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

learn more… | top users | synonyms

0
votes
1answer
11 views

what does auto number data format indicates

In the below screen shot : I would like to understand where does the data format for this record name is used?
4
votes
2answers
50 views

profile object permissions for a detail record

When readng through trailhead salesforce I came across a line which I am unable to digest. The line says - "You can’t set profile object permissions for a detail record". What does this mean? In my ...
0
votes
0answers
12 views

HTML Email Template Edit without wysiwyg

I am trying to edit an email template, however for some reason when I am editing I keep seeing WYSIWYG, and I am not able to change this to code view. Is there a way to deactivate this, and have the ...
2
votes
1answer
45 views

Can i set a default value on a picklist based on recordtype

I am trying to see if can set up picklist default values based on record types? Is this possible? Thanks
1
vote
0answers
14 views

deploying renamed page layout and record types in Prod from FULL

I have recently refreshed my FULL sandbox with Prod. I wish to rename some page Layout and record type name( Label and API name) in FULL. I have added some section to this renamed page layouts and ...
1
vote
1answer
21 views

Send email notification for “Completed” Tasks to Task Creator

I want to notify the task creator when an assigned task is completed. I cant see a way i can do it currently in salesforce. I do see a workaround suggested by SteveMo ...
0
votes
0answers
14 views

Remove Public Checkbox from Case Comments

I know "technically" there is no way to remove the Public checkbox from the Case Comment page layout, but has anyone developed a work around? This would be especially useful if it were per record type ...
3
votes
1answer
26 views

When Do Connected Apps Show Under “Connected Apps”

In each org there's a list of connected apps available under Administration Setup -> Manage Apps -> Connected Apps where the admin can control certain settings for those apps, specically around ...
1
vote
1answer
23 views

How can different apps in SalesForce communicate with eachother? API? REST?

We have a customer which installed our app and another company's app. Both apps are (ISV) SalesForce apps. The customer asked that we will do some integration between our apps, and I wonder what is ...
0
votes
0answers
24 views

API name change from DEV to FULL

I have a field with same label name and API name in DEV and FULL. I would like to rename the API name in DEV and move it to FULL using change set. Would it rename the API name in full or would it ...
0
votes
2answers
34 views

What are consequences of changing Record Type Name

In my full org I have a record type with label name as ABC and its record type name is ABC_XXX. I also have a DEV org with the same record type names in there. I would like to changes the record type ...
0
votes
1answer
22 views

Is there a way to do a Mass Update on the Record Type selection?

Is there a way to do a Mass Update of the Record Type Selection flag on the User (Set Up >My Personal Information > Record Type Selection > Set Opportunity = True for multiple users) In what object ...
0
votes
0answers
12 views

How can I display the Primary Contact Role of an Opportunity on the Opportunity record?

The scenario is as follows. Our Opportunities will have a Primary Contact Role assigned. Once the Opportunity is approved we'd like a workflow to trigger an email to the Primary Contact. I'm looking ...
0
votes
0answers
27 views

Connect to salesforce and add data to some object without your login credential

I am researching some form builder in salesforce.Then I found the fast Form application and install it. After creating new form in which the fields are connected to specific salesforce object, the app ...
1
vote
1answer
21 views

Why dont some users not able to see the related list links on the top of the page

I have some users who are not able to see the related list links on the top of the page. The related list are visible on the pagelayouts but not the links. Any thoughts on how to change it?
0
votes
0answers
13 views

How to create one entitlement for all/multiple accounts?

What is the best practice for creating general entitlement for all/multiple accounts. At the moment, when we create entitlement we need to lookup to account, but what if we want to set up a set of ...
4
votes
1answer
85 views

How to deduct one month from a date in a formula field

I have a Date field in my object start_date__c. I need a formula field which deducts one month from startdate. Any idea how do i achieve this ?
0
votes
1answer
20 views

Company names list configuration test method

I have the following method public static String splitCompanyName(String company) { String companyNameLowerCase = company.toLowerCase(); // get all extensions from the salesforce list and are ...
1
vote
2answers
55 views

How can I identify API calls from a specific application?

We use a single Salesforce account as our API/integration account. As an example, we have 3 web applications that make REST API calls to Salesforce using this single account. I would like to have ...
0
votes
1answer
16 views

Deactivate a System Administrator without losing the dashboards they built

Just came onboard with a new company and had a request to deactivate the old system administrator, which I did. However, that sys admin had created dashboards for each of the sales people using ...
0
votes
1answer
39 views

What level of access to Salesforce backend the client could provide a developer?

I am a web developer and not familiar with Salesforce at all. In a web project, I have been required to implement a donation form with a fairly complicated UI. What I am given tho is a URL that they ...
3
votes
1answer
98 views

Update 15 digit record id to 18 digit record id

How to update 15 digit record id to 18 digit record id, currently when i click on any account record in URL we can see 15 digit record id but as per my user requirement i need to show 18 digit instead ...
3
votes
1answer
17 views

Problem upgrading a service on a trial account

I created a trial service for one of our customers, and when I try to upgrade it with the latest version of our service I get the flowing error message: The new trial is on NA22 server (contains ...
0
votes
0answers
20 views

In sufficient privileges as system administrator when viewing managed package visualforce pages

I have a requirement to install a application, when I install the app in sandbox(refreshed a day back) I am unable to view the visualforce pages in the managed package with system administrator ...
1
vote
1answer
23 views

2 -level pick list on salesforce list 1 dependent on list 2.

I have two pick lists as custom fields in the Account section. I want one to be dependent on another. Those lists look like this. I want the 2 first lists to look like the 3rd one. I've ...
0
votes
1answer
27 views

Delegated Administration and record level access

We have OWD Set to private for most of the objects. We have separate departments set up as top level roles in our role hierarchy. We share data within department using sharing rules. Separate ...
1
vote
0answers
36 views

Open Attachment on Create of Child Record

I have a requirement for a custom app I am building to open an attachment on the parent record in a new window on create of a child record. I have parent object Quality_Assessment__c with child ...
3
votes
2answers
259 views

Salesforce certified Administrator or Salesforce cetrified developer?

There is a couple of certificates available to take to further your knowledge and develop your career with salesforce and I was wondering which certificate is more prosperous to get . What are the ...
0
votes
0answers
25 views

how to write formula for number of days spent on each stage in opportunity

Number of days an Opportunity spent in ecah stage and I'm currently using Professional edition also don't want to upgrade to Enterprise edition, Plz help me outof this.
1
vote
1answer
22 views

How do I customize the page layout for adding new accounts

How do i customize the page layout for just the page that renders when I am adding a new account?
0
votes
1answer
23 views

Required field - How to ensure that users entered

I want to ensure that users complete the field (Desc) when creating a new record so I have set the Desc as required on that object but some users are still able to create a new record without entering ...
0
votes
0answers
13 views

Unable to change the logo in the meeting invitation

I'm unable to change the logo from Activities setting. I'm getting Insufficient Privileges error but i'm the system admin. I have all permissions but iam unable to find the error.Can anyone help me ...
0
votes
1answer
26 views

Is there any alternative to Stripe PG when publishing on salesforce apps market?

I've read a lot comments on how it sucks to work with stripe.com so now I'm a bit concerned if there is any alternative to Stripe Payment Gateway when publishing on Salesforce Apps Market? thx in ...
0
votes
1answer
36 views

Number of developer and Sandbox edition in use

I have a unlimited production license. I am not sure how many developer org and sandbox box are associated with my production org. How can I get to know these numbers?
3
votes
2answers
61 views

Segment developers between apps - Enterprise Org Structure

We have a large enterprise with a number of different unrelated business units. We are looking to do a smaller Salesforce implementation with some of the smaller business units but would like to keep ...
2
votes
1answer
24 views

Deletion of multiple Login Ip range associated with a profile in a single go?

How can we delete multiple Login Ip range associated with a profile in a single go?
-1
votes
1answer
62 views

i want to add custom button in products related list of opprtunity? or Add Product URL Hacking

i want to add custom button in related list of product same work like add Product but view product based on my condition. how can i do that ?please let me know. thanks
1
vote
1answer
43 views

Timezone conflicts from user setup to visualforce

I have a user that is set up in the right time zome from the admin section. If I do: system.debug(UserInfo.getTimeZone()); it shows properly as well. However when I bring the results into my VF ...
0
votes
0answers
21 views

docusign button to submit form

I want to have a button, that once is click it send the document to the user, (avoiding going into the docusign "console") I am following the instructions on ...
0
votes
1answer
55 views

Actual Sales VS Target report / dashboard

I have task where I need to create Actual sales vs Quota/target report & dashboard. I have searched internet but couldn't able to find solution. And forms stated that it's not possible to generate ...
0
votes
1answer
16 views

Communities User language option other than english

In dev. sandbox when creating a community user, I am able to select either German or English. In our production, the only option is english, is there something I need to enable? The person who ...
0
votes
1answer
32 views

Deployment Order - sharing rules and Users

We have altogether 5Million+ records spread out on various objects, we have to deploy new set of sharing rules and migrate new set of users. What is the best order of deployment? Deploying sharing ...
0
votes
1answer
15 views

Create Opportunity related list on Product page layout

I am trying to create Opportunity related list on Product page layout. I searched and find out that this functionality is not available with point and click. Is someone help me with the coding part ...
1
vote
0answers
32 views

Trial form is not working

We are an ISV partner and suddenly our trial form stopped working and it reports on Apparently the form action http://www.salesforce.com/leadcapture/PartnerSignupServlet is no longer relevant, did ...
2
votes
0answers
80 views

Site.createExternalUser() returning null

While I am creating a Community User through an apex call to SiteSite.createExternalUser(u, accountId, password), the method is returning null. Can anyone help me out?
0
votes
0answers
28 views

Creating community user through apex

I am facing following error while creating user through apex 'The site is not enabled for registration.' Can any one help me out?
0
votes
0answers
56 views

SalesForce Winter '16 Release Bugs

I wanted to warn you regarding two bugs of the Winter '16 Release: When creating a new user, after filling the details and pressing the "Save and New" button, in case you got a duplicate User-Name ...
0
votes
1answer
37 views

How to hide setup part for any profile?

i want to hide setup functionality for any user how can i do that ?
4
votes
0answers
124 views

How to open links in Lightning-Experience Setup in other browser-tabs and browser-windows and imporve history+deeplinks

In Aloha UI and other web-apps I typically make massive use of many browser-tabs and multiple browser windows side-by-side on large screens. I open them by right-click on the link, then "open in new ...
0
votes
0answers
34 views

Is Modify All required to upload Attachments to Case via VF page?

My issue is regarding case object ----->page layouts ---->related list---->there is an related list know as "attachment" and have VF Page Name "xyz" which uploads the attachments after the record is ...