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Questions tagged [administration]

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

189 questions with no upvoted or accepted answers
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49 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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26 views

File Upload and Download Security for other file types

I need to change the download behavior for attached files with a .fsc extension. Currently it's behaving as though it were set to execute in browser, but I need it to download instead. Files with .fsc ...
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70 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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239 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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16 views

How can we hide the standard custom field?

I need some help , I want to remove or hidden the standard field from custom object , It is required field in page layout . So can you please help me out . Thanks in advance
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17 views

Richtext Field contains GIF image

I have richtext field(crich__c) that contains gif image in salesforce. When created an email template and merge my richtextfield it doesnt show.
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1answer
46 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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76 views

Amending Block Price Product - Salesforce CPQ

Pricing Method: Block Block Pricing Field: Custom_Field__c //NOT BASED ON QUANTITY Block: 1-50 $100 50-100 $200 100-150 $300 Selected this block pricing product with ...
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8 views

Profile Indicator(Image) next to User Name in Chatter

The Requirement is to display the image or icon next to the user's name in chatter indicating if he is the Employee or Manager or customer user with different icons Is it achievable in standard ...
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17 views

Script to add visualforce page to Site 'Inactive Site Home Page'

Is there any way i can automate the process of adding a visualforce page to active sites 'Inactive SiteHome Page' upon creation of sandbox using SandboxPostCopy ?
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25 views

Process Builder run After update

I want to run process builder after records updated. For this, I have written formula into PB. AND(NOT(ISNEW()) ,NOT( ISNULL( [Payment__c].Payers_Email__c) ),[Payment__c].Payment_Email_Sent__c=true) ...
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23 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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12 views

Issue with Identity Verification. Not receiving any verification code in phone

I created a sandbox of license type 'developer' and while after logging in from the sandbox login page, I'm stuck at the verification page as I don't get any verification code in my phone. I tried ...
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21 views

Article List Views

I have created two custom list view in knowledge article Salesforce name 'Article Submitted for Approval' and 'Has customer requirement'. Submit for approval and 'Has customer requirement ' has two ...
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2answers
152 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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119 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
156 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
16 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
236 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
25 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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3answers
443 views

Query for Parent custom object and Standard child Object

I have a Parent custom object called New_Country_c and standard contact Object. I need to write a query to count of all contacts related to New_Country_c. I have tried following the query but does not ...
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1answer
44 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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67 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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76 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
18 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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499 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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57 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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0answers
108 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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0answers
79 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
246 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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29 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
53 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
216 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
25 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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0answers
867 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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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 ...
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1answer
67 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
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 ...
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1answer
333 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
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 ...
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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 ...
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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 ...
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1answer
367 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 ...
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0answers
149 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 ...
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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....
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1answer
414 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) ...
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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 ...
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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?
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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 ...