Questions tagged [administration]
Salesforce administration encompasses many different areas of Salesforce, but is generally non code related.
706
questions
-2
votes
0answers
14 views
Related Contacts in the Products
I have Four Objects(Account, Case, Product & Contact).
All three Object is associated with the Account & we are fetching Product
details in the Case Object base on the Contact Object. ...
1
vote
1answer
13 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
21 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
11 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
15 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
33 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
0answers
11 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
25 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
19 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
39 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
20 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
20 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
13 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
19 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
73 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 ...
0
votes
0answers
27 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 ...
0
votes
1answer
62 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 ?
0
votes
0answers
17 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 ...
0
votes
0answers
13 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 ...
0
votes
1answer
41 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 ...
0
votes
0answers
20 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. ...
-1
votes
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 ...
0
votes
1answer
19 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.
0
votes
0answers
31 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
47 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?
0
votes
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 ...
0
votes
0answers
45 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 ...
0
votes
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
57 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
vote
2answers
186 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 ...
0
votes
0answers
33 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
33 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
93 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 ...
0
votes
1answer
51 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 ...
0
votes
0answers
136 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 ...
0
votes
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
12 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
23 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 ...
0
votes
0answers
17 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.
0
votes
1answer
26 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 ...
0
votes
1answer
32 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
0
votes
3answers
20 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
157 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.
0
votes
0answers
57 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 ...
0
votes
1answer
29 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 ...
0
votes
0answers
8 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 ...
0
votes
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
25 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 ...
