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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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1answer
17 views

How can I disable IP verification?

I am travelling a lot between end-users, and each time my IP changes SalesForce is asking me to authenticate and a code is sent to my mail. Is there some way I can disable it? Thanks!
1
vote
1answer
22 views

I need to change the On behalf of user in Salesforce

I need to change the On behalf of user in automatic emails from an admin perspective. "noreply@salesforce.com; on behalf of; Name " I am aware of how to turn this off altogether but I just want to ...
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0answers
15 views

Article List Views

I have created two custom list view in knowledge article Salesforce name 'Article Submitted for Approval' and 'Has customer requirement'. Submit for approval and 'Has customer requirement ' has two ...
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1answer
35 views

Account Name is not visible in the Approval Process record?

Account Name is not visible the Approval Process record. Can you tell why this maybe happening? 1. In 1st image, Account Name is visible in List View. 2. But when I open specific record, account ...
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0answers
35 views

Getting MID of all the business unit in one go

we have over 100 BU and they keep getting created. is there a way to get the MID of all the business unit in some report directly or indirectly for tracking purpose. Tried out some reports but they ...
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2answers
33 views

User unable to edit created Contract

OWD for Account and Contract is Public Read-Only. As we know that Account and Contract have Master-Detail relationship. Whenever a user creates Contract record the owner of the record is being ...
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1answer
58 views

Export Users' list

Is there a way to export the list of users that we create in Marketing Cloud. I see an import option there, but don't see an export option. Either it is disabled for my account or it is not available ...
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votes
1answer
24 views

Record type behavior not working on edit record layout

I have one question regarding Salesforce Record Type. I have two different user profile. Admin Manager I have created record type for both users in which I control the status field (Picklist Value). ...
2
votes
1answer
144 views

Salesforce Instance refresh - new instance name “UM”

What does the UM stand for in the in the Salesforce instance naming? EU: Europe NA: North America UM:???? Is it new or has it always been present? Never noticed it and I have just found out that my ...
2
votes
1answer
19 views

Purge an archived Product

In my orgs, for some truly obscure reasons, a Product has been archived. I've bookmarked it, and I can now see it with the direct url ( MYORGSURL/objectId ), but I can't do anything with it: I can't "...
1
vote
1answer
20 views

Is it possible to provide translations for CollaborationGroup object?

I have created a few groups in my dev org, I am checking to see if there is an option to provide translations for the group names.
1
vote
1answer
21 views

Hide records and ListViews based on permission sets - Possible?

1). Is it possible to allow users to see list view based on permission set? (i.e) Those users who have permission sets assigned to them should only view the ListView. 2). Is it possible to hide ...
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2answers
30 views

Saleforce License Limit Different in different developer instances

Have a quick question: What is the logic behind salesforce developer edition instances license limits. One developer instance has only 2 salesforce licenses and other has 20 and another has 30?
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1answer
37 views

How can I get the last value from my picklist? It removes my “1”. Work with TRIM

I have a few values: 5T-7T 7T-12T 12T-22T 22T-145T I use that formula to get my last value: TRIM(RIGHT(TEXT(Items__c), FIND("-", TEXT(Items__c))-1)) It works but when my second value starts at "1",...
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votes
1answer
44 views

Cannot set Suppression Period Length to 0 days

I want to test some assumptions in deleting contacts, and it seems as though I'm able to set the suppression period length to any amount of days other than 0. As soon as I attempt to set it to 0 it ...
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votes
0answers
13 views

phone field on task not fill automatically

I have a strange problem related to the standard phone field on task object. From the documentation https://help.salesforce.com/articleView?id=task_fields.htm&type=5, it is said that : the ...
0
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1answer
48 views

Selecting opportunity contact role on related contact account

Part of our process before an opportunity is closed won, we need to create contact roles, until now if a contact is related to 2 different companies we create both accounts and we duplicate the ...
1
vote
1answer
59 views

How to overcome the lack of record type in opportunity Product?

I have a custom field in Opportunity Product called 'Unit of Measurement' and what I am trying to do is, show one value "Meter" as the default for users of one profile and "Square foot" as the ...
1
vote
1answer
25 views

How to autocompile a picklist?

I would like to know if it's possible to autocompile a picklist field with a value of different picklist on others object. In this case, I created a picklist with a name: Campo Prova Picklist ...
1
vote
1answer
39 views

Does making a field readonly on pagelayout still show in Edit mode?

I have couple of fields which i am populating through a before trigger. So i dont want these fields to be visible during Edit mode of the object. I made those fields read only on Pagelayout. But when ...
0
votes
1answer
13 views

Profile List View Filteration

What filetrs can I apply to profile list view to get Profiles that have access to particular record type of Case? Please suggest
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0answers
7 views

RetRUL used in Custom Button URL Type in salesforce opening up page in Classic view in place of Console layout

I have created a URL type custom button on Case with URL which is triggering a flow and then retUrl={!Case.Id}. Whats happening is when user clicks on the button. Flow is triggered and process works ...
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votes
1answer
96 views

Issue with Quote Line items

I want to create new Quote, as we all know when New Quote is created all opportunity products will be added as quote line items by default. Now In the Product Line Item there is a custom picklist ...
0
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1answer
15 views

Updating Member Status Options?

Hello Stack Exchange! I'm really struggling to find the option to create new labels for the Campaign Member Status picklist. We'd like them to reflect RSVPs for events as this is the primary use ...
1
vote
1answer
30 views

Enable users to change the owner of a case that does not belong to them

I have an org in which a profile had a sharing setting on the cases that permit the users to see and modify all cases (not only the ones they own). The profile have the rights to read, create, modify ...
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3answers
99 views

Query for Parent custom object and Standard child Object

I have a Parent custom object called New_Country_c and standard contact Object. I need to write a query to count of all contacts related to New_Country_c. I have tried following the query but does not ...
-1
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1answer
49 views

Workflow and Process builder field update [closed]

Can anybody please clarify the Difference between the Workflow field update and Process builder field update? (field update through process builder vs field update through workflow)
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1answer
28 views

Error: INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY

I am getting INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY error when creating a case record. There are lot of lookup fields in our case object, is there a way I can know what specific object is this ...
1
vote
1answer
26 views

Custom Settings and Rounding in Formulas

I have some formulas that use values stored in custom settings. For example If(X < custom setting-y && x >= custom setting , 'foo', 'bar') My formula seems to be fine and my custom ...
1
vote
1answer
11 views

Changing a related lookup filter criteria of a managed field definition

I'm looking to change the Filter Criteria of a Related Lookup Filter but I am unable to edit any fields due to the package being managed? For context, I am using Accounting Seed on my sole Admin ...
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votes
1answer
47 views

Profile edit : check the modify all and uncheck the delete checkbox

I need to give access to user of a certain profile to modify all the cases. But I also need that theses users can't delete theses case. For that I try to edit the profile by checkinf the "modify all" ...
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1answer
25 views

Control Picklist value for a specific user

Is it possisble to control picklist values to specific user..? Eg: If I add new picklist value to Account Type, that value should be available only for a specific user
1
vote
1answer
62 views

Mail Delivery system sending multiple mails with error " Undeliverable : Case is Rejected

I have configured Email-to-Case in my org.We have also set up case auto-response rule. Whenver an email is sent, using email-to-case, a case is created and an auto response will be sent.This is ...
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0answers
52 views

How can I check email relay is working or not?

In SFDC org (Environment hub - Partner Developer Edition) whenever I send email from salesforce, I got the copy of that email in send Email folder on my email server. At this time Email Relay is not ...
1
vote
0answers
33 views

How do I add a picture to a Contact record from File upload

I would like to add a picture to a Contact by uploading it to the Files related list and have the file picked up automatically, i.e. if we use the same file name for each Contact, "ContactPhoto.jpg." ...
1
vote
1answer
50 views

Opportunity log a call missing in lightning

I am another person missing log a call, and I want to add it in the oppportunity. this is slightly different to some of already questions in stackexchange such as His action at least shows in the ...
0
votes
1answer
37 views

Product should not visible to one profile

I have list of products in product object. So, for one profile I want to restrict to view one product(one product record) among list of products.
2
votes
2answers
75 views

How to set permission set license to list of users?

I have a list of 6000 users (from different profiles nearly 15 profiles). I need to set the Permission set license to all users. Actually, we can assign a license to individually as below But i ...
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0answers
42 views

Multiple Validation Rules on a single field to be merged as one

Unknowingly there are 2 validation rules created for a single field and here are the rules. Rule1 : AND( ISPICKVAL(tesname__PotentialLiability__c, "Yes") , NOT(ISBLANK(tesname__Due_Date__c)), ...
1
vote
1answer
21 views

How do I not show the chatter post to another profile

I have this scenario 1. User1 belonging to Profile1 created a chatter post on Account1 2. User2 belonging to Profile2 should NOT be able to see that chatter post for Account1 As an admin, how do I ...
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0answers
36 views

How to populate Salesforce Standard Lookup Fields on a Standard Page Using URL Parameters

this is for Custom lookup fields : CF00Ni000000EpsgO_lkid={!Opportunity.Id} for standard lookup fields there is no id, So how to use standard lookup fields in url hacking
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votes
1answer
15 views

Disable Adding NEW Contact from Account Page

I come to the problem. When I am creating new Account, there is possibility to add a primary contact for it. Problem is, I just want to choose from available Contacts and disable adding new in the ...
0
votes
1answer
89 views

Default Tab for all users in Salesforce classic

how can I set the default tabs displayed by users in an app with standard salesforce? Can I overwrite user settings? Users continue to see extra tabs and with an order not desired by the customer
0
votes
1answer
313 views

LIMIT EXCEEDED during ANT retrieve call

I am trying to retrieve metadata from Salesforce using ANT retrieve but it goes in timeout and I get the following error message when I restart it: (Error: Retrieve failed: {"done":"true","...
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votes
0answers
94 views

Matrix report formula on row sub grand total

I have build the following matrix report, which is grouped in columns by a bucket field of my stages and by current and previous month for the closed date. This report is also grouped in rows by a ...
0
votes
1answer
81 views

Sharing button in Salesforce Platform licence custom objects

I am created one custom object name is Test. after i have imported 50 records data to Test object. here i have two users system administrator and salesforce platform user. my requirement is need to ...
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votes
0answers
28 views

Scheduling Report Error : Salesforce.com could not email the report to any of the specified recipients

I have a create separate profile for a user who has the following set of permissions: Schedule Reports Manage Reports in Public Folders Subscribe to Reports Schedule Reports The user is able to ...
1
vote
1answer
74 views

Marketing Cloud Approvals

We are testing Workflows & Approvals in Marketing Cloud (Standard Approval Process) and have run into an issue where our approver user in the Workflow Team, which is has the roles "Administrator" ...
1
vote
0answers
15 views

Show notes with headline in App

There seems to be an issue when viewing notes on mobile. To reproduce: -> mobile app -> contact -> view notes It only displays the content of the notes and the author and the date, but not the ...
1
vote
1answer
333 views

how to add path for custom object in salesforce? [closed]

I am trying to add path for my custom object but I could not find my custom object in that list. It is showing only the standard object. Could you please help me to fix this?