Questions tagged [admin]

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7
votes
1answer
619 views

Differentiate Between free/trial (developers, sandbox) orgs vs Production Orgs?

Using the Organization object we can differentiate between Production or Sandbox orgs using IsSandbox. Is there any programatic way to differentiate between a Developer Free Org vs a typical ...
6
votes
1answer
1k 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://...
4
votes
3answers
3k 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 ...
4
votes
2answers
603 views

Net Promoter Score Calculation Formula?

I am dealing with survey responses through Survey Force and with that I am trying to Capture the true Net Promoter Score (which is Promoter - Detractors). Promoter is any response = 9,10 Passive is ...
3
votes
1answer
89 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. ...
3
votes
0answers
122 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 ...
2
votes
3answers
5k views

$profile.name in validation rule not working

Set up a validation rule like: AND( ISPICKVAL(PRIORVALUE(StageName), 'Closed Won'), ($Profile.Name <> 'System Administrator') ) After an opportunity is closed won, only system ...
2
votes
2answers
652 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 ...
2
votes
1answer
43 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. ...
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 ...
2
votes
1answer
33 views

Test against organization data approach

As SF Admin, I am working on a data access project which implement the different access levels (e.g. OWD, Sharing Rules, Roles and Profiles) in Salesforce. I'm ready to refresh the Partial Copy ...
2
votes
1answer
43 views

Preventing record creation for a specific time without code

I have a simple problem and I don't want to use any code whatsoever. I have a custom object "GIFT__c" as detail to the Account object. I created a field in the custom object named "Color" with RED, ...
2
votes
1answer
89 views

Object Permission returns false even with Admin Profile

Currently, I have a class that essentially builds a JSON so I can read it in a pretty HTML5 interface. This class has some conditions to build the JSON. Some object fields, for instance, are not ...
2
votes
2answers
916 views

Can I write a script to do the manual Salesforce operations?

I'm reading through Salesforce's suggestion on how to keep your environments synchronized. https://developer.salesforce.com/docs/atlas.en-us.dev_lifecycle.meta/dev_lifecycle/migrate_manual.htm In ...
2
votes
1answer
29 views

“Create New View” changes the active(highlighted) tab

There are 12 tabs in my custom app and 4 of them are VF tabs. The rest of them are all Custom object tabs/Standard Tabs (Reports and Dashboards). Issue is with 2 of the Custom Object tabs - When I ...
1
vote
1answer
570 views

How can I add tab on lightning

I want add tab on lightning toggle bar. I have created lightning component tab and added in Salesforce1 navigation menu. But it is not showing when I switch to Salesforce lightning. It showing when I ...
1
vote
1answer
596 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 ...
1
vote
1answer
104 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 ...
1
vote
1answer
42 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 ...
1
vote
1answer
29 views

Delegated Administrator only creating users

Is it possible to give to a Delegated Administrator only the possibility to create Users, but not to modificate them or delete? I think no. But would be nice to confirm it.
1
vote
1answer
215 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 ...
1
vote
2answers
47 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 ...
1
vote
1answer
33 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?
1
vote
2answers
442 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 ...
1
vote
0answers
28 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 ...
1
vote
0answers
38 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 ...
1
vote
1answer
127 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 ...
1
vote
0answers
18 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 ...
1
vote
2answers
521 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
28 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 ...
1
vote
0answers
208 views

How can I see and delete Email Messages Records in the org?

I was looking at our Data usage in the org and realized that 7% of our data storage is taken up by Email Message Records. This document says EmailMessage represents Email Messages in the org. How can ...
1
vote
0answers
63 views

How to overcome “Insufficient previliges” on accessing child object while its parent have public read only access?

In my org, Account object have OWD as public read only. And I have a custom object C1 which is a child of Account (Master-Detail Relationship). If a new record is created for C1, it gets saved at the ...
1
vote
2answers
603 views

What is the significance “Development Mode” on User Record details? [closed]

I can see a "Development Mode" flag for the User-Records under System Administrator profile and not able to see in other Profiles. I am using the DEV ORG. Can someone tell me the significance of this ...
1
vote
1answer
221 views

Account Name not displaying automatically when lead is converting in lightning

I am not able to see the Account Name and Opportunity Name at the time of converting lead in lightning. But it is these are coming automatically when I am using salesforce classic version. Please help ...
1
vote
1answer
1k views

Create case with no accountId although contact has related account

When creating case, if contact has accountId, Salesforce is automatically relating my case to that account which I would like not to happen. If account is selected on the case and contact has account ...
1
vote
0answers
40 views

API name change from DEV to FULL

I have a field with same label name and API name in DEV and FULL. I would like to rename the API name in DEV and move it to FULL using change set. Would it rename the API name in full or would it ...
1
vote
2answers
721 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
3answers
33 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
2answers
686 views

ADM201 & ADM401 certification name stands for [closed]

What does 401/201 stands for in the DEV401 Developer & ADM201 Administrator certification? Is this just a number only or any other significance in salesforce?
0
votes
1answer
839 views

Email Notification on when user login

how to get email from workflow rule to alert when someone hasn't logged in after x amount of days. after that user are login then get notification email . It means i need notification email from ...
0
votes
1answer
130 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 ...
0
votes
2answers
311 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
630 views

System Administrators not able to view records

We have installed a managed package in one our clients professional org He reported that two Administrators are not able to see the data of each other. only what they post. Tried to see if it was a ...
0
votes
1answer
33 views

I'm not able to access all vf pages

I'm not able to access all my VF pages like shown in bellow picture. Can anyone tell me what settings need to change?
0
votes
3answers
52 views

Forward existing Salesforce changeset from Sandbox to Live system

Dev1 --> Dev2 --> Live I have a few new custom fields to deploy in the live system It was created in Dev1 and added as a changeset (validated and deployed) to Dev2 (for testing) As there were no ...
0
votes
1answer
13 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
0
votes
1answer
40 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
21 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 ...
0
votes
1answer
1k 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
232 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 ...