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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16 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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14 views

Market has a fixed number of accounts/leads [on hold]

I work in a business which operates in a market with a fixed number of leads (school districts in the US). I want to migrate the business's sales and marketing processes to Salesforce. I wonder how I ...
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1answer
25 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
14 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
votes
1answer
31 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
37 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
31 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 ...
0
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1answer
9 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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0answers
11 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
24 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
35 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
22 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
30 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
votes
1answer
27 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
vote
1answer
13 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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votes
1answer
14 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
20 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
17 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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0answers
10 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
votes
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
62 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
votes
1answer
43 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 ...
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1answer
22 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
21 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
23 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
15 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
56 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
27 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 ...
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vote
2answers
60 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
25 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
72 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 ...
2
votes
1answer
54 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 ...
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votes
2answers
401 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 ...
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1answer
42 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 ...
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vote
3answers
106 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> ...
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0answers
32 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
34 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
31 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 ...
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votes
1answer
25 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?
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1answer
54 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
80 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
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1answer
112 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
30 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
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0answers
33 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
30 views

mapping 1 account to multiple opportunities

I want to get multiple opportunities output with single associated account.
2
votes
1answer
69 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 ...