Questions tagged [administration]

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

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votes
1answer
342 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
80 views

Can Hide List View Button?

Can I Hide this buttons on List View?
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0answers
11 views

Restrict Email Administration access

Can you please let me know how to restrict the visibility of Email Administration drop down under Administer. Thaks
-1
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0answers
22 views

Custom Tab Permissions

In the Lightning, I am creating some Custom Tab's in the Case Object, I want to Show the Custom Tab based on the Record Type. I have also tried Assignment by the Record Type through the Activation ...
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1answer
772 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?
-1
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1answer
35 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
106 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 ...
-1
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1answer
682 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
32 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 ...
0
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0answers
19 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 ...
0
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1answer
46 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 ...
0
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1answer
43 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 ...
1
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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
8 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
26 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 &...
4
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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 ...
0
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2answers
118 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
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1answer
2k 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
34 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
48 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."
0
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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 ...
0
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1answer
317 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
votes
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
vote
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
91 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 ...
0
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1answer
390 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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0answers
11 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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1answer
450 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
35 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
36 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. ...
0
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0answers
45 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 ...
0
votes
1answer
25 views

Reporting on Profile and Login IP Range

Is there an easy way to build a report type that would allow me to build a report on the profile and Login IP Range permissions. I have profiles with either no Login IP Ranges or IP's that need to be ...
1
vote
1answer
20 views

Method for synchronizing Contacts Fields with Leads Fields Using Metadata

Our org created 20k+ "contact" records in custom objects that was later migrated to the proper Contacts object without using Leads for anything. Over about 6 years many custom Contacts fields were ...
0
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1answer
45 views

Formula to Access Network Folder/Files

Im trying to access my local folders using custom Formula'Hyperlink' function This is my formula Test Open = HYPERLINK("file:///" & Path__c ,"Go To"). When I click the link it gives blank ...
2
votes
1answer
43 views

Does Setup Audit Log capture all changes to a Community setup?

I'm trying to track down what I believe was a mistake in a community configuration; specifically, to the choice of Login Page (Setup->Customize->Community->All Communities->Manage->Administration->...
3
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1answer
539 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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3answers
427 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 ...
0
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2answers
382 views

how can we make users to restrict the delete records in professional edition

In professional edition how do we restrict the users to delete records please help me out of this
0
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1answer
21 views

Group data in Lead/Opportunity/sObject

Can anyone assist me on to how to group data in Leads/Opportunity ? Note: I am not building reports. I have thousands of records in standard object which I want to show them in groups/folders/lists....
0
votes
1answer
941 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 ...
5
votes
1answer
378 views

How to get rid of the “Walkthrough / First Steps side panel” in trial orgs

We are starting an implementation for a new client on a trial org. I'm confronted with an very annoying side-panel which as an unfortunate also overrides the force.com admin-panel. It looks like this: ...
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0answers
21 views

Remove Autonumber on Lookup search

I want to display product name and tried to remove the autonumber in Search layout but still its displaying the Autonumber when searching a product..
2
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2answers
4k views

I want to delete the record type which is default to the some profiles

Record Type *Record Type Label Sales Order *Record Type Name Sales_Order Namespace Prefix Description Active This record type Sales Order cannot be deactivated because the following ...
4
votes
2answers
5k views

Customize “Recently Viewed” list views

I have been asked to customize the generic "Recently Viewed [object]" list views that are present for Salesforce objects (note: I do not mean the [object] Tab Search Layout.) The only problem is that ...
0
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0answers
23 views

How to make some field read only on an object accordingly to the profile

I have to do something like this : For each profile, except system admins, on the inactive accounts (statut__c = 'inactive') we should not be able to edit every fields (so I need to make them read ...
0
votes
1answer
16 views

Give Manage User Permission to a User without View Setup and Configuration

I have a visualforce page to manage users (deactive, create, edit and reset passwords), but when I add the permissin manage users to the profile, the user with this profile can see the Setup option, ...
0
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0answers
17 views

Can't reach the Permission Sets

I always have this error when I navigate to the Permission Sets ever since I installed the Pardot AppExchange App: "We're sorry to report that something has happened to your session. Log in ...
0
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0answers
83 views

Salesforce Chatter Post Spell Check

Recently I noticed a different in New Post and Comment on existing post spell checks. In the new post, I typed 'pleese' and right clicked to correct it. But it is not displaying auto correct ...
0
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0answers
21 views

Salesforce Global Search results are intermittent

When searching for a phone number in the global we are occasionally getting an error. This is happening when just searching in Salesforce and when running a Campaign. We are using InContact as our ...