

(Creative) Ways To Truncate A Managed-Package Object

I've searched through various questions here, and via Google, and see nothing other than Apex possibilities, which are far too slow. Anyone know of a creative way to TRUNCATE the data in a custom ...
0
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2answers
329 views

Where can I get the material for Salesforce Certified Administrator (WI15) exam?

I am planing to give WI15 Exam within this week. As preparation alone not sufficient for the exam I need MOCK exam papers for Administrator - WI15 which will help me to clear this exam. If you have ...
6
votes
1answer
316 views

Create a currency formula field with no decimal places for Standard Page Layout

We have the following challenge with currency fields: Scenario: On child record(s) (in a multi-currency org) we have pricing information which is stored as a currency value with 5 decimal numbers in ...
0
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1answer
43 views

Contact deleted when Account is deleted

I have created an account "XYZ" and contact for this account(XYZ) as "ABC". Then I deleted the account then its contact got deleted, though account and contacts has lookup relationship still its child ...
0
votes
1answer
73 views

Workflow to follow a record via Chatter

Along the lines of this plugin for Salesforce: http://www.spkeasey.com/chattomate Anyone know how to write a Workflow to follow a record in Chatter? I want to be able to program specific objects ...
0
votes
1answer
32 views

Enabling Enhanced Lookups

Does anyone know of any disadvantages (or compelling reasons NOT to enable) Enhanced Lookups? I don't see any references to such information in Google and Stack Exchange searches. My knee-jerk ...
0
votes
1answer
80 views

Validation Errors While Changing Field

I am trying to update a field to show 4 decimal places. The field is a custom field and is a Formula(Currency). Other fields like this I went in changed it from 2 decimals to 4 with no problem. ...
2
votes
1answer
117 views

Critical Updates “Auto-Activation Date”

https://help.salesforce.com/htcasesuggestedsolutions?filterid=&id=5003000000Xo4rpAAB Salesforce's own documentation states that the Auto-Activation date of Critical Updates is the date they force ...
0
votes
1answer
39 views

Scenario for transferring a user account from one person to another

If Phil is promoted from a Sales Associate to Senior Sales Exec, and the new sales associate is appointed to take Phil's responsibilities. What are the appropriate steps to transfer Phil's account to ...
1
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0answers
42 views

Is it possible for a sys admin to delete a chatter file from a user's personal library?

I read that Modify All Data should give Sys admins access to all chatter files, provided they are not in a personal library. However we have users uploading lots of data to personal libraries (via ...
0
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0answers
7 views

Community Home page needs to be private

I have created a community, this by default has created a site that looks like url/CommunityName. As my home page needs to be a VF page, I have edited this site to have as an Active Site Home Page, ...
1
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0answers
39 views

how to give permission to lead import for Standard users in professional edition?

Note: Not for Admin because admin have access to Import leads permission but users not having access to import leads then how to give access to users to import leads.