Questions tagged [administration]
Salesforce administration encompasses many different areas of Salesforce, but is generally non code related.
738
questions
2
votes
0answers
26 views
Trying to add an SSH key to Key Management section of Admin
Trying to add a key, and the client sent me the key information (one long ungodly string)... but, I'm not sure how to add it into the platform. It looks like I need to 'browse' to add a file so I ...
0
votes
0answers
17 views
Set default landing page for a particular profile
We are trying to set the landing page for a particular profile, that profile has access to only 2 apps and both the apps do not have a default landing page set. We also do not have org level landing ...
1
vote
1answer
19 views
Disable record owner transfer for ONE profile for only ONE object
I need to disable the ability to change a record owner, but only for the Lead object, and only for one Profile. Is this possible?
Alternatively/Additionally, is there a way to remove the "change ...
1
vote
0answers
30 views
Unknown user permission: UseMySearch
Why am i getting this error while deploying my profiles into another sandbox. Please let me know hwo to solve this. i have tried verifying my components in the change set and everything looks fine
1
vote
2answers
60 views
How can we create Custom objects and fields without using Object Manager(from the UI)?
I am already aware of the Traditional method of creating Custom Objects and fields using object manager in Salesforce but just curious if there is another way to create them that will increase a ...
1
vote
0answers
18 views
Multiple Account Set up
We have multiple business units in our Org and the existing setup is set in a way by consultants that every account in Salesforce will have a unique Business Unit.
For Example
Business Unit XYZ will ...
0
votes
1answer
38 views
Adding BUs to Corporate Edition (Marketing Cloud)
Client has been using a Corporate edition of Marketing Cloud and acquired a new separate business... so, we need to add a BU to Corporate Edition.
Do we need to add 1 business unit or 2? Support ...
0
votes
1answer
25 views
Test Class for PDF Reader Trigger
I have written one trigger for a PDF reader and Case creation based on that PDF. Now I am trying to coverage by the Test Class but it is showing only 0% Coverage. Can anyone please help me with the ...
1
vote
0answers
33 views
How to trigger flow when the record is new or changed
I'd like to know when is the alternative method when using formula, ISNEW() and ISCHANGED() in the flow builder.
Here's what I already know:
ISCHANGED()
1) Compare CreatedDate <> ...
0
votes
2answers
44 views
Page Layouts: Two users with same profile have different layouts?
I have two users that have different roles but the same profile.
I cleaned up some page layouts for our lead and contact objects and am testing them with a particular set of users. No issues with ...
0
votes
0answers
9 views
How to Generate a report with Role Hierarchy for custom object?
We have role hierarchy filter in Opportunity object. The same way i need to filter records based on role hierarchy for custom object. report type is standard. Can you anyone suggest me any idea how to ...
0
votes
1answer
32 views
How to give access to records of lookup users?
In an Account Object a field called ‘Sales Person‘ and it has lookup relation with the user object. If the user is selected as the salesperson for a record, that user able to see those records, but ...
0
votes
2answers
39 views
User Permission on Reports and Dashboard
I just have a quick question any workaround is fine or even an idea works well.My requirement is I need to find the users who have edit read delete access on reports and dashboards in the whole org. ...
0
votes
1answer
41 views
best way to make a checklist in salesforce?
hello i'm trying to make a new hire checklist within salesforce to track completion. currently we use an excel spreadsheet that has the task, whether its completed or not, the owner of the task and ...
0
votes
1answer
25 views
User Creation in External System [closed]
Is there a way to automatically create a user in an external web application once the user is created in Salesforce?
What are the different ways to go about doing it?
If you have some examples that ...
0
votes
2answers
11 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
1answer
25 views
Limit the visibility of records related list
I have a custom object Obj__c where I have created a custom lookup field to Account.
In the Account layout I have an Obj__c related list showing the Obj__c records related to a particular Account.
...
0
votes
1answer
28 views
Why does my email action only show this?
Our relatively new org, actually about a year old, but only recently discussed sending emails from within Salesforce, shows the following within the email action?
I believe we had a choice to send ...
1
vote
1answer
25 views
Hiding certain records and their related records
I am trying to keep records separate from certain users when it is categorized in a specific group. For instance, when an account is created if it's in category A I want only group A to have access to ...
0
votes
0answers
13 views
Auto Number Field Customization
I have a requirement of Creating an the Invoice Name in Formato of XYZ/0000/19-20.
Now in this (000) is the auto number type which will be incremented for every invoice and (19-20) represents the ...
0
votes
0answers
28 views
Multi-Select Picklist Value Count Report Chart
Is it possible to report on Multi-Select Picklist Values to grab the Count in order to see how many times each value is used? Creating a chart like the one below is the end goal.
I've created formula ...
2
votes
0answers
23 views
'Create a Record' Action Navigation
Scenario: I currently have an Action associated with the Account object that creates a new Opportunity, with fields mapped to that new Opportunity, from the Account where the user clicks the Action. ...
0
votes
0answers
59 views
Winter 20: Secure guest user record access, in Developer Org
I am trying to see the effects of this coming release in a dev org, as right now I cant refresh my sandbox (a few pending deployments).
My sandbox is now in winter release, and I can see the new ...
0
votes
2answers
426 views
Cannot enable confetti on path
Tried with 2 of my trailhead playgrounds and the option is grayed out
Object: Opportunity
Field: Stage
I confirmed I have stage values on a Closed/Won category.
Thoughts?
0
votes
0answers
13 views
Restrict Email Administration access
Can you please let me know how to restrict the visibility of Email Administration drop down under Administer.
Thaks
-1
votes
1answer
53 views
Count + 1 process builder / wf
Is it possible to use pb/wf for this case: or apex trigger ?
Once the record is created I need to display like this is the first record created(number field = 1) then 2nd record created = 2 , 3rd = 3,...
0
votes
0answers
42 views
New duplicate rule not firing for existing records
I have created a new duplicate rule on account which does a fuzzy company name match and reports duplicates for inserts. I have the duplicate rule set to fire for edits as well and I created a dummy ...
0
votes
0answers
23 views
Debug Log not showing in Setup although View All Data
https://help.salesforce.com/articleView?id=code_debug_log.htm&type=5 says that you should have View All Data for the Debug Logs.
On our partial sandbox i have a non sys admin user but has View ...
0
votes
1answer
49 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
votes
1answer
122 views
validation rule on when case status is closed then not possible to re-open
my requirement is :
When case status is Approved or Rejected , then not possible to re-open the case and show alert like "Approved / Rejected cases not possible to open...."
How can we acheive through ...
4
votes
2answers
129 views
Einstein Sentiment - Not precise
I have used Einstein Sentiment, passing the message(parameter) and hitting the endpoint "https://api.einstein.ai/v2/language/sentiment" to get the sentiment of the statement passed.
Following are the ...
0
votes
0answers
22 views
To remove “Action” or “Complete” button from Milestone Tracker in salesforce
Scenario:
We have enabled Milestones and have automated to fill the Completion Date/Mark it as complete whenever a Case is Closed.
Now User wants to restrict "Click of Complete" button in Milestone ...
-1
votes
1answer
27 views
Salesforce Field updates
To avoid duplicates we have customized Email thing..I have to two Fields,Primary Email & Secondary Email so if Primary Email is blank than Secondary email value be updated in Primary Email field &...
3
votes
1answer
56 views
Help with Checkbox fields in Email Template
I have created an HTML version Email template, and trying to have one checkbox. So I have used input type ="checkbox", while previewing it is displaying perfectly but when I view in outlook its ...
1
vote
1answer
15 views
Different view on Editing a Report
When a user is trying to customize a Report, he is having a different view than a usual one.
Is this due to some permission issue or any settings mismatch. Coz even the Switch to Lightning and App ...
0
votes
1answer
210 views
Suggested Article is not showing in my cases
I have dropped the knowledge search in my cases page through Lighting App builder but in my suggested article section. Articles are not showing can you please suggest some solution for showing the ...
0
votes
0answers
14 views
How to close a standard lookup popup after Selecting a value
I need to close the standard lookup field popup after selecting the Link.
Am calling the lookupPick method in my javascript.
function lookupPick(param1, param2, param3, param4, param5, param6){
...
0
votes
0answers
63 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 ...
2
votes
1answer
41 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. ...
0
votes
1answer
100 views
DocuSign for Salesforce CPQ Integration
I'm trying to integrate DocuSign for Salesforce CPQ. I've already installed required packages:
DocuSign for Salesforce
Salesforce CPQ
DocuSign for Salesforce CPQ
And configured them.
I wanted now ...
0
votes
1answer
38 views
Reporting on Profile and Login IP Range
Is there an easy way to build a report type that would allow me to build a report on the profile and Login IP Range permissions. I have profiles with either no Login IP Ranges or IP's that need to be ...
1
vote
1answer
22 views
Method for synchronizing Contacts Fields with Leads Fields Using Metadata
Our org created 20k+ "contact" records in custom objects that was later migrated to the proper Contacts object without using Leads for anything. Over about 6 years many custom Contacts fields were ...
0
votes
1answer
67 views
Formula to Access Network Folder/Files
Im trying to access my local folders using custom Formula'Hyperlink' function
This is my formula Test Open = HYPERLINK("file:///" & Path__c ,"Go To"). When I click the link it gives blank ...
0
votes
1answer
23 views
Group data in Lead/Opportunity/sObject
Can anyone assist me on to how to group data in Leads/Opportunity ?
Note: I am not building reports.
I have thousands of records in standard object which I want to show them in groups/folders/lists....
0
votes
0answers
24 views
Remove Autonumber on Lookup search
I want to display product name and tried to remove the autonumber in Search layout but still its displaying the Autonumber when searching a product..
0
votes
0answers
23 views
How to make some field read only on an object accordingly to the profile
I have to do something like this :
For each profile, except system admins, on the inactive accounts (statut__c = 'inactive') we should not be able to edit every fields (so I need to make them read ...
0
votes
1answer
24 views
Give Manage User Permission to a User without View Setup and Configuration
I have a visualforce page to manage users (deactive, create, edit and reset passwords), but when I add the permissin manage users to the profile, the user with this profile can see the Setup option, ...
0
votes
0answers
17 views
Can't reach the Permission Sets
I always have this error when I navigate to the Permission Sets ever since I installed the Pardot AppExchange App:
"We're sorry to report that something has happened to your session.
Log in ...
0
votes
0answers
26 views
Salesforce Global Search results are intermittent
When searching for a phone number in the global we are occasionally getting an error.
This is happening when just searching in Salesforce and when running a Campaign.
We are using InContact as our ...
0
votes
0answers
96 views
Salesforce Chatter Post Spell Check
Recently I noticed a different in New Post and Comment on existing post spell checks.
In the new post, I typed 'pleese' and right clicked to correct it. But it is not displaying auto correct ...
