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

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14 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?
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22 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
27 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.
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1answer
20 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 ...
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1answer
23 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
19 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 ...
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0answers
20 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 ...
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0answers
11 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 ...
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1answer
32 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.
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1answer
40 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
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0answers
65 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
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1answer
18 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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9 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 ...
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1answer
13 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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14 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 ...
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2answers
43 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 ...
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0answers
30 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) ...
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0answers
29 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?
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1answer
75 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 ...
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1answer
34 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
9 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 ...
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2answers
20 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 ...
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0answers
37 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 ...
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2answers
24 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 ...
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2answers
189 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 ...
5
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1answer
173 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 ...
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1answer
37 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 ...
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1answer
42 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 ...
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1answer
17 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 ...
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1answer
56 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
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1answer
66 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 ...
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1answer
29 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 ...
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0answers
29 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 ...
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5 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, ...
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30 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.
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1answer
31 views

Using Custom Field

Hi i have created a custom object name Product in that i want to create a custom field by name product_id selected field type as auto increment but the field is not visible help.
0
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1answer
30 views

Unable to get the desired output

I have 3 subject fields Subject1, Subject2, Subject3. I am trying to run this code - IF( AND( Subject1__c >= 40, Subject2__c >= 40,Subject3__c >= 40 ), if( AND(Subject1__c > 40 ...
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2answers
93 views

My Developer Org Hits Governor Limits when sending emails

From some reason I get a Governor Limit error in my development org while trying to test email sending functionality. Here is the governor limit error: System.EmailException: SendEmail failed. ...
2
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2answers
36 views

Allow I.P to avoid 2 factor authentication

I have a sandbox in my org, and I am trying to log in from home, when I try to log in, it ask me for code that is set up to be sent to my boss mobile phone. So, I have log in in the production org ...
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1answer
15 views

Essential Apps For SalesForce Non profit Starter pack

What apps would be considered essential addons to the SalesForce Non Profit Starter Pack
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2answers
70 views

Change the Default Role when Adding Contact Roles to Opportunity

I am new to being a Salesforce admin, and am going to a few classes in the coming weeks. Currently I am trying to find where to set the default value for Contact Roles when adding them to an ...
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0answers
17 views

When we provision new trial orgs we get “Subscribe Today”

We recently created a new trial template from a new TSO (trial source org) and from some reason after we provision a new trial, the new org contains two links: "Subscribe Today" "30 Days Remaining" ...
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2answers
1k views

What are the Salesforce Spring '15 release features?

As a Salesforce developer, consultant and administrator, I like to stay on top of new features in dev or due to be released in the medium or near future. As the Spring '15 release maintenance exam ...
1
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1answer
23 views

How to open an Order for an account without a contract

In SF when I try to open an order it lets me open one only on a certain contract. I want to override this and open an order on an account without the contract issue. For example: User ABC - Order 1 ...
1
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1answer
25 views

Best way to handle relationships to objects I cannot create look ups for?

I have an object and it needs to have a 1 - many reference to the Data Category used in knowledge base. We have a requirement to be able to configure which data categories show up on a given page. ...
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2answers
56 views

how can we make users to restrict the delete records in professional edition

In professional edition how do we restrict the users to delete records please help me out of this
2
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2answers
33 views

es_NI locale not supporting for salesforce

When registering community user for NICARAGUA country "es_NI" Locale not supporting, but its supporting "es" locale. Why salesforce not supporting this particular locale and how can i solve this ...
1
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1answer
68 views

Allow users to edit case comment

Some users don't have the "edit" link available to them, how do I go about in turning it on for them?
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0answers
14 views

Problem of switching system language

I'm having a problem of switching the system language. My role is a System Administrator and profile is a system administrator as well. However, after I change my language from English to French I ...
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1answer
28 views

How to write workflow for lead record when there is no activity performed

How to write workflow for lead record when there is no activity performed on record till 10 days then send an email to owner automatically ?