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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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How to validate Mobile Number with Country code followed by 10 digits

I am new to salesforce . I have MobilePhone field in Contact. I need to validate the MobilePhone Field such that it must include (+1, +91, +355) followed by 10 digits mobile number. NOT(REGEX(...
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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 ...
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How to set different weights for Cases -- Omni channel routing

Current the capacity of cases is set to be 1.But I have a field on Case object which contains the Case weight(2,4,6,8).Is it possible to get the weight from the case an assign it to a user. eg Case A-...
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-1 votes
1 answer
22 views

When I would change a formula, then when the value from that formula will change?

I have a hyptothetical formula (in pseudocode): if (XXX_field is empty): return 100 And I will change it to return 200 When should I see changes in that field? (200 instead of 100) Only after ...
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-1 votes
1 answer
27 views

Hi, I have one question regarding cloning of profile,

Is it possible to clone a profile and change its license? We need to change a profile's license.
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-4 votes
1 answer
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I am unable to edit / delete archive product

I can see it with the direct url ( orgurl/recordId ), but I can't do anything with it: I can't edit or delete this record when I opened this record in salesforce classic display "This record has ...
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2 answers
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Text to Date conversion

I want to convert text value into date . Text field contain value= 21-FEB-2022 DATE() function is not working as value is not in proper format
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2 answers
98 views

How to track time spent in each stage of a custom detail object

So we have a custom detail object which uses a custom stage picklist field which we use for the path. We also have a custom status picklist field with values as unclaimed, In progress and completed to ...
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1 answer
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Question regarding look up search

There is one field, which is look-up to Opportunity. Now lets say there are 5 Opportunity records with name Anil. When I put "A" in that search, it shows 2 records, when I put "An&...
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How to include the Account Team object's fields in a report that includes Account records

I tried using the standard report type - Account with Account Teams. But the fields for the Account Team Object related to the Accounts does not appear in the list of fields to include in the report. ...
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-3 votes
1 answer
32 views

How to show more than 4 fields in Salesforce Lightning Related List

Is possible show more than 4 fields? Thanks.
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1 vote
1 answer
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What permissions on a profile/permission set should be considered "privileged user" or "system admin" access?

I am performing analysis into the security of our org. Previously we had very relaxed rules around privileged user access in our org. Basically we give out too many System Admin profiles, but because ...
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1 answer
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12 Dependent Picklists in Screen Flow

I'm creating a screen flow with a complex set of dependent picklists. I'm trying to figure out how to display them all, but the Dependent Picklist component is very limited. The standard component can ...
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-1 votes
2 answers
29 views

Can I change the interval at which formula is recalculated for longer? (like for every 6 months)

I want to change a recalculation period of formula to 6 months. How could I do this? Can I do this at all? Could we schedule it somehow? With the use of flow/ code?
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Minimum permission required to Modify Private groups

By default only admin can see Feeds in Private Group, I need a moderator who can also see and modify Feeds in Private group but is not 'admin'. The solution here Suggest to assign 'Modify all data' ...
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1 answer
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Single case multiple record types crud access single profile

we have 3 record types on case object. Case, QAR and CAPA For an profile named Quality we need to provide Case record type Read access only. QAR record type Create, Read and Edit CAPA record type ...
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test Enforce OAuth Scope for Lightning Apps

How I can test this update in CRM. Enforce OAuth Scope for Lightning Apps
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-1 votes
2 answers
68 views

AccountId in Campaign Member - How to deploy standard field?

In my sandbox, the Campaign Member object has a field AccountId, and this field is not custom field, as it does not have __c, hence it is standard field. In my production, the Campaign Member object ...
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Files visibility across different profiles

I am having two different profiles like manager and technician. If a file uploaded by a manager for an order then it must not be visible to technician but the file uploaded by the technician for the ...
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Not Able To Access Records In Role Hierarchy

I am a salesforce developer but new to admin. Tring to understand security settings using role hierarchy and having an issue or confusion here. I'll try to explain this below. I have two roles in the ...
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99 views

User Cannot See Lookup Field Even if the Field is Visible on the Page Layout

User cannot see a lookup field, even though its shows on page layout. i checked the permissions of object they have all permissions, check assigned page layouts and field visibility as well. what can ...
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198 views

Flow triggers Email Alert, but no email sent in Logs, no email received

I created a new Flow that runs on Update of our Custom Object. When the record is updated with a new Assigned_to__c user, it should trigger an Email Alert with Classic Email Template. The Decision ...
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2 votes
2 answers
242 views

Field in Record Collection Variable not Updated after Loop Element

I created a simple record triggered after save flow in Salesforce that should take all related Contacts from an Account and update Email field of these Contacts with specific value. To iterate over ...
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1 answer
181 views

Classic Email Template - Link not working in email

Strange behavior with our Links in SFDC Classic Email Templates. In the Setup > Classic Email Template, the link looks like this.... <a href= “{!Custom_Object__c.Link}”>{!Custom_Object__c....
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1 vote
1 answer
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wanted to understand the currency field behavior [closed]

We have a custom object and it has a field lets say PrevYrTPC and it is of type currency. I was going through the records of the current object and I found something which I could not understand. The ...
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1 answer
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"This list API name is used by a public or private list view. Choose a different name" ListView

We have a Existing List View in case object, and we have requriement to add a new filter to this existing list View - ( Subject> does not contain> xyz) When i try to select this filter and when ...
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How to avoid STRING_TOO_LONG error?

I have a Process Builder that creates a Task record when an EmailMessage is created in Salesforce, but i'm getting a STRING_TOO_LONG error in some of the Tasks creation because the Process Builder ...
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1 answer
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How to add a Person detail page on the community builder

How do we add a detail page for person Account object from the community builder, when I click on add page and select Salesforce object I don't see Person Account being listed there.
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Get all the Jobs,Batch etc related to particular user

There is a user in my org and he is scheduling some scheduler, batch apex etc everything under his user name. Suppose if that user becomes inactive I want to find out what ever may be things he is the ...
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1 vote
1 answer
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Need help with two lines in a formula on a process builder. How can use a OR and ISCHANGED together?

I have a picklist with 3 values: fulltime, halftime, and unemployed. My process builder updates halftime and unemployed to "fulltime" (expected behavior) whenever we- get a contract and the ...
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2 answers
81 views

Assign 2 page layouts to System admin profile

Suppose if I have an Object A and it has two page layouts layout1 and layout2. Layout1 is used for App1 and Layout2 is used for App2. So is there a way to default the layout for system admin, like if ...
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-2 votes
1 answer
53 views

Required Fields Based On Multi-Select Picklist Value Formula

I am creating a validation rule on the Opportunity object. When a certain service is selected on the "Services Included" (services_included__c) multi-select picklist field, I need it to ...
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28 views

Assign User to a field on another object

Hi I am a beginner in SF. I am trying to create a process or a field update where I need ac account field to show information from another field on another object: Account Object field "vCISO ...
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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 ...
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3 votes
0 answers
286 views

Salesforce - Spring ’21 - Organization-Wide Email Adresses

Testing Customize your default no-reply Address Added the email address under Setup > Organization-Wide Addresses > Special Purpose Organization-Wide Email Addresses and Email is verified now ...
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1 answer
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Updating existing records in a Salesforce Object after creating a new validation rule or trigger or Workflow Rule

Do I need to delete and insert all the existing records again into the Salesforce object via a Dataloader, after creating a new Trigger or a new Validation Rule or a new Workflow Rule to clean the bad ...
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2 answers
36 views

Checkbox Formula

I am creating this checkbox formula. Criteria is to check the box if: Date Last Project Closed = Last 24 months and Open Projects = 0 or Date of Last Won Deal = 12 months and Open Projects = 0 This ...
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1 vote
0 answers
25 views

finding domain name from website [duplicate]

I'm working on a formula field to capture the domain details from the website and I have created the below formula If(NOT(ISBLANK(Website)),SUBSTITUTE(Website, LEFT(Website, FIND(".", ...
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How to validate/allow extension in phone number field in validation rule

I'm having the following validation rule in my system. AND( LEFT(MobilePhone, 1) <> "+", NOT(REGEX(MobilePhone, "\\D*?(\\d\\D*?){10}")), ISNEW(), NOT(ISBLANK(...
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Different Related List View in Lightning Page?

Probably an easy fix but struggling regardless. I created a secondary list view with a different set of fields on an object (we will call Obj1). I am currently creating a tab on a related object ...
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Division Field not Showing up lead object

Need to filter leads by division using the standard division field on a list view. The Division field on account and leads shows up on reports but its not showing up on the list view filters. Also, ...
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1 answer
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Time-Based Workflow Not Working In Production

I created a time-based workflow to send email notifications and task. It is working as designed in Sandboxes but when I deployed it into Production using change sets and it will not work in Production....
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2 answers
317 views

Formula in Flow - send email if Status hasn't changed in the past 5 days

I'm new to Flow. I've created the Scheduled Trigger Flow on my CustomObject. I created a Formula Resource: StatusNotChanged NOT((ISCHANGED({!$Record.Status__c})) I've added a Decision that checks ...
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101 views

In Flow Screen , Product2 lookup field is not populating for few users

In flow screen, we have a Product lookup field. It's not working for few users while other users can access it(with different profile). We provided necessary permissions to Product and it's related ...
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1 answer
388 views

Controlling Field Dependency according to Record type

the scenario is such that, there are R1, R2, R3 three record types and each record type has two picklists P1 and P2. for each record type, I want to create different dependencies between P1 and P2...i....
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0 votes
1 answer
69 views

Quick Action Visibility that references User checkbox doesn't work - appears to obey FLS?

Video demonstration: https://www.screencast.com/t/k55kD1BE4 Can a field that is hidden via FLS not be used to dynamically display a quick action under visibility on a custom object via App Builder ...
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0 votes
1 answer
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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.
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0 answers
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Field update from child to parent (Account To contact) using workflow?

We update the parent record with a workflow field update only if the relationship is master-detail. If it is a look-up relationship, then it is not possible. we know that the Account and contact ...
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44 views

Custom label or translation in custom action in field service dispatcher console

is possible to translate or use custom labels in "Custom actions" of the Field Service Dispatcher Console UI? There is a workaround to avoid the unique single language? The field is ...
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0 answers
46 views

Email to case attachments from closed to open cases

I am facing one problem related to email to case feature. Please see below points to understand my issue: One Closed case is sitting with one attachment. Customer sends another email on the closed ...
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