Questions tagged [administration]

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

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New Profile created for User to be API enabled only

I cloned Standard profile and created a new profile to just have "API enabled" in System permission. I have removed all permissions and used a permission set that has "API enabled" only. Here is the ...
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0answers
3 views

Close Chatter Questions, Post and Poll after 2 months programmatically in Apex/Salesforce

I have requirement to Close Chatter Questions, Post and Poll after 2 months. Is there any way to close FeedItem record of salesforce programmatically since IsClosed field of FeedItem is readlonly?
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2answers
889 views

Insufficient Privileges Certificate

Any idea on why it's giving an error Insufficient Privileges when I'm trying to import a key store (exported from another sandbox) ? Importing/Exporting it as an System Admin, with or without ...
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1answer
86 views

Best way to replace an existing user with new user

We have an employee who left the organization and a new one one replacing him. What is the best way to assign all the records owned by the previous user to the new user? The new user is performing the ...
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1answer
1k views

Reset password for user without security question and answer

On the documentation it mentions the following: NOTE If the user hasn’t set a security question, or doesn’t answer the security question correctly, the password isn’t reset. What is the best way to ...
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10answers
11k views

Can I compare Profiles?

We have many profiles in our org, and I suspect that some of them are redundant because the person who originally set them up didn't seem to understand the purpose of Profiles (confusion with Roles, ...
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1answer
369 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, ...
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1answer
31 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
35 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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0answers
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
23 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
35 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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1answer
3k views

Export all Custom Metadata Types details in csv

Recently took over the instance as admin. Previous instance is managed by an outsourced development team. There are 3 picklists that are controlled by custom metadata types and apex trigger. Not ...
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5answers
8k views

Compile All Classes?

Does anyone know of any documentation on this function, "compile all classes" on the Apex Classes page? I'm finding nothing on help.salesforce.com or elsewhere. (UPDATE regarding desire to automate ...
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1answer
138 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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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
929 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
42 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
12 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
44 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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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
38 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
46 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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6answers
12k 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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0answers
46 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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0answers
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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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?
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1answer
23 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 ...
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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0answers
40 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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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 ...
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2answers
69 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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1answer
3k 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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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
50 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
443 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 ...
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1answer
383 views

soql on events, to display all the events regardless of who is assigned to in a VF page within a community

I am not sure if I am approaching my problem the right way, maybe not, so I will give a very brief explanation of what I am trying to achieve: Currently I have 2 communities, Community 1 is focused ...
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1answer
26 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
111 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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1answer
527 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
183 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
586 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
11 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
54 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
52 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 ...
0
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1answer
116 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
613 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 ...
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1answer
711 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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