Questions tagged [admin]
124
questions
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17
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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
19
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 john@xyz.com. Intuitively we should ...
- 101
-1
votes
1
answer
45
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
27
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
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1
answer
68
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 !
- 100
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votes
1
answer
114
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&...
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0
answers
24
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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 ...
- 2,444
-1
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1
answer
40
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 ...
- 72
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21
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Why do all emails coming from Salesforce take so long for me to receive?
I was just wondering why all emails coming from salesforce dev environment takes so long for me to receive? For example, when I reset a password for a user (a user with my own email in this case), I ...
0
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1
answer
52
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.
- 111
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votes
1
answer
37
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
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1
answer
169
views
How to change image url to Image Logo in rich text custom field.?
I need help to understand how to change the URL value to the image logo.
I have a custom field called image URL datatype (RichText), I would like to convert my image URL to an image logo. can you ...
- 1
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0
answers
105
views
How to assign particular Queue to Exact lead Owner in Flows?
Question: I have a picklist field called "Sbu" which contains 4 values CB, CI, CY, CL.
I have 4 Queue records for these 4 picklist values. when the user selects lead picklist value as CB and ...
- 1
1
vote
1
answer
107
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
46
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
209
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
66
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
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1
answer
44
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
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1
answer
71
views
Contact Checkbox field based on Contact's Email Domain
I need to create a checkbox on Contacts that is automatically flagged when the contact has an email address that falls within a specified list of domains (i.e., "@xyz.com", "@abc.com&...
- 15
1
vote
1
answer
689
views
How do I list all Profiles that include "Modify All Data"
Ideally, I need a list of active users that are assigned to a Profile in which the 'Modify All Data' system permission is checked.
But if I can even, quickly, get a list of just the Profiles with that ...
- 15
0
votes
1
answer
45
views
Possible to download ALL attachments from all my customer accounts in one go?
Having a Legal review of my customers accounts where we store all the signed legal agreements inside.
Is there any known way to download all attachments from my 300+ Accounts?
- 16
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votes
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answers
215
views
Custom button with content source as URL: Illegal URL or an improperly formatted request while opening VF page
I am trying to open a VF page in community site and in Salesforce using same custom button added on Opportunity Layout. I tried multiple ways to achieve this, but nothing working as expected.
...
- 193
2
votes
1
answer
88
views
Lightning flow auto navigate to subsequent flow elements when page is refreshed
I have a lightning flow with multiple screen elements, apex actions, and record update elements. We are creating a task record after the flow is finished (When the Finish button is pressed on the last ...
- 582
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answers
40
views
Make ContentDocument private in bulk?
Is there a way to change the sharing setting for contentdocuments that has been shared to "Any user in your company" as viewer to be private to only be accessed by the owner via script/...
-2
votes
1
answer
224
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I'm a mechanical engineering student, I don't know anything about coding. by learning Salesforce how much will it help with my career [closed]
I'm a mechanical engineering student, I don't know anything about coding. by learning Salesforce how much will it help with my career. Please help should I learn it or not
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1
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344
views
What is deleted when I delete a Business Unit?
We're just putting BU on our account.
I saw we can delete it whenever we want, we just have to be sure all users are removed from the BU (https://help.salesforce.com/articleView?id=...
- 89
1
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0
answers
277
views
Cannot turn on "Assign new records created by Salesforce Sites guest user to a default owner in the org"
I'm trying to enable "Assign new records created by Salesforce Sites guest user to a default owner in the org" in my org, but when I got to "develop -> sites", I don't even see ...
- 9,446
1
vote
1
answer
191
views
Is it best practice to provide a 3rd party vendor with Salesforce Admin account in setting up hubspot or any 3rd party applications [closed]
Is it a best practice to grant a Salesforce admin user account to a 3rd party vendor who's helping us in setting up hubspot for salesforce. I'm not completely sure if thats the right way or is there ...
- 25
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votes
1
answer
310
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marketing cloud Deployment Manager Error while deploying shared data extensions from one BU to another BU
I am trying to deploy marketing cloud data extensions and shared data extensions from one BU to another BU using deployment manager.
I created separate snapshot marketing cloud data extension and ...
0
votes
0
answers
133
views
Role base access for LWC fields
We are developing a application which is pure LWC based singe page application which contains about 100 + LWC components. Depending on roles is there a way to show or hide fields ?
- 335
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votes
1
answer
247
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How to view event details from another user's calendar on your calendar?
I have two Users : Bob and Community User Calendar
I have one public calendar that is shared with Bob : Calendar One
I have a community user : John
Bob assigns an event HR BENEFITS to Calendar One and ...
- 595
3
votes
1
answer
250
views
How does SFDX and org changes work for Admins?
I've been trying to put together a plan for using SFDX in conjunction with a CI tool like Azure DevOps. It appears to have all of the right pieces for deploying metadata to/from git and scratch orgs/...
- 287
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1
answer
37
views
Need to set the custom object's list view records un-editable
I have a custom object list view .In that list view some column records should not be editable.is there any way to achieve that .Thanks..:)
- 5
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41
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Regarding Lightning Web Component Tab [duplicate]
I have tried to create a LWC tab in tabs menu.but i could not able to select my component from the list.i have 3+ Components and even i've created my-domain too,still i'm facing the issue.....can ...
- 5
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1
answer
294
views
Is there a way to grant permissions to edit just one type of page layout (for just one object)?
I want to be able to give a "Super User" (non admin) the ability to edit only Knowledge layouts. I don't want them to be able to edit Account layouts, for example. I also don't want to ...
- 147
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votes
1
answer
128
views
Can we rename contact standard field label in the work order?
Is that possible to rename contact standard field in the work order object? I tried using Setup -> Customize -> Tab Names and Labels -> Rename Tabs and Labels. But Contact standard field is ...
- 1,031
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1
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375
views
how to insert local image into salesforce for custom tab?
I'm trying to insert custom image from local storage like 'my document 'I"m not able to insert image from local storage to salesforce .Please help me.
-1
votes
1
answer
129
views
Maximum how many Remote Site settings are registered and how many Remote site settings are active at a time in salesforce organization [closed]
I am trying to create remote site settings for each clients for callout, before going ahead i would like to know about limit of maximum remote sites registered with a salesforce org. Kindly give me ...
1
vote
2
answers
4k
views
"Your flow finished" screen: can i have it removed?
I am using this app as an easy way to add an unsubscribe link to emails send from SFDC. Everything works great but at the end of the unsubscribe process (which is a flow) I get the annoying screen ...
- 173
0
votes
1
answer
381
views
Why is the Default Commercial and Default Transactional HTML Footer are not showing the same code when doing Preview and Test?
We created a custom HTML Footer, we inserted it in the Account Settings, and selected the "Custom" as the HTML Footer.
Now when I do preview and test, Default Commercial is showing the Custom HTML, ...
0
votes
2
answers
32
views
Winter '19 We can't find a Quick Text called 'Data sheet needed’ with the correct values
So I was doing the maintenance for 2019 and for some reason it won't accept my input.
https://trailhead.salesforce.com/content/learn/modules/admin_cert_maintenance_winter19/get-handson-with-quick-...
1
vote
1
answer
1k
views
when I push code to salesforce error happen
force-app\main\default\profiles\Admin.profile-meta.xml You may not modify the permission Access Tracer for External Data Sources while editing a Standard Profile
it is ok to push code to salesforce ...
- 99
1
vote
2
answers
508
views
List of OYBAccountIDs and Business Unit Names
Is there an admin view, system data view or something else where the OBYAccountID is listed next to the Business Unit name.
e.g.
AccountID OBYAccountID BU Name
1234 0003 ...
0
votes
1
answer
269
views
Locked myself out of the admin account
Accidentally gave myself API User permission set and now everywhere in salesforce I get salesforce.com/secur/NoAccess.jsp
is there any way to overcome it consideringI have the only active Admin ...
- 1
2
votes
1
answer
55
views
How to deactivate the username quickly
One manager recently left the company and I received the urgent request to deactive his username. Because the manager was part of several approval processes , for me it is taking longer than expected. ...
- 23
0
votes
1
answer
39
views
why contact record get deleted when we delete related account record whereas they have look-Up relationship [closed]
why contact record get deleted when we delete related account record whereas they have look-Up relationship. than what is the mean of lookup
- 1
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answers
40
views
Account Record Access Issue
I have a user with custom profile and role. The account is private in OWD and Read, Create, Edit access in profile. And we also have sharing rules on account where if records owner is in group, the ...
- 1
1
vote
1
answer
206
views
Hide attachment record without code
Can someone please confirm if is there any way to hide sepecific records from notes and attachments records related to contacts, for example, I have 3 related attachments on contact object but I want ...
- 2,225
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1
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64
views
Related search for lookup. I have 3 different obj, Opportunity, Brand__c and Corporate__c
Flow is, 1st I register Corporate(Independently) and then brand. Each brand is associated to one corporate.
In opportunity I want to choose Corporate which is a direct lookup and then Brand. Question ...
- 69
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1
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982
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 '...
