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Questions tagged [administration]

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

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1answer
196 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 ...
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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 ...
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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
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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 ...
1
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1answer
204 views

Changing Branding on SF Welcome Email

Is there any way to change the branding on the Salesforce Welcome email? (see screenshot below)
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1answer
2k views

How to disable sending email from salesforce Org.

I have a scenario where no email should not be sent to any user from salesforce. If I disable send email through profile permission then the email will send either from chatter or through workflow.. ...
2
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1answer
626 views

Role based Public Group Access

Case1: I have a user who has the role of "US Exec" and has no pubic groups. Case2: For the same user when I change the role to "SA Exec" suddenly I see 10 public groups appearing. I know when a ...
1
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1answer
35 views

Is that possible to give admin access to normal user and restrict to edit profile?

Our project is running on secured environment. So we add IP to profile to restrict access outside of the organization. Its strictly followed in production org. But when we give dev sandbox access to ...
2
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2answers
578 views

Change - 'Fiscal Year is based on' Setting - Impacts

1a) We are using Standard Fiscal Year in Salesforce. Would there be any impact [to reports, forecasts or anything else] if change the 'Fiscal Year is based on' from the starting month to the ending ...
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2answers
146 views

Efficient way to set up roles and hierarchies using APEX [closed]

I have this complex sharing structure where I have multiple levels of users and want to be able to dynamically assign/update sharing to records for different users. For example, let's say I have 20 ...
1
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1answer
60 views

Report Folder and Report Name Control (Validation? Workflow? Apex?)

Is there a way to control (to any degree) the naming conventions of Report Folders and Reports? I'm not finding a solution via Google searches or Salesforce resources. Some examples: Block create/...
1
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2answers
26 views

I need to set up a separate environment to do demonstrations

I need to set up a separate environment to do demonstrations for our potential customers, as well as training for our new customers. I have been using the development org, however, that is not ...
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0answers
31 views

What “References” To Fields/Variables Are Available To The Force.com Menu?

In an effort to document this as research is yielding nothing so far, I'd like to document what "fields" (or "variables") are available to the Force.com Sidebar Menu for assembling useful URLs to ...
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1answer
74 views

Force.Com Sidebar - Reference Data From Current Screen On URLs?

I am being lead to believe this is possible: A URL on the Force.Com Sidebar Menu which references data from the currently open page. i.e., /{!recordId}?nooverride=1 However, this does not work. ...
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0answers
35 views

What Is The Proper Name For {!recordId} Type References? [duplicate]

What is the proper name for references such as: {!recordId} It's not a "field". "id" would be the field. When creating a custom button, this is referenced as a "merge field". I'm attempting to ...
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1answer
37 views

Check 'Profiles' created date

As an admin, I have been given the task to check and audit the profiles that are currently on Salesfroce. Is there a way to see when they were created? (Created Date?)
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1answer
363 views

Mass Edit Profiles - Enhanced List View - Inline Editing - “TOO MANY TO DISPLAY”

Any thoughts on mass editing Profiles, when you cannot use the Enhanced List view because the field list reports "Too many to display, refine search criteria". This notice is not clickable / double-...
1
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1answer
110 views

Use Case: Sharing For Record Visibility (no Roles)

Does anyone have any advice on my thoughts that we not use (barely) any Roles, and share records solely using Sharing Rules? Originally we looked at having each Division of the company in a Role, ...
1
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1answer
963 views

Process Builder - Flow - Run After Record Is (Actually) Saved (Committed)

Is there a way using a Flow (Process Builder directly, if possible) to do something on a record AFTER it is COMMITTED? To be clear:   literally at the end of the standard Order Of Execution (...
5
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3answers
556 views

URL To A Record - Specify A Different Page Layout

I see some helpful articles that dance around this idea, but do not see reference on how to actually do it (if it is even possible). A typical Account URL in Salesforce. TYPICAL:   salesforce....
2
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3answers
861 views

Error - Failed To Execute Flow - 301 Prefix - Process Builder

I'm finding no helpful information on this. When an error mentions a 301-prefixed Id, I know it's Flow related (probably Process Builder), but I have no clue how to hack a URL to showing me the Flow (...
0
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1answer
29 views

How to Report / or create a View on Profile Usage

I am in the process of consolidating the profiles in our Org. I want to create a view / Report that shows me all the profiles that have 5 or less users in them (including ones with no users assigned ...
0
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1answer
596 views

Criteria-Based Sharing Rules Limited To 50 [Per Object]

For those familiar with the subject, how would you go about circumventing the limit of 50 criteria-based Sharing rules? Is there an Apex-based solution for critera-based Sharing? Is there some OTHER ...
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2answers
2k views

Flows - Fast Lookup and Decision - Only Proceed If Record(s) Found

The following flow is meant to delete GroupMembeship records for a given UserID. The Fast Lookup STEP 1 is as follows: ...while the Decision STEP 2 is as follows: I have a disconnect mentally on ...
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1answer
45 views

Sharing Rules - Markers On User Record To Control Visibility

Apparently I've made a long time assumption about Sharing Rules that may not be true. Sharing Rules Based On User-Record Markers If I have a Checkbox on the User record called "Allowed To See XYZ", ...
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2answers
280 views

Salesforce Dev Org - Unable to Login - No access to mail

I, System Admin of my Salesforce Org, am unable to login to my Dev edition on NA22 instance as I do not remember the password. User name: firstname@dev.com Previous email address: oldcompany@gmail....
3
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2answers
147 views

salesforce find number of users in all queues

Is there a way to find the number of users in each queue in Salesforce Org? Context: We have 5000 queues in our system. We believe most of them are empty or assigned with very less number of users. ...
-1
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1answer
691 views

How can I show custom fields (formula) in the Multi-Line Layout for Opp Products

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 ...
1
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1answer
58 views

Name-Based Formula IMAGE Reference

Is it possible to refer to an IMAGE in a FORMULA by 'name' instead of ID? Just in formulas - not Apex, not VF, etc. IMAGE( "/servlet/servlet.FileDownload?file=" & CASE( TEXT( ...
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1answer
194 views

how to report on date a field was created on?

Is there a way (easy) to report on the creation date of each field of each object in Salesforce? For example, I want to see a list of all the fields for the Account object along with the date the ...
1
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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 ...
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2answers
454 views

Insufficient Privileges to access a Custom Object

How to know what is missing for a user to view a custom object (example custom object "Book") I am getting Isufficient Privileges when I login as a user with a "XXX - Agent" Profile When I check the ...
0
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1answer
38 views

Is it possible to restrict certain users from deleting note entries in the Feed section?

Is it possible to restrict certain users from deleting note entries in the Feed section? Need to restrict some users because we are having problems all the time with this.
1
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1answer
26 views

Are scheduled reports sent to subscribed users if no records are available?

In case no records are available in for the scheduled report, will the subscribed user get an email with an empty report? or no email is sent? We are using scheduled monthly reports and we need 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
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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 >...
2
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1answer
297 views

Validation rule to make WhoId required on Task

I am trying to write validation rule on task to make WhoId as required field. Tried following as Error Condition formula : ISBLANK(WhoId) ISNULL((WhoId) After little research found that WhoId is a ...
1
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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 ...
3
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1answer
120 views

Sandbox “Caching” Issue - Slow First-Record Access

This is a problem I've dealt with randomly for many years now. At my new company, our Full sandbox has what I like to call a "caching" issue. I know no other way to describe it. Every morning, I am ...
2
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1answer
40 views

Is it possible to not have an Icon for a Custom Tab?

I understand that Tab icons can be helpful from a UI perspective, to make it easier to navigate around a number of different types of records in the sidebar etc. However, for my use case (a custom ...
2
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1answer
43 views

Preventing record creation for a specific time without code

I have a simple problem and I don't want to use any code whatsoever. I have a custom object "GIFT__c" as detail to the Account object. I created a field in the custom object named "Color" with RED, ...
4
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1answer
643 views

User Out Of Office or Vacation - “Delegate” User or “Substitute” User

Can someone please point me to documentation that deals with the situation where "Bob" is out of the office for hours/days/weeks, and "Jerry" needs to access "Bob's" SF User to do "Bob's" job? I ...
13
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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 ...
0
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0answers
238 views

Date formula adding/subtracting 6 months

I have a formula checkbox to compare the Start date and end date. However I am getting #Error. Can you please help me here? I am trying to achieve this req: Start Date - 6 monhts < Today &&...
0
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1answer
16 views

Organization Profile Newsletters

Organization Profile Settings - Newsletters The last I knew, you verified per User if they get any Newsletters. Today, I was notified some of our users are getting the non-Admin Newsletter, so I ...
3
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1answer
117 views

User Record and Contact Record - Documentation?

What automation is there for a User record in regards to a linked Contact (and Account)? In fact, what use is the Contact lookup on User and where is it relevant? I cannot find any relevant ...
2
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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 ...
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2answers
1k views

Licensing of Financial Force

Does anyone have a reliable source of information on Financial Force licensing, what each license controls, where you set that license or "addition to a license", etc? The have multiple references ...
4
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1answer
384 views

Account Time Settings

I have set up the Marketing Cloud time zones to GMT. Issue is that every other time setting (automations, imports, etc) run on Central Time. Is this a default setting or is there a way to set ...
3
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1answer
98 views

How to add a “delete” action in the search results

When searching for custom objects using SalesForce 'search' at the top of the page we get the search results with an option to edit each record. Is it possible to customize the search results layout ...