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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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11 views

How to add Docusign dynamic Brands in the DocGen delivery option [on hold]

How to add Docusign dynamic Brands in the DocGen delivery option. Now i see i can only enter a static value in the field "Brand ID". Custom button are again taking back to the package selection. I ...
1
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1answer
21 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. ...
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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 ...
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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 ...
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0answers
11 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 ...
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0answers
8 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
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0answers
23 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. ...
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0answers
26 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 ...
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2answers
154 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?
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0answers
11 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
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1answer
35 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,...
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35 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 ...
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0answers
21 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 ...
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1answer
46 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 ...
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1answer
66 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
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2answers
111 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 ...
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0answers
14 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 ...
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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
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1answer
37 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
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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 ...
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1answer
117 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
12 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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0answers
42 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
38 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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1answer
69 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
27 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
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1answer
20 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
53 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
21 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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0answers
23 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
17 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
23 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
91 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
28 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
149 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
40 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
14 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
90 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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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
66 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
49 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
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0answers
26 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
59 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
301 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
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0answers
70 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."