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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11 views

Sharing Contracts with Account Teams

I currently use my sharing settings to hide "deactivated" accounts - so I set them to private and only show the accounts where my deactivated flag = false. Since sharing settings have contracts ...
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1answer
32 views

How to Query Parent Account that has case

Scenario : If a Account or it’s Parent Account has case then don’t update Product(another object) details. I have queried from case object to find is there any account present in case and loaded to a ...
2
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1answer
15 views

How to create custom buttons on Accounts and track them?

I´m quite new on Salesforce, and I have found a lot on some of this, but nothing on how to exactly do it. Does anyone have any idea on how to create a Custom Button on the Accounts Page Layout. I ...
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19 views

Printed out Account Review

I have 100 accounts that I am reviewing. I have taken data from many different sources and now need to back this up with data that is printed out from either Salesforce or mail merged from an excel ...
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1answer
15 views

RecordTypeId in Account - there is one on an account that is not in the list in the UI

We have a client who's website we integrated with their Salesforce account. In order to login to their website, the website CMS user's email address has to match a contact in a valid Organization ...
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1answer
79 views

Best way to get city, state, and zip fields onto Account object?

The Account object doesn't have city, state, or zip standard fields. I can create those in custom fields, but feel like there should be a better way to do that? We want to be able to pull a report ...
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3answers
46 views

Map Phone Number To Parent Account

I want to write a trigger on Contact-when contact is created and if primary checkbox is true update parent account phone with contact phone. I am new to coding Here is my code... trigger ...
3
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1answer
25 views

I'm getting DUPLICATES_DETECTED errors when creating accounts that are not duplicates, via REST

When creating new accounts by posting to /services/data/v36.0/sobjects/Account/ I'm getting DUPLICATES_DETECTED where there are no duplicates. When posting this JSON, this account is created ...
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0answers
18 views

Stop at 1 level while traversing account hierarchy using parent accounts

I have an interesting requirement. The requirement is that if an account is a parent account and a custom field is changed say account manager field, then immediately update the children of the parent ...
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1answer
54 views

Using trigger I want to create a case everytime an account is created [closed]

I am just getting started with triggers. I want to create a Case every time an Account record is created. Can someone tell me how to write the logic for this?
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2answers
90 views

How to make a standard field to not be required

I have a standard Account filed which is required and I need to make it to be not required in particular layout. Could you please advise how this can be achieved? Regards, Dilyan
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1answer
18 views

Update Account Lookup field by comparing custom field text, looking for exact match

Newbie here, just starting to learn how to code via trailhead and anything I can find online, while also trying to solve org problems in the real world of salesforce CRM, so am hoping someone can help ...
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1answer
40 views

recordVarSet issue

I am overriding the LIST button of account Home page with my own visual force page. <apex:page standardController="Account" recordSetVar="accounts" tabStyle="Account" ...
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3answers
71 views

How to update an Account field using a Trigger on Account

trigger AccountStatusOverrideTrigger on Account (before insert, before update, before delete) { Set<Id> accountIds = new Set<Id>(); for (Account acc : Trigger.new) { ...
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2answers
23 views

How can I check if a PICKLIST value is not selected?

for(Account a : accounts) { noOfOpp = a.Opportunities.size(); if( isEmpty(a.Client_Account_Status_Override__c) == true ) { if(noOfActiveOpp > 0) { ...
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1answer
20 views

To find no of (count) unique accounts from the campaign member related list

How to display no of (count) unique accounts from the campaign member related list on the campaign detail page. [P.S: If two campaign members belongs to the same account it should count the no of ...
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0answers
13 views

Assign an account to an Enterprise Territory in Apex [closed]

Is there a way to assign an account to a territory2 (Enterprise Territory Managment) in apex?
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1answer
22 views

Cant Search for Account Parent in my VisualForce Page

When I am searching for a parent account ,there is usually a magnifier glass that allows the users to search for the parent. for some reason my VF page doesn't show the magnifier glass. the code works ...
3
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1answer
41 views

Prevent Account Deletion based on Child Contact Status?

I have a requirement in which when click on delete button on the account it should allow you to delete only when its related contact status is inactive. I have written the following code which gives ...
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3answers
58 views

Adding a company logo for every account page

Can somebody tell me how to add a logo on an account page? So that when I go to my customer page layout named Coca-Cola (for instance), the account owner and other users who can see this account will ...
2
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2answers
36 views

Evaluate Current User for Flow - 15 - 18 digit User ID

I need to evaluate the current user running a flow. Someone suggested I use the Global Variable {!User.Id}, but it's returning a 15 digit Id. I need to compare the current user with the Account owner. ...
3
votes
1answer
21 views

How to change what fields are displayed in the Feed View?

In the Feed View of Account, we see this for all the cases related to the Account: How could we remove the fields 'Status' or e.g. 'Priority' from this mini view? I can't seem to find where to add ...
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2answers
40 views

How to restrict creating tasks in opportunities

Hi friends i got stuck in a problem. I gave view all access to all opportunities & accounts to my sales reps. But i want to restrict sales reps to create tasks only when they are try to create ...
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0answers
15 views

Dynamic picklist change based on Account value in opportunity page (standard) of Salesforce

Have a requirement where we need to remove a value from the picklist based on the Account name that is getting chosen. For example i have a picklist that has - A,B,C,D as choices. But , if i choose ...
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1answer
19 views

Creating Visualforce account information form with account lookup

I am creating a VF form with account information input fields as well as other custom fields. I would like to create a lookup field for the user to select the account to work in. I am able to create ...
2
votes
1answer
19 views

Visual Workflow Display Text Not showing

I have a visual workflow with an input screen for users to enter in certain data. On this input screen I want to show a fields from the Account object as display text. The field exists on the Account ...
2
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2answers
32 views

Evaluate the current User in a visual workflow

I created a Visual Workflow that launches after a user clicks a custom button on the Account page. I'm wondering if I can use Decision logic to evaluate certain attributes for the logged in user and ...
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2answers
25 views

How to relate object with organization?

Hello I am absolutely beginner with salesforce. I have got a test task on my job interview. I have done everything except one small task . Because I don't know how to implement it in salesforce ( i ...
2
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2answers
45 views

Account Auto-Numbering

I'd like to know how to Auto-Number all Accounts upon creation by User Interface or Data Loader with a unique number. Also, I'd like to include existing Accounts in the initial count, then ...
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2answers
172 views

How can I insert data into an Account field from an opportunity trigger?

Check my code below, I am trying to insert a value into an Account field but I am getting an error. Apex trigger StatusTrigger caused an unexpected exception, contact your administrator: ...
2
votes
1answer
41 views

How to restrict visibility of account to an opportunity owner?

Transferring ownership of an account is quite common in the company. If we change the owner of an account, for historical reason, the opportunity owner should be maintain, and that's ok we can do ...
2
votes
3answers
32 views

How do I select all opportunities under an Account?

I wish to select all opportunities on an Account, how do I go about it? I have tried this: trigger StatusTrigger on Opportunity (after insert, after update, after delete) { Set<Id> ...
2
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4answers
153 views

How to update the status of an Account based on opportunities

I want to be able to update the status of an account based on condition of all opportunities in an account. According to the following, I want to be able to set an account status field as Active if ...
0
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1answer
44 views

Unable to query Account Fields

I have created a VF page in two of my salesforce Org. The VF page is used as a SOQL Query Tool. On running the query on the VF page I am receiving the error: No such column '#field name ' on ...
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1answer
23 views

Why Account.LastActivityDate is not visible on any of SF UI?

While solving one of the trailhead challenge I came accross Account.LastActivityDate field. I was not able to view this field in Account field list and had to google about it. I was able to solve ...
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2answers
40 views

QR code scan and record creation [closed]

I want to scan QR code which contain name and address detail and want to create a account based on that data. can anyone please help me on the same. Its urgent.
0
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1answer
47 views

How can I update custom fields on Account when Opportunities are created

I have created 4 custom fields on account, and I want those fields to store the number of opportunities according to their status(e.g. Active, Inactive, Open, Lost). Once the admin creates an Open ...
3
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1answer
40 views

Multiple Related Lists

My organization is trying to edit some of our related lists in a way that I'm not sure is possible. Essentially, we have a number of Opportunities and Cases associated with various Accounts. These ...
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0answers
14 views

i want the logged in user associated with account to see their attachments only when they click on attachment

My VF : <apex:page controller="AttachmentUploadController" sidebar="false" > <apex:sectionHeader title="Program Documents " subtitle="Attach a File"/> <apex:form ...
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1answer
35 views

Transfer Account Owner, Keep Account Team

I want to retain the Account Team whenever the OwnerId changes, as per this post. After we make the checkbox named "Keep Account Team" to be true, we can change the ownership of accounts while ...
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1answer
26 views

How can I Hide the button on (activity history Standard layout)based on the field selected on Accounts

I have 3 fields on Account and 3 different buttons on contacts On Account If Field A has value then Button 1 should appear to the User On Account If Field B has Value then Button 2 Should appear ...
3
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3answers
47 views

What are the implications of an Opportunity without an Account?

I see that you can make an Opportunity without an Account: http://www.screencast.com/t/kjElV8BEf39 What are the implications of creating an Opportunity without an Account? I'm considering it for ...
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1answer
68 views

Use Like in a single SOQL query [duplicate]

I have fixed set of Account Names stored in one custom object. Set<String> NameSet = new Set<String>(); Custom object NameSet account Name values: Intel, HP, Dell, IBM etc I have a ...
2
votes
2answers
27 views

How to tell difference between standard field and custom field with same name?

Editing a Workflow Rule Criteria and there is a custom field and a standard field with the same name. (Bad form I know, I didn't make it) How can I tell them apart? Which are listed first Standard ...
2
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0answers
14 views

Hiding activity and attachments for a profile

I want to hide notes and attachments, Activity of Account and Contact object for a specific profile. Ie., that profile can view all the accounts and contacts but they cant able to see the attachments ...
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0answers
9 views

Errant update of custom field when users create account with Quick Create

I'm flummoxed. I'm seeing some new accounts created that have a field set to a value that should be impossible for users to create (it's a dependent picklist with the top-level value set to NULL and ...
1
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2answers
35 views

Trying to assign lead to existing account owner

I am stuck on this trigger.. i am trying to match Leads with existing accounts using a custom "domain" field. If an account exists with that same domain then i want to assign the incoming lead to the ...
1
vote
1answer
61 views

Create case with no accountId although contact has related account

When creating case, if contact has accountId, Salesforce is automatically relating my case to that account which I would like not to happen. If account is selected on the case and contact has account ...
0
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2answers
49 views

How to not create a new Account in convertLead()

I developing an app, which convert all Leads to Contacts, but it always create a new Account. How can I code a method which validates if the Company Name is the same than any existing Account.Name, ...
3
votes
1answer
25 views

Is it possile to add links under Tools section of Accounts tab

can we add links under tools section of Accounts tab.Currently there are 4-5 links already available.Can we customize tools section of Accounts tab.