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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Create Picklist Values by workflow update

Can I create picklist values dynamically by Workflow updates? In a custom object picklist values need to be populated with Account Names dynamically after creation of an Account. Please let me know ...
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24 views

Finding Opportunities from a List of Accounts

I am given a list which has 1000 accounts. I am asked to find opportunities between stage0-5 that are present on these 1000 accounts. I should differentiate these 1000 accounts into 2 ways. ...
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1answer
23 views

Account lookup on Opportunity not filtered correctly from Visualforce page

Visualforce Our organization uses a Visualforce page to override the New Opportunity action. Below is a functional sample of the Visualforce page that specifies the Account lookup field and ...
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1answer
10 views

Filter Account Lookup by Record Type to match correlated Opportunity Record Type

Notice: The below question does not address the issue we were trying to solve. The real issue had to do with a Visualforce component (see the update). Jenny B's answer provides good information for ...
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1answer
14 views

Account change for Partner Records

I’ll need to have all SFDC Channel Partner Account Records and corresponding Channel Contacts assigned to Matthew McLarty. My question is how can I identify the channel partner accounts from the ...
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1answer
26 views

Button help: Quote Account Name not transferring to New Contract record Account Name field

So, I have a situation... I am trying to create a button on the Quote object that will transfer, by URL, field data to a Contract record. I am having an issue with the Account Name transferring. ...
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14 views

Transfer a custom Salesforce app to another account

I have a basic salesforce application which includes of a site, multiple pages and classes. I'd like to transfer the entire app to another account. How can this be done?
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1answer
50 views

Account Reownership Task [on hold]

Change account from x to MATT(NEWOWNER) SHOULD PASS 2 CRITERIAS TO CHANGE OWNERSHIP IF ACCOUNT HAS ANY OPPORTUNITIES THAT ARE FROM STAGES 1-5 (stages 1-5 are open, prospect and etc.)AND HAS FUTURE ...
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1answer
25 views

Separate opportunity views

I have a situation in which User X currently supports both Latin America and our south region . Is there any way to have two separate opportunity views, one for each region. If that is not possible, ...
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2answers
52 views

Auto Increment Number Based on Another Field

Our customer number ranges are different for each company we acquire. For example, company A has a customer number range that falls between 100,000-199,999. Company B has a number range that may fall ...
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0answers
18 views

Unable to list all accounts in Salesforce1 8.0.2

When I click in the "Accounts" menu in the Salesforce1 of an iPhone, I see a link to list all my accounts. But when I open it with another iPhone, this link does not appear. Both iPhones' versions ...
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2answers
48 views

Maximum of 42,000 Account records returned by query

We are writing an integration service between one of our systems and SFDC. The problem we are running into with the syncing of the data is that we're only able to sync 42,000 Account records from ...
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3answers
40 views

Move Attachement from Task to Lead/Account Parent Id

i am using email to salesforce, here, whenever an customer is sending email to a specific email it will be automatically forwarded to email to salesforce email. Then the email will be added as a Task ...
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34 views

Retrieve common field information from Account and Contact simultaneously

Page: <apex:page controller="Controllers"> <apex:form > <apex:inputText value="{!searchStr}"/> <apex:commandButton value="Search in Account, Contact, ...
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1answer
27 views

Workflow for sending Email Template with updated Account and Opportunity

I am updating my opportunity(Child object) and Account(Parent Object) through API. I want to send updated fields to selected email addresses to email templates. I was trying the workflow criteria as: ...
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0answers
15 views

Related Portal User Case Sharing

We've implemented recruitment process, which uses Cases and Contacts. Candidates are represented by Contacts with special Record Type. Recruitment Case has lookup to Account, which represents ...
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1answer
47 views

Duplicate record set is not automatically adding the duplicate record item

I have created a duplicate rule for Account object to validate the name of the Account(meaning exact match as duplicate record), then I assigned that duplicate rule to a duplicate record set. When I ...
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1answer
30 views

Cross validating Account fields when an Opportunity is created

I have the following validation rules that should validate whether an Account has a 'complete' address when an opportunity is created for the account, and they're not validating and I'm not sure why. ...
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0answers
15 views

Update Account fields from a Desk.com rule trigger

I am new to SFDC and Desk.com. I would like to have an explanation or solution to my problem. The problem is as follows : I have a checkbox field in Account. I want that when the user checks the ...
2
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1answer
46 views

Query the Describe metadata for the Account object

I'm accessing the Salesforce REST API from a Java-based web service and would like to get a list of all fields in the Account table that are marked nillable: false. I know I can make a request like ...
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1answer
52 views

Trigger for Sum Of Fees of Contacts on Account [closed]

I wish to write a trigger for to sum up Fees (Custom Field) on the Contact object. The sum needs to be displayed on the account object as a Total Fee. For Example - I have an Account A1 that has 3 ...
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1answer
37 views

Change Parent Account

Have one question, i have more then 10000 Accounts and all of them have configure the parent account.now here i just want to change the Parent account for all of them. I have seen that parent account ...
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1answer
13 views

Parent Account — View Hierarchy

As I can see the view hierarchy option beside Account Name field. Can I create something similar of that kind besides my OwnerAccount field. As my OwnerAccount will be having multiple records. If I ...
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17 views

Handling Duplicate Management for Person Accounts in Apex

I just tested out the Duplicate Management feature for Accounts and Contacts, I'm developing a system which connects to different third party data sources and returns "possible Account" information. ...
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1answer
26 views

is it possible during lead conversion not creating the account? [duplicate]

I am doing lead conversion process. Is it possible to convert the lead without creating the account record?
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3answers
38 views

Access to account fields within a contact

I'm creating a custom contact field using the "formula" data type and I'd like the field to access information from an account field. When I simply type in the name of the account field the "check ...
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1answer
25 views

How to make custom field on Acc object available but do not display?

I created a new custom field on the account object and this field should be hidden on all the pages but should be there on the HTML. I just want to initialize this field by passing parameter in the ...
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1answer
31 views

mobile phone and email field duplicate in account object

Hello Guys, I have wrote a trigger on account object that whenever a user enter duplicate phone number or email then it will show an error on page and the info will not stored in the ...
2
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1answer
30 views

Wrapper object and SOQL on Event and Accounts

I'm new to salesforce, apex and visualforce so please forgive me if I'm asking a dumb question. I'd like to have into a visualforce page a list of all events and related account (if any) of the ...
1
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1answer
21 views

Can't set Account on Case from Trigger

I need to be able to set the account on a case when the case is created. I have the following trigger. The debug statements show as expected, but the account is not getting updated on the case. What ...
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1answer
18 views

How to import contacts in exiting accounts using import account and contacts (NPSP)

I want to imports 1200 contacts in existing 1200 household accounts, i have their ids but i am unable to import them. I tried importing them through import account and contacts but i was unable to do ...
0
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1answer
27 views

Account name read only on case creation from account

I have a scenario like when Case is creating from the Account Page, Account Name will be appear as readOnly with Account name. User will not be able to select other Account from Case page layout. ...
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0answers
29 views

Customer community plus users can see contacts in list views, but not the actual records

My customer community plus users can view contact fields as expected in related lists and list views, but when they click on a contact to view the full record, they see a permission denied message. ...
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0answers
20 views

Insert account is showing null

Hello all help me out in this account class, I am newbie public with sharing class accountPageController { public String zipcode_person { get; set; } public String country_person { get; set; ...
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12 views

Partner picklist restricted by record type

Salesforce Accounts can have "Partners", eg Supplier, Agent, Client, Advertiser and so on. Is it possible to restrict the picklist options for a Partner based on the Account record type? Eg if I ...
2
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1answer
35 views

Need Child Account Trigger Help

I am trying to update all child accounts to have the same Order Manager(lookup to Contact) as their parent. The caveat is that I only want to do this for accounts that arent parented by my two top ...
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1answer
9 views

Setup Account compulsory field for different application

A user want some standard fields in Account to be set as compulsory field in the page layout but that field also used in different application but not as required field.If we setup validation rule, ...
2
votes
1answer
83 views

How to get Cases, Opportunities, Contacts Associated with Account Object Dynamically?

I need to get all the associated Contacts,Opportunities and Cases, for a given Account, if there are any. Right now, I am doing something like below: public List<Case> getCases(SObject sobj){ ...
2
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1answer
74 views

Account Team Member lost when Account Owner changes

Not sure if this is a valid question. But, somehow, my understanding is that when the Account's owner is updated, the Account Team Members are lost and not preserved. I was planning some work around ...
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1answer
16 views

Disable the Business Account Toggle button On Person Account Edit page

I have a query regarding the Account .. I have a Customize Vf page and i want that whenever the user edit the person account page then the business account page button should be disable and Vice ...
0
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1answer
27 views

Error trying to update a Person Account

I get following error message: INVALID_FIELD_FOR_INSERT_UPDATE, Account: bad field names on insert/update call: Name: [Name] even though I am not trying to update Name in my Person Account record. ...
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0answers
23 views

Unsure of Testing HTTPCallOut

I need to deploy a class I wrote which is essentially for an HTTPCall Out. I've looked at this link but am still not sure where to start. I am a beginner to all of this. A trigger calls this class. ...
2
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0answers
25 views

Effective way of searching for Account based on a set of attributes received from third party system?

I'm gonna try to keep this question from not being a discussion subject, as well as I can. The scenario I'm facing is that I have a system with multiple third party integrations which requests data ...
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0answers
17 views

How to query sibling territories?

How to query for accounts in child territories? I can't seem to find any documentation for this. I had posted a similar question, but got no response. Any reference would be great too!
2
votes
2answers
66 views

Upsert into Contact without knowing AccountId but relate to existing Account

I upsert into Contact with external id using REST API like this : https://myinstance.salesforce.com/services/data/v32.0/sobjects/Contact/clinician_id__c/1000 I send PATCH request along with Contact ...
2
votes
1answer
36 views

How to get the account Id thanks to the lead's Id after the lead conversion?

After a lead conversion, I have to redirect the user to a Visualforce page (saveUrl on the URL) to examine some fields of the account to redirect the user then (depend of the values of the account ...
1
vote
2answers
75 views

Not able to update isPartner field in Account using Salesforce Ajax

A program have merge features to merge two Accounts, however the merging is fail due to the isPartner value of Master Account is false.I want to update isPartner value of the Master Account to true ...
1
vote
1answer
26 views

How should I record the degree of interest of a potential customer?

We're in an industry with a small number of potential customers -- let's say there are only 1000 companies that might buy our product. For each of these companies, I'd like to record one particular ...
1
vote
1answer
99 views

Validation rules Account: Changing owner limitation

I am trying to create a validation rule for Account. I want to limit the capability of the user to transfer the accounts (or changing de ownerID of the Account) . I only want them to be able to ...
2
votes
1answer
73 views

Need help on apex logic

I'm stuck on retrieving account for particular orders. My final requirement is to build a list with all orders details and the account it belongs to. So here's my story so far... I have 2 new custom ...