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

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3
votes
2answers
19 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
19 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
32 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
12 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
1answer
37 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
13 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
38 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
62 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
33 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
104 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
23 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
28 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
44 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
24 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
21 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
156 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
28 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
23 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
26 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
29 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
15 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
12 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
45 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
20 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
122 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
115 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
44 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
19 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
26 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 ...
0
votes
2answers
397 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
32 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
57 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
164 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
35 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
35 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
24 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
25 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 ...
0
votes
1answer
303 views

How to display alert message on a standard SF page on click of standard “save” button

Hi I want to display an alert box onclick of a standard save button on a standard SF page. When the user select a product(say pqr), and press save ,he should be prompted that he should select a newer ...
1
vote
1answer
95 views

how a user can assign tasks to another user en mass

We assign tasks en mass to our sales reps. However when the rep is on annual leave they need to be able to assign their tasks en mass to colleagues. How can they do this in Salesforce?
2
votes
1answer
85 views

Size of “Weekly Export” vs. “Data Storage” is different, why?

Re: This is a duplicate question: At best is a related question, not a duplicate. The other question has nothing to do with comparing Salesforce's account of data within and outside of its system. ...
3
votes
3answers
112 views

How to estimate time required to maintain a barebone Salesforce account with 7-10 users?

Putting aside the time related to rolling out a new Saleforce org or customizations after the roll out, how much time should an admin expect to spend maintaining a bare bone Salesforce account per ...
0
votes
1answer
57 views

how to report/query the recipients of email alerts

When I am deactivating a user I get a warning to say that they are included in email alerts and so cannot be deactivated. However, as I have hundreds of email alerts set-up, it is not practical to go ...
2
votes
1answer
88 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
78 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
226 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
42 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
29 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
42 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
68 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
31 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 ...