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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25 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
19 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 ...
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1answer
11 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
11 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 ...
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1answer
17 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
10 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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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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8 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
34 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
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1answer
49 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){ ...
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1answer
24 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
14 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
20 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
19 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. ...
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0answers
22 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!
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2answers
50 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 ...
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1answer
22 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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2answers
48 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 ...
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1answer
18 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 ...
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1answer
58 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
72 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 ...
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1answer
48 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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2answers
261 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
36 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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3answers
78 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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28 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 ...
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1answer
33 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 ...
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0answers
27 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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1answer
24 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
52 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. ...
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1answer
66 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) ...
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1answer
93 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 ...
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1answer
29 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 ...
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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. ...
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3answers
29 views

mapping 1 account to multiple opportunities

I want to get multiple opportunities output with single associated account.
2
votes
1answer
57 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 ...
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2answers
24 views

Contacts list in account object

I tried to use contacts list inside account object like this : Account a = new Account(); Contact c = new Contact(); c.lastName ='Test'; a.name ='Test'; a.contacts.add(c); insert a; The account ...
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0answers
39 views

Data Load into Accounts (Std Obj) with a Lookup to Custom Object

The issue is that I am not able to map the LookUp Field with a value from the CSV as the Lookup Field is not displayed for Mapping. Tried Import Wizard, Data Loader, Workbench, Jitterbit ... None of ...
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1answer
23 views

Number Of child records On Account Hierachy View Page

I have a button to view Account Hierarchy on Account detail page. When i click on the button it opens a pop up window and displays the account hierarchy. At present we can display maximum 500 child ...
3
votes
1answer
19 views

Odd Issue (Possible Expected Feature) Delete Contact then Account Contact NOT undeleted or undeleteable

Ok, so ran into this issue and maybe it is a "feature" but have not ran into it before...... Delete a contact Contact shows up in recycle bin Delete Account Account is in recycle bin but contact is ...
4
votes
1answer
58 views

Generic account owner considerations - record skew - customer portal accounts?

In our organization, accounts aren't owned, and teams are used to manage sharing of accounts. We're planning on having all accounts owned by a single generic user. According to the architect resources ...
3
votes
2answers
60 views

Account Handling Scenario

I have a scenario that is bugging me and I need to solve it. This is for a new SF implementation and we are just planning out the Account handling. The idea is to use the regular Lead -> ...
0
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1answer
100 views

Defaulting Lead.company

Can we set a default value of the company field of Lead to logged in User's company field so that at the time of conversion, Account name becomes User's company name. I tried Workflow with Field ...
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0answers
29 views

Partner Account related Contacts

I have a scenario where a partner logs in ,searches for any Account and creates an Opportunity for that Account. Also, Each partner is a SFDC account with contacts linked to it. When adding a ...
2
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0answers
186 views

Using a Lookup Relationship in a Formula Field

I want to update a field on the the account object based on a field being updated on the contact object, in this case a date / time field. So far, I have setup a lookup relaionship field on the ...
0
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2answers
40 views

help in multiplying values in Two Fields & display in 3rd Field in trigger

help in multiplying values in Two Fields & display in 3rd Field Request help in multiplying values in Two Fields (UnitPrice__c & QuantitySold__c} & display the value in edit mode in 3rd ...
1
vote
1answer
20 views

Problem with setAccount using WSC API gives field not indexed field error

I'm trying to create an Event for a specific Account and the WSC api won't let me call setAccount(account). It gives me various errors, the most recent one is Field name provided, Id is not an ...
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1answer
45 views

Cannot find Accounts table when using jitterbit data loader

I am using Jitterbit cloud data loader to sync a local MySQL database with my salesforce Objects. While most of the objects can be found, I am facing following issue. I would be grateful if i can be ...