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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5
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1answer
57 views

Is it possible to turn-off verifications related to a user logging in from a new IP address?

I am creating temporary user accounts to train new users and am using a single email address to manage these accounts. The issue is that it appears Salesforce notices if a user is accessing the site ...
1
vote
1answer
45 views

Trigger on Account when an attachment is uploaded to that account

Can I detect when an attachment is related to an account from a Trigger on account ?? Also, I want the trigger to post to chatter that the attachment has been uploaded upon completion.
1
vote
1answer
40 views

Linking Account to Contact in Apex

I am creating a custom Web2Account form that creates a Contact and Account. One of the fields on Contact is a lookup to Account and I want to be able to set that field in my APEX Controller. ...
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vote
2answers
41 views

How can I view the raw Visualforce of an existing (out of the box) page?

I want to override the Accounts page, but retain the existing version as a template upon which to make changes. Is there any way to view or clone the existing code for the Account page?
0
votes
1answer
48 views

How can I get particular account Details from Account in iOS

Using the salesforce sdk I am looking to fetch account details using salesforce sdk which is based on login account, If I login with test@salesforce.com then I want to fetch all details of account ...
5
votes
2answers
230 views

Contacts without Accounts: Is it possible, and if not, why?

Context: My understanding is that historically Salesforce was built to manage Business-to-Business (B2B) contacts, and the idea that the data model would not be built for contacts without accounts ...
1
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2answers
22 views

What's the approach if I would like the user to change Account Owner when creating a new account?

I am looking for an approach that when a user profile (e.g. Office Administrator) creates a new account and the administrator must assign another user (e.g. Account Manager) as the Account Owner when ...
1
vote
1answer
37 views

Account sharing rule not working in apex code

I've set up Account sharing rules so that if a checkbox field is false, Accounts are Read/Write for All Internal Users. I have a Profile (thisProfile) where all CRUD operations are ticked, but not ...
3
votes
1answer
15 views

In what situation is it appropriate to NOT have an account on an opportunity?

If an opportunity is a possible sale, and an account is someone you do business with, in what situation is it appropriate to not have an account attached to an opportunity? Surely you can't have an ...
1
vote
1answer
31 views

How to login and get a list of accounts from C#

I am trying access the Salesforce API from an external application. I've done the following: I've gone to the API tab and generated the WSDL. I then ran the .NET framework's WSDL tool to generate ...
5
votes
1answer
36 views

Question about Person Account and renaming fields

I'm tryng to help implement a system that tracks patients and physician information (and other stuff). I really hope someone that has experiecnes implementing Person Accounts can help me here. My ...
1
vote
1answer
46 views

Grouping of Accounts and contacts..?

I want to group accounts and contact...on VF page..I have used a wrapper class for this.. VF Page <apex:pageBlock > <apex:repeat value="{!wrapperLst}" var="wr"> ...
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0answers
146 views

trigger Update of Account team member

I'm trying to add owner of parent account under team member for child Account.Here is senario. Account P with VPA = true and Owner = PO. · Account A with VPA = false (or true, doesn’t ...
2
votes
1answer
44 views

How to Map Opportunity Owner to Account Owner

I'm trying to find a way to map the opportunity owner field to the account owner field when a new opportunity is created. So if an opportunity is created by Jon for Account XYZ, which is owned by ...
1
vote
1answer
49 views

How to create a Partner community User

i am following this article for creating a partner community user http://help.salesforce.com/HTViewHelpDoc?id=networks_create_external_users.htm&language=en_US .i created a contact then when i ...
0
votes
0answers
22 views

How to hide shadow account in NPSP's 1:1 and 1:M model

Considering NPSP's 1:1 and 1:M model(Which B2C option to choose?) what are the options to hide shadow/parent account in managed package (OWD for Account&Contact are Private). Thanks in advance.
2
votes
1answer
121 views

Salesforce Triggers : 1) 101 soql error when upserting product records 2) bulk opportunity update not reflecting on opp

Here is my product trigger that calls the opp trigger trigger productdata_changed on Product2 (after update) { for(Product2 prod:Trigger.new) { List<Opportunity> opp = ...
0
votes
1answer
47 views

Duplicate account IDs when using Database.convertLead()?

Does Database.convertLead() allow conversion of multiple leads to the same account at once? That seems like it should be no problem, but I'm getting strange errors in my unit testing. I wrote a lead ...
1
vote
1answer
88 views

When Merging Accounts, how may I distinguish child records of the “losing account”?

When merging accounts, I want to be able to update the owner of the re-parented opportunities, and custom objects under account to the owner of the "winning" account. My current trigger runs "after ...
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0answers
42 views

Custom Account Ownership Change

Solution Needed: Allow all users to "Change" ownership of their Account but circumvent moving open opps, contacts, and open activities to the new Account Owner (default salesforce functionality). We ...
4
votes
0answers
39 views

Query Regarding Account Data Skew

We are facing an issue in Accounts. Sometimes we are getting an error like 'Unable to lock row' while saving/updating data. Is it related to Account Data Skew issue? But in our org, no Account has ...
3
votes
1answer
62 views

How do I specify an account in the Related To field in a custom Global Action Predefined Field Value?

I have created a custom Global Action, and am trying to predefine a value for the Related To field. Related To appears in the picklist of available fields for Predefined Values, so it appears this is ...
1
vote
1answer
37 views

Salesforce Console Change Closed Opportunity Owner

I'm looking into how to change the owner of an opportunity through the Salesforce Console and a custom trigger. As of right now I understand that in order to be able to change closed opportunities of ...
4
votes
3answers
125 views

Map of Accounts indexed by Opportunity Id

I'm writting a code at Opportunity's before insert trigger. There, I want to create a Map of Account's related to all Trigger.new oportunities indexed by theirs opportunity ID. I expect that each Map ...
0
votes
2answers
107 views

Duplicate Account Name not allowed [duplicate]

There is an Standard Object is Account. I need to not allowed a duplicate Account Name Object. I know the Custom Object to handled but I need to Standard Object.
9
votes
1answer
166 views

How to convert Person (consumer) Account to Business Account and keep the same URL

The backstory: The org I am working in allows Person (consumer) and Business records to be created by users and a host data push process in Account. As a result, today we have a large number of each ...
6
votes
1answer
104 views

Workflow on Last Activity Date

is it possible to set a workflow that would create a task or email alert if there was no activity e.g. for the last 180 days...? By activity I mean only logging a task or event not editing the account ...
2
votes
1answer
72 views

View Custom Object Field on Account Layout

I've created a custom object, customObjectA. One of those fields in the object has a Account(lookup) and another text field, lets call it fieldA. I'd like to have fieldA appear on the Account layout ...
2
votes
1answer
62 views

Can I use partner account fields in a report?

I am creating an "Opportunities with Products" report. Is there any way I can use more partner fields than what are exposed by default? I presume the answer is no, but, I wanted to ask just to be ...
3
votes
1answer
466 views

Apex Trigger Creating Event on Account- Won't show in Open Activities

I've created an Apex trigger on a custom object that creates an event for an account. The trigger works, and I have the data, but I can't get it to show up under Accounts=> Choose Account=> Open ...
4
votes
1answer
297 views

Accounts with many-to-many relationship with accounts — how to create a report on contacts

I'm setting up an org that has a many-to-many relationship between "buyers" and "sellers." I'm using the Account object for both buyers and sellers and set the Type field picklist to have the choices ...
1
vote
1answer
50 views

Contacts of an Account

I have to code a APEX method which receives through parameter an Account object. I don't (and don't want to) know if this account is already persisted in SFDC database. I just want to iterate on some ...
0
votes
0answers
12 views

Creating Contact Groups on Accounts

We currently send invoices to individual contacts on an account. Within our customers, there is a lot of attrition and it is not possible to know who is or is not in the company at the time of ...
2
votes
3answers
83 views

Need to Create a page to display all the account records existing the instance.

Need to Create a page to display all the account records existing the instance. It should display 20 records in one page and should have NEXT & PREVIOUS button to navigate to other records. but ...
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0answers
73 views

Opportunity Owner being notified through email on inserting opportunities

When I am creating a new Opportunity with one of my user's as owner of it, they were getting one email per new Opportunity creation being their Owner. The email looks like this: Chirag Verma to ...
3
votes
1answer
226 views

Customizing the Detail Account Page

i am asked to create a customize standard account page and to add a component as shown in figure he want to show some logos in account information as shown in the image.is this possible and how to ...
12
votes
2answers
851 views

How can i add a field to upload account picture in salesforce

I have seen a image like field in the account detail page , but it says to add the picture thru some social account. Is there any possibility to add a field to upload a picture and show it in the ...
6
votes
1answer
186 views

How can I trigger assignment rules to run for an account record or group of records?

Background I have a mobile app that is using the REST API to create new accounts in my Salesforce org. I am using territory management to assign my accounts out to my users. It looks like the ...
1
vote
1answer
68 views

Aggregate information from multiple contacts into an account

is it possible to create a custom object which will take information from all contacts under an account and aggregate information into that account record? Here's what i'm trying to do specifically... ...
1
vote
1answer
40 views

referencing a Contact's Account type

I want to reference a Contact's Account so I can do something like: contact.Contact_Type__c = contact.Account__r.Type; Account__r is not available of course. How can I reference the Account to get ...
3
votes
2answers
328 views

Account hierarchy with variable levels of parents

We have a requirement for some account to have variable levels of parent accounts. Currently the salesforce account hierarchy only accommodates 2 levels of parents (grandparent, parent). Is there a ...
1
vote
2answers
173 views

Campaigns and Person Accounts - Rollup

I have searched Google; searched AppExchange; asked the two people in my office who would remotely have a clue - no go. We need to basically create ROLLUP SUMMARY FIELDS on the Campaign object... ...
2
votes
1answer
141 views

Questions regarding lookup, contacts, and custom objects

In reference to a previous question located here, I have a new problem. Our marketing department had an issue with assets being tied to a particular contact record as it was causing issues with ...
0
votes
0answers
240 views

Can't set RecordType

I'm writing a tool to sync data from a data source into Salesforce. I'm trying to set the RecordTypeId on the Account object which I can do successfully in code, but doesn't appear in Salesforce when ...
4
votes
1answer
386 views

Is there a way to determine how certain account has been created?

As you know Salesforce accounts could be created either as a result of lead conversion or directly, by creating a new account using account creation form (and, accordingly, bypassing lead creation ...
1
vote
0answers
52 views

Get related account of Account

I have co-owner field in account I am populating user id of other user . So basically It like sharing. My scenario is I have a table where accounts are populated. My req is I need to get allaccounts ...
2
votes
0answers
290 views

Test class showing error : Converted Account empty for a Converted Lead.: [ConvertedAccountId]

I need to write as test class to cover public without sharing class CMassConvert { public boolean hasErrors; public String errorMsg {get; set;} //constructora public CMassConvert() { } public ...
0
votes
1answer
184 views

Query Account history using API

Is there a way to query the account history using php and the API? I have some accounts that got updated unnecessarily and I need to view the history to programmatically update them all back to their ...
4
votes
5answers
3k views

Run Trigger As A Specific User (or Profile)?

Is this possible? I'm not finding help, Google or otherwise, for this. Situation: A trigger runs and cycles through groups of Opportunities. Some of these Opportunities are Closed Won, and most ...
4
votes
1answer
182 views

Cyclic Trigger Calls

I am trying to stop a cyclic situation between two triggers. Trigger B is the primary - it runs when an Opp is edited (to put some data on the ACCOUNT). Trigger A was written so that if the Account ...