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Questions tagged [admin]

The tag has no usage guidance, but it has a tag wiki.

0
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0answers
5 views

Email Template sent from Salesforce has a different format when Received in GMAIL [on hold]

Hi I have an issue where in the email sent from salesforce to gmail has a different look like for example the color of the font is different but when being received in outlook it's all normal. Any ...
0
votes
0answers
5 views

how to show my teams reports Where all Team member is on same role

A branch manager who was trying to view the activities associated to her team. Since the My Team view works off of the Role Hierarchy, I expected her to see data for the individuals that also shared ...
-1
votes
1answer
21 views

Unable to create Guest Admin in test on Trailhead Module [closed]

Challenge not yet complete in My Trailhead Playground 1 An inactive user with 'guestadmin' in the username was not found. Make sure that the user is inactive and that the Username includes the '...
1
vote
0answers
14 views

One admin can get API tokens, but others can't

I have three users. All use the System Administrator profile, Salesforce licens as well as the same role and permission sets They're all using the same connected app client_id and client_secret. The ...
0
votes
0answers
11 views

Picklist value added to Inactive values list if i create new value from rest API?

I have one pick-list field called type if i gave new value to type pick-list field it's creating the value in field but it is in active.I am creating record Throw REST API.How to make this active ...
0
votes
1answer
16 views

IS it possible to assign a list view to a particular profile

I have created a custom listview and now the requirement is only a particular profile to see that custom list view this particular profile shouldn't see the default list like all and recently viewed ...
-1
votes
1answer
17 views

How to add a Field of Task to Task Remainder pop up window

Here the requirement is to add a field into a Task Remainder pop up window
1
vote
0answers
19 views

Is it possible to extend a standard rich content component's design attributes from the Community Builder?

Just to set your expectations I'm fairly new to developing lightning components. The reason why I'm asking is I want to add additional functionality like a CSS class selection for a list so that an ...
0
votes
1answer
25 views

Time-Based workflow Scheduled date Changing?

based workflow that will create a task. I scheduled the task creation to 1 Hour After Rule Trigger Date for testing purposes. The task creation is in time-based-workflow monitoring so I'm sure that It ...
0
votes
1answer
26 views

Field to pick-list selection

Hi I need a favor regarding pick-list selection. for example: I have a Location object. In Location object I have (County name) field. I created county 1, county 2, county 3. And I have another ...
2
votes
1answer
188 views

Salesforce Instance refresh - new instance name “UM”

What does the UM stand for in the in the Salesforce instance naming? EU: Europe NA: North America UM:???? Is it new or has it always been present? Never noticed it and I have just found out that my ...
0
votes
1answer
26 views

Changing sub domain name

I want to create tab for lightning components but I am unable to do so as I saw it is mandatory to change domain in order to create lightning component tabs. Currently my org is having various ...
0
votes
1answer
57 views

Recieving the following error while trying to comment out Apex Trigger: “Error: Compile Error: Unexpected token '<EOF>'. at line 65 column 1 ”

I'm a point and click admin with little Apex experience in need of some assitance. I am attempting to Comment out and Apex Class in my Organization, however when attempting to update the Trigger in ...
0
votes
1answer
17 views

FLS on Salesprice field

How to Remove the Access to Sales Price field on Opportuity Products. When i am trying to edit the FLS of Sales Price it is visible to all profiles and not able to change the FLS. I want to remove ...
2
votes
1answer
34 views

Does field length matter much in performance

Maybe very trivial question but I don't know the answer. When I create a new field , I always think why don't I give the max length for this field? How does 20 is different from giving 100 as length. ...
0
votes
0answers
136 views

Parent Validation Rule triggers in Child Record Creation causes Error

Hi I have an issue where in when I create a QuoteLineItem, it triggers a Quote validation rule. Which is fine but the error message is different. It should trigger the validation rule message ...
2
votes
0answers
52 views

Should I Install a Pardot Conector Directly on Production, or In a sandbox and then send to production?

I'm doing all the configuration for an instance, in a sandbox, and then I'm deploying, but I don't know If I should do the pardot connector, and then deploy my first configuration, or vice-versa, or ...
0
votes
0answers
13 views

Can I change My Domain simultaneosuly on all sandboxes?

I have 3 sandboxes that I want to change myDomain onto. The first one worked fine the other 2 are stuck on pending - did I need to wait for the first one to finish? Also, its been on 'Domain ...
3
votes
3answers
594 views

Different between RelatedToId vs ParentId In EmailMessage

I had task related to Email Message (email-to-case). When an email arrives on closed case object, Then i was have to clone the old case object & create new record on that with exact data and also ...
0
votes
1answer
343 views

Reset password for user without security question and answer

On the documentation it mentions the following: NOTE If the user hasn’t set a security question, or doesn’t answer the security question correctly, the password isn’t reset. What is the best way to ...
0
votes
1answer
19 views

Expense report app

I need to create expense report with some fields that must capture following types of expenses: airplane, hotel stay and the food. The report user fills in report with trip name and we must allow him ...
0
votes
1answer
76 views

Auto number field with variable prefix [duplicate]

I'm looking at adding a unique identifier field for my assets that will have a prefix of the record type and then a following 4 numbers. Office Equipment Abbreviation of OE Remote Equipment ...
1
vote
1answer
28 views

List of all objects with the current number of used custom fields

You can view custom object field limits by going on: App > Customize > Object > Limits Is there a way of getting a list of all objects with the current number of used custom fields? EDIT: I know ...
0
votes
1answer
24 views

Different input fields dependent on Asset type

I'm working on a concept for asset management in Salesforce. The idea is Cars (type) Manufacturer (Audi, BMW, VW - Will most likely be an external lookup to CAP data) Model (A6) Derivative (1.8 ...
1
vote
1answer
19 views

How to give Undelete permission to a particular user having a profile in which many other users are also present? [duplicate]

How to give Un-delete permission to a particular user having a profile in which many other users are also present?
0
votes
1answer
19 views

How to check Status of email alert in the scheduled workflow

Lets say one example Emails should be send to a no of users which is scheduled in workflow.Once email is sent how to check the status that whether the email is sent or not to all the users?
4
votes
0answers
581 views

Automated Process User Permissions

We are having some difficulty with permissions. Our admin has also posted on the success board. https://success.salesforce.com/answers?id=9063A000000eB7V, she also found this same posting: https://...
0
votes
0answers
27 views

Lead Sharing within Teams

I am in a fix, looking for some Salesforce admin support on Lead Sharing. We got high numbers of TLs & then thier Teams. Sharing/Access to leads with Role hierarchy or creating groups would be an ...
0
votes
1answer
50 views

Need to show profile wise different home page for SF1 app

I want to display different home pages for different user based on their profile, we are able to do this for desktop from Setup -> feature setting -> Home -> page assignment, but there is no option ...
1
vote
2answers
239 views

How achieve Approval process in this Scenario

I have idea about how the approval is work for normal scenario like user click on approval , it will got to manager, he will approve or reject based on action we are able update/trigger any event. In ...
0
votes
3answers
24 views

Salesforce Email Settings

In one of our sandboxes the email is formatted jdoe=mycompany.org@myexample.com. We have tried to change this many times because it creates log-in chaos, but it automatically updates back. Where can ...
0
votes
1answer
20 views

How to display stage value changed in opportunities in last 7 days on reports?

Stage value changed from "prospect" to "closed won" in last 7 days how to write filter logic for that? How can I display only those records on reports?
0
votes
2answers
18 views

Contact sharing belong to specific account [closed]

Orgnization wants to share contact to be visible only to owners, with exception that contact belong to "XYZ.com" account should be visible to all the users.
1
vote
2answers
512 views

Resetting the Salesforce Marketing Cloud URL Expiration

I am trying to reset the URL Expiration timeframe. The Admin/Send Mangement/URL Expiration page notes: Adjusting the timeframe to a time that is greater than what is currently set will cause ...
0
votes
1answer
26 views

Insufficient Privileges: While opening gmail through salesforce -sso

I have did SSo into my org by following all the steps in the salesforce doc,eventhough when i open gmail from app launcer am getting error as insufficient privileges. how to achieve this...?
0
votes
1answer
580 views

Check if one picklist value is selected then other picklist value does not contain that value again

Consider 2 picklists 1st picklist contain values : abc,xyz, pqr. 2nd picklist contain values : abc, xyz, pqr So if 1st picklist is selected with value "abc" then on select on 2nd picklist it should ...
0
votes
1answer
159 views

Case Ownership Access visiblity

Is their any settings? When case is created it's assign to queue which is "ExtQueue" when case Ownership change ExtQueue to "IntQueue" its changed which is working fine. Query is when we go to ...
2
votes
1answer
26 views

Report To Show Objects Not Used

Is there a quick method or tool which would provide me with a rundown of the number of records existing for each object ? I'm doing a cleanup of my system and would like to see what objects do not ...
0
votes
1answer
157 views

how to lock the text box based on the picklist value selected

let us assume we have a picklist with 3 different values one value of three values be "other".If other picklist value is selected in the drop down one text box to be opened to enter the value of the ...
1
vote
0answers
14 views

Api Upsert by one of two admins overwrites the other admin's record instead of creating a duplicate

I have an org with two admins: AdminA and AdminB. AdminA upserts a record with an external ID - this creates a new record AdminB upserts the same record with the same external ID. I would expect ...
0
votes
1answer
107 views

Hiding Custom setting from a custom administrator

I have cloned the sys admin profile and created a profile named IT admin having same privilege. My Problem: I have a custom setting record which stores a sensitive information(password) in it. I do ...
0
votes
1answer
26 views

can we hide required standard field or make it read only

can we hide required standard field or make it read only since that fields auto populates the name once the user save the field,in order to make the user less confusing
0
votes
0answers
202 views

Related To field on Task object

I am trying to find out anyway to autopopulate the "Related to" field when I click on "New Task" on Account object without using URL hacking or overriding "New Task" button. Any help is really ...
0
votes
2answers
174 views

Where does the “from name” list come from?

Simple question Where do I control who is on the list you can choose as "from Name" when you sent an email? It seems like its some of the User Profiles for the account, but not all of them.
0
votes
1answer
27 views

Button to avoid Email Template for some order

I have a time based workflow which will fire Email template 90 days before End_Date__c on Order. I would like to create a custom button to disable request if we want to avoid this occurring for some ...
0
votes
1answer
1k views

How to know the Process Builder Id/Name?

I have many Process Builder that create records of same Object. How many Process builder can be used don't have any limit. I want to store id of process builder or name of process builder in ...
0
votes
1answer
307 views

Can I forward RMM replies to multiple email addresses?

When setting up a new sender profile, is there a way to specify multiple email addresses that should receive the RMM reply from customers? I tried to insert multiple email addresses, separated by a ...
1
vote
1answer
27 views

How can I download the ConnectedApp Usage information?

My user has requested me to download the connected app usage for a particular app in our org. I am able to see the information on here via the UI, but I don't see a mechanism to download this to an ...
0
votes
1answer
24 views

Check 'Profiles' created date

As an admin, I have been given the task to check and audit the profiles that are currently on Salesfroce. Is there a way to see when they were created? (Created Date?)
1
vote
1answer
250 views

Session Settings

I see these two settings in the session settings and I understand the basic use of it. Lock sessions to the IP address from which they originated Enforce login IP ranges on every request To me, it ...