Questions tagged [administration]
Salesforce administration encompasses many different areas of Salesforce, but is generally non code related.
750
questions
0
votes
1answer
13 views
What will make an org eligible for Einstein Opportunity Scoring?
As per release note (Focus on the Right Deals with Opportunity Scores) they mentioned only if an org is eligible I will be able to use this free (now onwards) functionality.
My question is what my ...
0
votes
1answer
30 views
Delete Salesforce Standard force.com pages and classes
We are in the process of cleaning up our code (updating to latest versions, removing unnecessary code....) and we found many force.com standard pages and classes that we are not using. Can any one ...
0
votes
1answer
15 views
I want to hide Edit(Salesforce Classic) action from Report
I want to hide the Edit(Salesforce Classic) action from the report record, I checked in Profile and permission set, I not getting any permission related to hiding these button, This is a standard ...
0
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0answers
24 views
Restricting Lookup values within Opportunity
We would like to restrict a lookup field within the Opportunity to only allow users to select the record that has been added to a junction object related to the Account of the Opportunity.
This use ...
1
vote
0answers
22 views
Need to restrict a user from saving a report in Public Reports folder
I have a request from upper management saying that no user is allowed to create and save a report in the Public Reports folder. We need to keep that folder tidy.
I gave the user just these ...
0
votes
0answers
34 views
Hide all Opportunities from Profile
I am trying to hide opportunity specific fields (name, DOB, address) for a group of users in Salesforce. Since those fields are defaulted and can't be removed is my only option to change the Org wide ...
0
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0answers
20 views
Not able to edit the record type of “Case” record as System Administrator
please refer the snapshots:-
this is the edit page of case record but the case record type not editable.
2.On the detail page of this record, besides the "case record type " field,a change record ...
0
votes
1answer
15 views
Profile is being used in community by salesforce?
I am able to see two profile related to site and user.
Which profile is used by salesforce to provide Field level access of a object?
First one is :
(Open Contact having user -> View User -> ...
-1
votes
1answer
30 views
Difference between “Reset Password” & “Generate New Password”
I agree while creating a New user we get the option Generate New Password, while a user forgets the password we help them by resetting them. Even then we have the option to edit the user and check the ...
0
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0answers
10 views
Can we add Alert Popup message in Standard Approval Process on Opportunity in Salesforce?
I have standard approval process on Opportunity, I want a alert pop up message with "Cancel" and "Submit" buttons. Is there any way to accomplish this without customisation/Code ?
Any comments will ...
0
votes
0answers
8 views
Display private dashboard on Home tab
Is there a way for a user (without "Customize Application" permissions) to display a private dashboard that they created on their Home Tab, in Salesforce Lightning? We only want them to see it, not ...
3
votes
1answer
28 views
How to Determine the Default Record Type for System Mode?
I have an Apex class which imports leads which runs in System mode. How do I know what recordTypeId the inserted lead will default to when there is no running User and Profile? I created a test to ...
0
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0answers
35 views
Complex criteria Opportunity Validation Rule
I have a requirement of restricting the opportunity ownership change these are my conditions
Opportunity stage =closed won ,Closed lost
(we have a Formula Field called 'Team' which is based on ...
0
votes
1answer
24 views
Change/Update User License assigned to a permission set
I have created a Permission set using a Salesforce License type, now this permission set has to be assigned to community user as well which am unable to assign, so was thinking to update the license ...
1
vote
1answer
77 views
Secure Object Permissions for Guest Users (Security Alert) May 2020
I am a little bit confused with this security alert that will take place in May of 2020.
Within the sandbox they only list 3 objects, where this update will be affected
Contracts, Order, and ...
2
votes
0answers
33 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
19 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
21 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
38 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
63 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
43 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
62 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
99 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
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0answers
10 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
37 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
48 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
70 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
26 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
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-...
1
vote
1answer
27 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
40 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
26 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
96 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 ...
1
vote
2answers
475 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
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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
76 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
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0answers
54 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
24 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
53 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
170 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
156 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
30 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
91 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 ...
