Accounts are your organization’s customers, competitors, and partners. Each account stores information such as name, address, and phone numbers. For each account, you can store related information such as opportunities, activities, cases, partners, contracts, and notes.

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2
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1answer
30 views

Formula field on the Account Page

I'm looking to create a formula field on the Accounts Page. I'm not sure how to go about setting this up. It needs to calculate the Account's lead conversion rate for that Account, which would take in ...
0
votes
2answers
70 views

Apex Trigger on Contact to Update Field on Account

I have a custom field on Account called "Contact_Exist__c" (api name). I'm trying to write an apex trigger on contact that when the field is updated/inserted and it has an account name linked or ...
0
votes
1answer
19 views

Hide/unhide sections based on the Account type pick list

I am new to Salesforce and came up with a problem regarding the account page layout On the account detail we have the account type based on : client, supplier and customer. When it comes for the ...
1
vote
3answers
28 views

Error: Compile Error: Invalid bind expression type of SOBJECT:AccountShare does not match domain of foreign key

I'm attempting to create a list with accounts from user's territory. SYSTEMS__c is custom object, Account__c is a lookup to accounts. Here what I have gone so far... List<AccountShare> ...
0
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0answers
20 views

Report on Accounts with no completed Activities in last 90 days

So I've got Salesforce Professional and am trying to create a report that will show me how many Accounts I have that haven't had a completed activity in the past 90 days. Since I'm on Professional, I ...
0
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1answer
24 views

Automate Account Teams based on lookup field

I have custom lookup fields to the user object for various members of our overlay teams, ex. sales engineer. Can someone help with a trigger to add this user to the account team when the field is ...
1
vote
0answers
23 views

My Team's accounts

We are right now moving all Accounts in our org under one user 1.e, there will just be one unique Account owner for all accounts and all those sales executives who want to work on an account will have ...
0
votes
1answer
20 views

How to query the AccountSource in SOQL?

Select AccountSource from Account is an invalid SOQL query, but the AccountSource clearly lives on the Account object. It's a standard field. How can I access it via SOQL?
0
votes
1answer
37 views

Defaulting Account name in Contact

Can we default Account field's name in Contact object? My requirement is I want to set the Account's value (in Contact) to the logged in user's Company name. I tried this code but it didn't worked. ...
1
vote
1answer
39 views

Error while uploading records

I hope you all are doing well. i have one question regarding dataloader error. Whenever i was trying to upload records i was faced the below error. "Attempting to update (as part of an upsert) ...
0
votes
1answer
33 views

Convert Lead to Contact - Disable Create New Account

I have folks that are converting leads to contacts and generating a new opportunity. I don't want them to be able to create a new account when they do this because it's creating duplicates. They ...
0
votes
1answer
26 views

Populate a New Account with User fields

I have a custom field on my User object: Team (Picklist) I have the same field on my accout object, and when a user creates a new account, I would like to prepopulate the Account Team field with the ...
0
votes
0answers
25 views

Defaulting Account name

Can we default Account field's name in Contact object? My requirement is I want to set the Account's value (in Contact) to the logged in user's Company name. I tried this code but it didn't worked. ...
1
vote
3answers
24 views

mapping 1 account to multiple opportunities

I want to get multiple opportunities output with single associated account.
2
votes
1answer
39 views

Testing Communities Before Publishing

What is the best way to test your Community before publishing? I want to see if Field-Level Security and Sharing Sets are working correctly for the Community User role. For example, my profile has ...
0
votes
2answers
18 views

Contacts list in account object

I tried to use contacts list inside account object like this : Account a = new Account(); Contact c = new Contact(); c.lastName ='Test'; a.name ='Test'; a.contacts.add(c); insert a; The account ...
0
votes
0answers
26 views

Data Load into Accounts (Std Obj) with a Lookup to Custom Object

The issue is that I am not able to map the LookUp Field with a value from the CSV as the Lookup Field is not displayed for Mapping. Tried Import Wizard, Data Loader, Workbench, Jitterbit ... None of ...
0
votes
1answer
20 views

Number Of child records On Account Hierachy View Page

I have a button to view Account Hierarchy on Account detail page. When i click on the button it opens a pop up window and displays the account hierarchy. At present we can display maximum 500 child ...
3
votes
1answer
19 views

Odd Issue (Possible Expected Feature) Delete Contact then Account Contact NOT undeleted or undeleteable

Ok, so ran into this issue and maybe it is a "feature" but have not ran into it before...... Delete a contact Contact shows up in recycle bin Delete Account Account is in recycle bin but contact is ...
3
votes
1answer
30 views

Generic account owner considerations - record skew - customer portal accounts?

In our organization, accounts aren't owned, and teams are used to manage sharing of accounts. We're planning on having all accounts owned by a single generic user. According to the architect resources ...
3
votes
2answers
56 views

Account Handling Scenario

I have a scenario that is bugging me and I need to solve it. This is for a new SF implementation and we are just planning out the Account handling. The idea is to use the regular Lead -> ...
0
votes
1answer
78 views

Defaulting Lead.company

Can we set a default value of the company field of Lead to logged in User's company field so that at the time of conversion, Account name becomes User's company name. I tried Workflow with Field ...
0
votes
0answers
26 views

Partner Account related Contacts

I have a scenario where a partner logs in ,searches for any Account and creates an Opportunity for that Account. Also, Each partner is a SFDC account with contacts linked to it. When adding a ...
2
votes
0answers
100 views

Using a Lookup Relationship in a Formula Field

I want to update a field on the the account object based on a field being updated on the contact object, in this case a date / time field. So far, I have setup a lookup relaionship field on the ...
0
votes
2answers
32 views

help in multiplying values in Two Fields & display in 3rd Field in trigger

help in multiplying values in Two Fields & display in 3rd Field Request help in multiplying values in Two Fields (UnitPrice__c & QuantitySold__c} & display the value in edit mode in 3rd ...
1
vote
1answer
14 views

Problem with setAccount using WSC API gives field not indexed field error

I'm trying to create an Event for a specific Account and the WSC api won't let me call setAccount(account). It gives me various errors, the most recent one is Field name provided, Id is not an ...
1
vote
1answer
39 views

Cannot find Accounts table when using jitterbit data loader

I am using Jitterbit cloud data loader to sync a local MySQL database with my salesforce Objects. While most of the objects can be found, I am facing following issue. I would be grateful if i can be ...
1
vote
2answers
217 views

Apex Trigger to update Account field when Case field is updated

I am struggling to come up with a trigger to update an Account field (Last Survey Sent) when the same field gets inserted or updated on the Case (Last Survey Sent). I am unable to do this via ...
3
votes
2answers
310 views

Trigger to update opportunity stage based on Account Status

I have a trigger that updates/ inserts opportunities when the account is created. This was implemented by a third party. Now I would like to update the opportunities to Cancelled when the Account ...
0
votes
0answers
19 views

Configuring Customer Community contact on child account to see all accounts in hierarchy

I have been able to configure my customer community contacts so that if they are contacts on the Parent Account they can see all the child accounts on the Customer Community. Is there a way to ...
2
votes
2answers
78 views

OutputText value calling a @readOnly method

I want to display the total number of Accounts in an <apex:outputText>. For that, I did : VF : <apex:outputText value="{!$totalAccounts}"/> Controller : public Integer ...
0
votes
1answer
36 views

How to create OpportunityPartner object to test OpportunityPartner functionality?

I want to write some tests to check a logic, related to OpportunityPartner object. The logic reads OpportunityPartner for Account, then reads it's Contacts. partners = [ SELECT OpportunityId, ...
1
vote
2answers
45 views

Account and contact lookup relationship

When I check the relationship between Account and contact in schema builder I found it lookup from contact to Account. Which mean when Account is deleted contact should not get deleted as per it is in ...
3
votes
1answer
138 views

How to display Location part of Address field type

Is there any way to display Geolocation part of Address field type in edit or display mode? Account object contains specific BillingAddress field of Address type (is in beta). Also, as mentioned ...
0
votes
1answer
63 views

Assign user based on account zip code

I'm looking for a way to do the following. I need to automatically assign users to accounts based on the account's zip code. The idea is that these users will be responsible for a number of accounts ...
3
votes
1answer
118 views

Is it possible to create a flow that creates an opportunity and an event from the account screen?

I am building out a new SFDC org for my new company and i want to use flows to try to cut down on my users using multiple objects, i have tried this in the past but a few years back in a different ...
1
vote
1answer
84 views

Force.com sites - public access to account/contact records

I have a force.com site, it has a visualforce page with a controller that is doing a very simple SOQL query to the database, which for some reason it's not returning any records. Here's what I've ...
1
vote
1answer
153 views

Account Contact roles, pre-populating opportunity /contract contact roles

i am hoping you can help,i am wondering is there a way i can populate the account contact roles, and it populates the contract,opportunity contact roles automatically For example In the scenario ...
2
votes
1answer
86 views

How to get the Billing or Shipping address in Account objects as a single data?

Is there a way to get the billing or shipping address in account object as a single data? Currently the address data is split across several fields like Street Address City State Zip ...
1
vote
2answers
215 views

Visualizing Many to Many relationship between Accounts (as Network-Structure not as Tree)

I have a many-to-many relationship between accounts. Somewhat like below: A B | | |_| C |____ | | | D E F I want to give the user a nice hierarchical view to see all the parents (including ...
0
votes
1answer
134 views

Creating a Person Account in Salesforce using the REST API

I have 2 questions here. I have Person Account in salesforce, so if via API if I create a contact , it just creates a contact and not an account, on the other hand If I create an account in ...
1
vote
0answers
45 views

Account Team Access functionality

I have a question on Account access setting while adding Account Team. I have Account sharing rule that provides Read-Write access to a Role (R1). User U1 is with Role R1 U1 logs and can see the ...
0
votes
1answer
25 views

Can I pull field data from an Event into its related Account? (Professional Edition)

Our company uses Events to represent demos of our SaaS product. We have several custom fields on the Event object where the person scheduling the demo leaves notes for the person who will run the ...
2
votes
1answer
22 views

getting layout of user using API

I am using this link to get the layout. I am using a REST client, Here is my request https://ap1.salesforce.com/services/data/v28.0/sobjects/Global/describe/layouts/ Authorization: Bearer ...
0
votes
2answers
42 views

Query Account field IsExcludedFromRealign

There is a field on Account called IsExcludedFromRealign which determines that if Account is excluded from Territory Assignment or not. I am having an issue where some of my accounts are not assigned ...
5
votes
4answers
200 views

Why Account Assignment Rules removes Account from Territory?

I have a Territory Account assignment rule with a simple condition. If the Account Country = United States and State = XYZ, assign to a territory. The assignment rule works fine and there are accounts ...
1
vote
1answer
83 views

Populating Account record from Lead in an Account before insert trigger

There are lot of discussions on Lead conversion. I'd just need to know is there any possibility to track whether the Account is being created upon a Lead conversion and if collecting information of ...
1
vote
1answer
16 views

Can I change the type of a custom RSF field?

I have a custom field under Account that we've been using for a while, and I need to change it from Roll-Up Summary to Decimal. I cannot see that option when trying to edit the field. Is it possible ...
2
votes
1answer
131 views

Disable custom list button if no object selected

I added a custom account list button via SalesForce setup. So, when I click on Accounts tab, then on All accounts on selectList, I have all my accounts and on the top my custom button. I want to ...
1
vote
2answers
228 views

Can't change Opportunity owner from Trigger because Error record is 'read-only' [duplicate]

This is supposed to be a simple trigger that changes the Opportunity Owner to the the Account Owner upon insert or update of the opportunity. However, I keep getting the error, cannot update the ...