Questions tagged [administration]

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

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1
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1answer
723 views

Which is the field used to show the picklist beside the reminder in event object

From where does this picklist come from. couldnt find anything related on event fields to get these values? Any ideas?
2
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1answer
4k views

Is there a way to customize the items to approve list on the home page

I just want to see if its possible customize the items to approve list on the homepage. I actually want to show submitter instead of most recent approver. Is this possible? Another possibility i am ...
7
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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 ...
10
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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 ...
1
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2answers
82 views

Is it possible to invite outside people to opportunities?

We have a situation where there is an opportunity and we would like to give access to some outside people. These are not our employees but partners. not a write permission on the record, but more ...
6
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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 ...
3
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1answer
693 views

Dashboard/Report to display the data counts

I am trying to find out a way to report on all the data counts in the Organization. So one report to get all the objects and their data counts in the system. I don't see any standard way to built that ...
0
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1answer
608 views

Remove site guest user and add a vf page in Sites

In a developer instance when I click on site http://developersite-developer-edition.ap1.force.com/devaddress I'm getting a guest user site page. But when I click on that site link I have to ...
-5
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1answer
141 views

I need Help on validation rules [closed]

I need assistance on creating Validation Rules on Account Object- If the Vehicle Makes(Editable) field is populated, then the Franchise_Type_c must be populated. If the Franchise_Type_c field is NOT ...
2
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1answer
382 views

Can we restrict file sharing of document in salesforce to just view?

I am looking to upload a file say a pdf or .doc file into salesforce and i want this file only to be viewed. I dont want any users to download it. Looking at the documentation i can see that Is ...
0
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3answers
3k views

Field is not setting to NULL value via DataStage

There is an interface between Salesforce and DataStage for User object and Users are updated in Salesforce via DataStage job. There is a text field "District" on User object which has no special ...
2
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2answers
407 views

Need help on Installed packages and permission sets

The latest big thing happening is that there is an application which has been installed in the Sandbox called "PSA FinancialForce". How can I see this installed application? And I have couple of ...
1
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2answers
368 views

Delete Approval Process with the IDE or a similar tool?

Was just wondering if there was an easier way, than having to track down all the records related to that original process, and then waiting for recycle bin to do the full physical delete.
4
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1answer
147 views

Ability to change Ideas community assignment and default community?

Does anyone have some experience in managing ideas? I like the feature, and am now getting some adoption, but users are not putting ideas in the right community or not using communities at all. Is ...
11
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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 ...
18
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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?
7
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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 ...
1
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1answer
234 views

Filter for Standard Campaign look up on Campaign Member

I need to add specific type of campaign to Lead. Is there a way to put filter on Campaign lookup in CampaignMember object. (Without customizing)
4
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2answers
4k views

Greyed out fields on object settings in permission sets

I am trying to give edit permissions for my partners on a custom object, but on the same time, I need them to have READ only on some of the fields that they see. The custom object includes a text ...
20
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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 ...
4
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4answers
267 views

Can I transfer a Master-Detail from Lead to Account?

We have custom objects that are used to capture test scores for people who apply to our programs, such as GMAT. Currently, these have a Master-Detail relationship to Accounts, but I would like to ...
6
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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
7
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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 ...
2
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1answer
778 views

Adding fields to Pricebook object

For each pricebook entry record there is a "List Price" field that is editable. I am trying to determine if it is possible to add an additional field to the pricebook entry record. I've attached an ...
1
vote
1answer
195 views

Bulk Update the “My Social Accounts and Contacts” Preference for all Users

I'd like to enable Social Accounts and Contacts in our org, and then bulk update all Users to NOT have the "Use Social Accounts and Contacts" setting enabled. This would allow me to then send out a ...
11
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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 ...
1
vote
1answer
436 views

How can I build criteria around a percentage?

Conditions suedo code would be: IF Total Adjustment Percentage IS Greater Than 5% I’ve tried the following to no avail. Total_Adjustment_Percentage__c > -5 (the true value in database show ...
-1
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1answer
468 views

What areas/topics should one invest in learning/training? [closed]

I was granted/offered by our CEO that I can take a course (or other training on salesforce). This got me to think: WOW - there are so many fields/areas/topics in Salesforce, and as my knowledge as ...
25
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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 ...
2
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2answers
2k views

Can I enable my users to customize their home page tab?

AFAIK, users can only use HomePage Layouts that I create for them, or only change the Dashboard that they see. That's assuming they do not have the Customize application permission. Assuming I don't ...
3
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3answers
4k views

Using cases to manage and track internal SF tasks?

We have multiple administrators and or power users performing various designated tasks and want to use cases to manage, track, report and document. Anyone have any suggestions or best practices to ...
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 (...
19
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6answers
899 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.
3
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5answers
2k views

How can I avoid problems when merging Salesforce instances?

My company has 2 Salesforce instances. We built our own instance, and then acquired a company that had a completely different set of nomenclature, routing rules, etc. Both have years’ worth of data ...
12
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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 ...
25
votes
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, ...
1
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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 ...
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 ...
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) ...
6
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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 ...
7
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6answers
730 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 ...
1
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1answer
1k views

How can i add a formula field into a Opportunity Product Multi-Line Layout

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 ...
6
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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 ...