Questions tagged [administration]

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

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1answer
449 views

Duplicate Contacts (email address) - Using Email-To-Case?

Are there any documents to help with the scenario below? Salesforce Org where there can be more than one Contact with the same email address (different Accounts) Our org [will have] five (or more) ...
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2answers
35 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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1answer
511 views

Community Tabs Visibility Problem

In admin account I can see the custom tabs but after login in with different role account I cannot see that custom tab. Have already made changes in the communities that is managing the communities ...
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0answers
7 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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2answers
32 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
25 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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1answer
26 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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3answers
487 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 ...
4
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1answer
613 views

ContentDocumentLink

We have this record in Salesforce with Files attached to it. When I execute this query as an administrator via the developer console, it gives me results: [SELECT ContentDocumentId, ...
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1answer
24 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
8 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
1k views

Deleting/Deactivate case recordtype

I have deactivated one the recordtype we have and I still see the option when I create a new case i.e. under 'Available cases record types' I deleted it without any issues and it just got rid of the ...
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1answer
24 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 ...
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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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2answers
400 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
12 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
16 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
23 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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1answer
88 views

DocuSign for Salesforce CPQ Integration

I'm trying to integrate DocuSign for Salesforce CPQ. I've already installed required packages: DocuSign for Salesforce Salesforce CPQ DocuSign for Salesforce CPQ And configured them. I wanted now ...
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0answers
29 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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5answers
9k views

Exclusive differences Profiles vs permission sets?

I understand, the differences between Profiles and Permission Sets. I just wanna ask are there some configs that make Profile or Permission Set unique. Are there things that could only be done via ...
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1answer
391 views

I can't deactivate a User

I hope any one can help me, I am trying to inactivate a user in Salesforce, and when I try to update the user unchecking the box Active, and I receive a email after 3 or 4 hours saying it can't ...
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3answers
195 views

Can Hide List View Button?

Can I Hide this buttons on List View?
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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
831 views

How to create Partner portal in salesforce?

How to create customer portal in salesforce? What is the difference between portal user and normal user in salesforce? Why customer portal user can't able to customize anything in salesforce?
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1answer
45 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,...
4
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2answers
120 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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1answer
755 views

How can I show custom fields (formula) in the Multi-Line Layout for Opp Products

I have a formula field on Opportunity Product which i need to show on the Opportunity product Mulitline Edit page. I cant seem to get the formulafield on the available Fields List. I understand that ...
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0answers
37 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
21 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
47 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
93 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 ...
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1answer
1k views

Is there a way to do a Mass Update on the Record Type selection?

Is there a way to do a Mass Update of the Record Type Selection flag on the User (Set Up >My Personal Information > Record Type Selection > Set Opportunity = True for multiple users) In what object ...
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0answers
19 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 &...
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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?
12
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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 ...
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2answers
180 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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1answer
3k views

Actual Sales VS Target report / dashboard

I have task where I need to create Actual sales vs Quota/target report & dashboard. I have searched internet but couldn't able to find solution. And forms stated that it's not possible to generate ...
3
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1answer
47 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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0answers
78 views

Validation error on Lead: We can't convert the lead to an unrelated account. Choose a related account

Facing issuing during lead conversion not sure what does it mean by "We can't convert the lead to an unrelated account."
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1answer
2k views

Mass Edit Field Accessibility?

I do not find any references to this in multiple searches, but feel like it must exist - hopefully within the SF GUI. How do you mass change/edit Field Accessibility settings on an Object? In this ...
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1answer
356 views

unable to login into Dev Org

I was going through the Lightning Trailhead, which at one point wanted me to change my domain and promote it to the users. After this step I am unable to login into the same Dev org. Since it is a dev ...
6
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5answers
1k views

Best practice for removing former admin user from all records, triggers and workflows?

I'm thinking of using demandtools to find all objects that their account is tied to. Then I was going to test removal and replacement with current admin user in a sandbox environment. Just wondering ...
1
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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 ...
0
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1answer
170 views

Suggested Article is not showing in my cases

I have dropped the knowledge search in my cases page through Lighting App builder but in my suggested article section. Articles are not showing can you please suggest some solution for showing the ...
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0answers
13 views

How to close a standard lookup popup after Selecting a value

I need to close the standard lookup field popup after selecting the Link. Am calling the lookupPick method in my javascript. function lookupPick(param1, param2, param3, param4, param5, param6){ ...
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0answers
49 views

Detail Page Button in Community not working as expected

I have a custom Object I have created a detail page button in that Behavior: Display in existing window without sidebar or header Display Type: Detail Page Button Content Source: URL This ...
2
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1answer
41 views

How to deactivate the username quickly

One manager recently left the company and I received the urgent request to deactive his username. Because the manager was part of several approval processes , for me it is taking longer than expected. ...