Questions tagged [administration]

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

191 questions with no upvoted or accepted answers
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1answer
113 views

How do I customize the page layout for adding new accounts

How do i customize the page layout for just the page that renders when I am adding a new account?
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0answers
112 views

Trial form is not working

We are an ISV partner and suddenly our trial form stopped working and it reports on Apparently the form action http://www.salesforce.com/leadcapture/PartnerSignupServlet is no longer relevant, did ...
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66 views

Reports and Dashboard guru?

I'm a fairly new developer/admin (1.5 yrs in the role). I would love to focus on learning apex and building lightning components but the majority of my time making small edits but mainly creating ...
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93 views

Tab limit exceed, how to check the most/less visited tabs and the actual tabs

This is slightly different question to the one asked on How do I see how many custom tabs have been created? and I think it could be handy. I have the same issue as him, I have more custom tabs that ...
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261 views

Delegated Administration log in not working

I am using delegated administration to allow supervisors to log in as their subordinates. However it is not working. I have set the correct users to give administrative access to and have set the ...
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1answer
75 views

Add or remove permisssion for Find Connection button

How do I remove the Find Connection search layout button particular user? This button appears on the list view search layout and I would like to disable it on a per-user basis.
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1answer
54 views

Take a Data backup of an existing custom object with attatchments into a new custom object

I have a custom object which is part of a managed package and is likely to be discontinued. We want to move all the data in that custom object of the managed package to be transferred to a new custom ...
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21 views

How to see the oldest Chatter posts in an environment?

After many years, when you are leaving a project which you started, you perhaps would want to see the first few Chatter posts to remind yourself how it all started. The long way to do this would be to ...
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0answers
59 views

NA4 [Was] Splitting - Updating URLs On Buttons And Other Admin-Level Places (not Apex)

Original question related to this: Searching "everything" in Salesforce So there was an answer involving an "ant script", which is no use to me. I am comfortable enough (I thought) with ...
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15 views

Multiple Email Branding in our ISV service

I would like to have two different email branding to our ISV service. And have two separate service registration forms - each one will have different email branding. Is that possible? In our trial ...
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2answers
80 views

Endpoint URL for external data

New to Salesforce Admin and still learning. In regards to integration to an external source, I've watched several videos that quickly reference typing in the endpoint, or server URL that your ...
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0answers
100 views

Is it possible for a sys admin to delete a chatter file from a user's personal library?

I read that Modify All Data should give Sys admins access to all chatter files, provided they are not in a personal library. However we have users uploading lots of data to personal libraries (via ...
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133 views

how to give permission to lead import for Standard users in professional edition?

Note: Not for Admin because admin have access to Import leads permission but users not having access to import leads then how to give access to users to import leads.
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1answer
31 views

Best way to handle relationships to objects I cannot create look ups for?

I have an object and it needs to have a 1 - many reference to the Data Category used in knowledge base. We have a requirement to be able to configure which data categories show up on a given page. ...
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1answer
249 views

My User LanguageLocaleKey gets overridden

I am trying to change my LanguageLocaleKey from "es" to "en_US". I go to Workbench update the record, get the confirmation screen and when I look at the field, it changed back to "es". What could it ...
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185 views

How to create YTD column in matrix reports

I have a requirement to create a YTD column based on the login history of the year (i.e) the login history for the current physical year of the user .I need this to be done in matrix report. when you ...
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0answers
267 views

Can't disable email alerts

We have email alerts setup to notify us internally however I cannot disable them for some reason. I'm not that familiar with SF so I'm wondering if there's some other place than where I'm looking ...
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0answers
116 views

Partner unable to send email from a case

I have a partner portal user that, although the page layout assigned to their profile and record type that they are using for the case contains the email section (which by the way on the page layout ...
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370 views

Export all the Activity history from the Lead object onto Contacts

How to export all the Activity history from the Lead object onto Contacts ? Can any one please suggest me the process with a detail description.. Thanks In Advance...
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0answers
304 views

How can i create a sub-group in chatter ? If not ? what is the solution ?

i am badly in need of this feature , i.e to have sub groups under a group in chatter. I tried alot but could not find the solution. Could anyone guide me.
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1answer
756 views

Is there a way to restrict the buttons on a standard page to be top only

Was wondering if there is a way to show the button on a standard page to be available only on the top of the page instead of displaying both and top and bottom of the page. Thanks
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7 views

How to Generate a report with Role Hierarchy for custom object?

We have role hierarchy filter in Opportunity object. The same way i need to filter records based on role hierarchy for custom object. report type is standard. Can you anyone suggest me any idea how to ...
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2answers
32 views

User Permission on Reports and Dashboard

I just have a quick question any workaround is fine or even an idea works well.My requirement is I need to find the users who have edit read delete access on reports and dashboards in the whole org. ...
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1answer
26 views

best way to make a checklist in salesforce?

hello i'm trying to make a new hire checklist within salesforce to track completion. currently we use an excel spreadsheet that has the task, whether its completed or not, the owner of the task and ...
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2answers
8 views

Winter '19 We can't find a Quick Text called 'Data sheet needed’ with the correct values

So I was doing the maintenance for 2019 and for some reason it won't accept my input. https://trailhead.salesforce.com/content/learn/modules/admin_cert_maintenance_winter19/get-handson-with-quick-...
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1answer
28 views

Why does my email action only show this?

Our relatively new org, actually about a year old, but only recently discussed sending emails from within Salesforce, shows the following within the email action? I believe we had a choice to send ...
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0answers
12 views

Auto Number Field Customization

I have a requirement of Creating an the Invoice Name in Formato of XYZ/0000/19-20. Now in this (000) is the auto number type which will be incremented for every invoice and (19-20) represents the ...
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16 views

Multi-Select Picklist Value Count Report Chart

Is it possible to report on Multi-Select Picklist Values to grab the Count in order to see how many times each value is used? Creating a chart like the one below is the end goal. I've created formula ...
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29 views

Winter 20: Secure guest user record access, in Developer Org

I am trying to see the effects of this coming release in a dev org, as right now I cant refresh my sandbox (a few pending deployments). My sandbox is now in winter release, and I can see the new ...
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13 views

Restrict Email Administration access

Can you please let me know how to restrict the visibility of Email Administration drop down under Administer. Thaks
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0answers
37 views

New duplicate rule not firing for existing records

I have created a new duplicate rule on account which does a fuzzy company name match and reports duplicates for inserts. I have the duplicate rule set to fire for edits as well and I created a dummy ...
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0answers
21 views

Debug Log not showing in Setup although View All Data

https://help.salesforce.com/articleView?id=code_debug_log.htm&type=5 says that you should have View All Data for the Debug Logs. On our partial sandbox i have a non sys admin user but has View ...
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1answer
47 views

Locked myself out of the admin account

Accidentally gave myself API User permission set and now everywhere in salesforce I get salesforce.com/secur/NoAccess.jsp is there any way to overcome it consideringI have the only active Admin ...
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0answers
19 views

To remove “Action” or “Complete” button from Milestone Tracker in salesforce

Scenario: We have enabled Milestones and have automated to fill the Completion Date/Mark it as complete whenever a Case is Closed. Now User wants to restrict "Click of Complete" button in Milestone ...
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1answer
168 views

Suggested Article is not showing in my cases

I have dropped the knowledge search in my cases page through Lighting App builder but in my suggested article section. Articles are not showing can you please suggest some solution for showing the ...
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0answers
13 views

How to close a standard lookup popup after Selecting a value

I need to close the standard lookup field popup after selecting the Link. Am calling the lookupPick method in my javascript. function lookupPick(param1, param2, param3, param4, param5, param6){ ...
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49 views

Detail Page Button in Community not working as expected

I have a custom Object I have created a detail page button in that Behavior: Display in existing window without sidebar or header Display Type: Detail Page Button Content Source: URL This ...
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1answer
58 views

Formula to Access Network Folder/Files

Im trying to access my local folders using custom Formula'Hyperlink' function This is my formula Test Open = HYPERLINK("file:///" & Path__c ,"Go To"). When I click the link it gives blank ...
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1answer
22 views

Group data in Lead/Opportunity/sObject

Can anyone assist me on to how to group data in Leads/Opportunity ? Note: I am not building reports. I have thousands of records in standard object which I want to show them in groups/folders/lists....
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24 views

Remove Autonumber on Lookup search

I want to display product name and tried to remove the autonumber in Search layout but still its displaying the Autonumber when searching a product..
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23 views

How to make some field read only on an object accordingly to the profile

I have to do something like this : For each profile, except system admins, on the inactive accounts (statut__c = 'inactive') we should not be able to edit every fields (so I need to make them read ...
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1answer
20 views

Give Manage User Permission to a User without View Setup and Configuration

I have a visualforce page to manage users (deactive, create, edit and reset passwords), but when I add the permissin manage users to the profile, the user with this profile can see the Setup option, ...
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17 views

Can't reach the Permission Sets

I always have this error when I navigate to the Permission Sets ever since I installed the Pardot AppExchange App: "We're sorry to report that something has happened to your session. Log in ...
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0answers
26 views

Salesforce Global Search results are intermittent

When searching for a phone number in the global we are occasionally getting an error. This is happening when just searching in Salesforce and when running a Campaign. We are using InContact as our ...
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93 views

Salesforce Chatter Post Spell Check

Recently I noticed a different in New Post and Comment on existing post spell checks. In the new post, I typed 'pleese' and right clicked to correct it. But it is not displaying auto correct ...
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29 views

I marked fields as mandatory on page layout. but it is not marked as mandatory on detail page

I have scenario, I marked some custom fields mandatory to register a lead and it's working fine with new Lead. But after registering Lead, when I go to detail page of that Lead, there is no single ...
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1answer
180 views

Conga Query get all contacts from Opportunity record

Using soql how can I get all the contacts from account via Opportunity object ? I have my button on Opportunity do i need subqueries for this scenario ?
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45 views

Live agent override system message

Is it possible to override the chat window functionality without creating a visualforce page? I want to override a system message when there are no agents to say something like "Call us at this ...
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0answers
14 views

Is a visualforce page created when setting up live agent

Through the setup of live agent is there a visualforce page created automatically along the process? Or will a custom visualforce page be needed to be created in order to override functionality to the ...
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1answer
118 views

validation rule for sum of percentage field should not be more than 100%

HI I am looking validation rule and am not sure whether can be done with validation rule. I have a task where I will mention an account executive and assign quota and revenue % for that account ...