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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1answer
12 views

Ringlead is preventing creation of Leads, Contacts and Accounts

I just got a new job with a company that use Ringlead. One symptom that I am seeing today is that leads, contacts and accounts cannot be created. I don't know why but its weird: If I or anyone else ...
-3
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0answers
11 views

How to create an user account in salesforce via c# [closed]

How do we create an user account in salesforce using c#
4
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1answer
45 views

Account Owner changes Opportunity Owner?

Q1: When I change the owner of an Account record to UserA, the associated Opportunity record's owner is set to UserA automatically. Is it a native behavior? (I checked all the workflows and account ...
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1answer
35 views

Cancellation of the account

I set up an account at Salesforce, because our customers have sent me some documents that required the activation of the account. As it turned out, it was a misunderstanding. When I started the ...
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votes
1answer
23 views

Additional Submit button for triggering mail [closed]

Here is my Requirement :- I have a visual force View page of Account . I want an additional submit (other than Save) button on it . The condition is when user click on submit if any of the fields ...
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4answers
27 views

I want a button on view page of account which will activate only when all the fields are filled

I want a button on view page (which is a Visual force page) of account which will activate only when all the fields are filled. Kindly help me out for this logic . is there any other way to achieve ...
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0answers
34 views

Trigger for field update on Opportunity (child) records based on Account (parent) field value?

I would like to automatically update the Stage field on all child opportunities to Closed Won when a custom checkbox field ("Payment Info on File") is checked on the parent account record. I came ...
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votes
4answers
30 views

Want to display ownerid as current user by default on account and oportunity page

I want to display opportunity owner and account owner as current user by default on VF page. Kindly help me out. Thanks in advance.
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2answers
29 views

System.NullPointerException parent child relationship

I have a child object of Parent Account name Vendor . I want to create multiple vendor on one account record. I have created master detail relationship between these two. When i want to ...
2
votes
2answers
37 views

How can I get an Account object from its id?

I have a button calling a javascript function on an opportunity object that passes its associated account's id to an apex function. What is the best way in apex to retrieve that Account object? I ...
2
votes
2answers
49 views

After Update Trigger on Account to create contact

I am writing a trigger to auto create a contact once the account is created. Also I would like to update all the existing accounts so that it will create contacts only once(Further updates of account ...
2
votes
1answer
21 views

how to create a salesforce rollup field thats not on a master record in pro edtion

I have a object called key account with all the accounts that belong to this key account connected - the connected accounts have a sales total field which i what to add into a total on the Key ...
2
votes
1answer
32 views

What's the best way to create a validation rule on 'Account' name field that limits trailing periods and all quotes?

I've seen validation rules that exclude special characters but can't figure out how to create a validation rule that would do what I need, which is to exclude quotes and trailing periods. Can one of ...
2
votes
1answer
16 views

How can I delete Account with Opportunities(Closed Won) via REST API?

As a documentation said when I delete a record all referal records will be deleted. But there are limitation about opportunities with Close Won Stage. If I change Opportunities to another Stage, ...
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vote
2answers
40 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
40 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
40 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
119 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
103 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 ...
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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
43 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
46 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
53 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
61 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 ...
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3answers
51 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
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1answer
34 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 ...
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votes
1answer
30 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
23 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 ...
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3answers
33 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
72 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
36 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
19 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
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1answer
33 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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0answers
17 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
32 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
107 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
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
63 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
50 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
37 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
45 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
80 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
20 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
127 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
71 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
46 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
22 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 ...