Skip to main content

#Administrator23 人正在讨论

Agency is custom object and Master Detail relationship with Account. 

 

Have attempted to create custom report type, Account - Agency - Contact (report type) but only one contact is showing against every Agency record. 

 

@Steve Molis

 

 

#Administrator  #Salesforce Developer  #Reports  #Reports & Dashboards

2 个回答
  1. 10月28日 17:26

    So the Contect record is only connected the the Account via the standard Account Name:  Lookup(Account) field.  There is no Lookup(Agency) field on the Contact Object?   

     

    If that's the case, then you're gonna have to use a Joined Report, a singular Custom Report Type won't cut it 

     

    #SorryBabyIhadtoCrashThatHonda  

0/9000

Agents have FLS for most fields on opportunity and we have something called SA1 records. Those are the records owned by 'System Admin 1' user. Agents can access those records from a related list. But we wanna restrict them to search for Opportunities with just email or phone. They should not be able to find say opportunities in a particular state or address from global search.

#Salesforce Developer #Salesforce Admin #Systems Administrator #Administrator #Advanced-Administrator #SF Developer #Platform Developer #SF Developers #Application Architecture #Ladies Be Architect
2 个回答
  1. 10月10日 12:25

    Global search looks through all the fields a user can see, so there is no setting to limit it to just email and phone. If agents do not need to see state or address at all, remove read access to those fields in field-level security and they will stop appearing in search. If agents need to see those fields on the record but you only want search by email or phone, you would need a custom search screen instead of global search. A simple option is a list view with filters on email and phone that agents use instead of the top search bar.

0/9000
2 个回答
0/9000

Context

We recently faced an issue where changes made to an email forwarding setup unintentionally impacted the Production Email-to-Case process. As a result, incoming emails stopped creating cases in Salesforce until the configuration was corrected. 

 

Questions

  • What backup options are available if Email-to-Case stops working?
  • How can we ensure emails still create cases in Salesforce during such outages?
  • Are there any monitoring or alerting mechanisms to detect issues early?
  • Has anyone implemented a failover or secondary routing solution for Email-to-Case?

#Salesforce Admin  #Systems Administrator  #Administrator  #Salesforce Developer  #Salesforce_developer  #Beginner Developer  #Sales Cloud

4 个回答
  1. 10月26日 16:49

     Hi @Akhilesh Prajapati

    To improve Email-to-Case reliability and minimize the impact of routing failures, I would recommend the following approach:

    1. Maintain an email backup: Configure your email server to retain a copy of every incoming support email in the original mailbox or a dedicated backup folder before forwarding it to Salesforce.
    2. Configure a secondary routing option: Maintain a separate backup support mailbox or alternate intake channel. If the primary forwarding configuration fails, your email administrator can redirect incoming emails to the backup route. Test this setup carefully to avoid duplicate cases.
    3. Monitor processing failures: Configure the Automated Case User's email address to deliver Salesforce Email-to-Case error notifications to a monitored internal mailbox or distribution group.
    4. Enable error notifications: In Setup, navigate to Feature Settings → Service → Email-to-Case and review the option to notify senders about processing errors.
    5. Test the Salesforce routing address directly: Send a test email to the generated Email Services Address. If a case is created, investigate the external email forwarding configuration. If no case is created, check the Automated Case User's permissions, record types, validation rules, Apex triggers, and Flow automation.
    6. Implement monitoring: Use email-platform monitoring to alert administrators when forwarding rules change or message delivery fails. You can also periodically send test emails and verify that corresponding cases are created.
    7. Establish a recovery procedure: During an outage, preserve affected emails and create or resubmit cases after the issue is resolved. Before replaying messages, check whether a case already exists to avoid duplicates.

    Salesforce documentation:

    For a production environment, I would prioritize retaining inbound emails, monitoring processing errors, and documenting a tested recovery procedure before implementing a more complex failover solution.

    I hope this helps! If you find this answer helpful, please select it as the Best Answer. 

     

    Thanks, 

    Deepak Sachdeva 

    Nubys Technology Pvt. Ltd.

0/9000

Hi all, I just failed my Salesforce Admin Certification for the second time and now I have to wait until the new Spring release quiz after April 23, 2026. I’m wondering if anyone has been in this situation and how did you prepare to succeed on your third attempt…especially with my next attempt coming with a brand new releases of questions. Definitely down and feeling like I will never pass this cert, any help or guidance would be greatly appreciated!

#Certifications #Salesforce Admin #Admin #Systems Administrator #SFDC Admin Certification #Saleforce Administrator #Beginner Level Adminstrator #Administrator #Cert #Automation
3 条评论
0/9000

I am trying to uninstall Dupe Blocker from one of our sandboxes in order to do a fresh install.  In doing so I am getting the attached error.  It points to a Visualforce page that references a managed Apex class.  I am not able to edit or remove any of that. 

 

Can anyone point out what I am missing here to remove whatever dependency it is referencing in order to uninstall?  Thanks 

 

#Administrator

5 个回答
0/9000

I tried looking in Tableau Server Repository with the following postgreSql but it only has  

an "Update Schedule" = historical_events.historical_event_type_id 

when I change the settings of the schedule. 

 

There is no new event recorded when I change the name of the schedule 

 

select h.id, historical_event_type_id, details, created_at, hist_actor_user_id, hist_schedule_id

,hs.*

,e.*

FROM historical_events AS h

LEFT JOIN hist_schedules AS hs ON h.hist_schedule_id = hs.id

LEFT JOIN historical_event_types AS e ON h.historical_event_type_id = e.type_id

 

 

 

#Tableau Server  #Repository  #Administrator

1 个回答
  1. 10月12日 21:08

    Hi @Vinh Ton

     

    you won't find such change history or level of detail. Tableau writes name change directly in the schedules table and that's it. 

     

0/9000

I would like to see the Schedule tab added to Tableau Cloud similar to what is in Server. I would also like to be able to name our schedules as we can in server. 

 

#IdeaExchange  #Tableau Cloud  #Administrator

1 条评论
  1. 10月7日 13:00

    @Michael Doyle

     

    Hi, You may create an idea for this on the Salesforce Idea Exchange:

    https://ideas.salesforce.com/s/post

      

     

    If this post resolves the question, would you be so kind to "Accept this Answer"?. This will help other users find the same answer/resolution and help community keep track of answered questions. Thank you. 

     

    Regards, 

     

    Diego Martinez 

    Tableau Visionary and Tableau Ambassador 

0/9000

Current setup:

A Web-to-Lead form is used on an Experience Cloud public page.

An active Lead Assignment Rule is configured.

When a Lead is created internally in Salesforce, the assignment rule works correctly and assigns the Lead to the expected user or queue.

However, when a Lead is submitted through the Experience Cloud public page, the Lead is assigned to the configured Guest User Default Record Owner instead of the owner defined by the Lead Assignment Rule.

My requirement is for Leads created through the Experience Cloud public page to follow the active Lead Assignment Rule while still maintaining the required guest user ownership/security configuration.

What is the recommended approach for this scenario?

#Salesforce Developer #Salesforce Admin #Administrator
3 个回答
  1. Jeff Weller (PARQA Inc.) Forum Ambassador
    9月9日 07:55

    Hi Manikandan, 

    Please check the rule criteria correctly match the Lead submitted from the Experience Cloud form. 

    If no rule matches, Salesforce falls back to the default owner. 

     

    If the Experience Cloud submission still always uses the Guest Default Owner, use a Flow/Apex-based Lead creation approach and explicitly invoke the  Assignment of the owner after creating the Lead. This gives you more control while retaining the guest-user security configuration. 

     

     

0/9000

Hi, I’m looking to become an administrator and am brand new to Salesforce. I’ve started the ‘Admin Beginner’ trail…but pretty sure there’s much more than that. Hoping someone could tell me what I need to do (trails, etc) and in what order, from beginning to end, so that by the end of it, I know everything I need to know to start a career as an administrator. Thank you in advance to whomever can help outline this for me!

#Saleforce Administrator #Administrator #Administrator Training #New Administrator
2 条评论
0/9000