Table of Contents
How to remove required fields from a page layout?
You can remove them from page layout. Goto page layout of your custom object>drag and remove fields from page layout. You can’t remove required fields but you can remove standard fields like owner, created by,last modified by from page layout.
How to delete a page associated with a site?
In order to delete a page associated with a site, you need to remove it from any Site references:- 1. In the site detail page where Visual Force pages are enlisted edit and remove the page from the picklist 2. Also remove the page layout assignment given to any other section like Error pages.
How to remove a page from a picklist in visual force?
In the site detail page where Visual Force pages are enlisted edit and remove the page from the picklist 2. Also remove the page layout assignment given to any other section like Error pages. the site and then delete it, in case you delete it as such it will give an error.
Are You Not backing up your Salesforce data?
As an Administrator if you are not backing up your data on a periodic basis, then this is a good time to rethink about it. Here are the options that you can choose from The simplest option is to turn on the Salesforce data export service.
How do I restore a deleted layout in Salesforce?
Page layouts are restored automatically on the undeleted object. Page layouts are also restored automatically on other objects that use the page layout in a related list—as long as the page layout wasn’t edited while the object was deleted. Otherwise, you have to add the related list back to the other object.
How do I undo a delete in Salesforce?
Undo a Record Delete in Lightning ExperienceOpen an Opportunity Record in Lightning Experience. Click the Delete button. … Click Delete.Users will be prompted with a Popup that the Opportunity was deleted with an “Undo” Link to revert the deletion.
How do I undo changes in Salesforce?
To revert to a previously published site version:Select the Overview tab.From the Change History view, select the version you want to restore.Click. | Restore Version.Click OK at the confirmation message.
What happens when a field is deleted What happens when you restore it in Salesforce?
Deleted custom fields and their data are stored until your org permanently deletes them or 15 days has elapsed, whichever happens first. Until that time, you can restore the field and its data. For information on restoring deleted custom fields and relationships, see Manage Deleted Custom Fields.
How do I recover a deleted profile in Salesforce?
The easiest way to restore is:Navigate to Monitoring and backup in Gearset.Select the date that you want to roll back to.Select Deploy changes to and then select your production environment as your target.You can now run a normal Gearset comparison, and check out the difference in your permissions.
How do I retrieve a deleted report in Salesforce?
Firstly you have to click the Home tab, On the left side, there is Recycle Bin Click the Recycle Bin and select deleted Report, and click Undelete button. Note: If your deleted record has more than 15 days than you can’t restore that. Check the Screen Short. Hope it Helps you.
How do I undelete a record in bulk in Salesforce?
Select From File | Browse… and select the CSV file you just saved. The file should contain all of the Ids for the records you’d like to restore | Next. Map the Id field to the ID column in your CSV and select the Map Fields button and lastly the Confirm Undelete button.
How do I undo a data loader in Salesforce?
If you import accounts, contacts, leads, or solutions by mistake, your administrator can from Setup, enter Mass Delete Records in the Quick Find box, then select Mass Delete Records to delete the items you mistakenly imported. View the Using Mass Delete to Undo Imports document for instructions.
Can we revert the deployment in Salesforce?
Salesforce doesn’t provide this functionality out of the box. But you can keep the old code backup and when needed revert back your code from the backup. to keep the old code backup you can use eclipse or Mavens mate. You can keep the backup in your system and if anything goes wrong.
When a field is deleted from the page layout?
If you delete a field from the page layout, the field will not be deleted from the Object.
Can field history be restored in Salesforce?
Deleted custom fields and their data are stored until your org permanently deletes them or 15 days has elapsed, whichever happens first. Until that time, you can restore the field and its data.
How do you restore a record after it has been deleted?
After you have deleted records, the records are placed in the Recycle Bin for 15 days, after which they are permanently deleted. While the records are still in the Recycle Bin, you can restore them using the undelete operation.
The Complete Guide to Salesforce User Management
When you get set up in Salesforce, adding users is an anticipated step. After all, your users are the ones who will be entering data in Salesforce and using it the most. This said, granting a user login credentials is one piece of the puzzle, and adding users without considering what type of access they need can produce headaches down the road.
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Permission sets grant access to objects outside of profiles. They are helpful when specific users need access to objects outside of their profiles. They help grant access to objects on an as-needed basis.
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Roles in many ways mimic how your team is structured in real life. Admins create a role hierarchy and assign users to each role to organize users into a management chain. Assigning users to a role hierarchy makes records accessible within their team.
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Whether you are just getting started with user management, OR want to explore more ways to improve how your users are set up, we’ve got resources for you to keep the momentum going.
