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
38 views

Create case with no accountId although contact has related account

When creating case, if contact has accountId, Salesforce is automatically relating my case to that account which I would like not to happen. If account is selected on the case and contact has account ...
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2answers
28 views

How to not create a new Account in convertLead()

I developing an app, which convert all Leads to Contacts, but it always create a new Account. How can I code a method which validates if the Company Name is the same than any existing Account.Name, ...
3
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1answer
21 views

Is it possile to add links under Tools section of Accounts tab

can we add links under tools section of Accounts tab.Currently there are 4-5 links already available.Can we customize tools section of Accounts tab.
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1answer
41 views

Assign account to Territory Rule in apex code

We have an issue with Accounts in wrong territories. Basically, we have an apex controller for Cases which modifies the account field that we are using to manage territories, but reading this link ...
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1answer
15 views

Grab Account info to send email RE: Task

I wrote a trigger to send an email to a Salesman and Trader on an Account when a task is logged for that Account. However, I'm running into the issue that sometimes these calls are logged at the ...
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0answers
12 views

Apex Account to Contact set email

I'm trying to execute the code in the following test class: static testMethod void testLeadStatusExistingDeal() { Test.startTest(); Lead record = new Lead(LastName = 'Dimitrov', Company ='emp1', ...
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22 views

Insufficient Privileges : <apex:detail account

I'm using standard object (Account) and if I add the <apex:detail as shown below then I'm getting Insufficient Privileges what do I need to do? Insufficient Privileges You do not have the level ...
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2answers
27 views

Account ID for developer challenges

I just started getting into SalesForce last night. I am going through the Visual Force Basics and doing the examples after every section. My problem is that I registered a developer demo account. I ...
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1answer
15 views

criteria for lookup

I created a lookup for sales people in the opportunity objects and I want them to be grouped according to the picklist in the account. However, when I create a lookup, the criteria should only be in ...
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1answer
16 views

Copy Last Activity Details to Account without Trigger?

Is it possible to copy additional details of the last activity that happened on an Account (or any of its Contacts) to fields on the Account? I know there's the Last Activity field that shows the date ...
0
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1answer
34 views

Mass reassign / upsert account team member

Is there any possibility that we can mass "Upsert" account team member? We have sales reps changing from different accounts, so how do we change assignments for all sales reps as an account team ...
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0answers
26 views

Can't disable naming connector for Household automatic renaming in NPSP

In NPSP, We want to set Household naming format to, "##FIRSTNAME## ##LASTNAME## Household" for all accounts even if that account is associated with multiple accounts. ##FIRSTNAME## & ...
2
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1answer
154 views

Account Hierarchy - Trigger - Update All Accounts in Hierarchy

I have following requirement in hand - Update each account's field count__c in the Account Hierarchy. where count__c = Count_of_Custom_Object_Records on Account + count from all Accounts who are ...
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1answer
27 views

bold line not covered in test class how to covered?

public class contactTriggerHandler { Set<Id> AccountIds = new Set<Id>(); public void performOnAfterInsert(List<Contact> lstCon){ for (contact con : lstCon ) { ...
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1answer
22 views

Once role is assigned to Account Team Members send email?

Once role is assigned to Account team members we need to send email alert. Is it possible by workflow or any other means?
2
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1answer
16 views

Lightning Experience - How to get the Alpha Rolodex on Search Pages?

The Alphabet Ribbon/Rolodex that appeared at the top right corner of specifically the account listing is no longer available in the new Lightning Experience. Is it simply disabled or not part of the ...
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0answers
50 views

Salesforce route “layouts/describe” returning {'body':null}

Given the headers and other information returned to our app, what would be causing body to be null(see below)? Our users are experiencing a sporadic error when calling the url below. We cannot figure ...
2
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2answers
58 views

Contact Assignment

I've created a trigger that once a contact is created, it should be associated to an existing Account - if the domain portion of the email address matches one of the strings in a custom field (field ...
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1answer
18 views

Max# of Children per Parent?

Is there a maximum number of Child accounts you can you have for a 'Parent Account'?
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12 views

How to upsert flat file containing both business and personal accounts using Jitterbit

Has anyone used Jitterbit to perform automatic data upserts in Salesforce from a flat file? I have it set up and ready to go but realized the flat file has no way of differentiating between Business ...
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0answers
14 views

setting the ExclusionFilter field for a TriggeredSendDefinition, and turning on the SEND_TIME_FILTERING business rule

When I attempt to set the ExclusionFilter field (a String) for a TriggeredSendDefinition, I receive the following error message: "The SEND_TIME_FILTERING business rule must be turned on to use an ...
0
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1answer
25 views

Trigger to Show Account name and Clickable ID

I am using this trigger i found on this forum to track custom fields in my Account object. I am trying to figure out how to make the Account__c field to be a clickable Account Name field. Right now it ...
0
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1answer
25 views

Private org wide setting and Duplicates

I need Sales reps to be able to see or search for accounts/contacts owned by other reps before they create new ones or convert a lead. Problem is our Org wide security setting is set to Private and ...
0
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1answer
24 views

Way to remove “Recent Accounts” “Tools”, and “Reports”

Is there any internal way to remove tile boxes of "Recent Accounts", "Tools", and "Reports" on the Accounts Landing page. Any internal configuration which can let this happen.
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0answers
22 views

How to set a default Account within a contact record for a user profile?

I am wondering if there is a way to set the default Account ID within a Contact record for a specific user profile? I have tried workflow rules (doesn't allow field updates against lookup), I ...
0
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1answer
31 views

Capturing AccountTeamMembers on Account Object

I want to populate AccountTeamMember names related to particular account on account object field. As Trigger is not allowed on AccountTeam or AccountTeamMember i think of writing a batch class to ...
1
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2answers
89 views

Apex Trigger to Sync Accounts and Contacts with same Email

I'll start off by saying I'm a complete noob to Salesforce and Apex Triggers. What we've done so far is added a custom Email field to the Account Record. Account records are automatically created via ...
2
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1answer
48 views

Can't select from Accounts in Trigger

I'm new to Salesforce and trying to write my first trigger to convert Lead records that have a status of 'Qualified'. I was able to get a trigger working except it was creating new accounts for every ...
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1answer
19 views

Assigning leads to Existing Account/contact owners

I need to somehow change owners of legacy and new leads to the owner of the account, if that related account already exists in the system. Is there a way to do this using workflows or process builder? ...
3
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0answers
48 views

Account Field History Exceeding limit

Did something change regarding standard object field history tracking? I just refreshed my sandbox, I'm tracking less than 20 fields on Account (currently 17). When I try to deploy account object ...
0
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1answer
35 views

Making fields visible only in ListView

I am having a hard time accomplishing this. My requirement is to have Account object private but i need few fields from accounts to be visible in the account list view for all users such as Account ...
3
votes
1answer
90 views

When one merges accounts, contacts or leads what happens to lookup relationships?

I imagine if the lookup relationship points to the merge winner, then nothing changes, but what happens if the lookup points to the merge loser? Does the lookup afterwards get automatically updated to ...
0
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1answer
52 views

Trigger to update Contact based on specific Account record type

I hope someone can help...? I have this test code that's working on all record types. I would like to modify it in a way that only works on specific Account Record Type and updates fields on all ...
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0answers
34 views

How to use matching rules to analyse duplicate accounts?

We want to analyse all our existing Accounts data for duplicates using standard SalesForce features. Assuming the standard duplicate checks (with matching rules) only works when accounts are created ...
0
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1answer
21 views

SOQL Query of Events of particular Accounts

I am trying to query all of the Event Meetings from Active Prospect Accounts in my org. I think because of the strange way Accounts and Events are connected it's not working. SELECT Id, AccountId, ...
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1answer
45 views

Populate Account on Opportunity using externalID in before insert Trigger

I am to trying to populate Account lookup on Opportunity using External Id field on Opportunity using before insert trigger. It is not working however if I do it by a simple class it work. ID__c is my ...
0
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1answer
32 views

Trigger that validates criteria, IF no, then keep the original Id

I have a trigger here I wrote to validate criteria based on the Event & Account object. The 2nd IF statement is what I'm having issues with. What I need is: If any of this criteria isn't met, ...
1
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1answer
37 views

MiddleName Field cannot find in in “.fields.getMap()”

We've just enabled the Middle Name and Suffix Fields feature and encountered the below issue. SUMMERY : Just after enabling "Middle Name and Suffix Fields", Implementation of custom apex logic in a ...
0
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2answers
26 views

how to extract accounts under a particular territory in salesforce?

how to extract accounts under a particular territory in salesforce? can some one provide me the query please if possible. Is there a way to do it using vlookup and dataloader?
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0answers
14 views

Change Ownership of Account and Contact in a Report

Can any one help me out. I have a requirement ,where i need to change the ownership of Account and Contact in a report as per the country .The report generated is a Summary report.Do we have an ...
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0answers
15 views

RecordType change on Person Account, not detected on my Account Trigger

I am trying to detect a change on the record type of my Accounts, through a field OldRecordTypeID__c, that should be updated with the old record type id when a record type change, is detected in an ...
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0answers
9 views

Upcoming activities reminder

I would like to send reminders to users when they have an upcoming activity in x days. Also, i would like to send a reminder when an account is innactive for a certain period. Options I have ...
0
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1answer
51 views

Pre-populate an Account name on my vf page for creating contacts

My visualforce page creates many contacts in one go. I want to pre-populate a certain account name when the page is loaded. Even though it always pre-populates a certain account, user should have the ...
1
vote
3answers
145 views

Condition on RecordType.Name onClick JavaScript on Custom Button in Salesforce

I am trying this on my Custom JavaScript button IF( '{!Account.recordtype.name}' ='First RecordType'){ // Do Something } ELSE{ // Do something else } and when I click on "Check Syntax" ...
1
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1answer
13 views

Where to keep product information?

I use Salesforce to keep track of the customers my company has. We are a software vendor and we need to keep track of the software version our customers install. I can see how I can add an Asset ...
0
votes
1answer
31 views

formula field to show Primary Contact Name on Account Object

In Contact Object I have Primary_Contact__c checkbox field. If this field is checked then on the Account object primary contact name should display in a Primary_Contact_Name__c field on Account. Way ...
0
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1answer
34 views

Testing trigger account address insert

I am new to salesforce and I am having trouble testing a trigger. When I try to write the address part of my trigger it does not accept it saying that string is being assigned to system.address. ...
0
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0answers
32 views

Formula to determine region

I would like to create a formula field in the account object to determine what Territory the accounts belongs to (East, West, Other) based on the account owner. I use Roles, so that would be cleanest ...
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0answers
40 views

Assign task to account team member

I have a custom object in a master detail relationship with account. A Workflow is fired on custom object record creation. One of this workflow action is to assign a task to the Account Team Member ...
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1answer
38 views

Best way to prevent reassignment of tasks on account ownership change?

I was hoping to see if anyone had found a good solution for preventing open tasks from being reassigned when an account's owner changes. I've seen some options as triggers, but the few I've tried ...