Questions tagged [administration]

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

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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
20k 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
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 ...
7
votes
6answers
728 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
vote
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
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 ...