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

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3
votes
1answer
89 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
votes
0answers
16 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
20 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 ...
1
vote
0answers
32 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
24 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
votes
0answers
15 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 ...
3
votes
2answers
154 views

Set 'Modify All' for around 100 profiles

I want to give 'Modify All' permission for certain objects, to around 90-100 profiles in my org (excepting a few). I feel it is very laborious work.. Is there a way to do this easily through the ...
0
votes
1answer
26 views

deploying multiple changesets

I have made several deployment changesets. They all relate to the one object, e.g., custom_object__c, i.e., changeset1 deploys field1__c, changeset2 deploys field2__c. Is it possible to validate all ...
2
votes
1answer
17 views

Login as other user setting for other profile except System Adminsitrator

If a user is setup as System Administrator profile, the user can login as other user. However, is there any option that I can enable this function for other profile except System Administrator because ...
1
vote
1answer
22 views

reporting on email-to-case settings

I have several hundred email-to-case rules already set up. I am trying to find an email-to-case rule that is setting a case field (case origin) to a specific value. How could I find this? IMHO the ...
1
vote
1answer
21 views

is it possible to report on the history records of a custom object?

I created a custom object and set history tracking on one of the fields for the object, I added the history to the page layout for the object. For any particular record for that object I can now see ...
2
votes
0answers
13 views

are hover links available on feed-based page layout?

In the good ol' days, when I looked at an opportunity page layout I would be able to see the hover links for the related lists associated to the record. However, now I notice that they are no longer ...
1
vote
1answer
12 views

Enabling edit access to fields en mass

Is there a quick and easy way of enabling edit access to all or a selection of fields for an object for a particular profile?
6
votes
1answer
40 views

Salesforce Login as A User History

Salesforce has Login History for 6 months, but our requirement is for compliance to see list of Admin user who has logged in as other user by using "Login as a User" for testing i.e. Suppose Admin "A" ...
1
vote
1answer
19 views

How can I use the billing address type field in another object

I live the billing address field format, it is a great container for gathering all the fields together. Is there a way of doing this for customer objects?
1
vote
1answer
99 views

Getting the case email reference code

When I send an email to a recipient from a case within Salesforce, the recipient's email subject contains a unique code generated by Salesforce. This code is used by Salesforce then for routing the ...
3
votes
1answer
81 views

When is it appropriate to use Record Types?

The documentation for Record Types states: Record types allow you to offer different business processes, picklist values, and page layouts to different users. It seems to me that unless you are ...
0
votes
0answers
28 views

How to create YTD column in matrix reports

I have a requirement to create a YTD column based on the login history of the year (i.e) the login history for the current physical year of the user .I need this to be done in matrix report. when ...
0
votes
1answer
17 views

Emailing comments on a case

We use cases extensively throughout the organisation. I want to be able to have the option of sending a comment by email when I add a comment to a case. Is there a setting for this?
1
vote
1answer
20 views

Case assignment does not follow assignment rule

I have a case record type "Salesforce Queries". I have a page layout "Salesforce Queries | Lite" assigned to this record type. On the page layout settings I didn't select to display the Case ...
0
votes
2answers
155 views

How to start learning salesforce with a sample project

I am new to crm , so i don't know how logically use salesforce for developerment. I read some tutorial, learned visual force and experiment some task mention in the tutorial. But there is lack of ...
2
votes
0answers
27 views

Is it possible to have an Approval process dependent on a related list record?

I have an opportunity with a custom object "product__c" related list. I want to be able to send the opportunity for approval only if a record of "product__c" is added that has a certain field value, ...
0
votes
1answer
47 views

Formula for calculating remaining days

I have two fields in an object, Total_Casual_Leaves__c (Formula) 15 is constant value for it. Days_Requested__c (Number) that is user input. Now i want to write a formula for Remaining_leaves__c ...
2
votes
1answer
121 views

How to create a custom tab that redirects to a specific URL

I would like to create a tab in Salesforce called 'Activities', and when clicked, it redirects to https://na1.salesforce.com/007, the Activity List Page in Salesforce. The web tab is not an option, ...
0
votes
1answer
30 views

Does SF support two ADFS servers in different forests providing SSO?

We are trying to use SSO on 2 different domains that will connect to our SF org.Currently we have ADFS SAML setup to 1 but we adding another one. The question is, does SF support two ADFS servers in ...
1
vote
1answer
35 views

Task object did not displaying salesforce

I have installed the salesforce 1 mobile application in my ipad. then go to an opportunity and click on the "+", there are a number of options, but "Tasks" not available kindly sugget. in mobile ...
0
votes
0answers
21 views

In Site.com how do I enable Contributor users to create new pages

I'm a site administrator creating a site via templates. I want users (with role of "Contributor") to be able to create and edit pages based on these templates. I imagine this must be obvious ...
2
votes
1answer
23 views

Modifying existing pagelayout

How can I modify an existing page layout so that the page layout assigned to managers display Cases Acitivity History Notes and Attachments Partners If the page layout is assigned to sales rep those ...
0
votes
1answer
175 views

How to display alert message on a standard SF page on click of standard “save” button

Hi I want to display an alert box onclick of a standard save button on a standard SF page. When the user select a product(say pqr), and press save ,he should be prompted that he should select a newer ...
1
vote
1answer
63 views

how a user can assign tasks to another user en mass

We assign tasks en mass to our sales reps. However when the rep is on annual leave they need to be able to assign their tasks en mass to colleagues. How can they do this in Salesforce?
2
votes
1answer
75 views

Size of “Weekly Export” vs. “Data Storage” is different, why?

Re: This is a duplicate question: At best is a related question, not a duplicate. The other question has nothing to do with comparing Salesforce's account of data within and outside of its system. ...
3
votes
3answers
103 views

How to estimate time required to maintain a barebone Salesforce account with 7-10 users?

Putting aside the time related to rolling out a new Saleforce org or customizations after the roll out, how much time should an admin expect to spend maintaining a bare bone Salesforce account per ...
0
votes
1answer
43 views

how to report/query the recipients of email alerts

When I am deactivating a user I get a warning to say that they are included in email alerts and so cannot be deactivated. However, as I have hundreds of email alerts set-up, it is not practical to go ...
2
votes
1answer
81 views

ApexDevNet in the remote site

Just found a remote site in the Dev Org. I didn't add it before. What is the remote site "ApexDevNet" ? Can we just disable it ?
2
votes
1answer
64 views

Bulk API Hard Delete seems to be unavailable in our org

We have Enterprise addition and I've followed the following KB article and am unable to find this checkbox option anywhere. Has anyone else experienced this issue and is this something that needs to ...
2
votes
1answer
127 views

How to search on object lookup on custom field

I have a lookup field that displays the standard "name" field (renamed to Service ID) of a lookup object. However, this "Service ID" field stores the autonumberID of the object record and is not ...
1
vote
1answer
37 views

unable to mass update cases of same record type

Does a user have to have the "Modify All Data" permission in order to be able to mass update records? I have a user that does not have this permission explicity set and is unable to mass update ...
0
votes
0answers
29 views

best practices for managing space

We are still relatively new in the Salesforce world. We thought we sized our site to get us through a year of processing, but have run out of space in 8 months. We are concerned that we may not be ...
0
votes
0answers
32 views

how can I mass delete attachment files on a case record?

I have a case (and many otheres) that hold the image file of the email header that is attached to the case. Therefore, on a busy case, one with many emails attached via email to case, there can be ...
4
votes
1answer
60 views

how to enable deliverability testing from a non-administrator?

How can I enable a non-administrator user to use the email deliverability test tool? I have checked the system permissions for the user profile and there is nothing listed that enables this ...
1
vote
0answers
27 views

Can't disable email alerts

We have email alerts setup to notify us internally however I cannot disable them for some reason. I'm not that familiar with SF so I'm wondering if there's some other place than where I'm looking ...
1
vote
1answer
73 views

Email spoofing issue from salesforce - emails not getting through to recipients

If I send emails from an email-enabled object within Salesforce, e.g., case, the emails do not always get delivered to recipients. I have discovered that one or two of the recipients have these emails ...
1
vote
0answers
25 views

Partner unable to send email from a case

I have a partner portal user that, although the page layout assigned to their profile and record type that they are using for the case contains the email section (which by the way on the page layout ...
1
vote
1answer
54 views

Touching Contact Record in Person Account scenario

We use Person Accounts. I'm very familiar with how they work (after 3.5 years of dealing with them). We are constantly at the brink of no custom field space left on our Account object. I decided to ...
3
votes
1answer
22 views

Stopping sheduled reports by freezing user account

When a user account in Salesforce is frozen (using the freeze feature) does this prevent them getting scheduled reports that they would normally have received? For example, UserA has a role ...
4
votes
1answer
144 views

Can the Auto Number display format reset for each new year

I have created an Auto Number with the following format: {YYYY}/{000}. Is it possible for the number increments {000} to reset to 1 for each new year?
-2
votes
2answers
93 views

User is trying to create a case record using REST API, [closed]

The User is creating the Case record using REST API, Here the user has access to the contact field in case object but he is not having access to the contact object. wt could be the error message
1
vote
1answer
43 views

how to change the activity type of an email activity

When I send an email form within an object* in Salesforce, an associated activity is created. The "type" of the activity is recorded as call. How can configure Salesforce so that some other value is ...
2
votes
1answer
50 views

Is it possible to limit access to records based on profile's region?

currently system admin profile for all countries USA, India, China. Can we have custom system admin profile only for one country like usa, in which he isn't able to access the other country records ...
2
votes
2answers
89 views

How do you test Case feed in the sandbox?

Is there a way of enabling case feed in a full sandbox? The setting does not show in the Customise | Cases | Support Settings