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

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9 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 ...
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2answers
29 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 ...
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14 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) ...
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21 views

Regex function to allow special characterss

How to use regex function to allow special characters like below (( REGEX( Name , "^[a-zA-Z0-9_ + < = > % & * " ' ( ) , . / : ; ? $ [\ # ] @ -]*$"))) . Is this valid?
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1answer
49 views

How do I Manage Communities since Spring '15 release?

Last week, I could do: Setup > Customize > Communities > All Communities, and change tabs etc. Now, the action links are missing from the view of all communities: I've checked all the permissions ...
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1answer
27 views

soql on events, to display all the events regardless of who is assigned to in a VF page within a community

I am not sure if I am approaching my problem the right way, maybe not, so I will give a very brief explanation of what I am trying to achieve: Currently I have 2 communities, Community 1 is focused ...
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0answers
8 views

Multiple Email Branding in our ISV service

I would like to have two different email branding to our ISV service. And have two separate service registration forms - each one will have different email branding. Is that possible? In our trial ...
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2answers
16 views

Endpoint URL for external data

New to Salesforce Admin and still learning. In regards to integration to an external source, I've watched several videos that quickly reference typing in the endpoint, or server URL that your ...
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0answers
15 views

Remove Manage external Account button permission

For one of the profile who do not have "Manage external Accounts" and do not have "Edit Self-Service Users" permission but still they can "Enable/Disable Partner Accounts". What am I missing? Thanks ...
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2answers
22 views

(Creative) Ways To Truncate A Managed-Package Object

I've searched through various questions here, and via Google, and see nothing other than Apex possibilities, which are far too slow. Anyone know of a creative way to TRUNCATE the data in a custom ...
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2answers
111 views

Where can I get the material for Salesforce Certified Administrator (WI15) exam?

I am planing to give WI15 Exam within this week. As preparation alone not sufficient for the exam I need MOCK exam papers for Administrator - WI15 which will help me to clear this exam. If you have ...
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1answer
137 views

Create a currency formula field with no decimal places for Standard Page Layout

We have the following challenge with currency fields: Scenario: On child record(s) (in a multi-currency org) we have pricing information which is stored as a currency value with 5 decimal numbers in ...
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1answer
34 views

Contact deleted when Account is deleted

I have created an account "XYZ" and contact for this account(XYZ) as "ABC". Then I deleted the account then its contact got deleted, though account and contacts has lookup relationship still its child ...
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1answer
26 views

Workflow to follow a record via Chatter

Along the lines of this plugin for Salesforce: http://www.spkeasey.com/chattomate Anyone know how to write a Workflow to follow a record in Chatter? I want to be able to program specific objects ...
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1answer
15 views

Enabling Enhanced Lookups

Does anyone know of any disadvantages (or compelling reasons NOT to enable) Enhanced Lookups? I don't see any references to such information in Google and Stack Exchange searches. My knee-jerk ...
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1answer
38 views

Validation Errors While Changing Field

I am trying to update a field to show 4 decimal places. The field is a custom field and is a Formula(Currency). Other fields like this I went in changed it from 2 decimals to 4 with no problem. ...
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1answer
34 views

Critical Updates “Auto-Activation Date”

https://help.salesforce.com/htcasesuggestedsolutions?filterid=&id=5003000000Xo4rpAAB Salesforce's own documentation states that the Auto-Activation date of Critical Updates is the date they force ...
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1answer
19 views

Scenario for transferring a user account from one person to another

If Phil is promoted from a Sales Associate to Senior Sales Exec, and the new sales associate is appointed to take Phil's responsibilities. What are the appropriate steps to transfer Phil's account to ...
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23 views

Is it possible for a sys admin to delete a chatter file from a user's personal library?

I read that Modify All Data should give Sys admins access to all chatter files, provided they are not in a personal library. However we have users uploading lots of data to personal libraries (via ...
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5 views

Community Home page needs to be private

I have created a community, this by default has created a site that looks like url/CommunityName. As my home page needs to be a VF page, I have edited this site to have as an Active Site Home Page, ...
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22 views

how to give permission to lead import for Standard users in professional edition?

Note: Not for Admin because admin have access to Import leads permission but users not having access to import leads then how to give access to users to import leads.
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1answer
31 views

Using Custom Field

Hi i have created a custom object name Product in that i want to create a custom field by name product_id selected field type as auto increment but the field is not visible help.
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1answer
30 views

Unable to get the desired output

I have 3 subject fields Subject1, Subject2, Subject3. I am trying to run this code - IF( AND( Subject1__c >= 40, Subject2__c >= 40,Subject3__c >= 40 ), if( AND(Subject1__c > 40 ...
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2answers
45 views

My Developer Org Hits Governor Limits when sending emails

From some reason I get a Governor Limit error in my development org while trying to test email sending functionality. Here is the governor limit error: System.EmailException: SendEmail failed. ...
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2answers
29 views

Allow I.P to avoid 2 factor authentication

I have a sandbox in my org, and I am trying to log in from home, when I try to log in, it ask me for code that is set up to be sent to my boss mobile phone. So, I have log in in the production org ...
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1answer
11 views

Essential Apps For SalesForce Non profit Starter pack

What apps would be considered essential addons to the SalesForce Non Profit Starter Pack
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2answers
45 views

Change the Default Role when Adding Contact Roles to Opportunity

I am new to being a Salesforce admin, and am going to a few classes in the coming weeks. Currently I am trying to find where to set the default value for Contact Roles when adding them to an ...
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14 views

When we provision new trial orgs we get “Subscribe Today”

We recently created a new trial template from a new TSO (trial source org) and from some reason after we provision a new trial, the new org contains two links: "Subscribe Today" "30 Days Remaining" ...
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2answers
321 views

Waht are the Salesforce Spring '15 release features?

As a Salesforce developer, consultant and administrator, I like to stay on top of new features in dev or due to be released in the medium or near future. As the Spring '15 release maintenance exam ...
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1answer
20 views

How to open an Order for an account without a contract

In SF when I try to open an order it lets me open one only on a certain contract. I want to override this and open an order on an account without the contract issue. For example: User ABC - Order 1 ...
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1answer
21 views

Best way to handle relationships to objects I cannot create look ups for?

I have an object and it needs to have a 1 - many reference to the Data Category used in knowledge base. We have a requirement to be able to configure which data categories show up on a given page. ...
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2answers
43 views

how can we make users to restrict the delete records in professional edition

In professional edition how do we restrict the users to delete records please help me out of this
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2answers
30 views

es_NI locale not supporting for salesforce

When registering community user for NICARAGUA country "es_NI" Locale not supporting, but its supporting "es" locale. Why salesforce not supporting this particular locale and how can i solve this ...
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1answer
53 views

Allow users to edit case comment

Some users don't have the "edit" link available to them, how do I go about in turning it on for them?
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13 views

Problem of switching system language

I'm having a problem of switching the system language. My role is a System Administrator and profile is a system administrator as well. However, after I change my language from English to French I ...
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1answer
27 views

How to write workflow for lead record when there is no activity performed

How to write workflow for lead record when there is no activity performed on record till 10 days then send an email to owner automatically ?
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1answer
71 views

Can a time-based workflow trigger every time a record is created or edited?

Sorry this isn't a programming question, but I trust folks on this site moreso than elsewhere. I'm signed up to take the ADM201 test and am reviewing questions people have posted on the Internet. ...
0
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1answer
28 views

how to hide a couple of fields on custom object for a certain profile in one shot

We have a custom object and I would like to hide some fields on it for a certain profile in one shot. I know how to go individually on field level security but I don't want to go that route because ...
2
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1answer
25 views

How to export Oppty + related Activity Data as PDF?

The Extended Mail Merge feature allows Admins to create a Mail Merge template with numerous fields, which users can use to export data in PDF format when they go on the "Activity History" section on ...
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2answers
62 views

Giving Login As Other User Rights through Role

I removed the ability to login as another user from one from my custom roles. But now i want to give back the ability to do so and can't remember where the setting is at. Anyone wanna take a swing at ...
1
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1answer
63 views

Giving formula values with multi-select picklist

I am trying to make a formula that will give values from a multi-select picklist and i want to know what is the fastest and cleanest way to do this? Video_Monetizing_tool__c != "No" to give a value ...
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0answers
24 views

My User LanguageLocaleKey gets overridden

I am trying to change my LanguageLocaleKey from "es" to "en_US". I go to Workbench update the record, get the confirmation screen and when I look at the field, it changed back to "es". What could it ...
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2answers
56 views

Text field shows after picklist value is sellected

I am curious if this thing is possible to do on page layout. If i select some value from picklist/checkbox the text field should show up on page layout.
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1answer
64 views

can I upload user's profile image via data loader

I have a several user photos, is there a way of uploading them to the user's profiles en mass?
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1answer
67 views

How can I set field level security for multiple fields in the same custom object?

I have deployed several objects from one sandbox environment to another. I notice that the field level security settings has not been deployed. I used the change sets method to deploy these objects. ...
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3answers
83 views

How to lock Opportunity Record?

How to lock a Opportunity Record if the Stage value is changed to Closed Won or Closed Lost? I think it can be done using a validation rule but I am not sure and want to have a best approach.
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0answers
34 views

Manual sharing is read only on contact's record (single record) but a user still have delete button and it is working

I want to make a contact visible to every user of our Org and it should be in read only mode. OWD is private for both Account and Contact. I tried using manual sharing by giving read only access to ...
1
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1answer
33 views

Chatter Plus to Chatter Free

Quick question i've got a group of users who only chatter in one group and i want to move them from Chatter plus to chatter free because of that reason. How can i downgrade users without recreating ...
8
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2answers
263 views

How to identify an Org from the Org Id

Does anyone know if there's a way of identifying an Org based on the Org Id? I received the "org recently accessed using SSL3.0" email that is going to admins at the moment because of the SSL ...
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1answer
73 views

Where to find historical release dates? [duplicate]

Is there any place on the internet which lists the historical release dates for Winter, Spring and Summer, for every year and every Salesforce instance?