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

learn more… | top users | synonyms

7
votes
2answers
28 views

How to get the current sandbox-name programmatically (dynamically) via APEX

Now after all mere subscribers has per default a lot of sandboxes available, I need a way to programmatically (dynamically) get the sandbox-name of the sandbox org where the actual code is executed. ...
0
votes
0answers
21 views

Object and Field Access Requirement [closed]

I have an requirement where i have two types of user Sales and Finance users. We are using Sales application. I want to give entire sales app access to Sales users and give only orders object access ...
0
votes
0answers
21 views

Suggestions to assist starting a career in Salesforce? [closed]

With a financial services background specialising in documenting/designing business process and organising data I need real world Salesforce experience to get my new career started. Expecting to ...
10
votes
2answers
227 views

Is it possible to get the Standard Field “Name” increased form 80 characters lenght to a greater legth by Salesforce Support?

Is it possible to get the Standard Field "Name" increased form 80 characters lenght to a greater length by Salesforce Support via a case? I know, it's not possible changing this as an Admin. But I ...
1
vote
1answer
19 views

Track Lead Status values on a Lead

I have a custom field('Marketing Lead Status pick list (A, B, C, D)') on Lead. When I am inserting lead from web Marketing Lead Status set to 'A' and when lead inserted manually Status needs to set 'B'...
0
votes
0answers
13 views

Salesforce Bcc tracking All Activities and viewable/searchable throughout entire company

All of our emails are currently being Bcc'd and are searchable within Salesforce. I would still like to use this functionality because it's helpful to the sales organization if possible. How do I ...
0
votes
0answers
10 views

Custom fields mapping on Lead is not working in lightning

I have mapped custom fields on Lead object using "Map Lead Fields" button. When I am converting Lead in lightning (using one/one.app) needs to select customer manually and Opportunity will create ...
0
votes
1answer
43 views

How to calculate the duration between each status on lead object?

I have a requirement to display days lead has been in current status on Visualforce page. If lead status = "A". I have to show how many days that lead has been in same status. If status changed to "...
2
votes
1answer
43 views

NO user can log into the org as a result of profile change

We have a developer org and all of the users (including the admins) in the org have the same profile and the profile was mistakenly updated to have NO rights. (simplified version of the story). Now ...
1
vote
1answer
44 views

how do I add 6 months to a date field in a formula?

How do I add 6 months to a date field in a formula? There are two Date fields date of joining(DOJ_c) and a formula field (Conformation_Date_c), if i put any date in date of joining (DOJ_c) field ...
0
votes
0answers
27 views

I have written this formula where RESULT= DOJ+ 6 months. This code is working but for 28,29 & 31 Dec it is showing error. Plz help asap [duplicate]

DATE( IF(MONTH(DOJ__c )>6, YEAR(DOJ__c ) + 1 , YEAR(DOJ__c)) , IF( MONTH(DOJ__c)+6 > 12, (MONTH(DOJ__c)+6)-12, MONTH(DOJ__c)+6) , IF(OR(DAY(DOJ__c) = 31,DAY(DOJ__c) = 29,DAY(DOJ__c) = 28), CASE(...
1
vote
2answers
49 views

How to create formula field where i have to add 6 months to one date field?

I have one date field DOJ(date of joining). I have to create one formula field "CONFIRMATION DATE" where the date value will be DOJ+ 6months( whenever i enter some data in DOJ field). So how to do ...
4
votes
2answers
38 views

Setting a default view on Apex Classes

Is there any mechanism to set the default view on this screen?
1
vote
0answers
21 views

how to open the page according to pick list value?

i am having a record type as pick list according the value the pages have to open in the sales force using declarative tools. how to change the page layout according to the pick list value.
1
vote
1answer
34 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 ...
0
votes
1answer
19 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 ...
1
vote
0answers
21 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 ...
0
votes
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.
1
vote
0answers
28 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
votes
2answers
35 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
vote
0answers
19 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 ...
0
votes
0answers
13 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 ...
0
votes
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 ...
0
votes
1answer
28 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 communities. ...
3
votes
2answers
64 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
vote
1answer
14 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
vote
1answer
107 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 ...
2
votes
2answers
25 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
vote
1answer
32 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
votes
2answers
28 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 ...
1
vote
1answer
33 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 ...
1
vote
0answers
20 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
votes
4answers
63 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
vote
1answer
60 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
votes
1answer
14 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:
1
vote
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 ...
-1
votes
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
votes
0answers
23 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
vote
1answer
117 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 ...
0
votes
1answer
38 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
vote
1answer
35 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.
0
votes
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
votes
1answer
99 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 ...
0
votes
0answers
33 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 ...
0
votes
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 ...
0
votes
0answers
32 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 Users"...
0
votes
1answer
29 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
votes
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
votes
2answers
396 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
vote
1answer
49 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 ...