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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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HELP! Attaching a file from an Object to an email action in Flow when using an email template

I have a reminder email flow setup that sends a reminder email to an approver depending on the step it's in. How would I attach a file to an email template via an email that's sent out with an Action ...
Dmitriy Gerchikov's user avatar
1 vote
2 answers
54 views

System Permission set to View All Records. Why can't User view Account and other standard objects?

I created a Permission Set and made one change on it: System Permission: "View All Records" I gave it to a User with Standard Profile. When I tested as this user, it could Update and Delete ...
Ryan McNeely's user avatar
1 vote
0 answers
27 views

When a new Object is added to the Org, Bot User should get automatic Read Access

I'm thinking to build an Integration Bot User with Standard Profile and 1 permission set that has Read Access (and no Edit Access) on all Objects in the Org. They also need Read-only to all records. I ...
Ryan McNeely's user avatar
1 vote
1 answer
32 views

Quick way to update all objects on a Perm Set to "Read Access"

Going through Setup > new Permission Set... it seems it would take a long time to update all Objects to Read Access, and make sure Edit Access = false. Is there a faster way in Workbench or ...
Ryan McNeely's user avatar
0 votes
0 answers
23 views

Best way to create a Bot User with Read-only access to all objects (existing and future) and records

We need a bot User to pull data from Salesforce to external systems. It should have Read-only access to all data in Salesforce. I'm thinking to clone Sys Admin, and remove "Edit Access" from ...
Ryan McNeely's user avatar
0 votes
0 answers
17 views

Can I bypass/ eliminate the comments field on an approval process?

I am working on an approval process for a hiring manager. I don't want the manager to have the capability to enter comments/ notes when approving due to possible liability issues. Is there a way I can ...
Eric Hughes's user avatar
0 votes
1 answer
34 views

IF statement in HTML Template Giving blank output

Here is the formula I am trying I get the result in the formula field but it turn blank when I am using it in Email template {!IF(Client_Life_Event__c.Legal_Business_Name__c, Client_Life_Event__c....
SFDC_learner's user avatar
0 votes
1 answer
35 views

How to create external web form for case creation in salesforce, without using web to case functionality [closed]

I have a requirement to create a web form for external users (who are not using salesforce) to submit a case in salesforce. As for as I know Web-to-Case is not consistent in data transition so please ...
Anu's user avatar
  • 7
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0 answers
24 views

Schedule a duplicate rule?

Does anyone know a way to schedule duplicate rules? We want the duplicate rule to be during business hours and then turned inactive in the evening to import.
Andi's user avatar
  • 21
1 vote
0 answers
27 views

How do I make my Flow see the steps of the Approval Process as it jumps from step to step per criteria?

I hit a complete brick wall with creating a logical solution for a flow I’m working on. Maybe you guys can steer me in the right direction? 😊 I’m creating a flow that will send email reminders for an ...
Dmitriy Gerchikov's user avatar
0 votes
0 answers
31 views

Classic Email Template doesn't transfer merge fields within a Flow?

I have a use case where I'm creating a reminder email for an approval process. We have a custom solution from a 3rd party so I'm unable to re-create the email template used. The Approval process has ...
Dmitriy Gerchikov's user avatar
0 votes
1 answer
42 views

Deactivate user from the org

When I try to deactivate a user its showing like this, I already removed ownership in Lead, Opportunity , Account and Contact objects. I need propper steps to accomplish that. Please help
Pamoda Wijesinghe's user avatar
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0 answers
26 views

Is there a way to create an organization-wide email address when creating a new user?

Is there a way to create an organization-wide email address when creating a new user? I tried this in apex but it gave me an error: DML operation Insert not allowed on OrgWideEmailAddress ...
Jojosfdc's user avatar
  • 467
-1 votes
1 answer
29 views

How do I use a pre-populated field to use in an email alert?

I have a lookup field in the Opportunity Object that's being auto-populated by Process Builder. The value in the field depends on criteria that's selected within the Opportunity. Is there a way to use ...
Dmitriy Gerchikov's user avatar
-1 votes
1 answer
34 views

How to disable inlinedit option on list views for a specific profile only?

How to disable Custom list view inline-edit option for fields for a specific profile ? .
Basha's user avatar
  • 3
0 votes
1 answer
84 views

How can I create a Field Dependency between a Picklist and a Text field; Text field is dependent on the value selected in the Picklist?

How can I create a field dependency, where if the user selects the 'Other' option from the picklist field, a corresponding text field named 'Other' should dynamically appear for them to input ...
Sham Hiruthik's user avatar
-1 votes
1 answer
37 views

changing master details to lookup field in salesforce

I am preparing for advance admin of certification, one of the question is changing the master details relationship to lookup and deploying from sandbox to production. answer is to do by change set but ...
Hetal Patel's user avatar
0 votes
2 answers
306 views

How to Implement an Org-Wide Maintenance Banner in Salesforce, Especially on Opportunity Pages?

I'm currently working on a project where I need to implement a "maintenance" banner/message across our Salesforce Org. The requirement is to have this banner prominently displayed, ...
Bilesh Ganguly's user avatar
3 votes
1 answer
138 views

Salesforce Optimizer: Inactive Workflow Rules

In our system, we migrated all the WFs and PBs to Flows. In the Salesforce Optimizer tool, it recommends us to delete all the inactive workflow rules. I guess my question is, how can inactive workflow ...
apz's user avatar
  • 407
0 votes
0 answers
120 views

Best way to analyze and clean up permissions, profiles, and permission set?

I’ve recently became an accidental Salesforce admin for a very large org and I’m working on scrubbing the profiles and permission sets since there seems to be a lot of irrelevant ones with minimal ...
Anil Raj's user avatar
-1 votes
1 answer
339 views

Does 'View all data' permission in salesforce give users access to private reports of another user? [closed]

Does 'View all data' permission in salesforce give users access to private reports of another user? Couldn't find any exact theory on this.
Vats Mittal's user avatar
0 votes
0 answers
144 views

Is there a way to customize login error message?

Is there a way to customize login error message? Currently, the login message always shows "Please check your username and password. If you still can't log in, contact your Salesforce ...
Tristan Santiago's user avatar
0 votes
0 answers
156 views

Convert Lead to Patient unavailable default record type error for partner community user

When a partner community user tries to convert a Lead to a Person Account from Experience Cloud getting this error. But for system admin user Lead to patient conversion working fine. We are using ...
Salesforce Dev's user avatar
1 vote
0 answers
40 views

Can an Approval Process be created solely via Flow Builder bypassing the Approval Process all together?

Can an Approval Process be created solely via Flow Builder bypassing the Approval Process all together?? I have a requirement of sending an approval to specific people and having them interact with a ...
Dmitriy Gerchikov's user avatar
0 votes
0 answers
191 views

How to get field references in Reports/ReportTypes?

I am trying to solve a problem of many unused field in my org. This will be addressed by running a periodic job that will figure out the field usage via number of references and letting the audience ...
Apex Srinivas's user avatar
1 vote
1 answer
233 views

How many LookUp and Master Detail Relationships we can create on a single object?

I have came through various articles saying that we create 25 or 40 Lookup relationships on an object but in my org it is showing relationship limit as 50.Can anyone confirm the right number?
Hira Khan's user avatar
-1 votes
1 answer
364 views

Lead Conversion to Existing Opportunity

I am using Standard Lead Conversion Process. I have updated the Lead to Opportunity Field Mapping on the Lead in the "Map Lead Fields" Section When I convert a Lead into a New Opportunity, ...
Craig Lobo's user avatar
0 votes
1 answer
65 views

Validate OWD, with sharing, Profile, Permission Sets as Non - ADMIN user

I am trying to validate the OWD for an object that is Public/Read Write without Read permission at the object level for a specific profile user. To validate the results I created a new profile by ...
indrasen neelam's user avatar
0 votes
2 answers
252 views

How to set default value in a checkbox field upon creation if that same checkbox in all records is set to false?

I have a custom object in my org. I also have a checkbox labeled as Active. I need the checkbox to have a default value when I create a new record only if: The Active checkbox are false in all ...
ratRiot30's user avatar
-1 votes
1 answer
163 views

Question about Modifying Case Chatter Post Name Options

As the Salesforce Admin for our company, I have a couple of questions regarding the Chatter post settings for cases. Can I modify the two name options, "My Company Only" and "All with ...
B_K's user avatar
  • 1
0 votes
1 answer
122 views

Make Global Action Layout field required only for certain users

Title of the question is self-explanatory, almost. When user creates a new contact via new button on contact page, there are certain field required for this user. However, when the same user created a ...
salesforce Uz's user avatar
0 votes
2 answers
4k views

How do I check the limit of creating new dashboards(runs as logged in users) in my SF org?

So my org has paid for increased limits and I need to find out the limits for creating new dashboard
Vicky007's user avatar
-2 votes
1 answer
82 views

Make the Lead- Company field as unrequired [closed]

I need to make the lead company field is un required. is there any possibility's?
Yogesh's user avatar
  • 1
0 votes
1 answer
256 views

Error: Incorrect parameter type for TEXT. Expected Number, Date, DateTime, received Picklist

I have a picklist custom field, let's call it Class__c of Unit custom object. I want to assign a default value to it. Default value is current user's Unit__c value. User's unit is also a picklist ...
salesforce Uz's user avatar
0 votes
1 answer
221 views

Create a dynamic sender profile from an Ampscript variable that has been set in the email

I'm working on creating a dynamic sender profile (DSP) for a client. It's my understanding that the way it's usually done, you will do a lookup based on a subscriber attribute, e.g., city, country, or ...
August Rimmen's user avatar
0 votes
1 answer
107 views

Dynamic actions support for order object

I had enable dynamic action and change the visibility in the order object, it works fine on desktop, but not for mobile. I tried to find something but I didn't find nothing related to support for ...
Alexia's user avatar
  • 81
1 vote
1 answer
406 views

Send Slack Message Flow Core Action Not Working on Asynchronous Path

I have created a Flow with a Send Slack Message action via the Salesforce for Slack app when any of the following fields are updated on the Opportunity: Amount Stage Close Date My Flow is executing ...
Christina Chan's user avatar
-1 votes
2 answers
560 views

How to import data with a mapping to custom address field?

I have made a custom object which has various fields, out of which one is a custom address field. Now, as per documentation Data Import Wizard does not support the custom address field. So what are ...
Rushi Vaghasiya's user avatar
0 votes
1 answer
396 views

Org Migration - Behaviour of batch jobs during downtime

Our org is slated to move from AP13 to AUS64 next week. The expected downtime is from 2 AM - 6 AM AEST (Sydney). Fortunately we do not have much user activity during this window but we have batch jobs ...
VPY's user avatar
  • 1,018
0 votes
0 answers
468 views

How to create a unique sequential id for a record with specific recordtype

I want to create a unique id for records with a specific record type of a custom object. The goal is to use something like {00000}-XX ex 00023-kl,00024-kl. where the number could be a 5 digit with 2 ...
Sam's user avatar
  • 101
0 votes
0 answers
117 views

How can I restrict the user from Editing the Account Site Field of account Object using profile settings?

I am facing some issue here regarding field level security in Profile Sales Admin (Cloned From System Administrator) Object Level Security (Standard object permission) Account Object | Only Read ...
salesforce Newbie's user avatar
0 votes
0 answers
82 views

Stop datetime from autofilling time to 12:00

In lightning if you choose date first the time will autofill to 12:00. Is there anyway to stop this? Our users should specify time, but routine takes over after some time and almost every datetime is ...
Kacper A's user avatar
0 votes
1 answer
464 views

Salesforce formula field on Activity object to capture when the Activity was completed

I have created one field Activity completed date (formula field) to calculate the Activity start date and when user checks checkbox as true needs to know the date of Activity completed date. So my ...
sarah's user avatar
  • 179
0 votes
1 answer
276 views

Prevent Apex Exception Mail

I have a situation where in our Salesforce org there are a few record triggered flows present for different objects. Currently when a record which triggered the flow fails a validation rule then an ...
Rivu Indra's user avatar
0 votes
1 answer
810 views

I added Notes and Attachments in Related Lists of Opportunity still I am not able to see them in lightning but I can see them in classic?

I added Notes and Attachments in Related Lists of Opportunity from page-layout still I am not able to see them in lightning but I can see them in classic? Why?
Dashrath Singh's user avatar
0 votes
0 answers
81 views

Why this Duplicate doesn't work?

I've this duplicate rule on Account cause I want to prevent update and create Accounts with same Record Type and "User ID" (a custom field on the Vendor Account Record Type) But if I try to ...
Andrea's user avatar
  • 1
-1 votes
1 answer
327 views

Couldnt find new button to create new field in standard object(Task)

Couldn't find new button to create new field in standard object(Task)
Zoya's user avatar
  • 1
-1 votes
1 answer
95 views

Salesforce System Amin cloned profile

I cloned the System admin profile and realized it does not have the login as user option right beside a user's name. I created a delegated admin group and added the profile with the enable login ...
Tomi's user avatar
  • 11
0 votes
1 answer
131 views

Advanced lookup filter logic on Opportunity

I have a business requirement (US) stating that when creating an opportunity record, I should be able to select in the Account name lookup field, only the accounts that either I own or in which I'm a ...
redd77's user avatar
  • 103
0 votes
2 answers
493 views

Refresh Email template -Transactional Journey

I've an account with dozen of "Transactional Journeys Email" and every time that I make a fix/change on the template (used by the email in the trigger) I have to manually go on each trigger ...
Frogmouth's user avatar
  • 200

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