Questions tagged [administration]

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

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13 views

What will make an org eligible for Einstein Opportunity Scoring?

As per release note (Focus on the Right Deals with Opportunity Scores) they mentioned only if an org is eligible I will be able to use this free (now onwards) functionality. My question is what my ...
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1answer
30 views

Delete Salesforce Standard force.com pages and classes

We are in the process of cleaning up our code (updating to latest versions, removing unnecessary code....) and we found many force.com standard pages and classes that we are not using. Can any one ...
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1answer
15 views

I want to hide Edit(Salesforce Classic) action from Report

I want to hide the Edit(Salesforce Classic) action from the report record, I checked in Profile and permission set, I not getting any permission related to hiding these button, This is a standard ...
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24 views

Restricting Lookup values within Opportunity

We would like to restrict a lookup field within the Opportunity to only allow users to select the record that has been added to a junction object related to the Account of the Opportunity. This use ...
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0answers
22 views

Need to restrict a user from saving a report in Public Reports folder

I have a request from upper management saying that no user is allowed to create and save a report in the Public Reports folder. We need to keep that folder tidy. I gave the user just these ...
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0answers
34 views

Hide all Opportunities from Profile

I am trying to hide opportunity specific fields (name, DOB, address) for a group of users in Salesforce. Since those fields are defaulted and can't be removed is my only option to change the Org wide ...
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20 views

Not able to edit the record type of “Case” record as System Administrator

please refer the snapshots:- this is the edit page of case record but the case record type not editable. 2.On the detail page of this record, besides the "case record type " field,a change record ...
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1answer
15 views

Profile is being used in community by salesforce?

I am able to see two profile related to site and user. Which profile is used by salesforce to provide Field level access of a object? First one is : (Open Contact having user -> View User -> ...
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1answer
30 views

Difference between “Reset Password” & “Generate New Password”

I agree while creating a New user we get the option Generate New Password, while a user forgets the password we help them by resetting them. Even then we have the option to edit the user and check the ...
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0answers
10 views

Can we add Alert Popup message in Standard Approval Process on Opportunity in Salesforce?

I have standard approval process on Opportunity, I want a alert pop up message with "Cancel" and "Submit" buttons. Is there any way to accomplish this without customisation/Code ? Any comments will ...
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0answers
8 views

Display private dashboard on Home tab

Is there a way for a user (without "Customize Application" permissions) to display a private dashboard that they created on their Home Tab, in Salesforce Lightning? We only want them to see it, not ...
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1answer
28 views

How to Determine the Default Record Type for System Mode?

I have an Apex class which imports leads which runs in System mode. How do I know what recordTypeId the inserted lead will default to when there is no running User and Profile? I created a test to ...
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35 views

Complex criteria Opportunity Validation Rule

I have a requirement of restricting the opportunity ownership change these are my conditions Opportunity stage =closed won ,Closed lost (we have a Formula Field called 'Team' which is based on ...
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1answer
24 views

Change/Update User License assigned to a permission set

I have created a Permission set using a Salesforce License type, now this permission set has to be assigned to community user as well which am unable to assign, so was thinking to update the license ...
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1answer
77 views

Secure Object Permissions for Guest Users (Security Alert) May 2020

I am a little bit confused with this security alert that will take place in May of 2020. Within the sandbox they only list 3 objects, where this update will be affected Contracts, Order, and ...
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0answers
33 views

Trying to add an SSH key to Key Management section of Admin

Trying to add a key, and the client sent me the key information (one long ungodly string)... but, I'm not sure how to add it into the platform. It looks like I need to 'browse' to add a file so I ...
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19 views

Set default landing page for a particular profile

We are trying to set the landing page for a particular profile, that profile has access to only 2 apps and both the apps do not have a default landing page set. We also do not have org level landing ...
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1answer
21 views

Disable record owner transfer for ONE profile for only ONE object

I need to disable the ability to change a record owner, but only for the Lead object, and only for one Profile. Is this possible? Alternatively/Additionally, is there a way to remove the "change ...
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0answers
38 views

Unknown user permission: UseMySearch

Why am i getting this error while deploying my profiles into another sandbox. Please let me know hwo to solve this. i have tried verifying my components in the change set and everything looks fine
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2answers
63 views

How can we create Custom objects and fields without using Object Manager(from the UI)?

I am already aware of the Traditional method of creating Custom Objects and fields using object manager in Salesforce but just curious if there is another way to create them that will increase a ...
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0answers
18 views

Multiple Account Set up

We have multiple business units in our Org and the existing setup is set in a way by consultants that every account in Salesforce will have a unique Business Unit. For Example Business Unit XYZ will ...
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1answer
43 views

Adding BUs to Corporate Edition (Marketing Cloud)

Client has been using a Corporate edition of Marketing Cloud and acquired a new separate business... so, we need to add a BU to Corporate Edition. Do we need to add 1 business unit or 2? Support ...
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1answer
25 views

Test Class for PDF Reader Trigger

I have written one trigger for a PDF reader and Case creation based on that PDF. Now I am trying to coverage by the Test Class but it is showing only 0% Coverage. Can anyone please help me with the ...
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0answers
62 views

How to trigger flow when the record is new or changed

I'd like to know when is the alternative method when using formula, ISNEW() and ISCHANGED() in the flow builder. Here's what I already know: ISCHANGED() 1) Compare CreatedDate <> ...
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2answers
99 views

Page Layouts: Two users with same profile have different layouts?

I have two users that have different roles but the same profile. I cleaned up some page layouts for our lead and contact objects and am testing them with a particular set of users. No issues with ...
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0answers
10 views

How to Generate a report with Role Hierarchy for custom object?

We have role hierarchy filter in Opportunity object. The same way i need to filter records based on role hierarchy for custom object. report type is standard. Can you anyone suggest me any idea how to ...
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1answer
37 views

How to give access to records of lookup users?

In an Account Object a field called ‘Sales Person‘ and it has lookup relation with the user object. If the user is selected as the salesperson for a record, that user able to see those records, but ...
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2answers
48 views

User Permission on Reports and Dashboard

I just have a quick question any workaround is fine or even an idea works well.My requirement is I need to find the users who have edit read delete access on reports and dashboards in the whole org. ...
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1answer
70 views

best way to make a checklist in salesforce?

hello i'm trying to make a new hire checklist within salesforce to track completion. currently we use an excel spreadsheet that has the task, whether its completed or not, the owner of the task and ...
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1answer
26 views

User Creation in External System [closed]

Is there a way to automatically create a user in an external web application once the user is created in Salesforce? What are the different ways to go about doing it? If you have some examples that ...
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2answers
13 views

Winter '19 We can't find a Quick Text called 'Data sheet needed’ with the correct values

So I was doing the maintenance for 2019 and for some reason it won't accept my input. https://trailhead.salesforce.com/content/learn/modules/admin_cert_maintenance_winter19/get-handson-with-quick-...
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1answer
27 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 ...
1
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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
13 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
40 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
26 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
96 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
475 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
13 views

Restrict Email Administration access

Can you please let me know how to restrict the visibility of Email Administration drop down under Administer. Thaks
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1answer
76 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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0answers
54 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
24 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
53 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
170 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
156 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
30 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
91 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 ...
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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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