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Questions tagged [administration]

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

186 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 ...
3
votes
1answer
544 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, ...
2
votes
0answers
52 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
55 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
69 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
140 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
68 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
94 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
177 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
45 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
240 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
251 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
515 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
679 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 ...
2
votes
1answer
149 views

Unable to turn off Tokenized Sending

For testing purposes i enabled Tokenized Sending in my Marketing Cloud Account. I'm not able to change it back to 'None'. When i change and save, i get the error "There was an error saving the ...
1
vote
0answers
20 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
147 views

How can I check email relay is working or not?

In SFDC org (Environment hub - Partner Developer Edition) whenever I send email from salesforce, I got the copy of that email in send Email folder on my email server. At this time Email Relay is not ...
1
vote
0answers
50 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
109 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
31 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 ...
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
290 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
34 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
29 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
43 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
203 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
34 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
77 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
50 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
290 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
61 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
89 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
153 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
109 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
127 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
55 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
171 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
218 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 ...
1
vote
0answers
61 views

open the record detail on record click in squid

I am using squid with my salesforce. I want to open a record detail on the click of any record in a given table which is also in squid.
1
vote
0answers
179 views

HTML Email Template Edit without wysiwyg

I am trying to edit an email template, however for some reason when I am editing I keep seeing WYSIWYG, and I am not able to change this to code view. Is there a way to deactivate this, and have the ...
1
vote
0answers
113 views

deploying renamed page layout and record types in Prod from FULL

I have recently refreshed my FULL sandbox with Prod. I wish to rename some page Layout and record type name( Label and API name) in FULL. I have added some section to this renamed page layouts and ...
1
vote
0answers
39 views

API name change from DEV to FULL

I have a field with same label name and API name in DEV and FULL. I would like to rename the API name in DEV and move it to FULL using change set. Would it rename the API name in full or would it ...
1
vote
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 ...
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 ...
1
vote
1answer
113 views

How do I customize the page layout for adding new accounts

How do i customize the page layout for just the page that renders when I am adding a new account?