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637 administration questions.

I have to export 150 reports from my org. Can anyone please suggest best way to do it? I downloaded this package to mass export reports: https://myinstance.lightning.force.com/packagingSetupUI/...

I am getting INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY error when creating a case record. There are lot of lookup fields in our case object, is there a way I can know what specific object is this ...

I have some formulas that use values stored in custom settings. For example If(X < custom setting-y && x >= custom setting , 'foo', 'bar') My formula seems to be fine and my custom ...

I have task where I need to create Actual sales vs Quota/target report & dashboard. I have searched internet but couldn't able to find solution. And forms stated that it's not possible to generate ...

I'm looking to change the Filter Criteria of a Related Lookup Filter but I am unable to edit any fields due to the package being managed? For context, I am using Accounting Seed on my sole Admin ...

I do not find any references to this in multiple searches, but feel like it must exist - hopefully within the SF GUI. How do you mass change/edit Field Accessibility settings on an Object? In this ...

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?

I need to give access to user of a certain profile to modify all the cases. But I also need that theses users can't delete theses case. For that I try to edit the profile by checkinf the "modify all" ...

We have the following challenge with currency fields: Scenario: On child record(s) (in a multi-currency org) we have pricing information which is stored as a currency value with 5 decimal numbers in ...

I am trying to setup Docu Sign for my company and i did all the steps and i got stuck on this. When i press the custom button provided by docusign Send with Docusign that is added to all page layouts. ...

I have 2 scenarios Scenario 1: 1. Am a User(Custom Profile. i.e other than System Admin Profile), When i'm trying to open other profile. i could able to See Login Button for That Particular Profile. ...

Is it possisble to control picklist values to specific user..? Eg: If I add new picklist value to Account Type, that value should be available only for a specific user

I have configured Email-to-Case in my org.We have also set up case auto-response rule. Whenver an email is sent, using email-to-case, a case is created and an auto response will be sent.This is ...

i need to write a validation rule which makes sure that the user must select a value of a picklist that is dependent on another field. Problem here is that for some values in the controlling field ...

In SFDC org (Environment hub - Partner Developer Edition) whenever I send email from salesforce, I got the copy of that email in send Email folder on my email server. At this time Email Relay is not ...

Now my business users can delete and attach another file even after the custom object record got approved/rejected. So they were asking for a way to lock the "Attach" button which is listed under ...

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?

I am another person missing log a call, and I want to add it in the oppportunity. this is slightly different to some of already questions in stackexchange such as His action at least shows in the ...

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 ...

I would like to add a picture to a Contact by uploading it to the Files related list and have the file picked up automatically, i.e. if we use the same file name for each Contact, "ContactPhoto.jpg." ...

I have list of products in product object. So, for one profile I want to restrict to view one product(one product record) among list of products.

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 ...

We are testing Workflows & Approvals in Marketing Cloud (Standard Approval Process) and have run into an issue where our approver user in the Workflow Team, which is has the roles "Administrator" ...

Unknowingly there are 2 validation rules created for a single field and here are the rules. Rule1 : AND( ISPICKVAL(tesname__PotentialLiability__c, "Yes") , NOT(ISBLANK(tesname__Due_Date__c)), ...

I have this scenario 1. User1 belonging to Profile1 created a chatter post on Account1 2. User2 belonging to Profile2 should NOT be able to see that chatter post for Account1 As an admin, how do I ...

this is for Custom lookup fields : CF00Ni000000EpsgO_lkid={!Opportunity.Id} for standard lookup fields there is no id, So how to use standard lookup fields in url hacking

I come to the problem. When I am creating new Account, there is possibility to add a primary contact for it. Problem is, I just want to choose from available Contacts and disable adding new in the ...

how can I set the default tabs displayed by users in an app with standard salesforce? Can I overwrite user settings? Users continue to see extra tabs and with an order not desired by the customer

I am trying to retrieve metadata from Salesforce using ANT retrieve but it goes in timeout and I get the following error message when I restart it: (Error: Retrieve failed: {"done":"true","...

Does anyone know what happened to the AppExchange plugin by SF (possibly a Labs item) that existed to store Referrer and other such values? I see no sign of it. Is SF perhaps leaving it to Orgs to ...

I have build the following matrix report, which is grouped in columns by a bucket field of my stages and by current and previous month for the closed date. This report is also grouped in rows by a ...

I am created one custom object name is Test. after i have imported 50 records data to Test object. here i have two users system administrator and salesforce platform user. my requirement is need to ...

I am trying to recreate a report into analytics, and I am not really sure how to make it look the same (in terms of information) as a traditional salesforce matrix reports that contains formulas. ...

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 ...

I have created some custom components (in classic: visualforce area), that are displayed in the sidebar in classic. I am facing the challenge when moving to Lightning as the tabs pages such as ...

I am not able to see the Account Name and Opportunity Name at the time of converting lead in lightning. But it is these are coming automatically when I am using salesforce classic version. Please help ...

In Aloha UI and other web-apps I typically make massive use of many browser-tabs and multiple browser windows side-by-side on large screens. I open them by right-click on the link, then "open in new ...

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. ...

I have a create separate profile for a user who has the following set of permissions: Schedule Reports Manage Reports in Public Folders Subscribe to Reports Schedule Reports The user is able to ...

I am trying to add path for my custom object but I could not find my custom object in that list. It is showing only the standard object. Could you please help me to fix this?

There seems to be an issue when viewing notes on mobile. To reproduce: -> mobile app -> contact -> view notes It only displays the content of the notes and the author and the date, but not the ...

On the documentation it mentions the following: NOTE If the user hasn’t set a security question, or doesn’t answer the security question correctly, the password isn’t reset. What is the best way to ...

I have few users under one profile. Two users under that same profile are not able to see any records. Those two users don't have the option New to create New records. OWD - private, same permission ...

A Profile has no access to edit user page and no access to Setup and Configuration. Can I have a report on User object accessed by a User with no 'View Setup and Configuration' permission and without ...

I'd like to remove some less used standard fields in a dev org that are not present in my Enterprise org so that my metadata is a clean copy. For instance, I'd like to remove Contact.CleanStatus and ...

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 ...

You can view custom object field limits by going on: App > Customize > Object > Limits Is there a way of getting a list of all objects with the current number of used custom fields? EDIT: I know ...

Hello below is my criteria for validation rule on field name TSP__c Starting with “TSP”, Then 6 alpha numeric , Then “-“, Then 1 alpha numeric, Then 1 numeric e.g. TSPXXXXXX-X2 Regular expression ...

I am setting a password of an existing user, is it possible that setting this password will reset the security token as well ? Thanks, Chirag

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 ...

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