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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Account Contact Role - enforcing users to at least set a primary contact role

I have done a code that will not allow the users to convert an account to partner and set the field Type to a particular value. So far all is working as expected. However, the user can still take out ...
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14 views

Code For StandardController Works With One Object But Not All. Why?

I have some code that works perfect for my Account standardController and an extension for a custom controller. When I go to implement the same code for Opportunity or Lead, my VF page is missing some ...
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14 views

Account - Setting a constraint on accounts that need to be converted into partner accounts

There is an option on the Account object called "Enable As Partner", as you can see below: I want to allow users to convert an account to partner as long as this account has an Account Primary ...
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14 views

can't create many to many relationship between Account and Product

Product is not showing up in the object list when I am trying to create a master-detail relationship from my junction object. what's the workaround? Thanks
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10 views

Contacts with Multiple Accounts /Multiple Email addresses

I have a user requirement where a contact may need to be associated to multiple Accounts and store multiple email addresses based on the Accounts they are working for. For Example, Joe Blogs who ...
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11 views

Use different object label for different record type

we had our Account object renamed Customer. now we want to add a supplier object which is really an Account object with a different record type can do. but a record type of customer named supplier ...
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19 views

Triggering on Account territory changes (ObjectTerritory2Association)?

Has anyone figured out a reasonable solution to detecting in real-time when an Account's Territory or Territories (stored in ObjectTerritory2Association) has been changed? We aren't allowed to create ...
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14 views

B2B business has some individual clients: Person account, eponymous Account, or what?

I have a client who’s mostly B2B but has some clients who are individuals (he’s a lawyer). Should we represent the individuals who are clients using Person Accounts, Accounts with the same name as ...
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1answer
40 views

Can I Upload Remote PDF File to Account via PHP?

Been searching for awhile but haven't been able to find any examples.. I'm trying to upload a remote PDF file to an Account record in SF using PHP cURL / Json, is that possible and if so do you have a ...
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12 views

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

I just joined so I don't have access to comment on the link below. I created custom Contact and Opportunity home pages to get rid of the reports, links and Recently Viewed list. It works fine in the ...
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19 views

How do you loop through the User object to then update a custom field on the Account record that the flow was launched on

I have a VWF that begins is launched through a custom button on an Account record. There is a screen input element where an end user inputs a value. I need to know how to loop through all of the User ...
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2answers
74 views

SOQL Issue Passing In AccountId

I believe it is my SOQL query that is giving me an issue. I need to take all of the notes and tasks (from the account that wrote them) and list them back out on the Account Page with a custom VF Page. ...
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26 views

Relating Task to Multiple Accounts

Is it possible to relate a task to multiple accounts? I am not wanting to relate to multiple contacts within accounts. I want to pull agreement information into salesforce, and the relationship is ...
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12 views

Contract records are not showing in mini Page layout in console even after adding

This is really bad, i have added contracts related list in mini page layout for Account. But its not showing there. Struture : Opportunity feed layout have lookup to Account in custom console ...
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2answers
26 views

Received an “Insufficient Privileges” error message when trying to access Account object

When trying to view an Asset (which is Account standard object) I am getting an error report which says: Insufficient Privileges. You do not have the level of access necessary to perform the ...
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21 views

Lookup filters are not working properly for custom field in account

In Opportunity related account object, Account is a lookup field. In Account, Rep/agent number is a custom field. Whenever I click account lookup, and enter Rep/agent number, and then click Apply ...
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26 views

Email ID registered but cannot log in

I had signed up my email ID for salesforce. Using this email ID I cannot log into saleforce.com. At the first we get an email to verify email ID. I tried to do it but its taking me to Log in paage for ...
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2answers
63 views

How to trigger max value of field from multiple child objects onto parent account?

At my org, we have FICO scores for each contact in an account. Some accounts have multiple contacts, while others have one. I am trying to pull the highest contact FICO Credit Score into a custom ...
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1answer
31 views

Marketing Cloud adding New User and New Account via API

Hi i am trying to create a new Account via API. I found the sample code from the below link. But I don't where to get the account ID or Client ID as i am creating new account.When i tried sending ...
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20 views

How to concatenate two fields from contacts and store it in a field in account object

I have a field called Concate__c in account object. I need to get the two fields value (Car__c and Bike__c) and display it in the field. Through coding i can done. But i am checking for some ...
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1answer
25 views

Custom drop down menu with Values of accounts

I am trying to have user select only specific account as parent account. So here is what the situation is . a custom drop down in visual force page that contains specific account. The user picks one ...
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1answer
18 views

Visual Work Flow Account Hierarchy

I have a visual work flow on Accounts and I need to evaluate whether a field on the parent, sibling, or child accounts related to the account the flow was launched on is blank or not. I'm looking at ...
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18 views

Problem importing account data vs contact data, Salesforce to Marketing Cloud

I created an Import Activity from an account based Salesforce Report. This has worked before with a Contact based Salesforce report that contains a Contact ID. However, in this account based report, ...
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29 views

I wanna achieve a functionality where as soon as a lead is converted,assign the Contact to the Account Contact Roles as the primary contact

I have a requirement where I have to assign the Contact to the Account Contact Roles as the primary contact,whenever a lead is converted. But I am not sure how it will be achieved? If it is going to ...
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2answers
31 views

Using javascript custom button i need to create account and person account record

like lead object i developed one custom button..when ever i click on button i need to create account and person account(person account is enabled in my org). this my code. account is created but ...
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37 views

Validation Rule on Accounts with RecordType condition runs randomly on the wrong RecordType

And by randomly I mean unidentified by me at least, on a 1 out of 10 rate approx... but if I log in with a different user (Even with the same profile, System Administrator) chances that it will fail ...
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32 views

Generating Account Statement as PDF

I need to generate a document for any given account that lists a detailed view of their contacts, opportunities, activity etc. My first instinct is to simply use renderAs on a custom visualforce page ...
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22 views

Sharing Contracts with Account Teams

I currently use my sharing settings to hide "deactivated" accounts - so I set them to private and only show the accounts where my deactivated flag = false. Since sharing settings have contracts ...
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1answer
39 views

How to Query Parent Account that has case

Scenario : If a Account or it’s Parent Account has case then don’t update Product(another object) details. I have queried from case object to find is there any account present in case and loaded to a ...
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1answer
18 views

How to create custom buttons on Accounts and track them?

I´m quite new on Salesforce, and I have found a lot on some of this, but nothing on how to exactly do it. Does anyone have any idea on how to create a Custom Button on the Accounts Page Layout. I ...
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22 views

Printed out Account Review

I have 100 accounts that I am reviewing. I have taken data from many different sources and now need to back this up with data that is printed out from either Salesforce or mail merged from an excel ...
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1answer
15 views

RecordTypeId in Account - there is one on an account that is not in the list in the UI

We have a client who's website we integrated with their Salesforce account. In order to login to their website, the website CMS user's email address has to match a contact in a valid Organization (...
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1answer
86 views

Best way to get city, state, and zip fields onto Account object?

The Account object doesn't have city, state, or zip standard fields. I can create those in custom fields, but feel like there should be a better way to do that? We want to be able to pull a report ...
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3answers
49 views

Map Phone Number To Parent Account

I want to write a trigger on Contact-when contact is created and if primary checkbox is true update parent account phone with contact phone. I am new to coding Here is my code... trigger ...
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1answer
45 views

I'm getting DUPLICATES_DETECTED errors when creating accounts that are not duplicates, via REST

When creating new accounts by posting to /services/data/v36.0/sobjects/Account/ I'm getting DUPLICATES_DETECTED where there are no duplicates. When posting this JSON, this account is created {"...
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23 views

Stop at 1 level while traversing account hierarchy using parent accounts

I have an interesting requirement. The requirement is that if an account is a parent account and a custom field is changed say account manager field, then immediately update the children of the parent ...
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1answer
56 views

Using trigger I want to create a case everytime an account is created [closed]

I am just getting started with triggers. I want to create a Case every time an Account record is created. Can someone tell me how to write the logic for this?
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2answers
99 views

How to make a standard field to not be required

I have a standard Account filed which is required and I need to make it to be not required in particular layout. Could you please advise how this can be achieved? Regards, Dilyan
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1answer
22 views

Update Account Lookup field by comparing custom field text, looking for exact match

Newbie here, just starting to learn how to code via trailhead and anything I can find online, while also trying to solve org problems in the real world of salesforce CRM, so am hoping someone can help ...
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1answer
42 views

recordVarSet issue

I am overriding the LIST button of account Home page with my own visual force page. <apex:page standardController="Account" recordSetVar="accounts" tabStyle="Account" ...
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3answers
79 views

How to update an Account field using a Trigger on Account

trigger AccountStatusOverrideTrigger on Account (before insert, before update, before delete) { Set<Id> accountIds = new Set<Id>(); for (Account acc : Trigger.new) { accountIds.add(acc....
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37 views

How can I check if a PICKLIST value is not selected?

for(Account a : accounts) { noOfOpp = a.Opportunities.size(); if( isEmpty(a.Client_Account_Status_Override__c) == true ) { if(noOfActiveOpp > 0) { a....
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1answer
22 views

To find no of (count) unique accounts from the campaign member related list

How to display no of (count) unique accounts from the campaign member related list on the campaign detail page. [P.S: If two campaign members belongs to the same account it should count the no of ...
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0answers
21 views

Assign an account to an Enterprise Territory in Apex [closed]

Is there a way to assign an account to a territory2 (Enterprise Territory Managment) in apex?
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1answer
26 views

Cant Search for Account Parent in my VisualForce Page

When I am searching for a parent account ,there is usually a magnifier glass that allows the users to search for the parent. for some reason my VF page doesn't show the magnifier glass. the code works ...
3
votes
1answer
50 views

Prevent Account Deletion based on Child Contact Status?

I have a requirement in which when click on delete button on the account it should allow you to delete only when its related contact status is inactive. I have written the following code which gives ...
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3answers
113 views

Adding a company logo for every account page

Can somebody tell me how to add a logo on an account page? So that when I go to my customer page layout named Coca-Cola (for instance), the account owner and other users who can see this account will ...
2
votes
2answers
54 views

Evaluate Current User for Flow - 15 - 18 digit User ID

I need to evaluate the current user running a flow. Someone suggested I use the Global Variable {!User.Id}, but it's returning a 15 digit Id. I need to compare the current user with the Account owner. ...
3
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1answer
22 views

How to change what fields are displayed in the Feed View?

In the Feed View of Account, we see this for all the cases related to the Account: How could we remove the fields 'Status' or e.g. 'Priority' from this mini view? I can't seem to find where to add ...
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2answers
40 views

How to restrict creating tasks in opportunities

Hi friends i got stuck in a problem. I gave view all access to all opportunities & accounts to my sales reps. But i want to restrict sales reps to create tasks only when they are try to create ...