Questions tagged [admin]
156
questions
0
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0
answers
19
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 ...
- 1
1
vote
1
answer
52
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 ...
- 19
0
votes
0
answers
41
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 ...
-1
votes
1
answer
20
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",...
- 1
0
votes
0
answers
99
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 ...
-1
votes
1
answer
59
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 ...
2
votes
1
answer
53
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 ...
-1
votes
2
answers
88
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 ...
- 1
0
votes
0
answers
78
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 ...
- 3
0
votes
1
answer
64
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 ...
-1
votes
1
answer
188
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
...
- 11
1
vote
1
answer
193
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 ...
- 11
0
votes
0
answers
484
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 ...
0
votes
1
answer
94
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(...
0
votes
1
answer
49
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 ...
-1
votes
1
answer
283
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 ...
- 11
2
votes
1
answer
943
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.
- 4,751
2
votes
1
answer
225
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 ...
- 377
1
vote
2
answers
2k
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 ...
- 33
0
votes
0
answers
117
views
Custom labels in calculation matrix
I am trying to find a way to use a custom label in a calculation matrix in output column. I am calling that matrix from omnistudio's Integration Procedure and passing the input. I am getting the ...
- 1
1
vote
2
answers
203
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 ...
0
votes
1
answer
205
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?
- 448
0
votes
1
answer
368
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 ...
- 1
0
votes
1
answer
381
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) ...
-1
votes
1
answer
5k
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.
- 33
-1
votes
1
answer
429
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?
0
votes
0
answers
722
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?
1
vote
1
answer
1k
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?
- 23
0
votes
1
answer
540
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.
...
- 11
0
votes
1
answer
441
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 ...
- 1
-1
votes
1
answer
1k
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 ...
0
votes
1
answer
91
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, ...
- 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 ...
-1
votes
1
answer
95
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 ...
- 11
-1
votes
1
answer
54
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 ...
0
votes
0
answers
127
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 ...
- 21
0
votes
0
answers
148
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 ...
- 101
-1
votes
1
answer
538
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?
0
votes
1
answer
95
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 ...
- 23
1
vote
2
answers
739
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 !
- 155
0
votes
1
answer
182
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&...
- 116
0
votes
0
answers
138
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 ...
- 2,515
-1
votes
1
answer
128
views
When account is active, only Admins can edit certain fields
It seems a like a simple requirement which seems like can be done using Validation Rule? However, I don't want go and do this check on all fields. So, clearly that is not a proper solution. Should I ...
- 1
0
votes
1
answer
956
views
How To Find Out If An Admin Changed The Username On A User Record?
How do I find out if an Admin changed the username on a user record? There is no field history tracking for the User object.
- 121
0
votes
1
answer
92
views
Salesforce Role hierarchy
Person A and Person B are under same profile(eg: Both are Sales Persons). Can Person A reports to Person C and Person B reports to Person D using role hierarchy?
- 1
1
vote
1
answer
346
views
How do I use the merge field in the formula field which is rolled up?
There are three objects:
Room: Field - Price(Currency)
Customer: Field - Total Amount(Rollup-(Amount))
Booking: Field- Amount (Formula-currency).
-> Booking has master-detail relationship with ...
0
votes
1
answer
385
views
Edit Access To Case Comments [closed]
I Need a specific Profile users to have access to Edit Case Comments.
I tried 'Edit Case Comments' permission... But it is Saying "Can't save permission set Agency User, which is assigned to a ...
0
votes
1
answer
2k
views
Whitelisting Salesforce IP addresses
We want to integrate Salesforce with one of our in-house applications. However, my networking team does not want to open the IP address (128.245.0.0/16 means 16,000 IPs) . How can we restrict the IP ...
0
votes
2
answers
132
views
Problem using formula
I want to create a formula checkbox that indicates if the Month of Date_Offered__c is equal to the current month. For ex :- If Date_Offered__c = 5 May 2021 Then checkbox will be checked And if ...
- 1
0
votes
1
answer
125
views
set calendar view to default month view
Is there any way to set calendar view to default month view. if there is any, kindly help me to solve this
Thanks
- 1