Questions tagged [administration]

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

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Business Hours In Reporting

Does anyone know of a way to use Business Hours for an Age variable within a report? I did some research and finally halted when I ran across: SF Help Article About Support Hours ...of which the ...
3
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1answer
2k views

Count Unique Email Addresses In Report

Along the lines of a previous question that was solved: Counting parent records in parent-child report I am trying to produce a report which currently is Matrix, is grouped by Email Address on the ...
2
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2answers
1k views

Where can I get the material for Salesforce Certified Administrator (WI15) exam?

I am planing to give WI15 Exam within this week. As preparation alone not sufficient for the exam I need MOCK exam papers for Administrator - WI15 which will help me to clear this exam. If you have ...
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2answers
501 views

Salesforce certified Administrator or Salesforce certified developer?

There is a couple of certificates available to take to further your knowledge and develop your career with salesforce and I was wondering which certificate is more prosperous to get . What are the ...
2
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3answers
6k views

formula field to display multi select picklist (selected values)

I have a Multi-select picklist in account object and I want to display the selected picklist values in contact object using a formula field. I came across many using multiple If conditions. In my ...
2
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2answers
16k views

Action not displaying in Salesforce Lightning

I have a Lightning App record detail page (The one where you drag and drop). I've created a new Action to display on the highlights panel. In the SFDC Classic page layout, I've added the action to ...
2
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2answers
584 views

Salesforce Instance refresh - new instance name “UM”

What does the UM stand for in the in the Salesforce instance naming? EU: Europe NA: North America UM:???? Is it new or has it always been present? Never noticed it and I have just found out that my ...
2
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3answers
902 views

Error - Failed To Execute Flow - 301 Prefix - Process Builder

I'm finding no helpful information on this. When an error mentions a 301-prefixed Id, I know it's Flow related (probably Process Builder), but I have no clue how to hack a URL to showing me the Flow (...
2
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2answers
4k views

I want to delete the record type which is default to the some profiles

Record Type *Record Type Label Sales Order *Record Type Name Sales_Order Namespace Prefix Description Active This record type Sales Order cannot be deactivated because the following ...
2
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1answer
6k views

Custom Button Javascript - send Validation Error Text to screen?

Is there a way to send (if any) the Validation Error text to such a button, shown below? I would put it at the "Error" text at the end, if possible. I cannot find a reference to this in my searches. ...
2
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1answer
41 views

How to deactivate the username quickly

One manager recently left the company and I received the urgent request to deactive his username. Because the manager was part of several approval processes , for me it is taking longer than expected. ...
2
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1answer
41 views

Is it possible to not have an Icon for a Custom Tab?

I understand that Tab icons can be helpful from a UI perspective, to make it easier to navigate around a number of different types of records in the sidebar etc. However, for my use case (a custom ...
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1answer
1k views

Enabling edit access to fields en mass

Is there a quick and easy way of enabling edit access to all or a selection of fields for an object for a particular profile?
2
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1answer
1k views

Getting the case email reference code

When I send an email to a recipient from a case within Salesforce, the recipient's email subject contains a unique code generated by Salesforce. This code is used by Salesforce then for routing the ...
2
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1answer
659 views

Size of “Weekly Export” vs. “Data Storage” is different, why?

Re: This is a duplicate question: At best is a related question, not a duplicate. The other question has nothing to do with comparing Salesforce's account of data within and outside of its system. ...
2
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1answer
2k views

Formula field based on Master-Detail relationship

I have a custom object called Sports, where I have a master-detail relationship with Contacts. I would like to build a formula field on Sports that references a field on the contact (specifically, ...
2
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2answers
183 views

How to enable reporting for all objects?

What is the easiest way to tick the Enable Reports checkbox for all my 100+ objects? Is there any tool available to do this or should I edit all objects manually in Setup?
2
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1answer
1k views

Can i set a default value on a picklist based on recordtype

I am trying to see if can set up picklist default values based on record types? Is this possible? Thanks
2
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1answer
227 views

How to subscribe to Salesforce Developer Newsletter

i'm wondering how to subscribe to the Developer Newsletter. I stumbled upon this page Salesforce Developer Newsletter where it says: Have Salesforce Developer Newsletter delivered to your inbox as ...
2
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1answer
2k views

Giving formula values with multi-select picklist

I am trying to make a formula that will give values from a multi-select picklist and i want to know what is the fastest and cleanest way to do this? Video_Monetizing_tool__c != "No" to give a value ...
2
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1answer
2k views

how to change the default settings for chatter email notifications

In my Salesforce org, each users' default frequency for email notification for Chatter groups is set to daily and I need to change this to "on each post". This can be done individually, however I ...
2
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1answer
3k views

is it possible to report on the history records of a custom object?

I created a custom object and set history tracking on one of the fields for the object, I added the history to the page layout for the object. For any particular record for that object I can now see ...
2
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1answer
713 views

ApexDevNet in the remote site

Just found a remote site in the Dev Org. I didn't add it before. What is the remote site "ApexDevNet" ? Can we just disable it ?
2
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1answer
5k views

How to search on object lookup on custom field

I have a lookup field that displays the standard "name" field (renamed to Service ID) of a lookup object. However, this "Service ID" field stores the autonumberID of the object record and is not ...
2
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2answers
655 views

How do you test Case feed in the sandbox?

Is there a way of enabling case feed in a full sandbox? The setting does not show in the Customise | Cases | Support Settings
2
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1answer
3k views

Visualforce Page - Replace characters?

I'm not a big Visualforce user (yet?). I cannot find help for this, so my apologies if this is simple. I can't find a solution. :-/ <apex:page standardController="Lead"> Hi There I Need Help ...
2
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1answer
3k views

Where does this List price come from in opportunity Products

There is a field called list price in opportunity Product. From where does this field get populated from? EDIT : From the documentation Corresponds to the UnitPrice on the PricebookEntry that is ...
2
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1answer
382 views

Can we restrict file sharing of document in salesforce to just view?

I am looking to upload a file say a pdf or .doc file into salesforce and i want this file only to be viewed. I dont want any users to download it. Looking at the documentation i can see that Is ...
2
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1answer
679 views

Role based Public Group Access

Case1: I have a user who has the role of "US Exec" and has no pubic groups. Case2: For the same user when I change the role to "SA Exec" suddenly I see 10 public groups appearing. I know when a ...
2
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1answer
331 views

Validation rule to make WhoId required on Task

I am trying to write validation rule on task to make WhoId as required field. Tried following as Error Condition formula : ISBLANK(WhoId) ISNULL((WhoId) After little research found that WhoId is a ...
2
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1answer
523 views

What is connected apps? [closed]

What are Connected apps and remote site settings and what is the difference between them? How can we do integration by using these two concepts? Can anyone please give one real-time example?
2
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1answer
2k views

Using Detail Page Buttons with Salesforce Lightning Experience

In the release notes for Lightning, it states that Javascript buttons and links are not supported in Lightning, but Visualforce and URL buttons are. I have created the following Visualforce button on ...
2
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1answer
30 views

Is disabling all user accounts during a change set a good practice?

Just wanted to know under what circumstances you would need to disable all users during a change-set in Salesforce. Some of my colleagues are for it and some against the idea as you risk locking the ...
2
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1answer
584 views

When Do Connected Apps Show Under “Connected Apps”

In each org there's a list of connected apps available under Administration Setup -> Manage Apps -> Connected Apps where the admin can control certain settings for those apps, specically around ...
2
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1answer
26 views

Problem upgrading a service on a trial account

I created a trial service for one of our customers, and when I try to upgrade it with the latest version of our service I get the flowing error message: The new trial is on NA22 server (contains ...
2
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2answers
957 views

Allow I.P to avoid 2 factor authentication

I have a sandbox that I am trying to login from home, when I try to login, it asks me for a security code that is setup to be sent to my boss's mobile phone. So, I have to login into the production ...
2
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1answer
87 views

I created a custom object, and fellow admins cannot see my data

I'm part of the System Administrator role/profile. I created a custom object and added some data to it. Other system admins created data as well. When creating the object, we assign ourselves as the ...
2
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1answer
682 views

Missing Organization Feature: DataDotComClean Error While Installing an App

I have one app (Private) published. and When I try to install i get this error message. Any suggestions, I have passed Appexchange Review, Did I miss something in my Managed Package ??
2
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2answers
639 views

delegated Admin

Can anyone please let me know how to use delegated admin feature which is in Salesforce. I have made an user as delegated admin and added some profiles where those profiles can be controlled by the ...
2
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1answer
2k views

how to change the activity type of an email activity

When I send an email form within an object* in Salesforce, an associated activity is created. The "type" of the activity is recorded as call. How can configure Salesforce so that some other value is ...
2
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1answer
980 views

unable to see the BCC field when sending an email via Salesforce

I am unable to see the BCC field when I am sending an email from Salesforce.com, the field is missing form the page layout strangely, is there a way of getting this back?
2
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3answers
2k views

Standard Button CODE Available?

Is there a repository of the actual code behind Standard Buttons? Specifically, I'm looking for the code for "New" (and in my case, it's for use within a Related List on Opportunity). I want to ...
2
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1answer
2k views

Price Book Access Control?

Is anyone aware of a way to control access to Price Books? I'm finding no joy either here on SE or via Google. Our company previously had price books for each "country region" (like North America, ...
2
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1answer
2k views

Custom Button - OnClick JavaScript - Reference Current Date?

I'm missing something simple here probably, but it's escaping me. FormToUpdate.set("RETURNFUNDS_Sales_Rep_Signature_Date__c", {!today()} ); I've tried now() and today() above at the end, and it's ...
2
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1answer
4k views

Is there a way to customize the items to approve list on the home page

I just want to see if its possible customize the items to approve list on the homepage. I actually want to show submitter instead of most recent approver. Is this possible? Another possibility i am ...
2
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1answer
778 views

Adding fields to Pricebook object

For each pricebook entry record there is a "List Price" field that is editable. I am trying to determine if it is possible to add an additional field to the pricebook entry record. I've attached an ...
2
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2answers
284 views

How to set permission set license to list of users?

I have a list of 6000 users (from different profiles nearly 15 profiles). I need to set the Permission set license to all users. Actually, we can assign a license to individually as below But i ...
2
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2answers
645 views

Change - 'Fiscal Year is based on' Setting - Impacts

1a) We are using Standard Fiscal Year in Salesforce. Would there be any impact [to reports, forecasts or anything else] if change the 'Fiscal Year is based on' from the starting month to the ending ...
2
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1answer
43 views

Preventing record creation for a specific time without code

I have a simple problem and I don't want to use any code whatsoever. I have a custom object "GIFT__c" as detail to the Account object. I created a field in the custom object named "Color" with RED, ...
2
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1answer
379 views

Reminder Popup for Past Activities/Tasks doesn't pops for Community User

Is there any settings to be done for community users to pop up the task list for past/overdue list. For internal users whenever we log in we get a popup for all task/activities which has crossed the ...