Questions tagged [account]
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.
856
questions
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Why can a Direct Account Contact Relationship be made Inactive - what am I not considering?
We have Contacts on Multiple Accounts enabled. When a contact is created the expected DIRECT relationship is created. It is obviously active. But I can edit that relationship and deactivate it. There ...
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1
answer
37
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Query Accounts from Individual in a Parent-to-Child SOQL query
This is a case in Salesforce: There is a lookup relationship from Account to Individual, both standard objects. How to write a parent-to-child SOQL query where Individual is the parent and Account is ...
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1
answer
45
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Accounts without Products
We use assets to track products purchased by accounts. We have to report on our "utopia" quarterly - the utopia is all of the products each account does not yet own. I need a way to create ...
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78
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How Can I display my Current value into Bold in lightning-datatable in LWC
I am trying to create a Custom Account Hierarchy
Therefore I need to indicate my Current record in LWC. I am trying to make the 'Current' word Bold only but it is not working. Please advise any ...
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39
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Pardot Form Hidden Field to Pull in Value from another Form field
I have created a Pardot form (not a form handler). The form contains 2 fields called "Phone" and "Latest Phone number filled in". The "Latest Phone number filled in" ...
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1
answer
44
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Screen flow pre populating custom "new opportunity" screen
In account, when the "new opportunity" button is pushed and the new opportunity pop up form comes up, it has "account name" pre-populated. My understanding is that if I want other ...
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41
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Using standard FSC Insurance Policy lookup on Account Page Layout
As part of Financial Service Cloud for Insurance, an Insurance Policy object is available with at least 2 lookup relationships to Account i.e BillingCarrierAccountId & WritingCarrierAccountId.
...
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1
answer
48
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Stop isDirect = True when creating an Contact from the Account's Contact related list
I observed that when creating a Contact from an Account's Contact's related list, it's automatically set as isDirect=True (easier to see this when viewing an Account record in Salesforce Classic). The ...
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26
views
Report of Accounts without Leads
Is there a way to create a Report of Accounts that do not have a related Lead? It can be done in SOQL:
SELECT Name FROM Account WHERE Id NOT IN (SELECT ConvertedAccountId FROM Lead WHERE IsConverted = ...
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1
answer
180
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Related List on Account Object for Child Accounts
The standard parent account field does not provide a related list like most other relationship fields do. Per Salesforce's documentation and ideas on the idea exchange, this isn't possible out of the ...
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2
answers
77
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I'm getting an INSUFFICIENT_ACCESS_OR_READONLY error when trying to undelete a record with the SOAP API. But why?
I'm trying to undelete a record via ReadyAPI SOAP client but I'm getting an INSUFFICIENT_ACCESS_OR_READONLY error back from the API.
My user has all permission tick boxes checked including Modify All ...
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answers
113
views
Asynchronously flow doesn't run
Hello,
I am working on a flow when an user is deactivated, I have to update some accounts depending criterias.
Because I update related records and because I update accounts after an user, I use a ...
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answers
127
views
Custom condition logic not working as expected in the get record element
In my Get record element for the opportunity Object, my custom condition logic is not working as expected. I have designed a screen flow where the user inputs the opportunity names and the lookup ...
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0
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27
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I have Hubspot but we are migrating to Account Engagement. I have several Contact Lists that need to upload into Account Engagement
I have several Contact Lists that need to upload into Account Engagement from Hubspot. I know that I can create static lists and import the contact lists into Pardot, but my concern is related to the ...
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1
answer
65
views
Link Person Account to an Object (PRODUCT)
As a sports agent I have both BTB clients (Sports Club which are Club ACCOUNT) and BTC clients (Athletes who are person account Athlete Account).
My Athlete accounts are also products as I m offering ...
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1
answer
143
views
Contract records access
Here is the sharing settings for account/contract:
Our experience users (community) have to access (read/write) the contract records under the account their contact is linked to but only those ones. ...
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votes
2
answers
66
views
Validation rule to prevent field change
I have trouble with this validation rule on Account. It should allow changes on MainBrand__c only if MainBrand__pr.WebsiteRelevant__c = true and RegistrationDoubleOptin__c = true. I tried this but not ...
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2
answers
97
views
Create a new account from the old one
Morning all:
I have a client who has changed some data in his business. I need to create a new account with this new data (name, TAX id...) but keep all the data (contracts, files...) from the old ...
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1
answer
34
views
Field Visibility
I have an issue where the user should not be edit certain fields when he is different app. For example I have 2 apps called A and B the user have access both the Apps. But the user need edit few case ...
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0
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83
views
Can Tableau data be passed into Salesforce?
We are pulling data from multiple sources into Tableau and would like to leverage the salesforce and tableau integration to push data back info our Salesforce account records. Is that possible? And ...
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1
answer
100
views
How to query all campaigns related to an Account
I see in the related lists of Account has Campaign section. However, in my understanding, Campaign doesn't have child relationship with Account object. How can I query all Campaigns related to an ...
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1
answer
574
views
What is the best way to preserve Account Team Members on Bulk Owner Changes on Account?
Users can preserve Account Team Members while changing records from the UI. However, during mass owner change via Dataloader on the Account Object, there is no option to keep the Account Team Members.
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2
answers
61
views
How can one copy account data from one org to another without errors? Is it possible to do so without mapping all fields?
How can this upload be done without mapping all the fields from source instance? Is it possible to do so without any errors?
2
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0
answers
80
views
Find Orphan Accounts in Salesforce
I have refreshed a developer sandbox from production salesforce Org and used a third party tool to load the sample data from production Org into the developer org. The refreshed developer sandbox has ...
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0
answers
23
views
Latest Activity on Account if Assigned to user is not User B
I'm trying to see if it's possible to create something that will show me the most recent activity on the Account. Currently we are using a custom field that references the LastActivityDate field and ...
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1
answer
357
views
Max Level Number of Accounts in an Account Hierarchy
I couldn't find this in the documentation, but what is max Level number of accounts in an Account Hierarchy. Thanks.
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2
answers
382
views
How to write a Scheduled Flow to count how many Notes are related to an Account record?
I'm trying to write a Scheduled Flow to count how many Notes are related to an Account record.
I have a Scheduled Flow on Account that is configured to walk through all Accounts every day.
The first ...
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0
answers
92
views
How to store Multiple unique User IDs when a User performs an operation on Account Record? How to maintain fav User separation for each account record
I'm implementing a favourite functionality for Account Record where a Logged In User can mark an Account as favourite. But this feature has to be User specific. By this I mean a Current LoggedIn User (...
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2
answers
754
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SOQL: Identify Account records that don't have children
Being a newbie in SOQL I'am stuck with a little intricate challenge:
I need to scan through the Account-object to find all records that don't
have no corresponding records in Opportunity object
have ...
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0
answers
101
views
Identify child records that were re-parented due to Account merge
When an account, Account B gets merged into Account A, the child opportunities are reparented to Account A. I want to identify which opportunities belonged to Account B before the merge. I tried using ...
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92
views
Related Lists: Account to Account
is there a way to link Account records to each other via Related List (or something similar)? Here's what we're trying to achieve: my organization (a nonprofit) works with other organizations in ...
2
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2
answers
179
views
Account.MasterRecordId does not belong to SObject type Account
I constantly get an System.SOBjectException during execution of afterDelete trigger for Account object. This exception is raised when the SObjectUtils.getIdsFromField is invoked. I've just run the ...
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50
views
What happens if I accidentally clicked on Enable connected campaigns and engagement history?
I accidentally clicked on the checkbox under connector settings > campaign tab, and then unticked it in account engagement. For context, this is a new org and it's connector has not been unpaused. ...
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50
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Documents access to limited group of users (related to Account)
I have a requirement
There are a group of users who can upload documents on Account (possibly public group)
However, the documents uploaded should only be accessible to that group of users and not ...
1
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0
answers
372
views
How to show Contacts of Account according to hierarchy on parent and child VF page? Also need test class help
my salesforce instance has a two level account hierarchy structure of Parent and child(ren). I would like to show a list of all contacts within the hierarchy. For example Parent A has two Children ...
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629
views
Is there a way to create an account-contact relationship on object creation?
I am trying to have the ability to create an account-contact relationship on account creation. I know you can establish this connection by using related lists, and after account creation I can go to ...
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votes
1
answer
426
views
Unit Test Error Using System Admin Profile: INVALID_FIELD_FOR_INSERT_UPDATE, Unable to create/update fields: Name. Please check the security settings
I'm getting this error when creating an Account inside a Test class. I'm using the System Admin profile to execute the tests, and this profile has permission to edit the Account Name field (mentioned ...
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1
answer
1k
views
Update IsCustomerPortal field in Account Object
During the process of self Registration of users in a Experience Site, we need to create a new Account and a new Contact if the users email doesnt match any of the existing contacts.
However in order ...
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1
answer
55
views
When user email is changed copy it to Account
I have a requirement to copy the User email to the Account when it is changed, now the issue is when a portal user changes the email, it is not updated in the User until the user verifies by clicking ...
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0
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143
views
How to stop redirecting our Salesforce users clicking on an a URL for an activity record to an account record
I'm building an internal interface for day-to-day work processes on a platform outside of Salesforce that uses data from our Salesforce.
I've created a button on that external platform that should ...
1
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1
answer
268
views
Salesforce Data Model for Account addresses
I'm confused about Salesforce's direction on setting up a many-to-many relationship between Accounts and addresses.
Typically, a many-to-many relationship requires a junction object between the two ...
1
vote
1
answer
275
views
Account sharing with implicit portal rootcause
I have two customer accounts lets say A & B. The OWD is Private.
Now there are two managers (say xyz and jkl) with same role (say manager).
xyz is owner of acc A
jkl is owner of acc B.
We have a ...
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votes
1
answer
625
views
How to customize the Partner object in Account
I'm creating a relationship between "person account" and "person account" using the Partner object in the related list, and I don't know how I can add a new role for partner. In ...
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votes
1
answer
411
views
Report that displays only accounts that have open opportunities which have different opportunity owners
I am trying to clean up accounts on our org. We want to achieve the goal of that all accounts will have only one opportunity owner. To do this we need to clean up accounts that have more than one open ...
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3
answers
467
views
How to update a picklist field from all existing Accounts based on another field condition? (With no Apex)
Hi and thanks for reading!
I have created a flow that updates the Account 'Giving Circles' picklist field based on the Account's Total Gifts.
For example:
If Account_Total_Gifts__c is between 1000 and ...
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1
answer
497
views
Return the name of the account with account id
Would you help me please~
I want to return the name of the account with the string parameter (Account's ID) handed over from JS!
I converted the id of the account to string in JS and handed it over to ...
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1
answer
49
views
My accounts in drop down
How do we enable my accounts to be a pick list in accounts in lighting?
I am assuming we need to add the option behind the scenes. Right now the account defaults on everyones to ALL ACCOUNTS.
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45
views
Add contact in OpportunityContactRole whenever a new contact relationship is added to AccountContactRole
I am new to salesforce and I am developing below functionality:
I want to add a contact in OpportunityContactRole when a new contact is added to AccountContactRole.
I have created below code:
trigger ...
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0
answers
50
views
Can we make a Custom Tab Disappear if there is no Data in it on Account Record Page?
I have created a Custom Tab in salesforce on Account Record Page and inside it, I have my custom LWC Components. The use case I am looking forward to is to make that tab disappear when a certain ...
0
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1
answer
691
views
Hide accounts with certain record type from everyone except a public group
Do you know how can I hide Account records from a certain record type even from the owner and to make them visible only to a public group, this is the ORG conf:
Accounts -> Private, Grant access ...