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

learn more… | top users | synonyms

3
votes
2answers
33 views

Hiding Custom Object Records from Administrators

I'm working on a managed package, which includes a Custom Object with sensitive information. Is there any way to prevent Salesforce Administrators from seeing the information stored in this object? ...
1
vote
0answers
19 views

Tab limit exceed, how to check the most/less visited tabs and the actual tabs

This is slightly different question to the one asked on How do I see how many custom tabs have been created? and I think it could be handy. I have the same issue as him, I have more custom tabs that ...
0
votes
1answer
24 views

How to synchronize fields between two different sobjects?

I need to Synchronize the fields between two different sObjects which are not related to each other. Let's say I have Object X and Object Y. If I create a field in Object X it has to be created in ...
0
votes
2answers
25 views

How to change the layout of Object Detail Page

Can Anyone helpme out on this thing? I need to change the layout of object detail page like I need to add a new button in Custom Fields and Relationships related list of Object detail page. Thanks ...
0
votes
1answer
19 views

Create a field base on the lookup field data

Good day everyone, Suppose I have an object "SAMPLE_OBJECT__c" which has a lookup field to "Accounts" object and it also has a another field which is "Value__c". Now what I want to accomplished is ...
0
votes
1answer
40 views

How to transfer attachments from one object to another

I have two custom objects objA and objB. I want to transfer all the records available in objA to objB. For this purpose i am using DataLoader to transfer the records. I want to transfer the records ...
0
votes
1answer
13 views

Is there any way to set fieldPermissions in the Admin.profile to be able to edit and read all fields for development purposes?

I would like to set fieldPermissions in the Admin.profile to be able to edit and read all fields for development purposes. Something like this: <fieldPermissions> ...
0
votes
1answer
37 views

Mobile push and mobile connect in Journey builder

My account have been provisioned both Mobile connect,SMS (SKU 213452) and Mobile Push for Journey Builder (SKU 213451). Both relationship manager and the salesforce marketing cloud support team ...
0
votes
0answers
17 views

Forgot a password link error

I am an admin. People in my organization often say that they do not get a email when they use forgot my password link. and this happens with people who use this option before 8 AM, on other time like ...
1
vote
0answers
22 views

Can Partner Community users edit their email prefereces?

Standard Salesforce users can got to Setup > My Email Setting (or https://cs14.salesforce.com/p/email/UserEmailPrefEdit) to get this page: is a comparable setting also available for Partner ...
3
votes
1answer
29 views

How to override Insufficient Privileges Error [duplicate]

Is there any way to gain access to the standard "Insufficient Privileges" page and edit/replace it with custom error?
0
votes
1answer
9 views

In Group Version-How to convert Custom Object Record into Opportunity

My company recently bought five licenses of Salesforce for Group Version. We now have a problem about uploading all the opportunity information we got in the excel file. Since we are in Group Version, ...
0
votes
1answer
10 views

Unable to change to german language

I already have german selected as my orgs language settings. However when i am changing the language settings inside Personal information to german the objects name remain the same in English.
0
votes
0answers
25 views

Error when Validating External data source for Sharepoint Online: Invalid or missing credentials

I'm trying to set up a connection to Sharepoint Online as an external data source and when I attempt to validate and sync the connection I get the following error: "Invalid or missing credentials" At ...
5
votes
1answer
104 views

Solutions vs. Knowledge Base

In my analysis, it seems that there are several features that Knowledge Base (KB) has that would make it edge out the free Solutions framework, and the rumor that Solutions is no longer being ...
6
votes
6answers
299 views

Using Custom Label in Custom Formula Fields

We have a formula field that displays images based upon the custom object's record type and a picklist value. This formula field is like IF( $RecordType.Name = "XYZ", IMAGE( CASE( Status__c , ...
3
votes
1answer
26 views

Is it Possible to Disable Feed and Topics for an Object Completely at Profile Level / Page LayOuts

I need to display Case object(Detail page) in Portal Page for External users, And i need to Hide the Feed(No More "Show feed / Hide feed ") completely. Is it possible to hide feed in case object ...
1
vote
1answer
32 views

Couldn't see the “Sharing Sets” section in the Community --> Settings

We are configuring a new org (enterprise edition). I need to create a Sharing set for our Customer Community Plus Login users to access the records. I couldn't find the SHARING SETS section in Build | ...
1
vote
2answers
30 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
vote
0answers
16 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
votes
0answers
44 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 ...
0
votes
0answers
32 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 ...
1
vote
1answer
46 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 ...
0
votes
0answers
32 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 ...
0
votes
0answers
38 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 ...
1
vote
1answer
30 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 ...
0
votes
0answers
16 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
vote
2answers
42 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
votes
1answer
35 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
92 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
vote
1answer
20 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
votes
1answer
97 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 ...
0
votes
0answers
25 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
votes
0answers
41 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: ...
0
votes
2answers
47 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
vote
1answer
101 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
votes
1answer
43 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: ...
0
votes
2answers
27 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
votes
0answers
30 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 ...
-1
votes
1answer
55 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
vote
1answer
38 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
votes
1answer
115 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
192 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
46 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 ...
0
votes
0answers
12 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
28 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 ...
1
vote
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
votes
2answers
55 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
vote
0answers
43 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) ...