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

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3
votes
2answers
108 views

How to make a field editable only if a checkbox is checked

I have a text field that is set to un-editable for all profiles. However if another field (checkbox) is checked, then this text field should become editable and required. I have created a validation ...
1
vote
1answer
26 views

how to change the default settings for chatter email notifications

In my Salesforce org, each users' default frequency for email notification for Chatter groups is set to daily and I need to change this to "on each post". This can be done individually, however I ...
1
vote
2answers
28 views

Editing Already created approval process

In salesforce, we can not add any step to an approval process once it is activated. Is there any way to edit approval process(Adding new Steps and doing some other changes) after it is activated. ...
2
votes
0answers
36 views

How to lock the Attach button on custom object record Notes & Attachments related list once the record get closed (Approved/Rejected)?

Now my business users can delete and attach another file even after the custom object record got approved/rejected. So they were asking for a way to lock the "Attach" button which is listed under ...
0
votes
0answers
15 views

Is there a way to retract the rejection of one custom object record so that the user can again approve it?

One of my business users mistakenly rejected one custom object record, so is there a way to retract the record so that the user can approve it? Or Is there a way that we can reset the approval ...
2
votes
3answers
74 views

Use cases for Login Flows

As an administrator, I am curious to know how I can improve or enhance the user experience. To this end I would like to know if there are any use cases in particular that the apply to the new Login ...
0
votes
2answers
29 views

Insufficient Privileges when running report

I have a report running on Account. One of the users have access to the folder but not the report. The users profile has read, create, edit, viewall for account. I am quite baffled as to what is ...
1
vote
1answer
44 views

Don't have privilege as admin to create permission sets

I'm playing around with SF's REST API, going through the tutorial. I've pulled down a valid access_token, and now I'm trying make this simple request below: curl ...
2
votes
1answer
41 views

International Phone Number Cleansing/ Handling/ Formatting [closed]

I am in the United States, but this is a truly global concern - formatting phone numbers. Situation: We accept "Leads" from all over the world. We have been concentrating on North America in recent ...
6
votes
1answer
121 views

how to monitor user training for my org

as an administrator I wanted to see what users have completed what modules in the help & training section. Is there a way to report on this or is there a special section within Help & Training ...
-1
votes
1answer
33 views

How to enable inline edit?

How can I enable inline-edit in my salesforce org, it is not working now.
3
votes
2answers
64 views

“Administrators Can Log in as Any User” - Customized

We have more than one system administrator in our org. They are categorised by assigning them different profiles. I want the feature "Administrators Can Log in as Any User" in such a way that Users in ...
4
votes
3answers
184 views

Is there a way to reset a user's secret question if they know neither the answer nor their password?

A user forgot their password. I have admin rights in the org so I reset their password. They then informed me that they have also forgotten the answer to their secret question. I know that you can ...
3
votes
2answers
32 views

Disable User In All SF Environments/Orgs (Production and Sandbox)

Anyone know of a clever way to disable users who's left the company in all Orgs? In our particular case, one Production with several Sandboxes. The closest I can come up with is to perhaps grab ...
1
vote
0answers
22 views

Categories field on Custom Labels

Is the Categories field on Custom Labels merely for use in List View filters? Can I not download a file of Custom Labels and their translations, filtering on Categories? Even the Translation Workbench ...
1
vote
1answer
50 views

Missing Organization Feature: DataDotComClean Error While Installing an App

I have one app (Private) published. and When I try to install i get this error message. Any suggestions, I have passed Appexchange Review, Did I miss something in my Managed Package ??
0
votes
1answer
31 views

Sync settings contacts on Salesforce for Outlook

I ma trying to enable Sync Settings Contacts in the tab Salesforce for Outlook. I am the admin, and in the tab outlook configurations I have add a new outlook configuration for the user, and I have ...
1
vote
2answers
64 views

Salesforce Mirrored To mySQL - Reporting Tool Suggestions?

We are setting up mirroring our Salesforce to mySQL using CopyStorm. One object in particular will be mirrored with no deletion (all data ever will accumulate in mySQL while in Salesforce it will ...
0
votes
0answers
17 views

Customise Force.com Home Page aka Admin/Setup Page

How can I customise the admin setup page? This can be done with the front end home page layout, is there a way to do it for the admin side of the site too? I have several orgs that I may be logged ...
1
vote
1answer
60 views

Understanding Total API Request Limits

I don't understand the total API request limits as explained in the help section of Salesforce. Since I only have access to our client's sandbox environment, I can't see what the limits are in the ...
3
votes
1answer
73 views

Working With Multiple Apps in Salesforce and the objects respective to a given App

Suppose I have created multiple apps in salesforce. I'm logged in as system admin. Now whenever I look at custom objects, home, chatter, schema builder, global publisher actions, reports, dashboards, ...
4
votes
2answers
51 views

Indexing Fields WITHOUT Salesforce Help (dates, etc)

I am asking this here because I'm having my usual run-around with Salesforce (we do not pay for Premium or "Developer" support if there even is such a thing) and I'd like to know if someone has ...
3
votes
1answer
116 views

How do I change the edition in a developer account?

I'm testing setting up a SalesForce that will be using the "Group" edition and I want to make sure I'm only using what I will have available. How do I change the edition to group in a developer ...
0
votes
0answers
31 views

SSO for .NET applications

I am trying to implement SSO for the on premise .NET web applications. The idea is Salesforce should act as the IDP and do the authentication. Post authentication from Salesforce it would get ...
2
votes
1answer
58 views

Complete Regex Reference For Salesforce Formulas?

Is there a complete Regex Reference somewhere for using REGEX() in formulas? I have searched and found nothing useful. The problem I am having is below. I want to know if any of the characters ...
1
vote
0answers
63 views

How do I find a job as a Jr. Salesforce Administrator (with no experience)? [closed]

I have total of 10 years of IT experience (earlier worked as Developer, Programmer Analyst, Project Lead / BA). Later I took around 3.5 yrs break from work to be a full-time mom. Then learnt ...
1
vote
1answer
31 views

filtering reports at run time based on account

How can I create a report on cases, for example, and then have a filter on account number so that I can show only the cases for a specific account number at run time? Would I need to build a visual ...
0
votes
0answers
42 views

when not to use the Asset object

I am considering using the Asset object however I am really put off by the fact that it presents as a page within a page which leads to a negative user experience. My business scenario requires that I ...
3
votes
2answers
162 views

Set 'Modify All' for around 100 profiles

I want to give 'Modify All' permission for certain objects, to around 90-100 profiles in my org (excepting a few). I feel it is very laborious work.. Is there a way to do this easily through the ...
0
votes
1answer
29 views

deploying multiple changesets

I have made several deployment changesets. They all relate to the one object, e.g., custom_object__c, i.e., changeset1 deploys field1__c, changeset2 deploys field2__c. Is it possible to validate all ...
2
votes
1answer
37 views

Login as other user setting for other profile except System Adminsitrator

If a user is setup as System Administrator profile, the user can login as other user. However, is there any option that I can enable this function for other profile except System Administrator because ...
1
vote
1answer
36 views

reporting on email-to-case settings

I have several hundred email-to-case rules already set up. I am trying to find an email-to-case rule that is setting a case field (case origin) to a specific value. How could I find this? IMHO the ...
1
vote
1answer
46 views

is it possible to report on the history records of a custom object?

I created a custom object and set history tracking on one of the fields for the object, I added the history to the page layout for the object. For any particular record for that object I can now see ...
2
votes
0answers
17 views

are hover links available on feed-based page layout?

In the good ol' days, when I looked at an opportunity page layout I would be able to see the hover links for the related lists associated to the record. However, now I notice that they are no longer ...
1
vote
1answer
30 views

Enabling edit access to fields en mass

Is there a quick and easy way of enabling edit access to all or a selection of fields for an object for a particular profile?
6
votes
1answer
60 views

Salesforce Login as A User History

Salesforce has Login History for 6 months, but our requirement is for compliance to see list of Admin user who has logged in as other user by using "Login as a User" for testing i.e. Suppose Admin "A" ...
1
vote
1answer
23 views

How can I use the billing address type field in another object

I live the billing address field format, it is a great container for gathering all the fields together. Is there a way of doing this for customer objects?
1
vote
1answer
146 views

Getting the case email reference code

When I send an email to a recipient from a case within Salesforce, the recipient's email subject contains a unique code generated by Salesforce. This code is used by Salesforce then for routing the ...
4
votes
1answer
197 views

When is it appropriate to use Record Types?

The documentation for Record Types states: Record types allow you to offer different business processes, picklist values, and page layouts to different users. It seems to me that unless you are ...
1
vote
0answers
57 views

How to create YTD column in matrix reports

I have a requirement to create a YTD column based on the login history of the year (i.e) the login history for the current physical year of the user .I need this to be done in matrix report. when ...
0
votes
1answer
24 views

Emailing comments on a case

We use cases extensively throughout the organisation. I want to be able to have the option of sending a comment by email when I add a comment to a case. Is there a setting for this?
1
vote
1answer
35 views

Case assignment does not follow assignment rule

I have a case record type "Salesforce Queries". I have a page layout "Salesforce Queries | Lite" assigned to this record type. On the page layout settings I didn't select to display the Case ...
1
vote
2answers
814 views

How to start learning salesforce with a sample project

I am new to crm , so i don't know how logically use salesforce for developerment. I read some tutorial, learned visual force and experiment some task mention in the tutorial. But there is lack of ...
2
votes
0answers
36 views

Is it possible to have an Approval process dependent on a related list record?

I have an opportunity with a custom object "product__c" related list. I want to be able to send the opportunity for approval only if a record of "product__c" is added that has a certain field value, ...
0
votes
1answer
66 views

Formula for calculating remaining days

I have two fields in an object, Total_Casual_Leaves__c (Formula) 15 is constant value for it. Days_Requested__c (Number) that is user input. Now i want to write a formula for Remaining_leaves__c ...
2
votes
1answer
269 views

How to create a custom tab that redirects to a specific URL

I would like to create a tab in Salesforce called 'Activities', and when clicked, it redirects to https://na1.salesforce.com/007, the Activity List Page in Salesforce. The web tab is not an option, ...
0
votes
1answer
46 views

Does SF support two ADFS servers in different forests providing SSO?

We are trying to use SSO on 2 different domains that will connect to our SF org.Currently we have ADFS SAML setup to 1 but we adding another one. The question is, does SF support two ADFS servers in ...
1
vote
1answer
38 views

Task object did not displaying salesforce

I have installed the salesforce 1 mobile application in my ipad. then go to an opportunity and click on the "+", there are a number of options, but "Tasks" not available kindly sugget. in mobile ...
0
votes
0answers
28 views

In Site.com how do I enable Contributor users to create new pages

I'm a site administrator creating a site via templates. I want users (with role of "Contributor") to be able to create and edit pages based on these templates. I imagine this must be obvious ...
2
votes
1answer
26 views

Modifying existing pagelayout

How can I modify an existing page layout so that the page layout assigned to managers display Cases Acitivity History Notes and Attachments Partners If the page layout is assigned to sales rep those ...