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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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 ...
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243 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 &&...
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482 views

Community Tabs Visibility Problem

In admin account I can see the custom tabs but after login in with different role account I cannot see that custom tab. Have already made changes in the communities that is managing the communities ...
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1answer
800 views

How to create Partner portal in salesforce?

How to create customer portal in salesforce? What is the difference between portal user and normal user in salesforce? Why customer portal user can't able to customize anything in salesforce?
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1answer
65 views

In list view how to set by default to see all records without click on go button?

when we clicking on a tab -In list view ,we select all and clicking on go button , in our case - by default it should show all trades(select all option ) as default . how can we achieve this?
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47 views

How to set Email Opt Out field as checked for Particular Profile?

Set Email Opt Out field as true for only one profile.for remaining profiles set as unchecked.How to do this efficiently?
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2answers
21 views

Limit visibility of records

I have sObject for example Account, with records. And two users John and Jack. I want show to this users part of records, by using criteria. Something like, John show records with Account.Name = ...
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1answer
43 views

How to show user only part of records?

I have user profile named SimpleUser, and sObject Account How to show only part of records from Accounts for this user? Criteria for this value of record from another sObject related to Account and ...
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1answer
23 views

Look up Filter Condition doesn't show record shared by other user

I have one account record and it has a field of picklist (Type) and value set to ("salesforce"). This Account Record is created and shared by admin to the roles(x,y,z) by Manual sharing rule. When i ...
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2answers
91 views

How to backup modified record or field value?

I have few records in one custom object. If some one modify any record, I need to store the modified data. In above picture, if someone modify Answer field value to 10000, i need to know the past ...
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1answer
30 views

Can we split the user if they have a same profile

I Created three communities and add a Custom Profile "CommunityCommunityProfile". I created Users with this Profile. Now Problem is all the users with this profile are login into all the communities. ...
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117 views

Hide records and their lookup children between subordinates

I have a scenario where there is a Master Object-A and couple of child(lookup) objects-B,C,D,E related to the Master. I have some users in my system. I would like to set a security in such a way that ...
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1answer
1k views

Deleting/Deactivate case recordtype

I have deactivated one the recordtype we have and I still see the option when I create a new case i.e. under 'Available cases record types' I deleted it without any issues and it just got rid of the ...
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85 views

Connect to salesforce and add data to some object without your login credential

I am researching some form builder in salesforce.Then I found the fast Form application and install it. After creating new form in which the fields are connected to specific salesforce object, the app ...
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1answer
3k views

Actual Sales VS Target report / dashboard

I have task where I need to create Actual sales vs Quota/target report & dashboard. I have searched internet but couldn't able to find solution. And forms stated that it's not possible to generate ...
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556 views

Creating community user through apex

I am facing following error while creating user through Apex: 'The site is not enabled for registration.' Can any one help me out?
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67 views

SalesForce Winter '16 Release Bugs

I wanted to warn you regarding two bugs of the Winter '16 Release: When creating a new user, after filling the details and pressing the "Save and New" button, in case you got a duplicate User-Name (...
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1answer
170 views

How to hide setup part for any profile?

i want to hide setup functionality for any user how can i do that ?
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1answer
237 views

How to synchronize fields between two different sobjects?

I need to Synchronize the fields between two different sObjects which are not related to each other. Let's say I have Object X and Object Y. If I create a field in Object X it has to be created in ...
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2answers
127 views

How to change the layout of Object Detail Page

Can Anyone helpme out on this thing? I need to change the layout of object detail page like I need to add a new button in Custom Fields and Relationships related list of Object detail page. Thanks ...
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32 views

Forgot a password link error

I am an admin. People in my organization often say that they do not get a email when they use forgot my password link. and this happens with people who use this option before 8 AM, on other time like ...
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1answer
14 views

In Group Version-How to convert Custom Object Record into Opportunity

My company recently bought five licenses of Salesforce for Group Version. We now have a problem about uploading all the opportunity information we got in the excel file. Since we are in Group Version, ...
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1answer
29 views

Unable to change to german language

I already have german selected as my orgs language settings. However when i am changing the language settings inside Personal information to german the objects name remain the same in English.
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37 views

Exception / error while Profile Permission Change(Urgent)

I have to change few fields in Account object to Read only at Profile level When i am changing and Upon clicking Save, I am getting the following errors and we have installed Service max App exchange ...
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67 views

account name - field value required issue

I'm encountering an odd problem with the account name field. When entering an account name either thru the UI or in unit tests I get the error required field missing [name], but I am filling in the ...
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1answer
333 views

soql on events, to display all the events regardless of who is assigned to in a VF page within a community

I am not sure if I am approaching my problem the right way, maybe not, so I will give a very brief explanation of what I am trying to achieve: Currently I have 2 communities, Community 1 is focused ...
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1answer
48 views

Essential Apps For SalesForce Non profit Starter pack

What apps would be considered essential addons to the SalesForce Non Profit Starter Pack
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1answer
50 views

How to write workflow for lead record when there is no activity performed

How to write workflow for lead record when there is no activity performed on record till 10 days then send an email to owner automatically ?
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1answer
100 views

how to hide a couple of fields on custom object for a certain profile in one shot

We have a custom object and I would like to hide some fields on it for a certain profile in one shot. I know how to go individually on field level security but I don't want to go that route because ...
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69 views

Manual sharing is read only on contact's record (single record) but a user still have delete button and it is working

I want to make a contact visible to every user of our Org and it should be in read only mode. OWD is private for both Account and Contact. I tried using manual sharing by giving read only access to ...
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286 views

best practices for managing space

We are still relatively new in the Salesforce world. We thought we sized our site to get us through a year of processing, but have run out of space in 8 months. We are concerned that we may not be ...
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623 views

how can I mass delete attachment files on a case record?

I have a case (and many otheres) that hold the image file of the email header that is attached to the case. Therefore, on a busy case, one with many emails attached via email to case, there can be ...
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1answer
602 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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1answer
35 views

Count + 1 process builder / wf

Is it possible to use pb/wf for this case: or apex trigger ? Once the record is created I need to display like this is the first record created(number field = 1) then 2nd record created = 2 , 3rd = 3,...
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1answer
714 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 ...
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2answers
33 views

Some of the campaigns of account not showing to the user

I am facing an issue that, some of the campaigns in an account is not visible to the user. User is able to see few campaigns of the same account. Not sure how to proceed in this issue. Help needed.
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1answer
265 views

How to add and remove client fields in remedyforce

Hope you all are doing well . I got stuck into a major problem . I want to add some new fields to client layout and remove those mandatory fields which is email ID, Client ID and last name. My ...
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1answer
139 views

How to send out quarterly reminders to risk owners for quarterly review?

How to set up a task and send out emails at certain time, how to set up different groups of recipients.
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2answers
390 views

Admin trail head crm basics

I also tried the role setup in the Users but there's no use