Questions tagged [administration]

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

195 questions with no upvoted or accepted answers
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405 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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18 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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93 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
121 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
24 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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26 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
35 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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21 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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29 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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109 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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33 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
274 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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67 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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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
228 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 ...
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1answer
19 views

I have an error while moving to 'Setup' screen from 'Home' page in SF sandbox

while moving from Home to Setup page, navigating from button at right upper corner in sales-cloud enterprise edition. I am facing this from last 1 hour.
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37 views

Why is my read only field editable?

I need to make one field(Date) read-only in an object(Service Appointment). I've set the Page layout settings to "Read-only" I've unchecked the system permissions of profile "Edit Read-only field" ...
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59 views

Days in this month and days in this year formulas

I have a formulas of days in this month and this year with start and finish dates. My formula counts the number of days in this month/year that fall in a given interval (between Start Date and Close ...
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132 views

Validation error on Lead: We can't convert the lead to an unrelated account. Choose a related account

Facing issuing during lead conversion not sure what does it mean by "We can't convert the lead to an unrelated account."
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416 views

Activities : New Task > Subject “picklist values”

Can we have differnt subject picklist values for different object ? When I edited the Task Subject it affects all the the object that has Activities : New Task action Ex : Account > Activities > New ...
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1answer
81 views

AutoNumber based on Fiscal Year

I have Autonumber (fiscal year). For example Jan 1 2018. My AutoNumber field will be 180000 . For next Year Jan 1 2019. my autonunber should be 190000.. is this possible ? Thanks for the help
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27 views

Reduce Formula Size (Case)

I want to create a formula (text) that combines (parts) of two fields in some scenarios. Example: If the 'BillingPostalCode__c' starts with 90 and the first 9 characters of the '...
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2answers
300 views

Account Name is not visible in the Approval Process record?

Account Name is not visible the Approval Process record. Can you tell why this maybe happening? 1. In 1st image, Account Name is visible in List View. 2. But when I open specific record, account ...
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183 views

Getting MID of all the business unit in one go

we have over 100 BU and they keep getting created. is there a way to get the MID of all the business unit in some report directly or indirectly for tracking purpose. Tried out some reports but they ...
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1answer
202 views

Selecting opportunity contact role on related contact account

Part of our process before an opportunity is closed won, we need to create contact roles, until now if a contact is related to 2 different companies we create both accounts and we duplicate the ...
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1answer
17 views

Profile List View Filteration

What filetrs can I apply to profile list view to get Profiles that have access to particular record type of Case? Please suggest
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1answer
371 views

Issue with Quote Line items

I want to create new Quote, as we all know when New Quote is created all opportunity products will be added as quote line items by default. Now In the Product Line Item there is a custom picklist ...
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1answer
48 views

Updating Member Status Options?

Hello Stack Exchange! I'm really struggling to find the option to create new labels for the Campaign Member Status picklist. We'd like them to reflect RSVPs for events as this is the primary use ...
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1answer
104 views

Product should not visible to one profile

I have list of products in product object. So, for one profile I want to restrict to view one product(one product record) among list of products.
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175 views

Multiple Validation Rules on a single field to be merged as one

Unknowingly there are 2 validation rules created for a single field and here are the rules. Rule1 : AND( ISPICKVAL(tesname__PotentialLiability__c, "Yes") , NOT(ISBLANK(tesname__Due_Date__c)), ...
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86 views

How to populate Salesforce Standard Lookup Fields on a Standard Page Using URL Parameters

this is for Custom lookup fields : CF00Ni000000EpsgO_lkid={!Opportunity.Id} for standard lookup fields there is no id, So how to use standard lookup fields in url hacking
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1answer
21 views

Disable Adding NEW Contact from Account Page

I come to the problem. When I am creating new Account, there is possibility to add a primary contact for it. Problem is, I just want to choose from available Contacts and disable adding new in the ...
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773 views

Matrix report formula on row sub grand total

I have build the following matrix report, which is grouped in columns by a bucket field of my stages and by current and previous month for the closed date. This report is also grouped in rows by a ...
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92 views

Scheduling Report Error : Salesforce.com could not email the report to any of the specified recipients

I have a create separate profile for a user who has the following set of permissions: Schedule Reports Manage Reports in Public Folders Subscribe to Reports Schedule Reports The user is able to ...
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142 views

Activating/Adding sidebar in lightning tabs?

I have created some custom components (in classic: visualforce area), that are displayed in the sidebar in classic. I am facing the challenge when moving to Lightning as the tabs pages such as ...
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162 views

User is not able to see records

I have few users under one profile. Two users under that same profile are not able to see any records. Those two users don't have the option New to create New records. OWD - private, same permission ...
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1answer
360 views

Einstein analytics - matrix report with formulas

I am trying to recreate a report into analytics, and I am not really sure how to make it look the same (in terms of information) as a traditional salesforce matrix reports that contains formulas. ...
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30 views

Lead Sharing within Teams

I am in a fix, looking for some Salesforce admin support on Lead Sharing. We got high numbers of TLs & then thier Teams. Sharing/Access to leads with Role hierarchy or creating groups would be an ...
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1answer
64 views

How to open a case with the Premier Support Number?

I have found a my premier suppor number for my org. How do I open it/ attach it with the ticket case (so I can get support quicker) I have been told it is quicker as its a paid service we have.
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2answers
310 views

Validation rule for custom object

for example I have picklist on my custom object name CustomPicklist__c in this picklist I have all of language code this is huge list. Can I make validation for save record, If one of picklist ...
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1answer
26 views

Can we restrict visibility of certain stages in Opp but can be changed through apex

Can we restrict visibility of certain stages in a opp on a standard page. but can be changed to those stages only using apex. Is this possible?
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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 ...
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1k 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 ...
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146 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 ...
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1answer
83 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 ...
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1answer
48 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 ...
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1answer
481 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 ...
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1answer
86 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 ...
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1answer
67 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 ...