Salesforce administration encompasses many different areas of Salesforce, but is generally non code related.
1
vote
0answers
33 views
Ongoing case milestone not behaving as expected
I'll start off by saying that Entitlement Processes are not my strong suite, so I'm sure I'm just doing something dumb or wrong, but I can't figure it out, and neither can some of the other people ...
3
votes
1answer
45 views
How to create a list view the returns all the records related to a current user?
Question
Assuming an object with a user lookup, how can I create a list view (standard, not VF) that returns all objects related to the current user?
Background
We've got a compliance object, and ...
2
votes
1answer
22 views
Chatter “Groups” (or Queues) In Lieu Of Single Users?
I've searched already and believe the answer is NO, but thought I'd verify here with real-world users...
Is there a way in Chatter to tag a "Group of users" (perhaps a Queue?) instead of or in ...
5
votes
3answers
124 views
Salesforce Certification - Skipping To DEV401 Due To Experience?
I am in a position currently to (80-90% chance) have formal Salesforce Training, and I'd like input from those (especially Certified) SF Admins and Devs about this.
I am a lifelong computer "expert"
...
0
votes
1answer
47 views
Custom Send Email Button With “Hidden” Email Template
Anyone have an idea on how to have an Email Template in Salesforce which most Users "cannot see" but which they can use to send to clients? This would be done via a simple Custom Button:
...
0
votes
2answers
23 views
Updating Data On PARENT Via Custom Button
This is loosely related to a recent question: Standard Button CODE Available?
Does anyone know of any examples/tutorials on creating a custom button which will set values into the PARENT record of ...
2
votes
3answers
77 views
Standard Button CODE Available?
Is there a repository of the actual code behind Standard Buttons? Specifically, I'm looking for the code for "New" (and in my case, it's for use within a Related List on Opportunity).
I want to ...
1
vote
2answers
49 views
Workflow To Send Monthly Alerts To Client
I have an administrative question related to workflows. Our Customer Support Manager wants to, when payments have been deferred in hardship cases, send monthly alerts until the deferment ends (to the ...
2
votes
1answer
43 views
Business Hours In A Report
Does anyone know of a way to use Business Hours for an Age variable within a report? I did some research and finally halted when I ran across:
SF Help Article About Support Hours
...of which the ...
1
vote
1answer
29 views
Help with Formula in validation rules
I have couple of custom fields
Tuser_c Checkbox
Tdate_c Date
I want to have the tdate field to be required if the Tuser is true
AND( $User.Tuser__c ,ISNULL( $User.Tdate__c ))
This doesnt fire the ...
4
votes
2answers
65 views
What is “Skip to main content”?
In any Salesforce page, if no element is in focus and you press Tab⇄, a hidden element Skip to main content is put into focus.
What does Skip to main content do?
1
vote
1answer
23 views
Price Book Access Control?
Is anyone aware of a way to control access to Price Books? I'm finding no joy either here on SE or via Google.
Our company previously had price books for each "country region" (like North America, ...
1
vote
1answer
48 views
How to make a picklist input field as required in a Visualforce page?
Making a picklist field as required means to remove the --None-- option.
A picklist cannot be made required in the field setup.
In a standard detail page, a picklist can be made required by checking ...
0
votes
0answers
38 views
Custom Button Javascript - send Validation Error Text to screen?
Is there a way to send (if any) the Validation Error text to such a button, shown below? I would put it at the "Error" text at the end, if possible. I cannot find a reference to this in my searches.
...
3
votes
1answer
91 views
Custom Button (javascript) - Field Name Changes Not Automatically Made
I understand generally WHY this happens, but I'm curious if there is a better way to write the two references in code below so that if I RENAME the FIELD in SF, it updates the code?
{!REQUIRESCRIPT ...
1
vote
1answer
36 views
Custom Button - OnClick JavaScript - Reference Current Date?
I'm missing something simple here probably, but it's escaping me.
FormToUpdate.set("RETURNFUNDS_Sales_Rep_Signature_Date__c", {!today()} );
I've tried now() and today() above at the end, and it's ...
2
votes
1answer
36 views
Count Unique Email Addresses In Report
Along the lines of a previous question that was solved: Counting parent records in parent-child report
I am trying to produce a report which currently is Matrix, is grouped by Email Address on the ...
3
votes
2answers
24 views
Case Emails - Client Replies (email-to-case) - Can SF Be Told To Email The Case Owner?
If a client sends a REPLY to a case email (which is from an "email to case" email address), can SF not be told to send a copy of the email and/or send an alert to the Case Owner? This seems ...
5
votes
3answers
98 views
Event record type selection is bypassed from Activities list view
I have two Event record types specified.
When I create an Event from the Home tab via the New Event button or when I create an Event directly on a record (e.g., an Opportunity) via the New Event ...
4
votes
4answers
62 views
Sync records with Marketo based on condition
The organization I work for is setting up to integrate Marketo into our CRM, but there's been a question about part of the instructions:
To ensure an efficient sync with Marketo, identify and ...
2
votes
3answers
150 views
Make Validation Rule bypass if TRIGGER is run?
Is there a way to make a Validation Rule BYPASS via it's logic when a Trigger is doing it's job?
I've already tried various methods including
setting a hidden field on the object in the Trigger ...
2
votes
1answer
33 views
Where does this List price come from in opportunity Products
There is a field called list price in opportunity Product.
From where does this field get populated from?
EDIT :
From the documentation
Corresponds to the UnitPrice on the PricebookEntry that ...
1
vote
1answer
24 views
S-Control Refreshes Page Endlessly (one-click owner change)
This code is actually on the AppExchange and is supposed to give one-click self-assignment of ownership on a case. When put onto the Layout, it never renders the control, and refreshes the page every ...
0
votes
1answer
23 views
Case Emails - Custom Button - TO field not populating properly
https://na4.salesforce.com/_ui/core/email/author/EmailAuthor?
p3_lkid={!Case.Id}&retURL=%2F5{!Case.Id}&
p26=cs@markettraders.com:Customer%20Service
I have gone back and forth with this code, ...
0
votes
1answer
53 views
Case Emails - Thread ID - Replies coming back to the case
I've been researching online to verify this, and then tested this morning, and I'm confused as to why it works this way. Could someone please verify if I'm just missing some extra step?
An email ...
4
votes
2answers
42 views
When new fields deployed from sandbox, how do I give acccess to guest site users?
We created a web page for contact information. When we deployed it to production, all the new fields were hidden from all users. I set the access to visible for all users, however my guest site ...
1
vote
1answer
14 views
Standard pricebook and its relationship with custom pricebooks
We have a standard pricebook and couple of custom ones. The custom pricebooks were recently added. With the new custom pricebooks uploaded and the UseStandardPrice is set to false for the custom ...
0
votes
2answers
22 views
InsideSales Dialer - field security has to be bypassed?
Anyone out there using the InsideSales dialer?
I recently was advised that, after I turned OFF an option I would never want on to begin with for most of our profiles... Edit Read Only Fields... ...
0
votes
2answers
22 views
How to enable creating campaigns?
Despite being administrator for our Salesforce instance, I am not able to create campaigns. I ticked all boxes in my personal settings, but still I can see neither button nor element in the dropdown ...
6
votes
4answers
107 views
Source control tool for Salesforce development
I am looking for a source control tool like Github which can do the following for us.
Provide a cloud based source control repository like subversion, etc.
Provide web based view to track changes.
...
1
vote
0answers
20 views
Change default app for customer portal profiles
I cannot uninstall an AppExchange application because it is the default app for the Customer Portal profiles. However, when I try to edit these profiles, they are read-only with respect to the ...
4
votes
3answers
87 views
Who else can reply to an approval request beside the designated approver?
For the standard Salesforce approval processes, who else can approve a request besides the designated approver?
2
votes
1answer
37 views
Search does not default to all objects in Customer Portal (see screenshots)
In Customer Portal, my search component defaults to search a particular object, based on the most recent search.
What should I do, so that every Customer Portal page should have this component to ...
4
votes
1answer
36 views
Allowing Certain Users To See/Search Certain Records Only
I believe this functionality is built into SF, but I am not familiar with it and our company may be needing it soon.
How do I allow certain users to only be able to see (or search) specific records? ...
1
vote
1answer
14 views
Is there a way to allow standard users to change assignedto in a task
How can i set to allow standard users to change the assigned to field in a task. As an administrator i can change the owner, is there a way to allow standard users to do the same?
Or its restricted ...
8
votes
4answers
197 views
Mismatch in Links recieved through email alerts and User getting redirected to home page
We have a case where our users create tasks. When they create tasks, they also check the "Send Email Notification" checkbox present on the task. As a result the owner of the task, receives an email ...
1
vote
1answer
112 views
How to Enable State and Country Picklists?
How to Enable State and Country Picklists?
The documentation says:
Your Name | Setup | Data Management | State and Country Picklists.
However, I can't see it under Data Management.
Type: ...
2
votes
1answer
71 views
How can I expose the content of a Product custom field (txt) to quote line item field (txt)
I have a custom field (Text) on each Product called Production Code. I need for that field's data to be entered and editable in a custom field (txt) on Quote Line Item. The Production Code copied ...
2
votes
1answer
51 views
Is it possible to default a pricebook based on the recordtype?
Is it possible to set default pricebook based on recordtypes.
We have recordtypes like sales and sevice. So when an user selects sales recordtype we should have sales pricebook as default and service ...
3
votes
1answer
73 views
Enhanced Lookup filters not returning correct values
I am setting up a suggested lookup filter on the Contacts of a New Case Entry page layout.
The problem seems to be that only results from "Recently viewed Contacts" is returned (in the screen you can ...
1
vote
1answer
114 views
A new tab for a record Type!
Hello Folks,
I have a question which might be more on the admin side of the force.com platform but involves development.
Question: If I create record types for an object, how can I ...
0
votes
2answers
126 views
Restrict contact lookup to show only contacts related to account in case object
Is it possible to filter out only contact related to an account in a case object.
When a case is created from account, it has the account field in case populated with the account name/Id. I want to ...
0
votes
2answers
48 views
Prepopulate fields on standard layout but before that allow selection of record type
I was looking at ways to prepopulating standard layout pages the link below was helpful in getting it to work.
How do I prepopulate fields on a Standard layout?
But i need to allow users to select ...
1
vote
2answers
32 views
Setting up relationships between objects
I have custom object lets call it as items.
Items may or maynot have cases associated with it. There can be more than one case associated to an item.
All cases may or maynot have items associated ...
1
vote
2answers
35 views
How to specify a returl when record is clicked from a related list
When we click on a item in the related list it takes us to that item record. But there is no way to come back to the page we clicked this link from. This works when you click on the new button which ...
1
vote
0answers
24 views
Territory Mgmt Implementation: Geography or Product Editions?
Having thoroughly read the documentation for Territory Management, I want to know if my plan of implementation is optimal given the following scenario:
Universal Product sells a software solution in ...
2
votes
1answer
39 views
Is possible to delete all selected records in the result of search layout?
Is possible to delete all selected records in the result of search layout?
Example: select customer object tab and search for all by pressing GO button and in the result selected all check box. Then ...
0
votes
1answer
39 views
Change default Chatter location
Currently when a user goes to the Chatter tab, the default view is "What I follow". This is causing my users to accidentally post outside of specific groups. Is it possible to make users default to a ...
1
vote
1answer
76 views
Can I block Chatter Free users from seeing specific posts?
We want to bring additional users into our Chatter with Chatter Free licenses, but realized that some sensitive posts have been made outside of bespoke private groups. This is causing a problem since ...
1
vote
2answers
81 views
Logout a user automatically when the browser window is closed
I have a basic question about Salesforce session: How can I logout my users automatically when they close the browser window?
