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.

learn more… | top users | synonyms

1
vote
2answers
32 views

Create Report to show Accounts that have Activities /No Activities Logged

I would like to create Dashboard /Report that displays number of Accounts that have been called /not called (activities). For example, I have 10 Accounts and 6 of these 10 accounts have been called ...
1
vote
1answer
30 views

How can I know the account team members of my parent account?

Sharing settings for Accounts: Private, with grant access using hierarchies As the owner, or in the account team, of an account, I wouldn't mind knowing who are the team members of my parent ...
1
vote
2answers
35 views

Data export of contacts on Account

I need to export Data from Salesforce.The requirement is that I need to extract Accounts and only one contacT associated with the account. Let us say if i have to extract 1000 accounts I need to get 1 ...
3
votes
2answers
109 views

How to fill new custom field on already existing accounts?

I need experts advice on the situation we have. We are creating a new datawarehouse and copy all the already existing accounts from salesforce to our new datawarehouse. The other systems in the ...
1
vote
2answers
42 views

Trigger to update parent record based on child

I created a custom field on Account Create_contact__c which should be checked if any contact is inserted related to that account. I did write the following trigger to achieve this but ended up with ...
1
vote
1answer
12 views

How do I link AccountTeamMembers to Contact objects?

I’m using SalesForce v 33.0 and I am trying to write a single query that, given a number of account ids, can identify the team members (their first name, last name, and email) whose roles are ...
0
votes
0answers
15 views

What does the Email-to-Case agent do when the email is on 2 different account?

i found this question and it is similar to what i am asking: What does the Email-to-Case agent do when the email is on 2 different contacts? can anyone please clarify it regarding to my case which ...
0
votes
3answers
39 views

Create custom field which displays first opportunity created

I have a requirement where I need to capture, in a custom field on the Account Object, the date that the first opportunity was created against an Account. Furthermore, I also would also like to do ...
0
votes
1answer
39 views

How to set Account Team Owner?

I need to write custom change owner functionality. I have a checkbox Keep Account Team - Transfers all account team members on the account to the new owner. How to create this functionality? There is ...
1
vote
1answer
40 views

Merge Accounts permission for a non admin users

How do we grant permissions to non admin user to merge accounts in salesforce. Note : I gave delete permission for the user on account object, edit on opp,cases, contacts and also edit on other ...
2
votes
1answer
52 views

How to override standard Change Owner functionality?

I need to add additional checkbox(Transfer open activities) to the Change Account Owner screen. As far as I know, there is no way to edit this standard functionality so I decided to create a custom ...
1
vote
3answers
32 views

Changing Person Account RecordType to Business Account RecordType

I am investigating possibilities for changing the RecordType of an Account from Person to Business Account. The reasoning for this is that I have a third party system which syncs Accounts with ...
1
vote
1answer
31 views

Matching a list of accounts with Salesforce accounts

I am relatively new to Salesforce. I am struggling to get a solution for my task. I am given a list of 100 accounts (which do not have Salesforce IDs and are obtained outside from Salesforce). I need ...
0
votes
1answer
18 views

Error while opening large account

Here i got one error while processing on accounts. i can't open large accounts and got the below error. So what can i do to open that accounts i mean is there any way to resolve this error and ...
0
votes
1answer
29 views

Transfer of Accounts and its related information

I need to transfer like 2000-3000 accounts from X to Y. I should also transfer its related contacts, tasks, activities and everything that is present on the account. These accounts don't have any ...
0
votes
1answer
19 views

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 ...
0
votes
3answers
32 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. ...
5
votes
1answer
49 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 ...
0
votes
1answer
25 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 ...
0
votes
1answer
16 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 ...
0
votes
1answer
30 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. ...
0
votes
0answers
16 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?
1
vote
1answer
31 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, ...
3
votes
2answers
77 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 ...
0
votes
0answers
20 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 ...
1
vote
2answers
55 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 ...
0
votes
3answers
46 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 ...
0
votes
0answers
35 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, ...
0
votes
1answer
35 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: ...
0
votes
1answer
61 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 ...
0
votes
1answer
36 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. ...
1
vote
0answers
18 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
81 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 ...
0
votes
1answer
64 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 ...
0
votes
1answer
41 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
votes
1answer
18 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 ...
0
votes
0answers
28 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. ...
1
vote
1answer
31 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?
0
votes
3answers
42 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 ...
0
votes
1answer
27 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 ...
0
votes
1answer
36 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
39 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
25 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 ...
0
votes
1answer
20 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
votes
1answer
37 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. ...
1
vote
0answers
41 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. ...
0
votes
0answers
22 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; ...
0
votes
0answers
16 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
47 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 ...
0
votes
1answer
11 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, ...