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

learn more… | top users | synonyms

0
votes
0answers
8 views

Loading/importing notes into the Leads Notes

I have been trying without success to come up with a way to load comments from an external system in to the leads object. The SF org is Professional edition, so I do not have access to data loader. ...
1
vote
2answers
20 views

'Use Case Feed' option on developer org

I setup a developer org to test Case Feeds. When I try and edit a profile, I cannot see the 'Use Case Feed' option under General Permissions. How can I get access to that permission?
0
votes
1answer
26 views

Is there a way to restrict the buttons on a standard page to be top only

Was wondering if there is a way to show the button on a standard page to be available only on the top of the page instead of displaying both and top and bottom of the page. Thanks
1
vote
1answer
37 views

Docusign integration

I am trying to setup Docu Sign for my company and i did all the steps and i got stuck on this. When i press the custom button provided by docusign Send with Docusign that is added to all page layouts. ...
1
vote
1answer
15 views

Take a Data backup of an existing custom object with attatchments into a new custom object

I have a custom object which is part of a managed package and is likely to be discontinued. We want to move all the data in that custom object of the managed package to be transferred to a new custom ...
4
votes
1answer
63 views

Code Coverage - SalesForce Bug

While trying to upload our package (as an ISV partner) I noticed the following readings: Upload failed due to 73% code coverage (of course... we need 75%) From the "Apex Classes" screen, after ...
0
votes
0answers
18 views

Mass Update the Email me notification

How to mass update "Email me when someone assigns me a task" in salesforce Under my settings--> reminder alert. Can we make the checkbox to true using data loader / apex?
3
votes
0answers
28 views

How to get rid of the “Walkthrough / First Steps side panel” in trial orgs

We are starting an implementation for a new client on a trial org. I'm confronted with an very annoying side-panel which as an unfortunate also overrides the force.com admin-panel. It looks like this: ...
0
votes
2answers
34 views

Is it possible to assign different page layouts to different users having same profile and user license?

I have requirement to assign different page layouts to different users having same profile and user license.
1
vote
1answer
34 views

Deploy ChangeSet but “Added Entity” Errors?

This is very strange to me, as I cannot Google any help on it at all. It appears that this deployment to our "Full" sandbox went fine despite the "errors" listed where it seems to have ADDED ...
0
votes
1answer
26 views

unable to clear out email field on clone using URL hacking

I am creating a button to clone a contact record, however I don't want to clone the email field, therefore I use the following syntax: ...
0
votes
2answers
20 views

In Snapshot how should i able to access (in Salesforce) the historical data as of the date it was captured

I have created snapshot and mapped all the fields (Source and Target) and scheduled the time also. I am getting the proper output in report format also. But now i want the "we should be able to ...
0
votes
0answers
25 views

How to View excel file

I have a link in my Home page which should open a excel file in a new window. When i click that link the file is getting downloaded and not able to view the excel file in the new window. Right now i ...
0
votes
0answers
13 views

How to add and remove client fields in remedyforce

Hope you all are doing well . I got stuck into a major problem . I want to add some new fields to client layout and remove those mandatory fields which is email ID, Client ID and last name. My ...
1
vote
1answer
34 views

Can we clone Salesforce standard objects?

I want to give a custom object equal org-wide default to accounts. It is possible we clone Salesforce standard objects.
2
votes
1answer
52 views

Can I make Account Owner read only?

This is my issue Users assigned to a particular profile who cannot change the account owner. I went into the profile to set OwnerId to readonly and cant do it at profile level for some reason. ...
2
votes
1answer
103 views

Territory Management 2.0

I'm new to the concept of Territory Management in SFDC. Our organization uses zip codes to assign accounts & leads to sales rep (via assignment rules). As a result we have hundreds of assignment ...
2
votes
1answer
21 views

Salesforce Report (Query) Odd Behavior

Does anyone have links to info or knowledge of the following behavior and if there is something I can do Administratively to rectify it? A report, filtered on Time Frame of Created Date (custom ...
0
votes
0answers
10 views

How can we get the converted lead information in lead lookup field search

I've created a lead lookup field on lead object, now I am getting only unconverted lead record information but also want Converted lead information and how is it possible (I am using Professional ...
1
vote
1answer
15 views

Creating/Edit Users using Force.com License

I'm building an app on Force.com platform and the users would be having a force.com license. Does the admin need to have a full salesforce license to create users or i can create users even if the ...
1
vote
0answers
15 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 ...
0
votes
2answers
48 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 ...
1
vote
0answers
31 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) ...
0
votes
0answers
35 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?
2
votes
1answer
94 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 ...
0
votes
1answer
36 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 ...
1
vote
0answers
9 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 ...
1
vote
2answers
21 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 ...
1
vote
0answers
46 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 ...
1
vote
2answers
25 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 ...
0
votes
2answers
264 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 ...
5
votes
1answer
223 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 ...
0
votes
1answer
39 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 ...
0
votes
1answer
58 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 ...
0
votes
1answer
26 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 ...
0
votes
1answer
66 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. ...
2
votes
1answer
79 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 ...
0
votes
1answer
32 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 ...
1
vote
0answers
34 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 ...
0
votes
0answers
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, ...
1
vote
0answers
34 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.
-1
votes
1answer
32 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.
0
votes
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 ...
0
votes
2answers
113 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. ...
2
votes
2answers
39 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 ...
0
votes
1answer
18 views

Essential Apps For SalesForce Non profit Starter pack

What apps would be considered essential addons to the SalesForce Non Profit Starter Pack
1
vote
2answers
83 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 ...
0
votes
0answers
20 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" ...
1
vote
2answers
1k views

What 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 ...
1
vote
1answer
26 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 ...