Questions tagged [administration]

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

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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 ...
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, ...
25
votes
4answers
3k views

How to interact with Salesforce Support effectively?

There are times when the only way to resolve an issue is to deal directly with Salesforce Support, such as when you need to ask them to adjust a soft limit for an organisation. This can be a ...
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 ...
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.
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) ...
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. ...
18
votes
2answers
821 views

Salesforce Pattern for Subscription: is the Opportunity the right place

My firm is undergoing an architectural overhaul of the way our SFDC instance is organized, as part of a move from selling perpetual software licenses to selling subscriptions. I've been trying to ...
17
votes
1answer
9k views

Changing default record type for ALL profiles

I just spent 20 minutes changing a custom object's default record type for every profile that we have. For future reference, is there a way to change this across all profiles?
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 ...
14
votes
7answers
19k views

Interested to look for career in salesforce but no background

i am just wondering if can a person like me, with no background about salesforce or any IT coursE will find difficult to find career in salesforce? I am a registered nurse by the way and i am planning ...
14
votes
2answers
234 views

Renaming a tab to Person/People now blocked?

Some of our customers have Contact/Contacts renamed to Person/People. But today I noticed that this - using these specific words - does not now appear to be possible in new orgs - see the screenshot ...
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 ...
13
votes
2answers
774 views

Is it possible to get the Standard Field “Name” increased form 80 characters lenght to a greater legth by Salesforce Support?

Is it possible to get the Standard Field "Name" increased form 80 characters lenght to a greater length by Salesforce Support via a case? I know, it's not possible changing this as an Admin. But I ...
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 ...
12
votes
2answers
975 views

How to open links in Lightning-Experience Setup in other browser-tabs and browser-windows and imporve history+deeplinks

In Aloha UI and other web-apps I typically make massive use of many browser-tabs and multiple browser windows side-by-side on large screens. I open them by right-click on the link, then "open in new ...
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 ...
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 ...
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 ...
11
votes
4answers
2k views

Source control tool for Salesforce development

I am looking for a source control tool like Github which can do the following for us. Provide a cloud based source control repository like subversion, etc. Provide web based view to track changes. ...
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 ...
10
votes
2answers
4k views

How to identify an Org from the Org Id

Does anyone know if there's a way of identifying an Org based on the Org Id? I received the "org recently accessed using SSL3.0" email that is going to admins at the moment because of the SSL ...
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
2answers
1k views

Backing up and Restoring a Salesforce Org

There is a bit of information around which discusses backing up Salesforce using the data export capabilities or one of the data loader tools to download SF data into text files or ar relational ...
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'...
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 ...
8
votes
3answers
4k views

Salesforce Certification - Skipping To DEV401 Due To Experience?

I am in a position currently to (80-90% chance) have formal Salesforce Training, and I'd like input from those (especially Certified) SF Admins and Devs about this. I am a lifelong computer "expert" ...
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
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 ...
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 ...
7
votes
2answers
11k views

best practice - report folder management

I am relatively new to Salesforce System Admin role and wondering if anyone would be willing to share best practices for managing report/dashboard folders. We have only been live since September 2013 ...
7
votes
2answers
2k views

is it possible for an admin to access or report on the login records for users in salesforce?

is it possible for an admin user to create a report on the login records for users in salesforce? I want to be able to analyze the login records for particular users, to a analyze login frequencies ...
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
2answers
2k views

Indexing Fields WITHOUT Salesforce Help (dates, etc)

I am asking this here because I'm having my usual run-around with Salesforce (we do not pay for Premium or "Developer" support if there even is such a thing) and I'd like to know if someone has ...
7
votes
1answer
2k views

As an system administrator, how can i view other user profiles from their perspective?

I am sure this will be terribly simple but here goes . . I basically want to be able to go into a user profile (eg . . Sales person lets say) and view sales force as they would see it. This is ...
7
votes
1answer
184 views

How do I move an idea between communities?

I have an org with a large number of communities, one of which is private. Some of the ideas posted in the private community need to be made public, while some need to stay private. Based on this ...
7
votes
2answers
3k views

Account Lookup Dialog New Button

We have overridden the 'New' button with a wizard to help users enter all the required fields as well as to help them set the right parent-child relationship. However, the 'New' button on the Account ...
7
votes
2answers
4k views

Determine Salesforce instance from Organization Id reported in unhanded exception email

How can I determine which Salesforce instance sent an unhandled exception email based on the contents of the email? The Organization Id (keyprefix 00D) and User Id (keyprefix 005) are at the start of ...
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 ...
7
votes
1answer
1k views

Salesforce Login as A User History

Salesforce has Login History for 6 months, but our requirement is for compliance to see list of Admin user who has logged in as other user by using "Login as a User" for testing i.e. Suppose Admin "A" ...
7
votes
2answers
1k views

Docusign integration

I am trying to setup Docu Sign for my company and I did all the steps and I got stuck on this. When I press the custom button provided by DocuSign Send with DocuSign that is added to all page layouts. ...
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
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 , "...
6
votes
3answers
2k views

When to convert to a managed package?

While trying to figure out how to best manage my objects, using managed packages was suggested. I think this has a lot of potential, but was wondering at what point should one switch customizations ...
6
votes
4answers
5k views

Move data from custom setting in dev to prodn

I have a custom setting and this has some records in it. How can we move these records? Would custom settings be also available in apex data loader? Thanks
6
votes
2answers
245 views

Is Class Course from salesforce.com, a compulsion for ADM201 certification ?

Do i have to compulsorily take the instructor led or classroom training classes for any of the salesforce.com ADM certifications. I am willing to self study & complete the certification within 60 ...
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 ...
6
votes
4answers
7k 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 ...
6
votes
3answers
6k views

Can I programmatically merge Leads to existing Accounts?

We just discovered that we imported duplicate data into SFDC and have ~200 Leads with duplicate Accounts. I know that I can manually merge these objects in the UI by choosing to merge the Lead to an ...
6
votes
2answers
176 views

How to consolidate dates to parent object?

On Account object I have Custom field: Support_end_date I have a custom object called: license. On license I have a custom field called: license_end_date. Each license has a parent object: Account (...