Questions tagged [admin]
147
questions
0
votes
1
answer
60
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(...
-1
votes
0
answers
39
views
mobile phone number format [closed]
I have a question:
When we will enter a 10 digit record in a field(text or number),
for example 1234567890,
after clicking 'save', it should save as (123) 456-7890.
How can we achieve this ?
0
votes
1
answer
20
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
48
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 ...
- 1
1
vote
1
answer
89
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.
- 4,681
2
votes
1
answer
60
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
0
votes
1
answer
313
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 ...
- 13
0
votes
0
answers
43
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
115
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
71
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?
- 428
0
votes
1
answer
16
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
94
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
583
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.
- 13
-1
votes
1
answer
151
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
28
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?
0
votes
0
answers
47
views
Unable to reset a field value on custom clone button
I'm trying to create a custom clone button to reset a specific field value to blank.
I've created a button with the following formula. But the field is not overriding to blank.
/{!Opportunity.Id}/e?...
- 1,448
-1
votes
1
answer
347
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?
0
votes
1
answer
222
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
99
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
275
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
64
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
46
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
0
votes
0
answers
94
views
Make a field required before generating a document on Quote record
I have to make a field "F" mandatory before clicking on generating the quote document button.
Is it a custom action or validation rule? If custom action I checked and could not find the ...
- 1
-1
votes
1
answer
40
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
62
views
Automatically Launch a Screen Flow
We are using omni channel with service cloud voice. When a rep ends a call we want to require them to relate the voice call to a case and answer some additional questions.
Is it possible to ...
- 3
0
votes
0
answers
64
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
74
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
326
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
54
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
381
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 !
- 145
0
votes
1
answer
155
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
65
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 ...
- 2,505
-1
votes
1
answer
103
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 ...
- 80
0
votes
1
answer
540
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
0
votes
1
answer
55
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
239
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
206
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
1k
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
106
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
95
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
0
votes
1
answer
172
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
2k
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
158
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?
- 26
0
votes
0
answers
501
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.
...
- 303
2
votes
1
answer
339
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 ...
- 642
0
votes
0
answers
105
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
378
views
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
0
votes
1
answer
589
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=...
- 113
1
vote
0
answers
472
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 ...
- 9,787