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Questions tagged [administration]

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

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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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0answers
68 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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2answers
73 views

In Snapshot how should i able to access (in Salesforce) the historical data as of the date it was captured

I have created snapshot and mapped all the fields (Source and Target) and scheduled the time also. I am getting the proper output in report format also. But now i want the "we should be able to ...
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1answer
1k views

Regex function to allow special characterss

How to use regex function to allow special characters like below (( REGEX( Name , "^[a-zA-Z0-9_ + < = > % & * " ' ( ) , . / : ; ? $ [\ # ] @ -]*$"))) Is this valid?
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1answer
366 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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2answers
3k views

Giving Login As Other User Rights through Role

I removed the ability to login as another user from one from my custom roles. But now i want to give back the ability to do so and can't remember where the setting is at. Anyone wanna take a swing at ...
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0answers
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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1answer
1k views

Where to find historical release dates? [duplicate]

Is there any place on the internet which lists the historical release dates for Winter, Spring and Summer, for every year and every Salesforce instance?
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0answers
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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0answers
650 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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2answers
97 views

InsideSales Dialer - field security has to be bypassed?

Anyone out there using the InsideSales dialer? I recently was advised that, after I turned OFF an option I would never want on to begin with for most of our profiles... Edit Read Only Fields... ...
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1answer
608 views

Remove site guest user and add a vf page in Sites

In a developer instance when I click on site http://developersite-developer-edition.ap1.force.com/devaddress I'm getting a guest user site page. But when I click on that site link I have to ...
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1answer
115 views

Data Import Wizard - How to keep original SalesForce IDs of my records

I am trying to import records of my custom objects using Data Import Wizard on a new account I just created. For some reason, when adding new records, the data import process does not keep the ...
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1answer
634 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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2answers
29 views

Problem with the switch conditional statement in the email template?

{CASE(Account.AccountSource, "ABC-Website", "Diese haben wir über unsere Website erlangt","Sportsponsoring" "Diese haben wir über ein soziales Netzwerk erlangt" "")} I don't understand what's wrong ...
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1answer
326 views

Workflow and Process builder field update [closed]

Can anybody please clarify the Difference between the Workflow field update and Process builder field update? (field update through process builder vs field update through workflow)
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1answer
468 views

What areas/topics should one invest in learning/training? [closed]

I was granted/offered by our CEO that I can take a course (or other training on salesforce). This got me to think: WOW - there are so many fields/areas/topics in Salesforce, and as my knowledge as ...
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1answer
27 views

Salesforce Field updates

To avoid duplicates we have customized Email thing..I have to two Fields,Primary Email & Secondary Email so if Primary Email is blank than Secondary email value be updated in Primary Email field &...
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1answer
25 views

Job title in reports but title in user interface and in back end [closed]

standard field title on contact object when am running in the standard reports(Account and contact) am able to see as job title in standard report and in page layout detail page. but in edit page ...
-1
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1answer
809 views

i want to add custom button in products related list of opprtunity? or Add Product URL Hacking

i want to add custom button in related list of product same work like add Product but view product based on my condition. how can i do that ?please let me know. thanks
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1answer
56 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
46 views

Error: INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY

I am getting INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY error when creating a case record. There are lot of lookup fields in our case object, is there a way I can know what specific object is this ...
-1
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1answer
37 views

How many modules are required to clear administrator exam? [closed]

I want to change from digital marketing to salesforce. There are 2 roles here: developer and administrator. I want to go for the administrator role. Having wasted 2 years in programming i got a break ...
-1
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1answer
773 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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2answers
59 views

How can I simplify the formula to avoid limit?

I'm getting "Maximum size is 5,000 characters" for formula, when trying to do this: ((Account.Cost_per_day__c + IF( (AND(Cleaning__c = TRUE, Parking__c = TRUE)), (VALUE(TEXT(Number_of_cleaning__c)...
-2
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1answer
46 views

Using Custom Field

Hi i have created a custom object name Product in that i want to create a custom field by name product_id selected field type as auto increment but the field is not visible help.
-2
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1answer
269 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 ...
-2
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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.
-3
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2answers
9k views

How to enable inline edit?

How can I enable inline-edit in my salesforce org, it is not working now.
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2answers
1k views

User is trying to create a case record using REST API, [closed]

The User is creating the Case record using REST API, Here the user has access to the contact field in case object but he is not having access to the contact object. wt could be the error message
-3
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1answer
247 views

Territory Management [closed]

when do you use territory management? Also what is my role a admin far as enabling this feature is concerned? do i just enable and set it up or do i have to train them etc? are there any drawbacks to ...
-3
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1answer
40 views

updating the set of fields in the marketing cloud [closed]

in my marketing cloud had a field country.we given data like bl,NJ. But i want to change as Belgium,new jersey.like we have more records are their.so please help me,how to update.
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2answers
391 views

Admin trail head crm basics

I also tried the role setup in the Users but there's no use
-4
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1answer
40 views

i need trigger a sobject(opportunity) of custom field(on hand quantity) [closed]

i need trigger a value before saving the record into database( i have a custom field product name in opportunity when ever i enter product name it should call callouts(oracle ebs-cloud) for number of ...
-5
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1answer
141 views

I need Help on validation rules [closed]

I need assistance on creating Validation Rules on Account Object- If the Vehicle Makes(Editable) field is populated, then the Franchise_Type_c must be populated. If the Franchise_Type_c field is NOT ...
-6
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1answer
124 views

Is there a certification available to become a saleforce.com's consultant ? [closed]

I have found Developer's & Administrators certification details. But i did not find any certification to become a consultant. So is there any certification from salesforce.com available ? if so ...