Questions tagged [user]

A person who uses the system, often more specifically a person with a user licence assigned.

Filter by
Sorted by
Tagged with
0
votes
1answer
28 views

Create a lookup field on User object to Account Object

I want to have a related list 'Partnership Managers' on the Account object. All the partnership managers comes from the User object. For example, one account can have multiple partnership managers (...
0
votes
0answers
15 views

Create a community user from a person record

Is it possible to create a community user from a person account? Traditionally I’ve done this with contacts.
0
votes
1answer
9 views

Question regarding SF User Name, and Email updates while keeping passwords

Our company is rebranding , thus we need to update both the salesforce (SF) user name and email for both the Marketing and System Admin user accounts we need for an external client's non-production ...
0
votes
1answer
18 views

Creating Lightning Platform Starter License User In Scratch Org?

what is the confi.json we need to add for enabling the Lightning Platform Starter license in our scratch org? we want to check what are all feature users will lose when we downgrade to the Lightning ...
0
votes
0answers
12 views

Thrid-Party Account Link Name changes randomly for several users

Some of our users contains incorrect Third-Party Name in Third-party Account Links section. When we create a new user Third-Party Name is 'provider name' which is taken from Auth.Provider. After a ...
0
votes
0answers
30 views

Login Discovery error Invoke Site.passwordlessLogin

I setup my community with Login Discovery. I setup my user with SMS verification. When i try to use the login discovery i have this error: 14:57:12.0 (80432778)|FATAL_ERROR|System.SecurityException: ...
0
votes
0answers
15 views

What license is necessary for report on checking each user's usage?

When a manager need to create a report on checking each user's Salesfoce usage does he need to have a full salesforce license? Or, will it be sufficient to have a platform license assigned to the ...
0
votes
1answer
36 views

Creating a dummy user for Default Record Ownership

I am looking to create a test user that will be assigned to the automated ownership settings (default lead owner, default case owner, records created by community users). We already have a similar &...
0
votes
1answer
20 views

How to retrieve Users, their AssignedPermisionSets and Public Groups they are part of using a SOQL query

I have a use case where I have to query Users, their AssignedPermisionSets and Public Groups they are part of using a single SOQL query in an Excel File, I'm currently using Enabler4Excel for this ...
0
votes
1answer
41 views

Workflow Target user Fields are coming through null. I can't find documentation on this anywhere

I can't find any specific documentation on this anywhere, but surely the following fields should pass through right? {!Target_User.Manager} {!Target_User.Name} {!Target_User.Id} I have the following ...
0
votes
0answers
8 views

Reports: Average Field Based on Boolean Value

To preface, this is my first post and I also want to point out that while I consider myself a power user, I am not currently an admin on my SalesForce instance. My problem that I am currently facing ...
0
votes
0answers
35 views

Issue- Using UserAppInfo to get the name of the current app in the Apex Controller but it shows last App name user has logged into

I'm using following code in apex controller to get current appname user has logged into. But It always shows the last app name user has logged into. For example: Scenario 1: As a user, I logged into ...
0
votes
1answer
17 views

Merge User fields in Visualforce Email Template

I am creating a visualforce email template on a custom object. I want to add the Name,Email, and Phone of the User (object) who is sending the email. I have tried both {!relatedTo.User.Name} and {!...
0
votes
0answers
156 views

Automated User Registration with Salesforce IDP

I was wondering if you can automate the signup process in case Salesforce is IDP. For example I have two applications A and B (service provider) and I want to add Salesforce as IDP. Is it possible to ...
1
vote
1answer
75 views

Getting Community User's Ip Address via Apex

I'm trying to read Ip address of Logged in community user. I saw this question. It seems Session's ip address is empty for community user for some reason. SELECT Users.FirstName, SourceIp FROM ...
0
votes
1answer
712 views

How do I run a flow as another user in a record-launched flow?

I'm trying to run a flow action to sync records to sage - it works great but if the user isn't mapped in Sage it fails as they aren't mapped. I had the idea to run the flow as our API User, which is ...
0
votes
0answers
34 views

What happens if the password of the API user to connect the clouds expires?

I know, I would get unauthorized errors but does it happens instantly? I mean, if I have a journey connected and the password expires, does it stop instantly? Does it finish? How long will take for ...
2
votes
1answer
32 views

User can not remove from queue after changing the role

We have a Case Assignment rules which is assign to a particular queue and in this queue, there is role 'ABC' added in it. When I change the User's current role from ABC to XYZ, it can not remove user ...
3
votes
1answer
112 views

Is there a to check how many users using compact/comfy display density view?

Goal is to find out all users in the org using Compact/Comfy density View. Is there a way to figure it out via SOQL query or Report?
0
votes
0answers
57 views

How to set the URL for “Login to Community as User” button

When I click on the "Login to Community as User" button, it takes me to this odd URL that doesn't exist any longer. I'm assuming it was configured to be so by a previous admin. Where do I ...
0
votes
0answers
21 views

Inbound appointment scheduling

Can Salesforce lightning scheduler help set up inbound appointments for just one specific resource. I want to give a link to the client which expo
0
votes
1answer
27 views

Is salesforce roles case sensitive?

I have to integrate Salesforce with an external system to import users into SF. In SF we have roles manually created. The users incoming from external system will have what is called unit which is ...
0
votes
0answers
105 views

Perform a User Lockout via APEX Test Class?

Is there any way to perform a User lockout via an Apex Test Class? I have a self-service account Unlock feature in my community portal. I'm writing a test class for the Controller - but to ensure that ...
0
votes
0answers
75 views

launching flow it showing random error

There are two users with their same roles,profile, permission set everything is same just only user locale is different one user have LocaleSidKey is en_US and for other user have pt_BR. While ...
0
votes
0answers
144 views

Granting Community User Profile access to 'IsPortalEnabled' from Flow

I am working on a self deactivation process for a customer portal user. I have the 'User Self Deactivate' setting enabled which allows the customer user to set 'IsActive' to False from a Flow(within ...
0
votes
2answers
96 views

Not able to see the standard User lookup field for custom object in a tab, even as System Administrator profile

I have created a custom object with several fields in which one of the field is of type lookup to the reference to the User object. When I created a tab to add records to this object, I can only see ...
1
vote
0answers
104 views

Remove Verification Code for one User

is it possible to remove the verification code (sent by email) request for a single user? I know that we can use Network Settings to add some IPs Range, but I want to know if it is possible to define ...
0
votes
1answer
49 views

Salesforce Integration User

Is it possible or ok to use only one integration user to connect multiple external applications to salesforce? What would happen if i am using only one salesforce integration user for multiple ...
0
votes
1answer
29 views

update user preference set record type preferences programatically

In order to avoid selecting RecordType splash screen while creating a record, salesforce allows the user to set the preference to choose an option to default to default record type. https://help....
0
votes
0answers
10 views

Is there an indicator for other users viewing a Service Cloud case?

A visual indicator of other users accessing the resource is a very useful feature in Google Docs, and was a feature in Salesforce's Desk.com support desk software. In order to prevent duplicating work ...
0
votes
2answers
63 views

Scheduled report did not complete - Update the schedule and change the running user

I am in the standard 'System Administrator' profile, and this permission has the 'Schedule Future Runs' permission. I want to change the running user on a scheduled report from an inactive user to an ...
0
votes
1answer
943 views

TRANSFER_REQUIRES_READ, The new owner must have read permission: []

I am getting this error while changing the owner of a record by the selected user. So basically I don't want to change an owner or show a custom error message if the user do not have access or which ...
1
vote
1answer
39 views

add error from trigger when enabling partner user from contact

Is there is a way to stop / add error from contact trigger when a user try to create a partner user from contact ? I would like to add error in case certain field say firstname is missing on contact, ...
0
votes
0answers
14 views

Email Triggered on Chatter post even when CollaborationGroupMember NotificationFrequency is set to N

I have a chatter group on my salesforce org. I created a trigger on user object which creates a collaborationgroupmember record and adds it to that particular chatter group. Now when the ...
0
votes
0answers
10 views

I can not see partner user option when i create user

We are have a new guy in a company and i wanna create salesforce partner account for him, i checked i have a remaining licence for partner account. But when i want to create partner account i cant ...
1
vote
0answers
19 views

{!Action} not merging in Text email template when joining Salesforce Community

I have an email template which is type Text and it is configured to send when a new community user joins. Text Email Template Dear {!Receiving_User.FirstName}, To log into your account, please use ...
1
vote
1answer
141 views

Auditing changes made by an admin on behalf of another user

I am wondering whether we have an option/ functionality in Salesforce to store the details of the user who logs as a different user. Use Case I am a System Admin (User X) to a Salesforce instance ...
0
votes
0answers
18 views

External Identity User not found

Hey, I'm trying to follow the "Identity for Customers" from the trailhead in my own sales force, but I can't find the "External Identity User" which I'm supposed to copy to create a new profile. I did ...
0
votes
2answers
45 views

Fetching a user by username

I have written an api to fetch a user by using the username. The funny behavior is that when I use the following query, it doesn't return any results: List<User> ul = [Select Id, Username FROM ...
1
vote
1answer
40 views

Deactivating User with Connected Apps

I am needing to deactivate a former system administrator. The system administrator installed several managed packages and has Oauth Connected Apps. Will deactivating this user have any effect on the ...
0
votes
1answer
23 views

Personalizing Search Layout Columns

When configuring an Objects Search Layout you have the option to "Override the search result column customizations for all users". I have been unable to find any Documentation that describes how a ...
0
votes
2answers
206 views

How to give a community user, write permissions on his Contact object

I have created a community user and I need him to be able to update the related contact details. I'm using RestAPI to get and update the contact. In profile settings, I have given the profile Read, ...
0
votes
1answer
421 views

How to make First Name field required and Last Name not required on User and Contact objects

Problem: I have a requirement to make First Name fields (On User and Contact objects) required and to make the Last Name fields on both objects not required. Given these are standard fields, I ...
0
votes
1answer
43 views

How to create a new user in a Sandbox? [duplicate]

I am trying to create a new user in sandbox. I have admin access to the production org. When I click on Log In link from the list of Sandboxes, it takes me to the new login page, but I do not have ...
0
votes
1answer
109 views

How to get current user flow in apex

I am calling an apex class from a flow (in flow debugger) where I want to get the current user/starter of the flow. I tried to get the user with apex but get a system nulpointer exception. I also ...
0
votes
1answer
77 views

User Password field max length

What is the maximum number of characters for the password field on the User object? I cannot find it in the documentation anywhere, and this question seems to imply its: 1333.33333333 Is that ...
0
votes
1answer
22 views

Custom Profile Users are unable to view other users in org, there is no “View All Users” flag in Profile

In one of the Org, Custom Profile Users are unable to view other users in org, and there is no "View All Users" flag in Profile. In other Orgs, Same profile users can see other users even when there ...
0
votes
1answer
22 views

Prevent Specific Profile/User access to access User Settings

is it possible to prevent specific profiles or users to access their personal User Settings (or at least hide some sections such as "Display & Layout", "Email", ecc) Thank you
0
votes
1answer
42 views

Allow Profiles To ONLY See Records Created By Their Profile [closed]

I have been put to the task of cleaning up our companies Salesforce org. We have lots of apps on it, and each profile has it's own org. So the main issue I am running into is other profiles seeing ...
0
votes
0answers
13 views

How do you add permissions for creating a geofence message and new geofence points via Users -> Roles

I want to assign a role with permissions to send push messages and geofence entry and exit messages. Currently the role can set up and send messages but can't set new geofence points, I am have ...

1
2 3 4 5
11