Skip to main content
New
Stack Overflow Jobs powered by Indeed: A job site that puts thousands of tech jobs at your fingertips (U.S. only). Search jobs

Questions tagged [admin]

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

Filter by
Sorted by
Tagged with
-5 votes
0 answers
27 views

Salesforce Certified Administrator [closed]

Tomorrow is my test for the Salesforce Administrator Certification. Please provide me with resources so I can pass the exam. Thank you."
Muhammad Younis's user avatar
0 votes
0 answers
31 views

Error : the URL returned from login must be set in sforceservice

I am a new SFDC sysadmin. I am trying to import data into sandbox environment using data loader and I am seeing the error "the URL returned from login must be set in sforceservice" when ...
Anvitha's user avatar
0 votes
1 answer
33 views

HELP! Attaching a file from an Object to an email action in Flow when using an email template

I have a reminder email flow setup that sends a reminder email to an approver depending on the step it's in. How would I attach a file to an email template via an email that's sent out with an Action ...
Dmitriy Gerchikov's user avatar
1 vote
1 answer
83 views

Is it a best practice to give all admins the system administrator profile?

A team reporting up to me that uses Salesforce is experiencing severe disagreements around whether admins should all be given the system administrator profile, or if all but the lead admin should be ...
krock's user avatar
  • 119
0 votes
0 answers
55 views

How to give edit access to a field to some user roles and some user role have read access?

How to give only two users with different roles the ability to modify some fields but others should have read only access? I dont want to create different page layout but created two permission set ...
Rika Das's user avatar
0 votes
1 answer
84 views

In Success Toast Message we are getting record id instead of record name and it happening only for success toast message not for delete toast message

In Success Toast Message we are getting record id instead of record name and it happening only for success toast message not for delete toast message Could you anyone guide on this ? Added two images ...
Arjun's user avatar
  • 3
1 vote
0 answers
43 views

Formula Field, Checkbox Based on Income & Rent Cost

Forgive if this is a silly question, but I've been staring at this formula field for hours and I can't seem to figure out where I'm going wrong. I'm trying to create this formula field checkbox based ...
Josie's user avatar
  • 11
0 votes
1 answer
120 views

How to hide the Standard Field (Name) from the Layout

I have created an object named "Bus". By default, a field called Bus Name has been created in this object. However, I don't need this field based on my scenario and requirement. Is there any ...
Sham Hiruthik's user avatar
1 vote
1 answer
214 views

Does Salesforce impose a limit on the number of user licenses (salesforce or salesforce platform) an organization can purchase?

Does Salesforce impose a limit on the number of user licenses (salesforce or salesforce platform) an organization can purchase? is there any fix number or there is no limit. Can we purchase a large ...
Shyam Garg's user avatar
0 votes
0 answers
41 views

User assigned with Read-only permission set group can upload files

In my org there is a permission set group called ReadOnlyFundingOpportunity with the following permission sets: ReadOnlyFundingOpp on the FundingOpportunity object. I assumed a user assigned with ...
ash's user avatar
  • 1
1 vote
1 answer
532 views

View default record type on all the objects on a particular profile

Is there any way we can view the default record type for all the objects custom/standar for a particular profile rather than going on each object and checking its default record type because there ...
SFDC_learner's user avatar
0 votes
0 answers
168 views

Is there a way to customize login error message?

Is there a way to customize login error message? Currently, the login message always shows "Please check your username and password. If you still can't log in, contact your Salesforce ...
Tristan Santiago's user avatar
-1 votes
1 answer
43 views

Existing data duplication clean up help

I'm trying to de-duplicate existing data in SF. I've created and activated matching rules and duplicate rules and checked off reports, yet there is nothing on the "Duplicate Contact Records",...
RR54's user avatar
  • 1
0 votes
0 answers
328 views

Assigned Resource and Service Appointment in Field Service Lightning

I am trying to get text messages from Appointment Assistance. I have a query does status in Service Appointment when changed to 'EnRoute' or 'Last Mile' Will it will automatically changes the ...
Felix Kjellberg's user avatar
-1 votes
1 answer
100 views

Why Salesforce Partner User's Role Shows an Id instead of the account name?

When I created the user, the Role was displaying the Parnert Account's name + the role hierarchy, but now it shows the account ID Does anyone know how to change it back to show the account name ...
Gerardo Elisiel Martinez's user avatar
2 votes
1 answer
167 views

How do I figure out the best path for admin certification?

I'm new to the forum, a longtime casual Salesforce user and I would like to become an admin. I started with "Prepare for Your Salesforce Administrator Credential" in Trailblazer- However, I ...
Michael X Stierhoff's user avatar
-1 votes
2 answers
226 views

Seeking Guidance: Email Validation Error Handling for Specific Scenarios for field in account object

I'm facing an email validation challenge for my project. I want to throw an error if any of the following scenarios are met: The email has numbers at the end, like '[email protected]'. The email ...
HSD's user avatar
  • 1
0 votes
0 answers
316 views

Only Create Access but edit and delete using permission set

I have an requirement that profile need to give creating the record but delete and edit access should be done by permission set. In profile on FLS I gave read and edit acccess to all field or else we ...
Arjun's user avatar
  • 3
0 votes
1 answer
130 views

Make Global Action Layout field required only for certain users

Title of the question is self-explanatory, almost. When user creates a new contact via new button on contact page, there are certain field required for this user. However, when the same user created a ...
salesforce Uz's user avatar
-1 votes
1 answer
447 views

Limit the number of records displayed on a listView

i have a listView that display a number of records, and i want this listView to display only 40 records. if there is 1000 records i want just 40 records selected randomly. How can i do that? Regards ...
Amir Bouzid's user avatar
1 vote
1 answer
538 views

Auto populate Lookup Fields related to multiple Objects

I have a custom object called Project, that has related object called Milestone. I then have an object called Log which is related to both a Project and a Milestone. If you create the log from the ...
Ed Lawrence's user avatar
0 votes
0 answers
812 views

Restrict user from choosing past time and date in date/time field in

I have a date/time field. As soon as user enters data, I want user to choose the time from future. How can i do that? In this pic I am able to select today, but time is 12:50. User should enter the ...
sharanabasava jnv's user avatar
0 votes
1 answer
104 views

Formula Syntax Error

I keep on receiving the error Error: Syntax error. Extra ',' on the following formula field, can you please advise me? IF( NOT(ISBLANK(Last_Email_Received__c)), IF( (ISBLANK(...
Francesca's user avatar
0 votes
1 answer
63 views

No Image Attachments Found in site.com error msg

I created a public site with community, however the image (using lightning image slider) from the different tabs aren't showing for public users. My images are in a files folder, I enabled chat for ...
D Blessed's user avatar
-1 votes
1 answer
478 views

create a validation rule that ensures either a single email or a multiple emails are comma separated with correct email format

I created this Regex and tested it on online regex tester. But when I am using the same regex in salesforce validation rule then I am unable to save it due to "Error: Syntax error" The Below ...
Reettik 's user avatar
2 votes
1 answer
2k views

Override Related List's New button to open Screen Flow in a modal

I want to create a button on the related list which could open up a Screen flow as a modal.
SfdcBat's user avatar
  • 4,811
2 votes
1 answer
329 views

Can I control who has access to different sender profiles SFMC?

I'd like to ensure that an Agency is only able to use sender profiles which are able ot be used for commercial sends (i.e. I have suppression rules to suppress anyone who is opted out) I do not want ...
JulieHurtz's user avatar
3 votes
3 answers
3k views

How to check if the managed package is installed for admin or for all users or for specific profile?

My client has 2 production orgs for different requirements. They asked me to install and set up one of the managed packages from App Exchange in 2nd org as it was in 1st org. How would I find that the ...
Ishaan Jain's user avatar
1 vote
2 answers
243 views

How write formula on Polish TIN (taxpayer identification number) using that like Validation rule

Who knows how best to approach this task. I was asked to add a TIN field to Account. This is the Polish taxpayer number for the firm. This field should be checked to be sure that the user entered it ...
Mikołaj Korzeniowski's user avatar
0 votes
1 answer
358 views

How to know when a record was created using a page layout within a trigger?

Is there a way to know when a record was created using the standard Sf UI instead of using code/declarative tools?
Jojosfdc's user avatar
  • 467
0 votes
1 answer
691 views

How to write a SFDC formula to find if a date is within a date range

I need to have a boolean formula to see if TODAY() is between two other date fields. e.g. datefield_1__c <= TODAY() >= datefield_2__c I've tried writing this a number of ways and cannot get SFDC ...
Bloois's user avatar
  • 1
0 votes
1 answer
579 views

Ownership transfer

Is there a way to ensure that a certain profile will always be able to change the ownership of an Opportunity without having admin privileges and/or own the parent account? Case: Profile A (user 1) ...
devoid_of_chill's user avatar
-1 votes
1 answer
7k views

Cannot reference a Long Text Area data type into a Formula Text field [closed]

Is there a way I can reference a long text area field to a formula text field? I just need to check if my LongText field value is blank or not.
Ishaan Jain's user avatar
-1 votes
1 answer
545 views

Is it possible to recover deleted data from sandbox?

we have accidently deleted data/records from our development sandbox without any backup. is there any way to recover it?
MANISH JADHAV's user avatar
0 votes
0 answers
900 views

The field is present in page layout but it is not showing to the Admin

The field is present in page layout but it is not showing to the Admin. Upon saving the record the following error is showing. Admin has read and edit permission for this. Can you please help?
ANANYA AG GHOSHAL's user avatar
1 vote
1 answer
2k views

Can you run a report to see how many dashboards a user is running?

We have had an admin leave and want to make sure there are no dashboards they are the 'Running User' for. Is there a way to run a report or see how many dashboards someone is a running user for?
user123720's user avatar
0 votes
1 answer
719 views

Data loader opens and closes on mac

Installed data loader on Mac with Big Sur (older than 2021 so rosetta no supported) Installed the Azul as well. It opens and then quickly closes again. Have deleted and reinstalled again - no luck. ...
Lauren's user avatar
  • 11
0 votes
1 answer
621 views

Count child record with unique value

I have 2 custom objects sharing a master detail realtionship. Object A is the parent, Object B is the child. Object B has a lookup field to Account. I want to create a field on object A that will ...
SF Admin's user avatar
-1 votes
1 answer
2k views

Where can I find the field names of individual fields in the Address compound field

I am pretty new to Salesforce. I have just learned that the Address and Name field in the contact object are compound fields consisting of individual fields. Where can I find the field names of the ...
Yadhu Anand's user avatar
0 votes
1 answer
107 views

Salesforce Admin and Development

I’ve worked on SF in my previous job for couple of years managing cases. Furthermore,have worked as a Subject Matter Expert. Also, was a part of migration from Classic to Lightning. In a nutshell, ...
Rashmi's user avatar
  • 1
0 votes
1 answer
47 views

How should I assign a particular subject from a pick list to seperate user?

for eg: I have a virtual library and have math and science books (Picklist). I make 2 users for math and science separately. now I must get a outcome like math teacher can only see math books. How can ...
Krishnapriya Subramaniyam's user avatar
-1 votes
1 answer
149 views

Unable to track fields of Order Summary Objects

I am unable to track the fields of Order Summary Object I have the system administrator profile assigned to me but i am still unbale to track the fields. By tracking i mean set History tracking button ...
Nafess's user avatar
  • 11
-1 votes
1 answer
61 views

If account manager is changes on account, how to update any open renewals ownership to that account manager on Opportunity object? [closed]

If account manager is changes on account, how to update any open renewals ownership to that account manager on Opportunity object? I start creating a record-triggered flow, and I'm stuck on adding ...
user117510's user avatar
0 votes
0 answers
159 views

Loyalty Management Implementation

I need to implement Loyalty Management in my sandbox org, I checked the trailhead and it talks about a permission set, but there isn't. I checked the documentation and it says that I should find it in ...
KuraiTsukino's user avatar
0 votes
0 answers
176 views

Match lead email to account website?

Suppose john doe works for 'XYZ Company' and an account exists in Salesforce for XYZ. On the account level, the website is xyz.com and john's lead email address is [email protected]. Intuitively we should ...
Jon Hrovat's user avatar
-1 votes
1 answer
671 views

User Field Update when user Login [closed]

is there any way in salesforce to update a User field when User logs in without coding?
BPR KUMAR's user avatar
0 votes
1 answer
127 views

Moving fields from QA to Dev Org with same Api Name

I have some fields in an org that I am working in building out some functionality. I was told that I need to move them into my dev org so that we can refresh the other org. I had originally build some ...
coinjar's user avatar
  • 23
1 vote
2 answers
994 views

How to change description of Standard Object

Does anyone know if there is a way to edit the description of a standard object, I have an Edit button only on Custom object. Thank you !
Yaac0's user avatar
  • 165
0 votes
1 answer
202 views

Upgrading dataloder salesforce on macos for the log4j

I am trying to upgrade the dataloader to mitigate the log4j vulnerability. I have tried to follow the steps on the github repo but i am getting this error trying to build with "./dlbuilder.sh -n&...
userRR's user avatar
  • 126
0 votes
0 answers
178 views

Product object is missing in sandbox

In My Sandbox i don't see the product and price book standard object. i was not able find any solution from online/article how to enable the feature. Even my scratch org i can see the product ...
NITHESH K's user avatar
  • 2,535