Questions tagged [admin]

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33 questions with no upvoted or accepted answers
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3
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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
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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 ...
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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
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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
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1answer
128 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
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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
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2answers
524 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
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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
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0answers
209 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
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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
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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
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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
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2answers
724 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
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0answers
8 views

Matrix report: Grand total of report formula field is wrong

I have created the following matrix report: The field VBI/Month is a (report) formula field: IF( VBI_Program__c.Facility_Amount__c:SUM >= VBI_Program__c.Entry_Level__c:AVG, ...
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0answers
20 views

Account Hierarchy Override Doesn't Apply

I've recently faced an issue with overriding the "View Account Hierarchy" action in Lightning. Description: when "Overriding the standard actions in Lightning" takes place in the "Salesforce Mobile ...
0
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1answer
37 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
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0answers
25 views

Inventory Table

We have promoters in Retail outlets selling our Products. They all have Partner Community license just to capture logout and login time/Customer Information (Address). We now have a requirement to ...
0
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2answers
13 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-...
0
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1answer
55 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 ...
0
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0answers
83 views

Detail Page Button in Community not working as expected

I have a custom Object I have created a detail page button in that Behavior: Display in existing window without sidebar or header Display Type: Detail Page Button Content Source: URL This ...
0
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0answers
34 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 ...
0
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0answers
262 views

Parent Validation Rule triggers in Child Record Creation causes Error

Hi I have an issue where in when I create a QuoteLineItem, it triggers a Quote validation rule. Which is fine but the error message is different. It should trigger the validation rule message ...
0
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1answer
91 views

Expense report app

I need to create expense report with some fields that must capture following types of expenses: airplane, hotel stay and the food. The report user fills in report with trip name and we must allow him ...
0
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0answers
29 views

Lead Sharing within Teams

I am in a fix, looking for some Salesforce admin support on Lead Sharing. We got high numbers of TLs & then thier Teams. Sharing/Access to leads with Role hierarchy or creating groups would be an ...
0
votes
1answer
75 views

Need to show profile wise different home page for SF1 app

I want to display different home pages for different user based on their profile, we are able to do this for desktop from Setup -> feature setting -> Home -> page assignment, but there is no option ...
0
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1answer
44 views

How to display stage value changed in opportunities in last 7 days on reports?

Stage value changed from "prospect" to "closed won" in last 7 days how to write filter logic for that? How can I display only those records on reports?
0
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1answer
534 views

Case Ownership Access visiblity

Is their any settings? When case is created it's assign to queue which is "ExtQueue" when case Ownership change ExtQueue to "IntQueue" its changed which is working fine. Query is when we go to ...
0
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1answer
426 views

how to lock the text box based on the picklist value selected

let us assume we have a picklist with 3 different values one value of three values be "other".If other picklist value is selected in the drop down one text box to be opened to enter the value of the ...
0
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0answers
337 views

Related To field on Task object

I am trying to find out anyway to autopopulate the "Related to" field when I click on "New Task" on Account object without using URL hacking or overriding "New Task" button. Any help is really ...
0
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1answer
2k views

How to know the Process Builder Id/Name?

I have many Process Builder that create records of same Object. How many Process builder can be used don't have any limit. I want to store id of process builder or name of process builder in ...
0
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1answer
47 views

How to set Email Opt Out field as checked for Particular Profile?

Set Email Opt Out field as true for only one profile.for remaining profiles set as unchecked.How to do this efficiently?
-1
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1answer
36 views

how to Achieve this one object have two master details relationships records

how to Achieve this one object have two master details relationships records i want more ...how i achieve this...using rollupsummary Please xplain briefly
-3
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1answer
32 views

Pagelayout question related to account

hi i have a page layout related to account.In that one section named account detail which is a standard section.on the detail page it is displaying with the other name.now i need to rename the account ...