The Stack Overflow podcast is back! Listen to an interview with our new CEO.

Questions tagged [administration]

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

Filter by
Sorted by
Tagged with
0
votes
1answer
42 views

how to recreate Autonumber

If i create a field autonumber without selecting "Generate Auto Number for existing records" after some days if i want to generate autonumber for existing records without changing present auto numbers,...
0
votes
1answer
19 views

How use custom validation on forget password in Partner Portal

i have requirement where we need to add custom validation when a partner user forgets password and clicks on forget password link, and partner will be asked to enter the username so that they will ...
0
votes
0answers
819 views

Are all Flow / Process builder 'versions' pushed in a changeset?

Are all versions of a flow/ process builder pushed through in a changeset? I have over 30 versions and I only want the latest, Active one... Do I have to save it as a new flow and use that in the ...
0
votes
0answers
125 views

Users are asking for too many fields

I have an custom object that has over 200 custom fields in an org, and growing. Just yesterday we added 4 new fields to this custom object. It is used to contain data from multiple parties outside our ...
0
votes
1answer
66 views

where the statictext is populating in richtextarea for custom object

I have leadtype as picklist .when value in the picklist is changing the static text is populating from richtext field called 'A' in object . In 'A' there is some static text with html is showingup. i ...
1
vote
3answers
5k views

formula field to display multi select picklist (selected values)

I have a Multi-select picklist in account object and I want to display the selected picklist values in contact object using a formula field. I came across many using multiple If conditions. In my ...
1
vote
1answer
208 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
31 views

Switching tabs from different App in my SalesForce account forces login

I have several apps installed in my SalesForce account, for some reason when I try to switch from one tab to another tab (which belongs to a different app) I get a log-in screen. Did you encounter ...
1
vote
3answers
506 views

Multiple Condition in formula field

In my lead based on my Annual revenue, have to update a custom field as 'high' 'medium' 'low' so created a custom formula field priority i have to update the field based on the condition like if(( ...
4
votes
1answer
47 views

Is there a way to see all recent changes in an org

Every time I have to move changes from my sandbox I wish there was a way to see all the new objects, fields I created or modified. This way I wouldn't forget a field or an object and that would save ...
0
votes
1answer
47 views

How to assign a Specific Record Type for a Particular User using Permission Set?

I'm trying to assign a specific record types for a particular user and i've assigned the Permission Set to that User But i didn't find any changes in the user Side it's Still showing the Savings ...
0
votes
1answer
40 views

Document Reminder Emails from Case

On the Case object I have several flags: "Annex D" "Proof of Ownership" "MPAN" "Annex I" "Company Car" "Documents Uploaded" etc. Each flag is getting checked when the corresponding document get ...
0
votes
1answer
20 views

Oppty Field Dissapeared from Campaign Page

When creating Campaigns, the Opty field has disappeared from the specific campaign's page. Campaign Hierarchy, Open Activities, Activity History, Attachments, and Campaign Members all appear when ...
0
votes
1answer
149 views

Alternative for Salesforce classic Tagging feature in Lightning

I have used tags in Salesforce classic. Now our project has shifted to lightning and lightning doesn't support tags. Is there any way in lightning through which I can achieve the functionality of ...
0
votes
1answer
318 views

unable to login into Dev Org

I was going through the Lightning Trailhead, which at one point wanted me to change my domain and promote it to the users. After this step I am unable to login into the same Dev org. Since it is a dev ...
0
votes
1answer
906 views

Insufficient Privilege when editing a Task related to an object

I have a TASK related to an object abc__c. OWD for activity is- Controlled by Parent and the task is related to abc__c object that has Read, Create, Edit on object level and Private on OWD. The ...
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 ...
2
votes
2answers
712 views

How we will get different field label for different record type?

I have certain requirement in which i have to relabel the standard amount field on the opportunity Object for particular record type.For example if there are 6 record types named A,B,C,D,E,F then i ...
0
votes
1answer
30 views

Links On Reports

Hello I have a report which lists all transactions. Now is it possible to put a custom link on report row which takes the record Id and opens another page by sending the Id ? Like formula or ...
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 ...
0
votes
1answer
65 views

Recycle Bin Automated Data deletion Duration

The data in recycle bin is not deleted after 15 days automatically. Can anyone please help me understand the reason?
0
votes
1answer
77 views

How does Salesforce deal with License removal?

If I have 3 users in my org, I remove a license, so I now have 2 licenses, I still see 3 assigned with -1 licenses available. Will Salesforce still let all three users login or will one or the users ...
0
votes
1answer
61 views

Sandbox Record Access Insufficient Priviledges

Are you able to advise why the System Administrator profile cannot access a record owned by the member of a queue it is not a member of even when it is has view/modify ALL on the Object AND other ...
0
votes
1answer
42 views

Send alert to Account Owner

I have this requirement, How do I send an alert to the account owner if the last activity of any account is longer than 90 days ?
1
vote
1answer
222 views

Missing “removing formating” button for the rich text editor

According to the documents: https://help.salesforce.com/articleView?id=fields_using_rich_text_area.htm&type=0 https://help.salesforce.com/articleView?id=fields_using_html_editor.htm&language=...
0
votes
1answer
15 views

How to associate a custom field (primary contact) back to its correct title and email address?

We have the SF Enterprise version and I am looking for some guidance. I created 2 lookup fields in the Opportunity called "primary contact" and "secondary contact". These contacts exist in the ...
-4
votes
1answer
40 views

i need trigger a sobject(opportunity) of custom field(on hand quantity) [closed]

i need trigger a value before saving the record into database( i have a custom field product name in opportunity when ever i enter product name it should call callouts(oracle ebs-cloud) for number of ...
2
votes
2answers
14k views

Action not displaying in Salesforce Lightning

I have a Lightning App record detail page (The one where you drag and drop). I've created a new Action to display on the highlights panel. In the SFDC Classic page layout, I've added the action to ...
1
vote
1answer
303 views

Can we change the header of the Custom object Detail page?

I have a custom object and the detail page of the object has an Text ID, a standard field as header. Can we change it to the name which is the custom field. Attached is a snip where i wanted to change ...
0
votes
1answer
257 views

Add a currency picklist field in a custom object

In a custom object I have to add a picklist of currency, I think something like that exist in Salesforce but I don't know how to find it or enable it in my object.
0
votes
1answer
49 views

How to migrate data one org to another org

How to migrate data one org to another org. I want to insert all the data of my org into another org. IS a any tool for it.
1
vote
2answers
96 views

Access *View All* in Administrative Permissions in all profiles through SOQL

I want to access the field value checked/unchecked for all profiles through SOQL.
3
votes
1answer
1k views

Search Result missing from search layouts

In my sandbox, I've made some edits to the search result search layout in lightning for a custom object. In another org, which is a production org, I'm trying to make those same changes, but there ...
1
vote
1answer
58 views

Returning PRODUCTION Org to Virgin Status Without DEVELOPER Tools [duplicate]

I have a scenario: Previous consultants and users had initially done some work inside our Production org (we have NEVER DEPLOYED to Production - they simply started to do the setup of this company's ...
0
votes
1answer
33 views

Assign new record types to existing objects in Salesforce

Is there a way to assign Workflow Rules, Field Updates and process builders ect in bulk to the new record types I will create in Salesforce or do I have to go on each one and do it manually? EDIT: ...
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 ...
0
votes
1answer
345 views

I can't deactivate a User

I hope any one can help me, I am trying to inactivate a user in Salesforce, and when I try to update the user unchecking the box Active, and I receive a email after 3 or 4 hours saying it can't ...
0
votes
1answer
201 views

Hiding Custom setting from a custom administrator

I have cloned the sys admin profile and created a profile named IT admin having same privilege. My Problem: I have a custom setting record which stores a sensitive information(password) in it. I do ...
1
vote
1answer
25 views

Suggest right Validation Rule?

Account field and integration__c fields combination of record is have already in case object don't allows duplication if sftype__C checkbox is true otherwise allows if sftype__c is false allows ...
0
votes
0answers
146 views

As a System Administrator, can I view a history of all Flow Interviews?

Not finding an answer to this in the Salesforce docs... I want to look at historical use of a Flow. Not just failures (I know that emails are sent when a Flow fails). I would like to see all ...
0
votes
0answers
38 views

Delegated Admin not being able to create users for assigned profile

I have created a delegated group and have assigned a user to it. Under assignable profiles,I have assigned a Chatter Free profile. But the user is still not being able to create users for that profile....
0
votes
1answer
28 views

can we hide required standard field or make it read only

can we hide required standard field or make it read only since that fields auto populates the name once the user save the field,in order to make the user less confusing
0
votes
1answer
394 views

Duplicate Contacts (email address) - Using Email-To-Case?

Are there any documents to help with the scenario below? Salesforce Org where there can be more than one Contact with the same email address (different Accounts) Our org [will have] five (or more) ...
1
vote
3answers
549 views

Multi-Step Approval Process

I am exposing myself to Approvals for the first time ever (from scratch, at least). I had an assumption about them that so far is proving wrong. I would appreciate some guidance as I'm see no help ...
0
votes
1answer
2k views

Mass Edit Field Accessibility?

I do not find any references to this in multiple searches, but feel like it must exist - hopefully within the SF GUI. How do you mass change/edit Field Accessibility settings on an Object? In this ...
1
vote
4answers
49 views

Which permission or Setting required for allowing facility to user to login from any iP Range in Salesforce Org?

I created a new org where I can see a button Allow All Ranges(!). But for the orgs that I am working earlier or in the recent org that I created now does not have this feature, can somebody please ...
0
votes
1answer
195 views

Multi select picklist to picklist

I am trying to move from Multi-select picklist to a single select picklist. What steps should I take? I am thinking(not clear yet) there is a data load involved. Should I leave the existing data with ...
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 ...
0
votes
2answers
58 views

How to restrict particular User for custom pick list in account

I have a custom Pick list field on Account. I need to restrict one user to edit that record. How can i achieve this? Should i write validation rule?
1
vote
1answer
49 views

Insufficient Privilieges - Sys Admin - Every Link

Created a new user with standard profile System Administrator. Irrespective of the link I click in system, even Personal Settings and My Profile and even searching anything gives the same insufficient ...