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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10 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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18 views

I want a button of quote create pdf on account [on hold]

I need exactly the same button on quote so that it can generate a pdf and send it via email
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1answer
39 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
58 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) { ...
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2answers
18 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) { ...
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1answer
16 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
10 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
21 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
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1answer
39 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
51 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
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2answers
32 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
15 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
39 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 ...
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0answers
12 views

Dynamic picklist change based on Account value in opportunity page (standard) of Salesforce

Have a requirement where we need to remove a value from the picklist based on the Account name that is getting chosen. For example i have a picklist that has - A,B,C,D as choices. But , if i choose ...
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1answer
18 views

Creating Visualforce account information form with account lookup

I am creating a VF form with account information input fields as well as other custom fields. I would like to create a lookup field for the user to select the account to work in. I am able to create ...
2
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1answer
18 views

Visual Workflow Display Text Not showing

I have a visual workflow with an input screen for users to enter in certain data. On this input screen I want to show a fields from the Account object as display text. The field exists on the Account ...
2
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2answers
30 views

Evaluate the current User in a visual workflow

I created a Visual Workflow that launches after a user clicks a custom button on the Account page. I'm wondering if I can use Decision logic to evaluate certain attributes for the logged in user and ...
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2answers
24 views

How to relate object with organization?

Hello I am absolutely beginner with salesforce. I have got a test task on my job interview. I have done everything except one small task . Because I don't know how to implement it in salesforce ( i ...
2
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2answers
38 views

Account Auto-Numbering

I'd like to know how to Auto-Number all Accounts upon creation by User Interface or Data Loader with a unique number. Also, I'd like to include existing Accounts in the initial count, then ...
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2answers
170 views

How can I insert data into an Account field from an opportunity trigger?

Check my code below, I am trying to insert a value into an Account field but I am getting an error. Apex trigger StatusTrigger caused an unexpected exception, contact your administrator: ...
2
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1answer
25 views

How to restrict visibility of account to an opportunity owner?

Transferring ownership of an account is quite common in the company. If we change the owner of an account, for historical reason, the opportunity owner should be maintain, and that's ok we can do ...
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3answers
26 views

How do I select all opportunities under an Account?

I wish to select all opportunities on an Account, how do I go about it? I have tried this: trigger StatusTrigger on Opportunity (after insert, after update, after delete) { Set<Id> ...
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votes
4answers
140 views

How to update the status of an Account based on opportunities

I want to be able to update the status of an account based on condition of all opportunities in an account. According to the following, I want to be able to set an account status field as Active if ...
0
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1answer
38 views

Unable to query Account Fields

I have created a VF page in two of my salesforce Org. The VF page is used as a SOQL Query Tool. On running the query on the VF page I am receiving the error: No such column '#field name ' on ...
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1answer
21 views

Why Account.LastActivityDate is not visible on any of SF UI?

While solving one of the trailhead challenge I came accross Account.LastActivityDate field. I was not able to view this field in Account field list and had to google about it. I was able to solve ...
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2answers
38 views

QR code scan and record creation [closed]

I want to scan QR code which contain name and address detail and want to create a account based on that data. can anyone please help me on the same. Its urgent.
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1answer
44 views

How can I update custom fields on Account when Opportunities are created

I have created 4 custom fields on account, and I want those fields to store the number of opportunities according to their status(e.g. Active, Inactive, Open, Lost). Once the admin creates an Open ...
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1answer
37 views

Multiple Related Lists

My organization is trying to edit some of our related lists in a way that I'm not sure is possible. Essentially, we have a number of Opportunities and Cases associated with various Accounts. These ...
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14 views

i want the logged in user associated with account to see their attachments only when they click on attachment

My VF : <apex:page controller="AttachmentUploadController" sidebar="false" > <apex:sectionHeader title="Program Documents " subtitle="Attach a File"/> <apex:form ...
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1answer
29 views

Transfer Account Owner, Keep Account Team

I want to retain the Account Team whenever the OwnerId changes, as per this post. After we make the checkbox named "Keep Account Team" to be true, we can change the ownership of accounts while ...
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1answer
26 views

How can I Hide the button on (activity history Standard layout)based on the field selected on Accounts

I have 3 fields on Account and 3 different buttons on contacts On Account If Field A has value then Button 1 should appear to the User On Account If Field B has Value then Button 2 Should appear ...
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votes
3answers
44 views

What are the implications of an Opportunity without an Account?

I see that you can make an Opportunity without an Account: http://www.screencast.com/t/kjElV8BEf39 What are the implications of creating an Opportunity without an Account? I'm considering it for ...
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1answer
68 views

Use Like in a single SOQL query [duplicate]

I have fixed set of Account Names stored in one custom object. Set<String> NameSet = new Set<String>(); Custom object NameSet account Name values: Intel, HP, Dell, IBM etc I have a ...
2
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2answers
25 views

How to tell difference between standard field and custom field with same name?

Editing a Workflow Rule Criteria and there is a custom field and a standard field with the same name. (Bad form I know, I didn't make it) How can I tell them apart? Which are listed first Standard ...
2
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0answers
14 views

Hiding activity and attachments for a profile

I want to hide notes and attachments, Activity of Account and Contact object for a specific profile. Ie., that profile can view all the accounts and contacts but they cant able to see the attachments ...
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9 views

Errant update of custom field when users create account with Quick Create

I'm flummoxed. I'm seeing some new accounts created that have a field set to a value that should be impossible for users to create (it's a dependent picklist with the top-level value set to NULL and ...
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2answers
30 views

Trying to assign lead to existing account owner

I am stuck on this trigger.. i am trying to match Leads with existing accounts using a custom "domain" field. If an account exists with that same domain then i want to assign the incoming lead to the ...
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1answer
57 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
45 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
votes
1answer
24 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.
1
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1answer
88 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
16 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
13 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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43 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
31 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 ...
0
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1answer
16 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
33 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
62 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
43 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
votes
1answer
269 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 ...