Questions tagged [administration]

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

188 questions with no upvoted or accepted answers
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12
votes
3answers
2k views

Create a currency formula field with no decimal places for Standard Page Layout

We have the following challenge with currency fields: Scenario: On child record(s) (in a multi-currency org) we have pricing information which is stored as a currency value with 5 decimal numbers in ...
4
votes
2answers
3k views

how a user can assign tasks to another user en mass

We assign tasks en mass to our sales reps. However when the rep is on annual leave they need to be able to assign their tasks en mass to colleagues. How can they do this in Salesforce?
4
votes
0answers
132 views

impact of critical updates 'Enable CSRF protection on GET and POST requests' & 'Require secure connections (HTTPS)'

We are in the process of activating critical updates in our production environment. 1) Require secure connections (HTTPS) 2) Enable CSRF protection on GET and POST requests Can someone explains me in ...
2
votes
0answers
36 views

Where to define server/credentials when connecting to External Objects?

This must be really simple and I'm completely overlooking it but where are the credentials/server specified when defining an External Data Source? In this org's case, we have a custom External Data ...
2
votes
0answers
34 views

Access permissions for hidden subfolder in Shared Data Extensions

How can I - having the Administrator and Marketing Cloud Administrator roles - find a subfolder in Shared Data Extensions folder if the subfolder has no view rights to any child or parent business ...
2
votes
0answers
28 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. ...
2
votes
0answers
36 views

Unable to activate Process Builder on EmailMessage Obj - unable to obtain exclusive access

I am unable to activate a process builder and get the below error always. This is not a record that I am trying to update , it is a process builder. I checked whether there is any flow pending in ...
2
votes
0answers
57 views

Recording When A Record Was Viewed / Visited?

I'm not finding any luck online. Does anyone know of a way to effectively (considering we're talking about Salesforce within a controlled Corporate environment) track when a record is VISITED and by ...
2
votes
0answers
56 views

How to remove unwanted fields from Salesforce1 filters?

On salesforce1 in list views there are buttons like Filter, Sort and New When clicked on Add Filter it is showing all the fields which are visible to me. How to restrict the fields available for ...
2
votes
0answers
75 views

Lookup filters on same level of object

I had CustomObjectA and Account standard object. 'CustomObjectB' is a junction object between CustomObjectA and Account object. Now, on Case object I had Account lookup filed. When I click on Account ...
2
votes
0answers
156 views

OAuth1 and Moving from SHA-1 to SHA-256

Today our Java middle-ware communicates with our SalesForce.com app via OAuth version 1. Will it still work after the upgrade to SHA-256? Should I upgrade to OAuth 2? Appreciate any help. Update ...
2
votes
1answer
69 views

Salesforce Report (Query) Odd Behavior

Does anyone have links to info or knowledge of the following behavior and if there is something I can do Administratively to rectify it? A report, filtered on Time Frame of Created Date (custom ...
2
votes
1answer
95 views

How to export Oppty + related Activity Data as PDF?

The Extended Mail Merge feature allows Admins to create a Mail Merge template with numerous fields, which users can use to export data in PDF format when they go on the "Activity History" section on ...
2
votes
0answers
206 views

Categories field on Custom Labels

Is the Categories field on Custom Labels merely for use in List View filters? Can I not download a file of Custom Labels and their translations, filtering on Categories? Even the Translation Workbench ...
2
votes
0answers
47 views

are hover links available on feed-based page layout?

In the good ol' days, when I looked at an opportunity page layout I would be able to see the hover links for the related lists associated to the record. However, now I notice that they are no longer ...
2
votes
0answers
264 views

Is it possible to have an Approval process dependent on a related list record?

I have an opportunity with a custom object "product__c" related list. I want to be able to send the opportunity for approval only if a record of "product__c" is added that has a certain field value, e....
2
votes
0answers
263 views

Send email from case in partner portal

Currently in my configuration of partner portal the partner can see and update cases via their partner portal. They can read emails that are attached to the case (as a related list), however they ...
2
votes
0answers
548 views

Send Apex Warning Emails with Inactive User

Not a question that will necessary be of use to most people, but I recently noticed that I had an admin in an org with "Send Apex Warning Emails" on the user. That user got deactivated and I haven't ...
2
votes
0answers
688 views

Change default app for customer portal profiles

I cannot uninstall an AppExchange application because it is the default app for the Customer Portal profiles. However, when I try to edit these profiles, they are read-only with respect to the ...
1
vote
1answer
41 views

Soft-Delete in Salesforce for All data[For Auditing]

We have a requirement to maintain every data(even deleted also) for approx 10-15 yrs with its Audit history. We have Salesforce-shield is enabled so maintaining Audit data is taken care of by it. ...
1
vote
0answers
135 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 ...
1
vote
0answers
54 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
1
vote
0answers
19 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 ...
1
vote
0answers
949 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 <> ...
1
vote
1answer
26 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 ...
1
vote
0answers
23 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 ...
1
vote
0answers
117 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
0answers
18 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
0answers
183 views

Dealing with different user permissions in different orgs when deploying profiles

I am trying to add profiles to our repository and use that to deploy to different orgs. The problem I'm dealing with is that each org has different user permissions and a user permission may work in ...
1
vote
0answers
22 views

Is it possible to allow non-admin users to manage Email Alert recipients?

My client would like certain users to have the ability to manage Email Alert recipients. Right now their org is to setup to send to specific users, but if we had to, we are willing to setup Public ...
1
vote
1answer
477 views

User Record Access

For an custom object (say customer__c) In my two of the sandboxes, If I query for UserRecordAccess [SELECT HasAllAccess, HasDeleteAccess, HasEditAccess, HasReadAccess, HasTransferAccess, ...
1
vote
0answers
11 views

Show summary of all customizations

I recently took over a very, very degraded salesforce org (we are talking about 2 years of no maintenance at all and a total of 4 years of no professional admins/devs). I'm currently looking for an ...
1
vote
0answers
51 views

Editing a contact that has no Account and are owned by others

With Contacts that has Public read/write in sharing settings and the user has read,edit,create,view all permissions only. The user will not be able to edit the contacts owned by other users unless ...
1
vote
1answer
33 views

Tools To Manage (Split, Edit More Easily, etc) Change Sets?

I am not finding anything on AppExchange. Does anyone know of a "Change Set" editor better than that built into Salesforce? Trying to remove items from a change set is a nightmare. We have a need ...
1
vote
0answers
347 views

As a System Administrator, can I view a history of all Flow Interviews?

Not finding an answer to this in the Salesforce docs... I want to look at historical use of a Flow. Not just failures (I know that emails are sent when a Flow fails). I would like to see all ...
1
vote
0answers
51 views

Process Builder - Insert Record - Read Data Back From Record

Is there a way using ONLY Process Builder to do this? Insert a record #9991 into ObjectX Read field "alpha__c" from record #9991 after the insert is complete Field "alpha__c" will contain some ...
1
vote
1answer
292 views

Changing Branding on SF Welcome Email

Is there any way to change the branding on the Salesforce Welcome email? (see screenshot below)
1
vote
0answers
36 views

Sending Email Template FROM: Different Addresses By Same User

Does anyone know of a solution for User "Anthony" being able to PICK from more than ONE EMAIL ADDRESS to be the "FROM:" address when sending a Template (without using an open text box when sending the ...
1
vote
1answer
108 views

Custom Button-Type Functionality on Managed Visualforce Pages (Components or Force.Com Popout)

I am interested in adding "custom button functionality" to some managed Visualforce pages, where I cannot touch the actual page itself. My first thought is to use the Force.com menu, but it seems ...
1
vote
0answers
59 views

Object Feed Tab Default - Details Tab Instead - Chatter Feed Tracking

Does unchecking "Enable Feed Tracking" effectively make it so when you visit a record on (example) Account, it now defaults to the DETAILS tab instead of the FEED tab? Where:   Setup >> Chatter >...
1
vote
0answers
293 views

AdWords and SEO Integration

Does anyone know what happened to the AppExchange plugin by SF (possibly a Labs item) that existed to store Referrer and other such values? I see no sign of it. Is SF perhaps leaving it to Orgs to ...
1
vote
0answers
65 views

How to overcome “Insufficient previliges” on accessing child object while its parent have public read only access?

In my org, Account object have OWD as public read only. And I have a custom object C1 which is a child of Account (Master-Detail Relationship). If a new record is created for C1, it gets saved at the ...
1
vote
0answers
95 views

Duplicate Management on existing Duplicate Contact Records

I'm trying to implement Duplicate Management in my Org Salesforce. Everything seems clear but one thing really bothering me. While creating a new duplicate Rule, in the Actions section, "Action on ...
1
vote
1answer
302 views

Report on Users without “View Setup and Configuration” and editing Users

A Profile has no access to edit user page and no access to Setup and Configuration. Can I have a report on User object accessed by a User with no 'View Setup and Configuration' permission and without ...
1
vote
1answer
153 views

Remove unwanted standard fields in Dev Org?

I'd like to remove some less used standard fields in a dev org that are not present in my Enterprise org so that my metadata is a clean copy. For instance, I'd like to remove Contact.CleanStatus and ...
1
vote
1answer
147 views

Track Lead Status values on a Lead

I have a custom field('Marketing Lead Status pick list (A, B, C, D)') on Lead. When I am inserting lead from web Marketing Lead Status set to 'A' and when lead inserted manually Status needs to set 'B'...
1
vote
0answers
30 views

how to open the page according to pick list value?

i am having a record type as pick list according the value the pages have to open in the sales force using declarative tools. how to change the page layout according to the pick list value.
1
vote
0answers
57 views

Pull ContentDocuments through the API

We are trying to pull all of the ContentDocuments out through the API as an admin user, but we are having issues. Unlike the UI, the APIs do not allow listing all the records in Content, even for ...
1
vote
0answers
186 views

Limited Admin or Delegated Admin profile in Salesforce

So this is the conundrum I am in, we are wanting to store HR sensitive information within salesforce such as salary info and SSN the issue is that we have part of our development team has admin access ...
1
vote
1answer
232 views

Account Name not displaying automatically when lead is converting in lightning

I am not able to see the Account Name and Opportunity Name at the time of converting lead in lightning. But it is these are coming automatically when I am using salesforce classic version. Please help ...