Tagged Questions

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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7 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
14 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
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1answer
16 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 ...
3
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1answer
17 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 ...
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2answers
47 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 -> ...
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1answer
50 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
15 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
51 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 ...
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2answers
29 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 ...
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1answer
11 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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vote
1answer
35 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 ...
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2answers
103 views

Apex Trigger to update Account field when Case field is updated

I am struggling to come up with a trigger to update an Account field (Last Survey Sent) when the same field gets inserted or updated on the Case (Last Survey Sent). I am unable to do this via ...
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2answers
109 views

Trigger to update opportunity stage based on Account Status

I have a trigger that updates/ inserts opportunities when the account is created. This was implemented by a third party. Now I would like to update the opportunities to Cancelled when the Account ...
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0answers
15 views

Configuring Customer Community contact on child account to see all accounts in hierarchy

I have been able to configure my customer community contacts so that if they are contacts on the Parent Account they can see all the child accounts on the Customer Community. Is there a way to ...
2
votes
2answers
54 views

OutputText value calling a @readOnly method

I want to display the total number of Accounts in an <apex:outputText>. For that, I did : VF : <apex:outputText value="{!$totalAccounts}"/> Controller : public Integer ...
0
votes
1answer
24 views

How to create OpportunityPartner object to test OpportunityPartner functionality?

I want to write some tests to check a logic, related to OpportunityPartner object. The logic reads OpportunityPartner for Account, then reads it's Contacts. partners = [ SELECT OpportunityId, ...
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2answers
40 views

Account and contact lookup relationship

When I check the relationship between Account and contact in schema builder I found it lookup from contact to Account. Which mean when Account is deleted contact should not get deleted as per it is in ...
2
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1answer
78 views

How to display Location part of Address field type

Is there any way to display Geolocation part of Address field type in edit or display mode? Account object contains specific BillingAddress field of Address type (is in beta). Also, as mentioned ...
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1answer
48 views

Assign user based on account zip code

I'm looking for a way to do the following. I need to automatically assign users to accounts based on the account's zip code. The idea is that these users will be responsible for a number of accounts ...
3
votes
1answer
78 views

Is it possible to create a flow that creates an opportunity and an event from the account screen?

I am building out a new SFDC org for my new company and i want to use flows to try to cut down on my users using multiple objects, i have tried this in the past but a few years back in a different ...
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vote
1answer
74 views

Force.com sites - public access to account/contact records

I have a force.com site, it has a visualforce page with a controller that is doing a very simple SOQL query to the database, which for some reason it's not returning any records. Here's what I've ...
1
vote
1answer
95 views

Account Contact roles, pre-populating opportunity /contract contact roles

i am hoping you can help,i am wondering is there a way i can populate the account contact roles, and it populates the contract,opportunity contact roles automatically For example In the scenario ...
2
votes
1answer
57 views

How to get the Billing or Shipping address in Account objects as a single data?

Is there a way to get the billing or shipping address in account object as a single data? Currently the address data is split across several fields like Street Address City State Zip ...
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2answers
129 views

Visualizing Many to Many relationship between Accounts (as Network-Structure not as Tree)

I have a many-to-many relationship between accounts. Somewhat like below: A B | | |_| C |____ | | | D E F I want to give the user a nice hierarchical view to see all the parents (including ...
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1answer
92 views

Creating a Person Account in Salesforce using the REST API

I have 2 questions here. I have Person Account in salesforce, so if via API if I create a contact , it just creates a contact and not an account, on the other hand If I create an account in ...
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0answers
36 views

Account Team Access functionality

I have a question on Account access setting while adding Account Team. I have Account sharing rule that provides Read-Write access to a Role (R1). User U1 is with Role R1 U1 logs and can see the ...
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1answer
22 views

Can I pull field data from an Event into its related Account? (Professional Edition)

Our company uses Events to represent demos of our SaaS product. We have several custom fields on the Event object where the person scheduling the demo leaves notes for the person who will run the ...
2
votes
1answer
20 views

getting layout of user using API

I am using this link to get the layout. I am using a REST client, Here is my request https://ap1.salesforce.com/services/data/v28.0/sobjects/Global/describe/layouts/ Authorization: Bearer ...
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2answers
36 views

Query Account field IsExcludedFromRealign

There is a field on Account called IsExcludedFromRealign which determines that if Account is excluded from Territory Assignment or not. I am having an issue where some of my accounts are not assigned ...
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4answers
118 views

Why Account Assignment Rules removes Account from Territory?

I have a Territory Account assignment rule with a simple condition. If the Account Country = United States and State = XYZ, assign to a territory. The assignment rule works fine and there are accounts ...
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vote
1answer
53 views

Populating Account record from Lead in an Account before insert trigger

There are lot of discussions on Lead conversion. I'd just need to know is there any possibility to track whether the Account is being created upon a Lead conversion and if collecting information of ...
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vote
1answer
15 views

Can I change the type of a custom RSF field?

I have a custom field under Account that we've been using for a while, and I need to change it from Roll-Up Summary to Decimal. I cannot see that option when trying to edit the field. Is it possible ...
2
votes
1answer
88 views

Disable custom list button if no object selected

I added a custom account list button via SalesForce setup. So, when I click on Accounts tab, then on All accounts on selectList, I have all my accounts and on the top my custom button. I want to ...
1
vote
2answers
138 views

Can't change Opportunity owner from Trigger because Error record is 'read-only' [duplicate]

This is supposed to be a simple trigger that changes the Opportunity Owner to the the Account Owner upon insert or update of the opportunity. However, I keep getting the error, cannot update the ...
2
votes
1answer
70 views

Query Opportunity join on Partner account lookup (Join two quries)

I have two queries, how can I join both together into one SOQL? SELECT o.Partner_Account__c, o.id, o.name, o.Account.Id, from Opportunity o SELECT a.id, a.name from account a where a.id = ...
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vote
1answer
41 views

Trigger to find contact records who are community users on account

I need to write a Trigger on the Case Object that lookups the Account field on the Case Object on and then determines which contacts on that account are community users and assigns them as case team ...
3
votes
1answer
53 views

Android Push Notification set up questions

We have guys on our end trying to configure Push Notifications & they’ve asked me to reach out for an answer on the below: ...
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0answers
42 views

Account detail page not at all displaying in IE 8 pops up javascript error. What could be wrong? Experts, any thoughts please

Account detail page not at all displaying in IE 8 after clicking on a account record. I got a weird javascript error. The same is working in IE 9, 10 and 11. I wait for more than 5 minutes still no ...
3
votes
1answer
40 views

Account Showing as Null after insert during a test

I have written a helper class which is called from a trigger and a test to test it however my test isn't getting full coverage as it is showing the account attached to the asset is null however ...
3
votes
3answers
166 views

Clone Account without cloning opportunities

I am testing out cloning an account, but I would like the system to not clone some to the objects/fields. For example, I would like the clone button to clone the Address, phone and other info but not ...
4
votes
1answer
48 views

can you have a lookup search contacts and accounts?

I have a custom object that contains a lookup field and I want to search on contact and accounts.
1
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2answers
108 views

How to track the creation and last edited date of a custom field - best practice

Here i have issue regarding workflow or trigger.On Account level i have 2 fields.. 1) Account note - text field 2) Account note modified date - date field I want the Account Note Modified Date ...
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vote
0answers
21 views

How to convert Current Account In to Partner Account

i am trying to convert an account in to partner account.i am following link https://help.salesforce.com/HTViewHelpDoc?id=partner_portal_creating_partner_accounts.htm&language=en_US .i created an ...
0
votes
1answer
281 views

Error Attempt to de-reference a null object

My requirement is to get the list of territories present in an Account_Territory_Loader_vod__c object for a particular account and check that combination of account and territory whether it is present ...
1
vote
1answer
16 views

Is anyone able to pull the ShippingLatitude and ShippingLongitude data?

I look at the Account API and I've seen these two new beta fields. How can I access the data of these two fields? ShippingLatitude ShippingLongitude
2
votes
1answer
55 views

How to populate value from account into new created opportunity on creation?

We have a custom Pick List field on Account: Payment Terms The same pick list field (but a different one) is oppty, I need that when creating a new oppty, the value from the account will be populated ...
0
votes
2answers
45 views

Billing Country populated during Data Migration when source was blank

I have migrated a sample account with only 2 fields account name and billing street. However upon migration the country value is populated as united states. I have used data loader and the allow null ...
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vote
2answers
32 views

Is it possible to make Account Page Specific to any Application

Here is my scenario I have Account Object and I have entirely two different Application. Now i want to make Page Layout specific to the application which I select for the same profile users. I can ...
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vote
1answer
444 views

How to recreate Contact, Account, & Opportunity homepages with Visualforce pages?

An answer, from this question, "How to remove Reports & Tools from the Contact, Account, & Opportunity homepages?," suggest the following: If you are open for writing Code then here is one ...
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vote
2answers
132 views

How to remove “Reports” & “Tools” from the Contact, Account, & Opportunity homepages?

Attempting to remove the "Reports" & "Tools" items from the homepages of Contact, Account, & Opportunity - is this possible, and if so, how?