Questions tagged [administration]

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

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votes
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
votes
1answer
383 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 ...
2
votes
1answer
49 views

NO user can log into the org as a result of profile change

We have a developer org and all of the users (including the admins) in the org have the same profile and the profile was mistakenly updated to have NO rights. (simplified version of the story). Now ...
2
votes
2answers
814 views

I can not able to create deleted fields again with same api name on object

I have an object called creditBook and I deleted certain fields from this object let us say (Amount Used) with API name Amount_Used__c. I just also deleted this field from deleted history field.Now ...
2
votes
1answer
465 views

Loading data using data loader

I have a scenario where I want to just edit and save bunch of records without actually editing any fields or data in that record. I want to do this because the workflow rule associated with this ...
2
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1answer
159 views

Deletion of multiple Login Ip range associated with a profile in a single go?

How can we delete multiple Login Ip range associated with a profile in a single go?
2
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2answers
1k views

Deploy ChangeSet but “Added Entity” Errors?

This is very strange to me, as I cannot Google any help on it at all. It appears that this deployment to our "Full" sandbox went fine despite the "errors" listed where it seems to have ADDED "support"...
2
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2answers
60 views

es_NI locale not supporting for salesforce

When registering community user for NICARAGUA country "es_NI" Locale not supporting, but its supporting "es" locale. Why salesforce not supporting this particular locale and how can i solve this issue....
2
votes
1answer
828 views

Complete Regex Reference For Salesforce Formulas?

Is there a complete Regex Reference somewhere for using REGEX() in formulas? I have searched and found nothing useful. The problem I am having is below. I want to know if any of the characters ...
2
votes
1answer
35 views

Modifying existing pagelayout

How can I modify an existing page layout so that the page layout assigned to managers display Cases Acitivity History Notes and Attachments Partners If the page layout is assigned to sales rep those ...
2
votes
1answer
1k views

Bulk API Hard Delete seems to be unavailable in our org

We have Enterprise addition and I've followed the following KB article and am unable to find this checkbox option anywhere. Has anyone else experienced this issue and is this something that needs to ...
2
votes
1answer
760 views

Is it possible to limit access to records based on profile's region?

currently system admin profile for all countries USA, India, China. Can we have custom system admin profile only for one country like usa, in which he isn't able to access the other country records ...
2
votes
1answer
610 views

Removing Picklist items from multiple record types

Is there a way of removing picklist items from multiple record types in one go, just as there is a way of adding picklist values to an object with multiple record types. For example I have ObjectA__c ...
2
votes
1answer
50 views

Is it possible to turn permissions on and off through API

Is it possible to turn permissions on and off in Salesforce through API?
2
votes
1answer
50 views

Can you create an Account View filtered by a junction object?

I am trying to create an Account view that is filtered by values in a related junction object. The structure looks like this: Account <= Franchise Account Association => Franchise The Account ...
2
votes
1answer
70 views

i am unable to sync my 2007 outlook using “salesforceforoutlook.exe” from salesforce.com

i have downloaded from the desktop administration "salesforceforoutlook.exe" & installed it. But it did not install 100%. showed the error as "office2007-kb2584063" missing for OutLook 2007. Then ...
2
votes
1answer
181 views

Chargent for Salesforce - Customizing and expanding it's usefulness

Does anyone know of any resources to help utilize Chargent in Salesforce? Specifically: Billing people on a specific schedule without human intervention Billing multiple down payments on a specific ...
2
votes
1answer
195 views

S-Control Refreshes Page Endlessly (one-click owner change)

This code is actually on the AppExchange and is supposed to give one-click self-assignment of ownership on a case. When put onto the Layout, it never renders the control, and refreshes the page every ...
2
votes
2answers
407 views

Need help on Installed packages and permission sets

The latest big thing happening is that there is an application which has been installed in the Sandbox called "PSA FinancialForce". How can I see this installed application? And I have couple of ...
2
votes
2answers
2k views

Can I enable my users to customize their home page tab?

AFAIK, users can only use HomePage Layouts that I create for them, or only change the Dashboard that they see. That's assuming they do not have the Customize application permission. Assuming I don't ...
2
votes
1answer
78 views

Clone sandbox option is not working. I want it to clone Courioo03 sandbox for testing and staging

I want to clone my sandbox Courioo03 for testing but the option to clone isn't showing there. What could be the solution for testing and staging using an enterprise edition?
2
votes
1answer
14 views

Is it possible to change the case on a campaignMemberStatus record

simple issue3 - user enters campaign member status via the UI with a typo, in this case Fellow - INterested, and I need to update it to Fellow - Interested. update via the UI in 'advanced setup' on ...
2
votes
1answer
104 views

Purge an archived Product

In my orgs, for some truly obscure reasons, a Product has been archived. I've bookmarked it, and I can now see it with the direct url ( MYORGSURL/objectId ), but I can't do anything with it: I can't "...
2
votes
1answer
862 views

Insufficient Privileges Certificate

Any idea on why it's giving an error Insufficient Privileges when I'm trying to import a key store (exported from another sandbox) ? Importing/Exporting it as an System Admin, with or without ...
2
votes
2answers
904 views

How we will get different field label for different record type?

I have certain requirement in which i have to relabel the standard amount field on the opportunity Object for particular record type.For example if there are 6 record types named A,B,C,D,E,F then i ...
2
votes
2answers
31 views

Commenting configuration changes

When I have to do "strange" things in code, I comment it. Salesforce has introduced many places for declarative business logic (e.g., Process Builder, Flows). Is there any way to add comments near ...
2
votes
1answer
126 views

How to edit the Shared roles in Sharing rules?

In sharing rule when I am trying to add new role (to share) it is not showing any edit option. Could anyone please tell me how to achieve this. Please find below image:
2
votes
1answer
3k views

update picklist value using process builder

I have a object called job application and another object called Interview. On interview I have a lookup relationship field to the job application object. I have a picklist field called status in job ...
2
votes
1answer
1k views

Site.createExternalUser() returning null

While I am creating a Community User through an apex call to SiteSite.createExternalUser(u, accountId, password), the method is returning null. Can anyone help me out?
2
votes
1answer
47 views

Does Setup Audit Log capture all changes to a Community setup?

I'm trying to track down what I believe was a mistake in a community configuration; specifically, to the choice of Login Page (Setup->Customize->Community->All Communities->Manage->Administration->...
2
votes
1answer
974 views

Territory Management 2.0

I'm new to the concept of Territory Management in SFDC. Our organization uses zip codes to assign accounts & leads to sales rep (via assignment rules). As a result we have hundreds of assignment ...
2
votes
1answer
2k views

International Phone Number Cleansing/ Handling/ Formatting [closed]

I am in the United States, but this is a truly global concern - formatting phone numbers. Situation: We accept "Leads" from all over the world. We have been concentrating on North America in recent ...
2
votes
1answer
258 views

reporting on email-to-case settings

I have several hundred email-to-case rules already set up. I am trying to find an email-to-case rule that is setting a case field (case origin) to a specific value. How could I find this? IMHO the ...
2
votes
1answer
2k views

how to report/query the recipients of email alerts

When I am deactivating a user I get a warning to say that they are included in email alerts and so cannot be deactivated. However, as I have hundreds of email alerts set-up, it is not practical to go ...
2
votes
1answer
911 views

Validation rule on a text field based on Role

I want to create a validation rule on a look up field based on role . There are two roles Member Member - is a member Member PA - is a pa to the member lookup fields - ...
2
votes
1answer
40 views

Salesforce Getting organization online users

Can anybody help me how to get logged in online users into my salesforce organization
2
votes
1answer
81 views

Sharing Setting among System Administrator

I am using enterprise edition of Salesforce account and I am one of the admin among 6 admins. I have installed an custom app from appexchange but I want to hide the visibility of that app even ...
2
votes
1answer
339 views

Chatter “Groups” (or Queues) In Lieu Of Single Users?

I've searched already and believe the answer is NO, but thought I'd verify here with real-world users... Is there a way in Chatter to tag a "Group of users" (perhaps a Queue?) instead of or in ...
2
votes
1answer
77 views

Search does not default to all objects in Customer Portal (see screenshots)

In Customer Portal, my search component defaults to search a particular object, based on the most recent search. What should I do, so that every Customer Portal page should have this component to ...
2
votes
2answers
101 views

Setting up relationships between objects

I have custom object lets call it as items. Items may or maynot have cases associated with it. There can be more than one case associated to an item. All cases may or maynot have items associated ...
2
votes
1answer
384 views

Is it possible to delete all selected records in the result of search layout?

Is it possible to delete all selected records in the result of search layout? Like Mass Delete in search view. Example: select customer object tab and search for all by pressing GO button and in ...
2
votes
3answers
2k views

Logout a user automatically when the browser window is closed

I have a basic question about Salesforce session: How can I logout my users automatically when they close the browser window?
2
votes
0answers
31 views

Trying to add an SSH key to Key Management section of Admin

Trying to add a key, and the client sent me the key information (one long ungodly string)... but, I'm not sure how to add it into the platform. It looks like I need to 'browse' to add a file so I ...
2
votes
0answers
26 views

'Create a Record' Action Navigation

Scenario: I currently have an Action associated with the Account object that creates a new Opportunity, with fields mapped to that new Opportunity, from the Account where the user clicks the Action. ...
2
votes
1answer
231 views

Salesforce Einstein - Create and Train the Dataset - Trailhead Challenge

Trailhead consists of creating a Dataset with the given URL(https://developer.salesforce.com/files/Cats.zip) But how can we create our own Dataset, if we have all the images in Local system.
2
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0answers
54 views

Recording When A Record Was Viewed / Visited?

I'm not finding any luck online. Does anyone know of a way to effectively (considering we're talking about Salesforce within a controlled Corporate environment) track when a record is VISITED and by ...
2
votes
0answers
55 views

How to remove unwanted fields from Salesforce1 filters?

On salesforce1 in list views there are buttons like Filter, Sort and New When clicked on Add Filter it is showing all the fields which are visible to me. How to restrict the fields available for ...
2
votes
0answers
74 views

Lookup filters on same level of object

I had CustomObjectA and Account standard object. 'CustomObjectB' is a junction object between CustomObjectA and Account object. Now, on Case object I had Account lookup filed. When I click on Account ...
2
votes
0answers
145 views

OAuth1 and Moving from SHA-1 to SHA-256

Today our Java middle-ware communicates with our SalesForce.com app via OAuth version 1. Will it still work after the upgrade to SHA-256? Should I upgrade to OAuth 2? Appreciate any help. Update ...
2
votes
1answer
68 views

Salesforce Report (Query) Odd Behavior

Does anyone have links to info or knowledge of the following behavior and if there is something I can do Administratively to rectify it? A report, filtered on Time Frame of Created Date (custom ...

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