Questions tagged [administration]

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

201 questions with no upvoted or accepted answers
Filter by
Sorted by
Tagged with
1
vote
0answers
116 views

deploying renamed page layout and record types in Prod from FULL

I have recently refreshed my FULL sandbox with Prod. I wish to rename some page Layout and record type name( Label and API name) in FULL. I have added some section to this renamed page layouts and ...
1
vote
0answers
39 views

API name change from DEV to FULL

I have a field with same label name and API name in DEV and FULL. I would like to rename the API name in DEV and move it to FULL using change set. Would it rename the API name in full or would it ...
1
vote
1answer
1k views

Is there a way to do a Mass Update on the Record Type selection?

Is there a way to do a Mass Update of the Record Type Selection flag on the User (Set Up >My Personal Information > Record Type Selection > Set Opportunity = True for multiple users) In what object ...
1
vote
0answers
69 views

Open Attachment on Create of Child Record

I have a requirement for a custom app I am building to open an attachment on the parent record in a new window on create of a child record. I have parent object Quality_Assessment__c with child ...
1
vote
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?
1
vote
0answers
113 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 ...
1
vote
0answers
68 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 ...
1
vote
0answers
94 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 ...
1
vote
0answers
268 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 ...
1
vote
1answer
76 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.
1
vote
1answer
59 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 ...
1
vote
0answers
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 ...
1
vote
0answers
63 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 ...
1
vote
0answers
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 ...
1
vote
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 ...
1
vote
0answers
101 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 ...
1
vote
0answers
134 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.
1
vote
1answer
32 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. ...
1
vote
1answer
250 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 ...
1
vote
0answers
190 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 ...
1
vote
0answers
281 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 ...
1
vote
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 ...
1
vote
0answers
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...
1
vote
0answers
308 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.
1
vote
1answer
757 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
0
votes
1answer
15 views

I want to hide Edit(Salesforce Classic) action from Report

I want to hide the Edit(Salesforce Classic) action from the report record, I checked in Profile and permission set, I not getting any permission related to hiding these button, This is a standard ...
0
votes
0answers
24 views

Restricting Lookup values within Opportunity

We would like to restrict a lookup field within the Opportunity to only allow users to select the record that has been added to a junction object related to the Account of the Opportunity. This use ...
0
votes
0answers
34 views

Hide all Opportunities from Profile

I am trying to hide opportunity specific fields (name, DOB, address) for a group of users in Salesforce. Since those fields are defaulted and can't be removed is my only option to change the Org wide ...
0
votes
0answers
20 views

Not able to edit the record type of “Case” record as System Administrator

please refer the snapshots:- this is the edit page of case record but the case record type not editable. 2.On the detail page of this record, besides the "case record type " field,a change record ...
0
votes
1answer
15 views

Profile is being used in community by salesforce?

I am able to see two profile related to site and user. Which profile is used by salesforce to provide Field level access of a object? First one is : (Open Contact having user -> View User -> ...
0
votes
0answers
10 views

Can we add Alert Popup message in Standard Approval Process on Opportunity in Salesforce?

I have standard approval process on Opportunity, I want a alert pop up message with "Cancel" and "Submit" buttons. Is there any way to accomplish this without customisation/Code ? Any comments will ...
0
votes
0answers
8 views

Display private dashboard on Home tab

Is there a way for a user (without "Customize Application" permissions) to display a private dashboard that they created on their Home Tab, in Salesforce Lightning? We only want them to see it, not ...
0
votes
0answers
35 views

Complex criteria Opportunity Validation Rule

I have a requirement of restricting the opportunity ownership change these are my conditions Opportunity stage =closed won ,Closed lost (we have a Formula Field called 'Team' which is based on ...
0
votes
1answer
24 views

Change/Update User License assigned to a permission set

I have created a Permission set using a Salesforce License type, now this permission set has to be assigned to community user as well which am unable to assign, so was thinking to update the license ...
0
votes
0answers
19 views

Set default landing page for a particular profile

We are trying to set the landing page for a particular profile, that profile has access to only 2 apps and both the apps do not have a default landing page set. We also do not have org level landing ...
0
votes
0answers
10 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 ...
0
votes
1answer
72 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 ...
0
votes
2answers
13 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-...
0
votes
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 ...
0
votes
0answers
13 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 ...
0
votes
0answers
41 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 ...
0
votes
0answers
97 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 ...
0
votes
0answers
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
0
votes
0answers
54 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 ...
0
votes
0answers
24 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 ...
0
votes
1answer
53 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 ...
0
votes
0answers
30 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 ...
0
votes
1answer
290 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 ...
0
votes
0answers
15 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){ ...
0
votes
0answers
78 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 ...