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Questions tagged [administration]

Salesforce administration encompasses many different areas of Salesforce, but is generally non code related.

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17 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 ...
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0answers
23 views

I marked fields as mandatory on page layout. but it is not marked as mandatory on detail page

I have scenario, I marked some custom fields mandatory to register a lead and it's working fine with new Lead. But after registering Lead, when I go to detail page of that Lead, there is no single ...
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1answer
20 views

Conga Query get all contacts from Opportunity record

Using soql how can I get all the contacts from account via Opportunity object ? I have my button on Opportunity do i need subqueries for this scenario ?
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0answers
10 views

Live agent override system message

Is it possible to override the chat window functionality without creating a visualforce page? I want to override a system message when there are no agents to say something like "Call us at this ...
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0answers
11 views

Is a visualforce page created when setting up live agent

Through the setup of live agent is there a visualforce page created automatically along the process? Or will a custom visualforce page be needed to be created in order to override functionality to the ...
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1answer
21 views

validation rule for sum of percentage field should not be more than 100%

HI I am looking validation rule and am not sure whether can be done with validation rule. I have a task where I will mention an account executive and assign quota and revenue % for that account ...
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0answers
15 views

Cannot find records in OpportunityShare

I have granted a User access to an Opportunity record through an Opportunity sharing rule. Now I can see in the UserRecordAccess Object that the User has access to this particular Opportunity record. ...
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2answers
29 views

Problem with the switch conditional statement in the email template?

{CASE(Account.AccountSource, "ABC-Website", "Diese haben wir über unsere Website erlangt","Sportsponsoring" "Diese haben wir über ein soziales Netzwerk erlangt" "")} I don't understand what's wrong ...
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1answer
16 views

I have an error while moving to 'Setup' screen from 'Home' page in SF sandbox

while moving from Home to Setup page, navigating from button at right upper corner in sales-cloud enterprise edition. I am facing this from last 1 hour.
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0answers
29 views

Why is my read only field editable?

I need to make one field(Date) read-only in an object(Service Appointment). I've set the Page layout settings to "Read-only" I've unchecked the system permissions of profile "Edit Read-only field" ...
2
votes
1answer
38 views

Clone sandbox option is not working. I want it to clone Courioo03 sandbox for testing and staging

I want to clone my sandbox Courioo03 for testing but the option to clone isn't showing there. What could be the solution for testing and staging using an enterprise edition?
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0answers
11 views

Annual revenue filters in the report

I'm trying to calculate the gross annual revenue for the last year. But my filters seem wrong to me. I consider the interval between starting and final dates. But what if the date started in 2017, and ...
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0answers
40 views

Days in this month and days in this year formulas

I have a formulas of days in this month and this year with start and finish dates. My formula counts the number of days in this month/year that fall in a given interval (between Start Date and Close ...
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0answers
20 views

File Upload and Download Security for other file types

I need to change the download behavior for attached files with a .fsc extension. Currently it's behaving as though it were set to execute in browser, but I need it to download instead. Files with .fsc ...
-2
votes
2answers
56 views

How can I simplify the formula to avoid limit?

I'm getting "Maximum size is 5,000 characters" for formula, when trying to do this: ((Account.Cost_per_day__c + IF( (AND(Cleaning__c = TRUE, Parking__c = TRUE)), (VALUE(TEXT(Number_of_cleaning__c)...
1
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2answers
175 views

The number of days until the end of the month

For example, I have Start Date 29.05.2019, and Finish Date 4.06.2019. I have a formula field which displays 6 days between these 2 dates. But how can I count the number of days from Start Date until ...
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0answers
19 views

Validation error on Lead: We can't convert the lead to an unrelated account. Choose a related account

Facing issuing during lead conversion not sure what does it mean by "We can't convert the lead to an unrelated account."
1
vote
1answer
32 views

Filter reports by the interval between two dates

My Opportunities have Start Date and Close Date. These are treaties. Between these dates the company makes a profit. I need to show in the report how much profit the company receives in a month and a ...
1
vote
1answer
87 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 ...
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1answer
42 views

Email merge field is empty when email is being sent from Community

I have Reset Password email template with merge fields. When I test it from the org (clicking Send Test and Verify Merge Fields) the fields are populated. It works fine. But, when the community ...
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0answers
57 views

Activities : New Task > Subject “picklist values”

Can we have differnt subject picklist values for different object ? When I edited the Task Subject it affects all the the object that has Activities : New Task action Ex : Account > Activities > New ...
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0answers
16 views

How can we hide the standard custom field?

I need some help , I want to remove or hidden the standard field from custom object , It is required field in page layout . So can you please help me out . Thanks in advance
2
votes
1answer
11 views

Is it possible to change the case on a campaignMemberStatus record

simple issue3 - user enters campaign member status via the UI with a typo, in this case Fellow - INterested, and I need to update it to Fellow - Interested. update via the UI in 'advanced setup' on ...
1
vote
1answer
21 views

I want to connect my salesforce for POST services to an external system using my server

I am getting 'Service Not Available - 503'. But when I try with postman, it working fine. I have also update remote site access as well. Please specify if some setting needed regarding IP or ...
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0answers
16 views

Richtext Field contains GIF image

I have richtext field(crich__c) that contains gif image in salesforce. When created an email template and merge my richtextfield it doesnt show.
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1answer
24 views

What is the difference between Visible & Edit Access

While we create a new field in an Object, we come across a screen where we would select whether we need Read Only access or Visible access to that field. In Profile level, we need to give whether a ...
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1answer
27 views

AutoNumber based on Fiscal Year

I have Autonumber (fiscal year). For example Jan 1 2018. My AutoNumber field will be 180000 . For next Year Jan 1 2019. my autonunber should be 190000.. is this possible ? Thanks for the help
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3answers
19 views

Account Name not displaying

I created this formula field to display a hyperlink to the direct parent account on whatever record a user is viewing. For some reason the link displays the account Id number and not the actual name ...
2
votes
1answer
138 views

Salesforce Einstein - Create and Train the Dataset - Trailhead Challenge

Trailhead consists of creating a Dataset with the given URL(https://developer.salesforce.com/files/Cats.zip) But how can we create our own Dataset, if we have all the images in Local system.
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0answers
35 views

Amending Block Price Product - Salesforce CPQ

Pricing Method: Block Block Pricing Field: Custom_Field__c //NOT BASED ON QUANTITY Block: 1-50 $100 50-100 $200 100-150 $300 Selected this block pricing product with ...
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1answer
28 views

I am getting an issue in opportunity for stage where I put trigger

I got this message. " You encountered some errors when trying to save this record There's a problem saving this record. You might not have permission to edit it, or it might have been deleted or ...
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0answers
6 views

Profile Indicator(Image) next to User Name in Chatter

The Requirement is to display the image or icon next to the user's name in chatter indicating if he is the Employee or Manager or customer user with different icons Is it achievable in standard ...
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0answers
16 views

Script to add visualforce page to Site 'Inactive Site Home Page'

Is there any way i can automate the process of adding a visualforce page to active sites 'Inactive SiteHome Page' upon creation of sandbox using SandboxPostCopy ?
-1
votes
1answer
24 views

Job title in reports but title in user interface and in back end [closed]

standard field title on contact object when am running in the standard reports(Account and contact) am able to see as job title in standard report and in page layout detail page. but in edit page ...
0
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2answers
23 views

Can Hide List View Button?

Can I Hide this buttons on List View?
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1answer
2k views

Winter 19' Release exam for Salesforce administrator [closed]

Can anybody share me link to take up Winter 19 release maintenance exam for Salesforce Administrator...
0
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2answers
136 views

FTP and File location

I am a bit confused on how File Location(for Enhanced FTP) works in Marketing cloud. My understanding is: 1) We have 1 space provided for our Marketing cloud instance(account) and we call it as ...
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0answers
22 views

Process Builder run After update

I want to run process builder after records updated. For this, I have written formula into PB. AND(NOT(ISNEW()) ,NOT( ISNULL( [Payment__c].Payers_Email__c) ),[Payment__c].Payment_Email_Sent__c=true) ...
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votes
1answer
51 views

How can we print list views

I have enabled "Enable Printable List Views" on the Setup -> User Interface But i cant still see the print option on the list views. Is there anything else that need to be enabled? Cant see the ...
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0answers
21 views

Reduce Formula Size (Case)

I want to create a formula (text) that combines (parts) of two fields in some scenarios. Example: If the 'BillingPostalCode__c' starts with 90 and the first 9 characters of the '...
1
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2answers
43 views

FLS info at User Level

I want a sheet for Field Access which User might have got through Profile or permission Set; Also wants to see if for the field user has access to is available on page layout and not restricted ...
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0answers
9 views

Issue with Identity Verification. Not receiving any verification code in phone

I created a sandbox of license type 'developer' and while after logging in from the sandbox login page, I'm stuck at the verification page as I don't get any verification code in my phone. I tried ...
0
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1answer
27 views

How can I disable IP verification?

I am travelling a lot between end-users, and each time my IP changes SalesForce is asking me to authenticate and a code is sent to my mail. Is there some way I can disable it? Thanks!
1
vote
1answer
31 views

I need to change the On behalf of user in Salesforce

I need to change the On behalf of user in automatic emails from an admin perspective. "noreply@salesforce.com; on behalf of; Name " I am aware of how to turn this off altogether but I just want to ...
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0answers
20 views

Article List Views

I have created two custom list view in knowledge article Salesforce name 'Article Submitted for Approval' and 'Has customer requirement'. Submit for approval and 'Has customer requirement ' has two ...
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1answer
62 views

Account Name is not visible in the Approval Process record?

Account Name is not visible the Approval Process record. Can you tell why this maybe happening? 1. In 1st image, Account Name is visible in List View. 2. But when I open specific record, account ...
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0answers
67 views

Getting MID of all the business unit in one go

we have over 100 BU and they keep getting created. is there a way to get the MID of all the business unit in some report directly or indirectly for tracking purpose. Tried out some reports but they ...
1
vote
2answers
40 views

User unable to edit created Contract

OWD for Account and Contract is Public Read-Only. As we know that Account and Contract have Master-Detail relationship. Whenever a user creates Contract record the owner of the record is being ...
0
votes
1answer
171 views

Export Users' list

Is there a way to export the list of users that we create in Marketing Cloud. I see an import option there, but don't see an export option. Either it is disabled for my account or it is not available ...
0
votes
1answer
29 views

Record type behavior not working on edit record layout

I have one question regarding Salesforce Record Type. I have two different user profile. Admin Manager I have created record type for both users in which I control the status field (Picklist Value). ...