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Questions tagged [administration]

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

0
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1answer
36 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 ...
-4
votes
0answers
27 views

I wnat to upload CSV File in custom object [on hold]

I want upload a csv file but i got error from catch block. Please find error and tell me where i am wrong in the code. Apex Code - Class Name - RentLimitProcess :- public class RentLimitProcess { ...
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0answers
18 views

Values of Related to field in Activities [closed]

Scenario : Say If I am creating an activity and I populated an Opportunity in Related to field, I got two fields in activities say Field1 & Field2 which should contain the stage & closedate in ...
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0answers
23 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
votes
1answer
8 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
vote
1answer
17 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 ...
0
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0answers
15 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
votes
1answer
22 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
votes
1answer
21 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
19 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 ...
0
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0answers
9 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 saved all the images in Local system.
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0answers
17 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
votes
1answer
20 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
votes
0answers
5 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 ...
0
votes
0answers
14 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 ?
-1
votes
1answer
24 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 ...
0
votes
2answers
21 views

Can Hide List View Button?

Can I Hide this buttons on List View?
0
votes
1answer
995 views

Winter 19' Release exam for Salesforce administrator [closed]

Can anybody share me link to take up Winter 19 release maintenance exam for Salesforce Administrator...
0
votes
2answers
76 views

FTP and File location

I am a bit confused on how File Location(for Enhanced FTP) works in Marketing cloud. My understanding is: 1) We have 1 space provided for our Marketing cloud instance(account) and we call it as ...
0
votes
0answers
21 views

Process Builder run After update

I want to run process builder after records updated. For this, I have written formula into PB. AND(NOT(ISNEW()) ,NOT( ISNULL( [Payment__c].Payers_Email__c) ),[Payment__c].Payment_Email_Sent__c=true) ...
0
votes
1answer
40 views

How can we print list views

I have enabled "Enable Printable List Views" on the Setup -> User Interface But i cant still see the print option on the list views. Is there anything else that need to be enabled? Cant see the ...
0
votes
0answers
21 views

Reduce Formula Size (Case)

I want to create a formula (text) that combines (parts) of two fields in some scenarios. Example: If the 'BillingPostalCode__c' starts with 90 and the first 9 characters of the '...
1
vote
2answers
40 views

FLS info at User Level

I want a sheet for Field Access which User might have got through Profile or permission Set; Also wants to see if for the field user has access to is available on page layout and not restricted ...
0
votes
0answers
8 views

Issue with Identity Verification. Not receiving any verification code in phone

I created a sandbox of license type 'developer' and while after logging in from the sandbox login page, I'm stuck at the verification page as I don't get any verification code in my phone. I tried ...
0
votes
1answer
18 views

Getting Not Secure Warning in the URL

I am getting Not secure warning when i use the following URL www.dcfarmconnect.co.uk . I want to resolve the issue. Kinldy help me on this. PF attached screenshot
0
votes
1answer
21 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
24 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 ...
0
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0answers
18 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 ...
0
votes
1answer
44 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 ...
0
votes
0answers
50 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 ...
1
vote
2answers
37 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 ...
0
votes
1answer
92 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 ...
0
votes
1answer
25 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
219 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
28 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
28 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
28 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 ...
0
votes
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?
0
votes
1answer
42 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",...
0
votes
1answer
56 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 ...
0
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
votes
1answer
62 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
80 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
26 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
43 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
15 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
0
votes
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 ...
0
votes
1answer
136 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
votes
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 ...