Questions tagged [administration]

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

Filter by
Sorted by
Tagged with
6
votes
1answer
2k views

Can the Auto Number display format reset for each new year

I have created an Auto Number with the following format: {YYYY}/{000}. Is it possible for the number increments {000} to reset to 1 for each new year?
6
votes
1answer
2k views

Unable to create a filter on an existing lookup field

Wondering whether anyone has run into this before. I have a lookup field on one of my custom objects to the Contract object and want to add a lookup filter to that field. According to https://emea....
6
votes
1answer
2k views

Solutions vs. Knowledge Base

In my analysis, it seems that there are several features that Knowledge Base (KB) has that would make it edge out the free Solutions framework, and the rumor that Solutions is no longer being ...
6
votes
1answer
185 views

how to monitor user training for my org

as an administrator I wanted to see what users have completed what modules in the help & training section. Is there a way to report on this or is there a special section within Help & Training ...
6
votes
2answers
1k views

profile object permissions for a detail record

When readng through trailhead salesforce I came across a line which I am unable to digest. The line says - "You can’t set profile object permissions for a detail record". What does this mean? In my ...
6
votes
1answer
2k views

Change error message on unique field when there is duplicate

I have custom field which I use together with workflow to insure a unique key on two other custom fields. If user tries to enter duplicate values and workflow tries to populate duplicate value into ...
5
votes
2answers
691 views

What is “Skip to main content”?

In any Salesforce page, if no element is in focus and you press Tab⇄, a hidden element Skip to main content is put into focus. What does Skip to main content do?
5
votes
3answers
2k views

Who else can reply to an approval request beside the designated approver?

For the standard Salesforce approval processes, who else can approve a request besides the designated approver?
5
votes
3answers
599 views

URL To A Record - Specify A Different Page Layout

I see some helpful articles that dance around this idea, but do not see reference on how to actually do it (if it is even possible). A typical Account URL in Salesforce. TYPICAL:   salesforce....
5
votes
1answer
1k views

Prevent majority of users from logging in (+ notification)

I am looking for a way to prevent users from logging in in a certain time span, let's say for a few days after new year's eve to check all data in the system. I thought about the "Login Hours" on a ...
5
votes
2answers
11k views

How to enable creating campaigns?

Despite being administrator for our Salesforce instance, I am not able to create campaigns. I ticked all boxes in my personal settings, but still I can see neither button nor element in the dropdown ...
5
votes
2answers
1k views

Replacing the Picklist old values into new values?

We have a requirement to updated the picklist values to new values. We are doing it via "Replace". Whenever we do this, will the updated record fire Apex Triggers, Workflow Rules, etc.?
5
votes
1answer
726 views

Show “last Chatter date” on parent record?

Anyone know of a way to store (akin to Modification Date, etc) the 'last Chatter date' on a record (Account, Lead, Contact, or especially Case)? Perhaps a canned Trigger someone has made if it's not ...
5
votes
1answer
846 views

Edit Insufficient Privileges Page

Is there any way to gain access to the standard "Insufficient Privileges" page that everyone knows and loves(hates), in order to edit/replace it with something else? I imagine something along the ...
5
votes
4answers
5k views

Sync records with Marketo based on condition

The organization I work for is setting up to integrate Marketo into our CRM, but there's been a question about part of the instructions: To ensure an efficient sync with Marketo, identify and ...
5
votes
2answers
123 views

When new fields deployed from sandbox, how do I give acccess to guest site users?

We created a web page for contact information. When we deployed it to production, all the new fields were hidden from all users. I set the access to visible for all users, however my guest site ...
5
votes
1answer
152 views

How to deduct one month from a date in a formula field

I have a Date field in my object start_date__c. I need a formula field which deducts one month from startdate. Any idea how do i achieve this ?
5
votes
1answer
6k views

How do I set another user's security token as an admin?

I am trying to set the security token of an API user (with insufficient privileges to do just about anything in the GUI, including enter the "Personal Information" section where users typically reset ...
5
votes
2answers
923 views

Disable User In All SF Environments/Orgs (Production and Sandbox)

Anyone know of a clever way to disable users who's left the company in all Orgs? In our particular case, one Production with several Sandboxes. The closest I can come up with is to perhaps grab ...
5
votes
2answers
236 views

How to populate data in a new field, from existing records

I have a text field 'C' which is updated using a workflow. The field concatenates values of two fields, say 'A' and 'B', to prevent any duplicates. How can I populate this field 'C' with existing ...
5
votes
1answer
71 views

How to get the old Test Class UI back? Or possible workarounds with the new UI?

Is there anyone else who is sorely missing the old test class UI where it shows the entire list of Apex classes covered by running one test class? Another good feature of the old UI was that you could ...
5
votes
1answer
388 views

How to get rid of the “Walkthrough / First Steps side panel” in trial orgs

We are starting an implementation for a new client on a trial org. I'm confronted with an very annoying side-panel which as an unfortunate also overrides the force.com admin-panel. It looks like this: ...
5
votes
2answers
979 views

Tracking history for account team object in salesforce

I want to track the changes done to my account team object similar to account hsitory . Can any one suggest the best method possible to achieve this?
5
votes
1answer
57 views

Calculate no of times a record has been viewed

How can I calculate number of times a record has been viewed?
5
votes
1answer
229 views

Can Partner Community users edit their email preferences?

Standard Salesforce users can got to Setup > My Email Setting (or https://cs14.salesforce.com/p/email/UserEmailPrefEdit) to get this page: is a comparable setting also available for Partner Community ...
5
votes
2answers
917 views

“Administrators Can Log in as Any User” - Customized

We have more than one system administrator in our org. They are categorised by assigning them different profiles. I want the feature "Administrators Can Log in as Any User" in such a way that Users in ...
5
votes
2answers
109 views

Relating Leads to Contacts (Person Accounts actually)?

Has anyone ever tackled trying to do this? Creating a relationship from Lead to Person Account (or even Contact) so that you could (especially with the Joined Report option now available) access data ...
5
votes
1answer
91 views

Identifying unused contacts

I am working on an assignment wherein I have to identify all the contacts where are not used anywhere in our Salesforce org. What could be the best way to approach this? Are there any apps available ...
4
votes
2answers
132 views

Einstein Sentiment - Not precise

I have used Einstein Sentiment, passing the message(parameter) and hitting the endpoint "https://api.einstein.ai/v2/language/sentiment" to get the sentiment of the statement passed. Following are the ...
4
votes
2answers
5k views

Skipping Leads Entirely - Creating Accounts/Contacts (or PersonAccounts) Directly - B2C

Anyone have any guidance on implementing (in my case, updating) their Org (Enterprise in my case) to not use Leads any longer for B2C purposes? I am getting opinions from as many sources as possible,...
4
votes
1answer
887 views

How to Enable State and Country Picklists?

How to Enable State and Country Picklists? The documentation says: Your Name | Setup | Data Management | State and Country Picklists. However, I can't see it under Data Management. Type: ...
4
votes
2answers
4k views

Is it possible to default a pricebook based on the recordtype?

Is it possible to set default pricebook based on recordtypes. We have recordtypes like sales and sevice. So when an user selects sales recordtype we should have sales pricebook as default and service ...
4
votes
2answers
4k views

Greyed out fields on object settings in permission sets

I am trying to give edit permissions for my partners on a custom object, but on the same time, I need them to have READ only on some of the fields that they see. The custom object includes a text ...
4
votes
1answer
52 views

Is there a way to see all recent changes in an org

Every time I have to move changes from my sandbox I wish there was a way to see all the new objects, fields I created or modified. This way I wouldn't forget a field or an object and that would save ...
4
votes
1answer
260 views

Allowing Certain Users To See/Search Certain Records Only

I believe this functionality is built into SF, but I am not familiar with it and our company may be needing it soon. How do I allow certain users to only be able to see (or search) specific records? ...
4
votes
4answers
267 views

Can I transfer a Master-Detail from Lead to Account?

We have custom objects that are used to capture test scores for people who apply to our programs, such as GMAT. Currently, these have a Master-Detail relationship to Accounts, but I would like to ...
4
votes
2answers
410 views

Gaining experience in salesforce [closed]

Are there any other projects like "Recruiting app" in salesforce that we can build for practicing admin and developer concepts to gain hands on experience?
4
votes
2answers
2k views

Case owner should be updated to Created by field

Is there anyway that I could update "Case Owner" in Case object to the "created by" Field value using the Workflow? Any help is much appreciated.
4
votes
2answers
5k views

Customize “Recently Viewed” list views

I have been asked to customize the generic "Recently Viewed [object]" list views that are present for Salesforce objects (note: I do not mean the [object] Tab Search Layout.) The only problem is that ...
4
votes
1answer
2k views

Does updating a time-based workflow affect the current queue?

We have several time-based workflows and the queue has a couple of hundred actions pending. We need to update the selection criteria without emptying the queue. My questions are: If the criteria are ...
4
votes
1answer
7k views

Relationships of Opportunities, Quotes, Contracts and orders

We are using Opportunities, quotes, Contracts and Orders in our Org. This is a brand new instance of Salesforce and we are in the process of streamlining the sales and order process. The proposed ...
4
votes
3answers
8k views

Is there a way to reset a user's secret question if they know neither the answer nor their password?

A user forgot their password. I have admin rights in the org so I reset their password. They then informed me that they have also forgotten the answer to their secret question. I know that you can ...
4
votes
1answer
152 views

how to enable deliverability testing from a non-administrator?

How can I enable a non-administrator user to use the email deliverability test tool? I have checked the system permissions for the user profile and there is nothing listed that enables this ...
4
votes
1answer
213 views

Code Coverage - SalesForce Bug

While trying to upload our package (as an ISV partner) I noticed the following readings: Upload failed due to 73% code coverage (of course... we need 75%) From the "Apex Classes" screen, after ...
4
votes
1answer
430 views

Account Time Settings

I have set up the Marketing Cloud time zones to GMT. Issue is that every other time setting (automations, imports, etc) run on Central Time. Is this a default setting or is there a way to set ...
4
votes
1answer
839 views

Using delegated administration to allow custom object import

I have setup delegated custom object administration for a user and granted them the "Modify All" permission on a couple of custom objects with the intention of them being able to use the import data ...
4
votes
1answer
648 views

ContentDocumentLink

We have this record in Salesforce with Files attached to it. When I execute this query as an administrator via the developer console, it gives me results: [SELECT ContentDocumentId, ...
4
votes
1answer
713 views

User Out Of Office or Vacation - “Delegate” User or “Substitute” User

Can someone please point me to documentation that deals with the situation where "Bob" is out of the office for hours/days/weeks, and "Jerry" needs to access "Bob's" SF User to do "Bob's" job? I ...
4
votes
2answers
49 views

Setting a default view on Apex Classes

Is there any mechanism to set the default view on this screen?
4
votes
1answer
499 views

Embedded dashboard in home tab using iframe, can't open hyperlinks from it

I added a dashboard as a home page component and it displays fine, but I am unable to open links to records when clicking on them in the dashboard. I'd love to do a "target=_top" type deal but that ...