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

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5 views

"automate generation of a badge when certain criteria are met on opportunity

In order to achieve "automate generation of a badge when certain criteria are met on opportunity". So, For this we have created a flow and calls tht in a process builder but now its not working ...
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1answer
13 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
15 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
51 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 ...
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1answer
58 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
12 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
20 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
19 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
14 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 ...
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1answer
55 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
31 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
30 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
49 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
28 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
16 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
23 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 ...
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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
23 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 ...
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2answers
390 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?
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1answer
36 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
27 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 ...
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2answers
43 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
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2answers
159 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 ...
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0answers
19 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
61 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
27 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 ...
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1answer
56 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
31 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
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1answer
33 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 ...
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1answer
30 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 ...
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2answers
65 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 ...
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0answers
18 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 ...
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34 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
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1answer
22 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?
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0answers
36 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 ...
5
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1answer
95 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
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1answer
24 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 ...
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2answers
128 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
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1answer
19 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
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1answer
45 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
103 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
18 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
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0answers
23 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
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1answer
28 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
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1answer
29 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
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0answers
39 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
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2answers
298 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 ...