Questions tagged [administration]

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

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4
votes
3answers
2k views

How can I have different related list labels for different page layouts baed on the Record type assignment?

We can change the related list label from relationship field, but it'll change across all page layouts, can we have different related list labels for each of the page layout (based on record type ...
4
votes
1answer
674 views

Default states missing when state and country picklists are enabled

I've had the "state and country picklist" feature enabled in a production org today. The documentation says: In this beta release, 239 countries are provided by default, as well as the states and ...
4
votes
1answer
2k views

Ongoing case milestone not behaving as expected

I'll start off by saying that Entitlement Processes are not my strong suite, so I'm sure I'm just doing something dumb or wrong, but I can't figure it out, and neither can some of the other people I'...
4
votes
1answer
3k views

Enhanced Lookup filters not returning correct values

I am setting up a suggested lookup filter on the Contacts of a New Case Entry page layout. The problem seems to be that only results from "Recently viewed Contacts" is returned (in the screen you can ...
4
votes
1answer
147 views

Ability to change Ideas community assignment and default community?

Does anyone have some experience in managing ideas? I like the feature, and am now getting some adoption, but users are not putting ideas in the right community or not using communities at all. Is ...
4
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2answers
3k views

how a user can assign tasks to another user en mass

We assign tasks en mass to our sales reps. However when the rep is on annual leave they need to be able to assign their tasks en mass to colleagues. How can they do this in Salesforce?
4
votes
0answers
132 views

impact of critical updates 'Enable CSRF protection on GET and POST requests' & 'Require secure connections (HTTPS)'

We are in the process of activating critical updates in our production environment. 1) Require secure connections (HTTPS) 2) Enable CSRF protection on GET and POST requests Can someone explains me in ...
3
votes
2answers
227 views

Set 'Modify All' for around 100 profiles

I want to give 'Modify All' permission for certain objects, to around 90-100 profiles in my org (excepting a few). I feel it is very laborious work.. Is there a way to do this easily through the IDE-...
3
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1answer
5k views

Why can't I see “Login” button on User record

I am trying to login to Salesforce as another user but I cannot see the "login" button usually found on the User record. I am a System Administrator and have both the "Manage Users" and "Modify All ...
3
votes
3answers
532 views

How to estimate time required to maintain a barebone Salesforce account with 7-10 users?

Putting aside the time related to rolling out a new Saleforce org or customizations after the roll out, how much time should an admin expect to spend maintaining a bare bone Salesforce account per ...
3
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2answers
2k views

how do I add 6 months to a date field in a formula?

How do I add 6 months to a date field in a formula? There are two Date fields date of joining(DOJ_c) and a formula field (Conformation_Date_c), if i put any date in date of joining (DOJ_c) field ...
3
votes
3answers
1k views

Use cases for Login Flows

As an administrator, I am curious to know how I can improve or enhance the user experience. To this end I would like to know if there are any use cases in particular that the apply to the new Login ...
3
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2answers
3k views

Can we remove “on behalf of” from the “from address” on Messaging.sendEmail()?

I changed the from email address by setting the OrgWideAddress; but still the email's from address says noreply@salesforce.com on behalf of testEmail@test.com Can it be changed to a regular email ...
3
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3answers
4k views

how can I report on report types in salesforce

I have accumulated scores of custom reports types within my org and some of them I think are obsolete, therefore I would like to remove them, however, in the interest of integrity, I would like to ...
3
votes
3answers
4k views

Using cases to manage and track internal SF tasks?

We have multiple administrators and or power users performing various designated tasks and want to use cases to manage, track, report and document. Anyone have any suggestions or best practices to ...
3
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2answers
75 views

Segment developers between apps - Enterprise Org Structure

We have a large enterprise with a number of different unrelated business units. We are looking to do a smaller Salesforce implementation with some of the smaller business units but would like to keep ...
3
votes
1answer
57 views

Help with Checkbox fields in Email Template

I have created an HTML version Email template, and trying to have one checkbox. So I have used input type ="checkbox", while previewing it is displaying perfectly but when I view in outlook its ...
3
votes
1answer
1k views

Search Result missing from search layouts

In my sandbox, I've made some edits to the search result search layout in lightning for a custom object. In another org, which is a production org, I'm trying to make those same changes, but there ...
3
votes
2answers
161 views

salesforce find number of users in all queues

Is there a way to find the number of users in each queue in Salesforce Org? Context: We have 5000 queues in our system. We believe most of them are empty or assigned with very less number of users. ...
3
votes
1answer
196 views

Update 15 digit record id to 18 digit record id

How to update 15 digit record id to 18 digit record id, currently when i click on any account record in URL we can see 15 digit record id but as per my user requirement i need to show 18 digit instead ...
3
votes
2answers
2k views

How to make a field editable only if a checkbox is checked

I have a text field that is set to un-editable for all profiles. However if another field (checkbox) is checked, then this text field should become editable and required. I have created a validation ...
3
votes
1answer
364 views

Working With Multiple Apps in Salesforce and the objects respective to a given App

Suppose I have created multiple apps in salesforce. I'm logged in as system admin. Now whenever I look at custom objects, home, chatter, schema builder, global publisher actions, reports, dashboards, ...
3
votes
1answer
1k views

How do I change the edition in a developer account?

I'm testing setting up a SalesForce that will be using the "Group" edition and I want to make sure I'm only using what I will have available. How do I change the edition to group in a developer ...
3
votes
1answer
2k views

How to create a custom tab that redirects to a specific URL

I would like to create a tab in Salesforce called 'Activities', and when clicked, it redirects to https://na1.salesforce.com/007, the Activity List Page in Salesforce. The web tab is not an option, ...
3
votes
1answer
238 views

is it possible to automatically change ownership of an account when owner is on vacation?

Scenario: Account owner is going on vacation, they need to have another rep responsible for managing their account during the vacation period. Question: is it possible to automatically assign record ...
3
votes
1answer
1k views

How to create a list view the returns all the records related to a current user?

Question Assuming an object with a user lookup, how can I create a list view (standard, not VF) that returns all objects related to the current user? Background We've got a compliance object, and ...
3
votes
1answer
129 views

Sandbox “Caching” Issue - Slow First-Record Access

This is a problem I've dealt with randomly for many years now. At my new company, our Full sandbox has what I like to call a "caching" issue. I know no other way to describe it. Every morning, I am ...
3
votes
1answer
127 views

User Record and Contact Record - Documentation?

What automation is there for a User record in regards to a linked Contact (and Account)? In fact, what use is the Contact lookup on User and where is it relevant? I cannot find any relevant ...
3
votes
1answer
6k views

Sandboxes - Full versus Partial Copy - Same Except Storage

I cannot find anything that clearly states this fact, and it's important in my dealings with a consultant's co-worker who is being difficult. Full Sandbox Partial Copy Sandbox The different between ...
3
votes
1answer
1k views

Can I make Account Owner read only?

This is my issue Users assigned to a particular profile who cannot change the account owner. I went into the profile to set OwnerId to readonly and cant do it at profile level for some reason. ...
3
votes
2answers
866 views

Critical Updates “Auto-Activation Date”

https://help.salesforce.com/htcasesuggestedsolutions?filterid=&id=5003000000Xo4rpAAB Salesforce's own documentation states that the Auto-Activation date of Critical Updates is the date they force ...
3
votes
2answers
2k views

Insufficient Privileges when running report

I have a report running on Account. One of the users have access to the folder but not the report. The users profile has read, create, edit, viewall for account. I am quite baffled as to what is ...
3
votes
1answer
3k views

Login as other user setting for other profile except System Adminsitrator

If a user is setup as System Administrator profile, the user can login as other user. However, is there any option that I can enable this function for other profile except System Administrator because ...
3
votes
2answers
16k views

How to start learning salesforce with a sample project

I am new to crm , so i don't know how logically use salesforce for developerment. I read some tutorial, learned visual force and experiment some task mention in the tutorial. But there is lack of ...
3
votes
3answers
2k views

Can I block Chatter Free users from seeing specific posts?

We want to bring additional users into our Chatter with Chatter Free licenses, but realized that some sensitive posts have been made outside of bespoke private groups. This is causing a problem since ...
3
votes
1answer
693 views

Dashboard/Report to display the data counts

I am trying to find out a way to report on all the data counts in the Organization. So one report to get all the objects and their data counts in the system. I don't see any standard way to built that ...
3
votes
1answer
100 views

How to add a “delete” action in the search results

When searching for custom objects using SalesForce 'search' at the top of the page we get the search results with an option to edit each record. Is it possible to customize the search results layout ...
3
votes
2answers
110 views

Can we Update Cloned Profile automatically If any changes happen in original profile

I created a profile, and clone that profile and created another two new profile. If i change any changes in that profile I want to reflect those changes in cloned profiles.
3
votes
2answers
62 views

Hiding Custom Object Records from Administrators

I'm working on a managed package, which includes a Custom Object with sensitive information. Is there any way to prevent Salesforce Administrators from seeing the information stored in this object? ...
3
votes
2answers
52 views

Specify Teams within hierarchy?

Is there a way to have a Hierarchy in salesforce but split in Teams somewhere else? For example we have something like this: Senior Broker A Senior Broker B Junior Broker A Junior Broker B Team ...
3
votes
1answer
225 views

Stopping scheduled reports by freezing user account

When a user account in Salesforce is frozen (using the freeze feature) does this prevent them getting scheduled reports that they would normally have received? For example, UserA has a role ...
3
votes
2answers
2k views

Add field to contact lookup \ create New window

When entering a new case, employees need to search for a contact, simple enough. When they can't find the contact, they add a new one by pressing the New button from the lookup window, still simple. ...
3
votes
1answer
1k views

Custom Button (javascript) - Field Name Changes Are Not Automatically Made

I understand generally WHY this happens, but I'm curious if there is a better way to write the two references in code below so that if I RENAME the FIELD in SF, it updates the code? {!REQUIRESCRIPT ("...
3
votes
2answers
1k views

Case Emails - Client Replies (email-to-case) - Can SF Be Told To Email The Case Owner?

If a client sends a REPLY to a case email (which is from an "email to case" email address), can SF not be told to send a copy of the email and/or send an alert to the Case Owner? This seems no-...
3
votes
5answers
2k views

How can I avoid problems when merging Salesforce instances?

My company has 2 Salesforce instances. We built our own instance, and then acquired a company that had a completely different set of nomenclature, routing rules, etc. Both have years’ worth of data ...
3
votes
1answer
263 views

how can i give access to a particular user to create quotes even though he is not the opportunity owner?

Is there a way we can allow one particular user or users of particular profile to create a quote even though they are not owners of the opportunity.
3
votes
1answer
700 views

How to override Insufficient Privileges Error [duplicate]

Is there any way to gain access to the standard "Insufficient Privileges" page and edit/replace it with custom error?
3
votes
1answer
959 views

How do I Manage Communities since Spring '15 release?

Last week, I could do: Setup > Customize > Communities > All Communities, and change tabs etc. Now, the action links are missing from the view of all communities: I've checked all the permissions ...
3
votes
1answer
4k views

Insufficient Priviliges to access the User related Contact(Lookup) record

If i am having a User as a OverageHighVolumeCustomerPortal profile, it contains the Contact Lookup field. If i clicks the Contact Lookup then it throws the error like this: Insufficient Privileges ...
3
votes
2answers
40 views

Field Creation in Email Pagelayout

I want to create a PickList Field in below screen is it possible,