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

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1answer
17 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. ...
0
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1answer
12 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
2
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1answer
15 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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0answers
11 views

Not able to create Contact, Account on Salesforce1 Platform?

I have created managed app..i have added custom buttons to list view of account,contact and lead 1)can you tell me navigation for viewing list view for standard objects on sf1. 2)I want to show ...
1
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1answer
38 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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0answers
10 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 ...
0
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1answer
20 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 ?
0
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1answer
39 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
21 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
17 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
18 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
30 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 ...
1
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0answers
11 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 ...
1
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2answers
37 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.
1
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1answer
34 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?
0
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1answer
38 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. ...
1
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3answers
43 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.
0
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0answers
24 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
27 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
259 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 ...
0
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1answer
31 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?
2
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1answer
52 views

I created a custom object, and fellow admins cannot see my data

I'm part of the System Administrator role/profile. I created a custom object and added some data to it. Other system admins created data as well. When creating the object, we assign ourselves as the ...
3
votes
2answers
198 views

How to make a field editable only if a checkbox is checked

I have a text field that is set to un-editable for all profiles. However if another field (checkbox) is checked, then this text field should become editable and required. I have created a validation ...
1
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1answer
72 views

how to change the default settings for chatter email notifications

In my Salesforce org, each users' default frequency for email notification for Chatter groups is set to daily and I need to change this to "on each post". This can be done individually, however I ...
1
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2answers
61 views

Editing Already created approval process

In salesforce, we can not add any step to an approval process once it is activated. Is there any way to edit approval process(Adding new Steps and doing some other changes) after it is activated. ...
2
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0answers
71 views

How to lock the Attach button on custom object record Notes & Attachments related list once the record get closed (Approved/Rejected)?

Now my business users can delete and attach another file even after the custom object record got approved/rejected. So they were asking for a way to lock the "Attach" button which is listed under ...
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0answers
17 views

Is there a way to retract the rejection of one custom object record so that the user can again approve it?

One of my business users mistakenly rejected one custom object record, so is there a way to retract the record so that the user can approve it? Or Is there a way that we can reset the approval ...
2
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3answers
214 views

Use cases for Login Flows

As an administrator, I am curious to know how I can improve or enhance the user experience. To this end I would like to know if there are any use cases in particular that the apply to the new Login ...
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2answers
83 views

Insufficient Privileges when running report

I have a report running on Account. One of the users have access to the folder but not the report. The users profile has read, create, edit, viewall for account. I am quite baffled as to what is ...
1
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1answer
60 views

Don't have privilege as admin to create permission sets

I'm playing around with SF's REST API, going through the tutorial. I've pulled down a valid access_token, and now I'm trying make this simple request below: curl ...
2
votes
1answer
153 views

International Phone Number Cleansing/ Handling/ Formatting [closed]

I am in the United States, but this is a truly global concern - formatting phone numbers. Situation: We accept "Leads" from all over the world. We have been concentrating on North America in recent ...
6
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1answer
128 views

how to monitor user training for my org

as an administrator I wanted to see what users have completed what modules in the help & training section. Is there a way to report on this or is there a special section within Help & Training ...
-1
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1answer
56 views

How to enable inline edit?

How can I enable inline-edit in my salesforce org, it is not working now.
4
votes
2answers
98 views

“Administrators Can Log in as Any User” - Customized

We have more than one system administrator in our org. They are categorised by assigning them different profiles. I want the feature "Administrators Can Log in as Any User" in such a way that Users in ...
4
votes
3answers
232 views

Is there a way to reset a user's secret question if they know neither the answer nor their password?

A user forgot their password. I have admin rights in the org so I reset their password. They then informed me that they have also forgotten the answer to their secret question. I know that you can ...
3
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2answers
45 views

Disable User In All SF Environments/Orgs (Production and Sandbox)

Anyone know of a clever way to disable users who's left the company in all Orgs? In our particular case, one Production with several Sandboxes. The closest I can come up with is to perhaps grab ...
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0answers
27 views

Categories field on Custom Labels

Is the Categories field on Custom Labels merely for use in List View filters? Can I not download a file of Custom Labels and their translations, filtering on Categories? Even the Translation Workbench ...
1
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1answer
75 views

Missing Organization Feature: DataDotComClean Error While Installing an App

I have one app (Private) published. and When I try to install i get this error message. Any suggestions, I have passed Appexchange Review, Did I miss something in my Managed Package ??
0
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1answer
50 views

Sync settings contacts on Salesforce for Outlook

I ma trying to enable Sync Settings Contacts in the tab Salesforce for Outlook. I am the admin, and in the tab outlook configurations I have add a new outlook configuration for the user, and I have ...
1
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2answers
86 views

Salesforce Mirrored To mySQL - Reporting Tool Suggestions?

We are setting up mirroring our Salesforce to mySQL using CopyStorm. One object in particular will be mirrored with no deletion (all data ever will accumulate in mySQL while in Salesforce it will ...
0
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0answers
20 views

Customise Force.com Home Page aka Admin/Setup Page

How can I customise the admin setup page? This can be done with the front end home page layout, is there a way to do it for the admin side of the site too? I have several orgs that I may be logged ...
1
vote
1answer
113 views

Understanding Total API Request Limits

I don't understand the total API request limits as explained in the help section of Salesforce. Since I only have access to our client's sandbox environment, I can't see what the limits are in the ...
3
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1answer
83 views

Working With Multiple Apps in Salesforce and the objects respective to a given App

Suppose I have created multiple apps in salesforce. I'm logged in as system admin. Now whenever I look at custom objects, home, chatter, schema builder, global publisher actions, reports, dashboards, ...
5
votes
2answers
101 views

Indexing Fields WITHOUT Salesforce Help (dates, etc)

I am asking this here because I'm having my usual run-around with Salesforce (we do not pay for Premium or "Developer" support if there even is such a thing) and I'd like to know if someone has ...
3
votes
1answer
130 views

How do I change the edition in a developer account?

I'm testing setting up a SalesForce that will be using the "Group" edition and I want to make sure I'm only using what I will have available. How do I change the edition to group in a developer ...
0
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0answers
43 views

SSO for .NET applications

I am trying to implement SSO for the on premise .NET web applications. The idea is Salesforce should act as the IDP and do the authentication. Post authentication from Salesforce it would get ...
2
votes
1answer
98 views

Complete Regex Reference For Salesforce Formulas?

Is there a complete Regex Reference somewhere for using REGEX() in formulas? I have searched and found nothing useful. The problem I am having is below. I want to know if any of the characters ...
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0answers
82 views

How do I find a job as a Jr. Salesforce Administrator (with no experience)? [closed]

I have total of 10 years of IT experience (earlier worked as Developer, Programmer Analyst, Project Lead / BA). Later I took around 3.5 yrs break from work to be a full-time mom. Then learnt ...
1
vote
1answer
39 views

filtering reports at run time based on account

How can I create a report on cases, for example, and then have a filter on account number so that I can show only the cases for a specific account number at run time? Would I need to build a visual ...
0
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0answers
78 views

when not to use the Asset object

I am considering using the Asset object however I am really put off by the fact that it presents as a page within a page which leads to a negative user experience. My business scenario requires that I ...