Questions tagged [administration]

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

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9
votes
3answers
11k views

Make Validation Rule bypass if TRIGGER is run?

Is there a way to make a Validation Rule BYPASS via it's logic when a Trigger is doing it's job? I've already tried various methods including setting a hidden field on the object in the Trigger (can'...
36
votes
1answer
15k views

How does SalesForce calculate Data Storage usage amount?

My company has recently exceeded our data storage cap (at 102% right now.. :/ ). A large portion of the data that pushed us over our limit was due to an import of records. The weird thing about this ...
19
votes
2answers
6k views

Which B2C option to choose?

A stock Salesforce org is geared toward B2B companies, but I work in Higher Ed and we're B2C-focused. There seem to be three main B2C options available: Person Accounts Nonprofit Starter Pack (NPSP) ...
13
votes
1answer
2k views

Is Username Globally Unique?

I was under the impression that the Username field on the User object is globally unique. In other words, even if a value is used in some other instance, that means I cannot create a User record with ...
18
votes
2answers
3k views

How to get the current sandbox-name programmatically (dynamically) via APEX?

Now after all mere subscribers has per default a lot of sandboxes available, I need a way to programmatically (dynamically) get the sandbox-name of the sandbox org where the actual code is executed. ...
7
votes
1answer
1k views

Is it Possible to Disable Feed and Topics for an Object Completely at Profile Level / Page LayOuts

I need to display Case object(Detail page) in Portal Page for External users, And i need to Hide the Feed(No More "Show feed / Hide feed ") completely. Is it possible to hide feed in case object ...
1
vote
1answer
2k views

Case Emails - Custom Button - TO field not populating properly

https://na4.salesforce.com/_ui/core/email/author/EmailAuthor? p3_lkid={!Case.Id}&retURL=%2F5{!Case.Id}& p26=cs@markettraders.com:Customer%20Service I have gone back and forth with this code, ...
1
vote
1answer
74 views

Force.Com Sidebar - Reference Data From Current Screen On URLs?

I am being lead to believe this is possible: A URL on the Force.Com Sidebar Menu which references data from the currently open page. i.e., /{!recordId}?nooverride=1 However, this does not work. ...
12
votes
4answers
21k views

Lookup search not returning results

I'm having an unusual problem where I am unable to search for a particular contact from a contact lookup field on another object. I have full visibility of the contact in question and can search for ...
11
votes
2answers
22k views

How can I update a field with a custom button?

I would like to create a custom button for use on an object detail page that when clicked updates a field on a the record. So far I've looked at two methods, but neither one works perfectly. I tried ...
6
votes
6answers
9k views

Using Custom Label in Custom Formula Fields

We have a formula field that displays images based upon the custom object's record type and a picklist value. This formula field is like IF( $RecordType.Name = "XYZ", IMAGE( CASE( Status__c , "...
1
vote
4answers
17k views

Can I create a popup/alert window/message when a SF page loads?

I would like that depending on some criteria's (checkbox, date, name, value) of a certain field/custom field, on an object. Once that object loads, a popup window will appear. an OK button is ...
9
votes
3answers
3k views

Event record type selection is bypassed from Activities list view

I have two Event record types specified. When I create an Event from the Home tab via the New Event button or when I create an Event directly on a record (e.g., an Opportunity) via the New Event ...
7
votes
1answer
12k views

When is it appropriate to use Record Types?

The documentation for Record Types states: Record types allow you to offer different business processes, picklist values, and page layouts to different users. It seems to me that unless you are ...
6
votes
1answer
2k views

Can the Auto Number display format reset for each new year

I have created an Auto Number with the following format: {YYYY}/{000}. Is it possible for the number increments {000} to reset to 1 for each new year?
5
votes
1answer
835 views

Edit Insufficient Privileges Page

Is there any way to gain access to the standard "Insufficient Privileges" page that everyone knows and loves(hates), in order to edit/replace it with something else? I imagine something along the ...
3
votes
1answer
3k views

Login as other user setting for other profile except System Adminsitrator

If a user is setup as System Administrator profile, the user can login as other user. However, is there any option that I can enable this function for other profile except System Administrator because ...
1
vote
0answers
69 views

Open Attachment on Create of Child Record

I have a requirement for a custom app I am building to open an attachment on the parent record in a new window on create of a child record. I have parent object Quality_Assessment__c with child ...
0
votes
0answers
31 views

What “References” To Fields/Variables Are Available To The Force.com Menu?

In an effort to document this as research is yielding nothing so far, I'd like to document what "fields" (or "variables") are available to the Force.com Sidebar Menu for assembling useful URLs to ...
25
votes
10answers
10k 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, ...
15
votes
4answers
8k views

Giving users access to a specific custom setting without granting them Customize Application access

I'm working on a VF page to give some users access to certain custom settings without given them the entire Customize Application access. Is there anyway to edit and commit data into the system as an ...
19
votes
6answers
898 views

What's more helpful than Salesforce Customer Support? [closed]

IRC channel #Salesforce seems to be the only place with valid answers and helpful admins/devs.
11
votes
2answers
5k views

How do you delete a class from production without using an IDE?

I want to delete a previously deployed class. Is there a way to do it strictly through the web interface (sandbox and/or production)? I'm kind of surprised that something like this isn't at least ...
10
votes
1answer
3k views

Steps to consider before deactivating a System Administrator

Our system admin will roll off from the team and will be replaced by new one. I need some pointers to consider before we deactivate his licence. Is there anything we need to do for those batch job ...
10
votes
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 ...
7
votes
1answer
1k views

Inserting Accounts and Contacts Simultaneously

Trying to insert a new Account and it's Contact (maybe multiple Contacts?) at the same time. While researching this, I've come across various posts that are close to the solution, such as: ...
7
votes
5answers
21k views

Is there a way to access SFDC API log?

I'm looking for a way to monitor API calls. Specifically when an API update came through. We have a hosting service that sends trial user info to the SFDC lead object through the SFDC API. There ...
3
votes
1answer
1k views

How to create a list view the returns all the records related to a current user?

Question Assuming an object with a user lookup, how can I create a list view (standard, not VF) that returns all objects related to the current user? Background We've got a compliance object, and ...
20
votes
5answers
3k views

Is it possible to have different password policies for different users?

Can I have a certain profile to have a password change policy of 1 year, and other profiles (or the rest) as change every 60 days? I know you can set it for the entire organization, I need to specify ...
3
votes
2answers
3k views

Can we remove “on behalf of” from the “from address” on Messaging.sendEmail()?

I changed the from email address by setting the OrgWideAddress; but still the email's from address says noreply@salesforce.com on behalf of testEmail@test.com Can it be changed to a regular email ...
2
votes
3answers
883 views

Error - Failed To Execute Flow - 301 Prefix - Process Builder

I'm finding no helpful information on this. When an error mentions a 301-prefixed Id, I know it's Flow related (probably Process Builder), but I have no clue how to hack a URL to showing me the Flow (...
1
vote
1answer
3k views

Understanding Total API Request Limits

I don't understand the total API request limits as explained in the help section of Salesforce. Since I only have access to our client's sandbox environment, I can't see what the limits are in the ...
1
vote
1answer
984 views

Couldn't see the “Sharing Sets” section in the Community --> Settings

We are configuring a new org (enterprise edition). I need to create a Sharing set for our Customer Community Plus Login users to access the records. I couldn't find the SHARING SETS section in Build | ...
0
votes
0answers
565 views

Creating community user through apex

I am facing following error while creating user through Apex: 'The site is not enabled for registration.' Can any one help me out?
8
votes
4answers
583 views

Mismatch in Links recieved through email alerts and User getting redirected to home page

We have a case where our users create tasks. When they create tasks, they also check the "Send Email Notification" checkbox present on the task. As a result the owner of the task, receives an email ...
7
votes
6answers
729 views

What is the best way to administer objects, fields and workflows?

What are the most effective and efficient ways to manage objects, fields and workflows? Our setup involves one developer sandbox to try out ideas, a QA sandbox to validate changes, and the our ...
4
votes
1answer
2k views

Does updating a time-based workflow affect the current queue?

We have several time-based workflows and the queue has a couple of hundred actions pending. We need to update the selection criteria without emptying the queue. My questions are: If the criteria are ...
4
votes
2answers
4k views

Is it possible to default a pricebook based on the recordtype?

Is it possible to set default pricebook based on recordtypes. We have recordtypes like sales and sevice. So when an user selects sales recordtype we should have sales pricebook as default and service ...
4
votes
1answer
212 views

Code Coverage - SalesForce Bug

While trying to upload our package (as an ISV partner) I noticed the following readings: Upload failed due to 73% code coverage (of course... we need 75%) From the "Apex Classes" screen, after ...
3
votes
1answer
1k views

Custom Button (javascript) - Field Name Changes Are Not Automatically Made

I understand generally WHY this happens, but I'm curious if there is a better way to write the two references in code below so that if I RENAME the FIELD in SF, it updates the code? {!REQUIRESCRIPT ("...
3
votes
2answers
1k views

Case Emails - Client Replies (email-to-case) - Can SF Be Told To Email The Case Owner?

If a client sends a REPLY to a case email (which is from an "email to case" email address), can SF not be told to send a copy of the email and/or send an alert to the Case Owner? This seems no-...
2
votes
1answer
812 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 ...
2
votes
1answer
1k views

Getting the case email reference code

When I send an email to a recipient from a case within Salesforce, the recipient's email subject contains a unique code generated by Salesforce. This code is used by Salesforce then for routing the ...
2
votes
1answer
2k views

Giving formula values with multi-select picklist

I am trying to make a formula that will give values from a multi-select picklist and i want to know what is the fastest and cleanest way to do this? Video_Monetizing_tool__c != "No" to give a value ...
2
votes
2answers
490 views

Salesforce certified Administrator or Salesforce certified developer?

There is a couple of certificates available to take to further your knowledge and develop your career with salesforce and I was wondering which certificate is more prosperous to get . What are the ...
1
vote
1answer
992 views

can I upload user's profile image via data loader

I have a several user photos, is there a way of uploading them to the user's profiles en mass?
1
vote
1answer
755 views

Is there a way to restrict the buttons on a standard page to be top only

Was wondering if there is a way to show the button on a standard page to be available only on the top of the page instead of displaying both and top and bottom of the page. Thanks
1
vote
1answer
214 views

Pass lookup field Id dynamically on button click

There is object called 'Event__c' and in that, a record is created let's say 'parent' and on a button click child records can be created inside the 'parent' {!REQUIRESCRIPT("/soap/ajax/25.0/...
1
vote
1answer
3k views

Insufficient Privileges For Admin User

I am Admin user .Accounts have two types of records Business Account and Person Account. using Overage High Volume Customer Portal User license,have a two types of profile for Business Account is B2B ...
0
votes
1answer
1k views

Where to find historical release dates? [duplicate]

Is there any place on the internet which lists the historical release dates for Winter, Spring and Summer, for every year and every Salesforce instance?