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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19 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) ...
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1answer
15 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 ...
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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 ...
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24 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. ...
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3answers
23 views

mapping 1 account to multiple opportunities

I want to get multiple opportunities output with single associated account.
2
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1answer
24 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 ...
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2answers
16 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 ...
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16 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 ...
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1answer
17 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
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1answer
18 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
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1answer
21 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 ...
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2answers
54 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 -> ...
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1answer
64 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 ...
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20 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 ...
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0answers
78 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 ...
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2answers
30 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 ...
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1answer
13 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 ...
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1answer
35 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 ...
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2answers
141 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 ...
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2answers
189 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 ...
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0answers
18 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
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2answers
66 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 ...
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1answer
27 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, ...
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2answers
43 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
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1answer
104 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 ...
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1answer
55 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
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1answer
100 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 ...
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1answer
78 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 ...
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1answer
120 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
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1answer
69 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 ...
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2answers
158 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 ...
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1answer
113 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 ...
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0answers
40 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 ...
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1answer
24 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
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1answer
21 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 ...
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2answers
41 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 ...
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4answers
159 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 ...
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1answer
69 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 ...
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1answer
15 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
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1answer
114 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 ...
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2answers
177 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 ...
2
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1answer
99 views

Query Opportunity join on Partner account lookup (Join two quries)

I have two queries, how can I join both together into one SOQL? SELECT o.Partner_Account__c, o.id, o.name, o.Account.Id, from Opportunity o SELECT a.id, a.name from account a where a.id = ...
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1answer
43 views

Trigger to find contact records who are community users on account

I need to write a Trigger on the Case Object that lookups the Account field on the Case Object on and then determines which contacts on that account are community users and assigns them as case team ...
3
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1answer
62 views

Android Push Notification set up questions

We have guys on our end trying to configure Push Notifications & they’ve asked me to reach out for an answer on the below: ...
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0answers
44 views

Account detail page not at all displaying in IE 8 pops up javascript error. What could be wrong? Experts, any thoughts please

Account detail page not at all displaying in IE 8 after clicking on a account record. I got a weird javascript error. The same is working in IE 9, 10 and 11. I wait for more than 5 minutes still no ...
3
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1answer
42 views

Account Showing as Null after insert during a test

I have written a helper class which is called from a trigger and a test to test it however my test isn't getting full coverage as it is showing the account attached to the asset is null however ...
3
votes
3answers
225 views

Clone Account without cloning opportunities

I am testing out cloning an account, but I would like the system to not clone some to the objects/fields. For example, I would like the clone button to clone the Address, phone and other info but not ...
4
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1answer
49 views

can you have a lookup search contacts and accounts?

I have a custom object that contains a lookup field and I want to search on contact and accounts.
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2answers
119 views

How to track the creation and last edited date of a custom field - best practice

Here i have issue regarding workflow or trigger.On Account level i have 2 fields.. 1) Account note - text field 2) Account note modified date - date field I want the Account Note Modified Date ...
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0answers
24 views

How to convert Current Account In to Partner Account

i am trying to convert an account in to partner account.i am following link https://help.salesforce.com/HTViewHelpDoc?id=partner_portal_creating_partner_accounts.htm&language=en_US .i created an ...