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

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1answer
33 views

how to change the master details relationship field type

there are 2 objects contacts & accounts under that mailing address(contacts) & billing address(accounts) fields are there. they are in master detail relationship.Whenever i am filling mailing ...
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1answer
17 views

Look up Filter Condition doesn't show record shared by other user

I have one account record and it has a field of picklist (Type) and value set to ("salesforce"). This Account Record is created and shared by admin to the roles(x,y,z) by Manual sharing rule. When i ...
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0answers
17 views

Pull ContentDocuments through the API

We are trying to pull all of the ContentDocuments out through the API as an admin user, but we are having issues. Unlike the UI, the APIs do not allow listing all the records in Content, even for ...
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1answer
29 views

how to make the tab visible for other users [duplicate]

Household information must only be visible to the director and staff. Adoption requests are only visible by staff and directors.
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0answers
22 views

Limited Admin or Delegated Admin profile in Salesforce

So this is the conundrum I am in, we are wanting to store HR sensitive information within salesforce such as salary info and SSN the issue is that we have part of our development team has admin access ...
0
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2answers
34 views

How to backup modified record or field value?

I have few records in one custom object. If some one modify any record, I need to store the modified data. In above picture, if someone modify Answer field value to 10000, i need to know the past ...
1
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0answers
16 views

Account Name not displaying automatically when lead is converting in lightning

I am not able to see the Account Name and Opportunity Name at the time of converting lead in lightning. But it is these are coming automatically when I am using salesforce classic version. Please help ...
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0answers
12 views

How could i give a user who tests the application access to login as user but not have access to setup and configuration.

The business users who tests applications today have administration access to login as different users and test as other users, this access is important, but we want to confine them to not have access ...
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0answers
14 views

How to override “Take me to Google Docs” link in salesforce?

In the Notes and Attachment related list there is a button called Add Google Doc. When clicked on that button it will take to a page to select google docs as shown below. So my question is how to ...
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1answer
27 views

Can we split the user if they have a same profile

I Created three communities and add a Custom Profile "CommunityCommunityProfile". I created Users with this Profile. Now Problem is all the users with this profile are login into all the ...
3
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2answers
62 views

Can we Update Cloned Profile automatically If any changes happen in original profile

I created a profile, and clone that profile and created another two new profile. If i change any changes in that profile I want to reflect those changes in cloned profiles.
1
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1answer
13 views

set the field Ownership a read only for a specific profile?

I have only 1 profile that i need to disable this option, as I dont want them to be able to change the ownership for: Accounts, Leads, Opportunity But when i try to do it as I would do a different ...
1
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1answer
104 views

How can I add tab on lightning

I want add tab on lightning toggle bar. I have created lightning component tab and added in Salesforce1 navigation menu. But it is not showing when I switch to Salesforce lightning. It showing when I ...
1
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1answer
16 views

Commenting configuration changes

When I have to do "strange" things in code, I comment it. Salesforce has introduced many places for declarative business logic (e.g., Process Builder, Flows). Is there any way to add comments near ...
1
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1answer
30 views

Is there a way to send delayed emails from salesforce

I wanted check if it all its possible to send delayed emails from salesforce. ie. I want my sales people to be able to send emails to customers on future dates. Is this possible ? The only thing i ...
0
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2answers
27 views

How to assign object tab to one profile

One custom object is perfectly viewable as an admin. But in my org, one profile users needs to be able to view this tab and right now He can't. How to viewable to that particular profile user? Should ...
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0answers
11 views

How to generate a report on the Account I own or where I am a member of the Account team

Urgent! I want generate a report on the Account I owned or where I am a member fo the Account team. Please suggest solutions. Thanks in advance. Regards Venkat
1
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1answer
28 views

How to add Notes and attachments to the Opportunity in Salesforce1 mobile

In the desktop I am able to see "Notes & Attachments" related list on the Opportunity. But When looking the same opportunity in Mobile (Salesforce1) not able to see Notes & Attachment. How to ...
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0answers
17 views

open the record detail on record click in squid

I am using squid with my salesforce. I want to open a record detail on the click of any record in a given table which is also in squid.
2
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4answers
57 views

Exclusive differences Profiles vs permission sets?

I understand, the differences between Profiles and Permission Sets. I just wanna ask are there some configs that make Profile or Permission Set unique. Are there things that could only be done via ...
1
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1answer
59 views

How to create an object with n number of children mapped to it

I have a requirement in which I have a parent and which could be related to n number of child, and all the child can have only single parent. What to do if I want to achieve this. If I do this ...
2
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1answer
13 views

How to edit the Shared roles in Sharing rules?

In sharing rule when I am trying to add new role (to share) it is not showing any edit option. Could anyone please tell me how to achieve this. Please find below image:
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1answer
21 views

Is there a way we restrict editing of fields in contract once activated [closed]

I want to make sure that noone can edit the contract records once its activated. I also have a custom object contract line items and these records also should not be allowed to be deleted. I want to ...
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2answers
20 views

Some of the campaigns of account not showing to the user

I am facing an issue that, some of the campaigns in an account is not visible to the user. User is able to see few campaigns of the same account. Not sure how to proceed in this issue. Help needed.
2
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0answers
22 views

How to remove unwanted fields from Salesforce1 filters?

On salesforce1 in list views there are buttons like Filter, Sort and New When clicked on Add Filter it is showing all the fields which are visible to me. How to restrict the fields available for ...
1
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1answer
80 views

update picklist value using process builder

I have a object called job application and another object called Interview. On interview I have a lookup relationship field to the job application object. I have a picklist field called status in job ...
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1answer
36 views

Update picklist field using workflow rule

I have a object called job application and another object called Interview. On interview I have a lookup relationship field to the job application object. I have a picklist field called status in ...
1
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1answer
34 views

Close Button in cases

I want to have a close button in case layout in community but do not want to give him a permission of edit, create or delete. just close case. how can we do that.
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0answers
21 views

Limit on number of fields that can be selected in dataset?

I got the below error while creating a dataset. Is there a limit to the number of fields that can be selected in a dataset? Error executing node 275: Query is too long. Reduce number of fields in ...
3
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1answer
76 views

Relationships of Opportunities, Quotes, Contracts and orders

We are using Opportunities, quotes, Contracts and Orders in our Org. This is a brand new instance of Salesforce and we are in the process of streamlining the sales and order process. The proposed ...
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0answers
32 views

Hide records and their lookup children between subordinates

I have a scenario where there is a Master Object-A and couple of child(lookup) objects-B,C,D,E related to the Master. I have some users in my system. I would like to set a security in such a way that ...
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0answers
17 views

Can User create a Workflow And apporval process by adding custom object in Delegated Administration

I have added one user in Delegated Administration and assign Custom Object(Project__c) in (Custom Object Administration). I am able to create custom fields,validation rules,page layouts etc., but not ...
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0answers
25 views

Access to User Login History Report without Manage User Permission

Our Help Desk team wants to get access Last Login Date, Password Reset Time & Date, Login History Information in order to assist End-Users. This requires them to give them access to "Manage ...
0
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1answer
26 views

Deleting/Deactivate case recordtype

I have deactivated one the recordtype we have and I still see the option when I create a new case i.e. under 'Available cases record types' I deleted it without any issues and it just got rid of the ...
2
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0answers
25 views

Lookup filters on same level of object

I had CustomObjectA and Account standard object. 'CustomObjectB' is a junction object between CustomObjectA and Account object. Now, on Case object I had Account lookup filed. When I click on Account ...
4
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2answers
394 views

Gaining experience in salesforce [closed]

Are there any other projects like "Recruiting app" in salesforce that we can build for practicing admin and developer concepts to gain hands on experience?
1
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1answer
42 views

Record type profile and page layout setting

I created a new record type and during the process I added it to profiles and assigned the new record type page layout. This was done in DEV. When I move the record type from DEV to FUll sandbox ...
2
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1answer
34 views

Loading data using data loader

I have a scenario where I want to just edit and save bunch of records without actually editing any fields or data in that record. I want to do this because the workflow rule associated with this ...
0
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2answers
44 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?
5
votes
2answers
173 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 ...
1
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0answers
23 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
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1answer
73 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
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0answers
31 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
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1answer
75 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 ...
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0answers
37 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
40 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
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1answer
31 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 ...
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0answers
26 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
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2answers
91 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
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1answer
26 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 ...