Questions tagged [administration]

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

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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. ...
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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 ...
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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 ...
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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){ ...
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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
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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. ...
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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 ...
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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 ...
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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 ...
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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 ...
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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....
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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..
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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 ...
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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, ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ?
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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 ...
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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 ...
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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 ...
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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. ...
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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
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.
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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
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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?
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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
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 ...
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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 ...
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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
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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 ...
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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
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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
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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
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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 ...
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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 ...
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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
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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
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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 ...
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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
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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
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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
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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
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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.
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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
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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
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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 ...
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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 ?
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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 ...