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

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 = ...
1
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1answer
23 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
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1answer
25 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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25 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
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1answer
19 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 ...
2
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3answers
37 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
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1answer
42 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.
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2answers
75 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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0answers
11 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
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1answer
82 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
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1answer
12 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
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1answer
26 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
38 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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2answers
24 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
127 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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2answers
40 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?
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0answers
15 views

How do I disable Lead Conversion address mapping for a certain Account record type?

Our Salesforce org has an account record type called Retail Store that represents are retail locations across the US. We have a custom Visualforce page w/ button that is being used to convert leads ...
1
vote
1answer
28 views

From Site.com, the Account (Standard Object) shows no data in Data Repeater

I can't seem to get Site.com to see any data from the Account object when I set up a Data Repeater. I've set and reset the Guest User Profile permissions on the Account many times, and still nothing. ...
0
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1answer
61 views

Is it possible to use the DISTANCE SOQL function without a GEOLOCATION field, or some other approach?

I want to make a SOQL call to "near me" filter the ACCOUNT records server-side. (Too many to bring down and filter on the client). It would seem that using DISTANCE function in the call would suit, ...
2
votes
1answer
78 views

Auto population of a field in trigger

I want a auto-populate field(No.Of Contacts) on the Account Object, Like when i click on a specific account it should display no.of contacts registered under a single Account. I am very new on Apex ...
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0answers
28 views

Can you have a second “notes & attachment object” on an account?

We are currently loading PDF copies of invoices onto the account object as attachments, however these are being intermingled with other day to day attachments. Does anyone have any advice as to how I ...
3
votes
1answer
99 views

IsPersonAccount field invalid when querying Account

I am using the Developer Console and Real Force Explorer to run what seems like a simple SOQL query: SELECT Id, ParentId, Name, Phone, IsPartner, IsPersonAccount FROM Account LIMIT 10 But I get an ...
0
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0answers
32 views

Rails form that saves data to Salesforce and local DB

I have a user registration form that requires certain fields to be saved to different locations. Fields such as email and name need to be used to create a new salesforce object (Account). Email, ...
5
votes
1answer
59 views

Is it possible to turn-off verifications related to a user logging in from a new IP address?

I am creating temporary user accounts to train new users and am using a single email address to manage these accounts. The issue is that it appears Salesforce notices if a user is accessing the site ...
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vote
1answer
66 views

Trigger on Account when an attachment is uploaded to that account

Can I detect when an attachment is related to an account from a Trigger on account ?? Also, I want the trigger to post to chatter that the attachment has been uploaded upon completion.
1
vote
1answer
61 views

Linking Account to Contact in Apex

I am creating a custom Web2Account form that creates a Contact and Account. One of the fields on Contact is a lookup to Account and I want to be able to set that field in my APEX Controller. ...
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vote
2answers
67 views

How can I view the raw Visualforce of an existing (out of the box) page?

I want to override the Accounts page, but retain the existing version as a template upon which to make changes. Is there any way to view or clone the existing code for the Account page?
0
votes
1answer
65 views

How can I get particular account Details from Account in iOS

Using the salesforce sdk I am looking to fetch account details using salesforce sdk which is based on login account, If I login with test@salesforce.com then I want to fetch all details of account ...
6
votes
2answers
359 views

Contacts without Accounts: Is it possible, and if not, why?

Context: My understanding is that historically Salesforce was built to manage Business-to-Business (B2B) contacts, and the idea that the data model would not be built for contacts without accounts ...
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2answers
34 views

What's the approach if I would like the user to change Account Owner when creating a new account?

I am looking for an approach that when a user profile (e.g. Office Administrator) creates a new account and the administrator must assign another user (e.g. Account Manager) as the Account Owner when ...
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2answers
85 views

Account sharing rule not working in apex code

I've set up Account sharing rules so that if a checkbox field is false, Accounts are Read/Write for All Internal Users. I have a Profile (thisProfile) where all CRUD operations are ticked, but not ...
3
votes
1answer
16 views

In what situation is it appropriate to NOT have an account on an opportunity?

If an opportunity is a possible sale, and an account is someone you do business with, in what situation is it appropriate to not have an account attached to an opportunity? Surely you can't have an ...
1
vote
1answer
124 views

How to login and get a list of accounts from C#

I am trying access the Salesforce API from an external application. I've done the following: I've gone to the API tab and generated the WSDL. I then ran the .NET framework's WSDL tool to generate ...
5
votes
1answer
49 views

Question about Person Account and renaming fields

I'm tryng to help implement a system that tracks patients and physician information (and other stuff). I really hope someone that has experiecnes implementing Person Accounts can help me here. My ...
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vote
1answer
62 views

Grouping of Accounts and contacts..?

I want to group accounts and contact...on VF page..I have used a wrapper class for this.. VF Page <apex:pageBlock > <apex:repeat value="{!wrapperLst}" var="wr"> ...
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0answers
449 views

trigger Update of Account team member

I'm trying to add owner of parent account under team member for child Account.Here is senario. Account P with VPA = true and Owner = PO. · Account A with VPA = false (or true, doesn’t ...
2
votes
1answer
116 views

How to Map Opportunity Owner to Account Owner

I'm trying to find a way to map the opportunity owner field to the account owner field when a new opportunity is created. So if an opportunity is created by Jon for Account XYZ, which is owned by ...
1
vote
1answer
177 views

How to create a Partner community User

i am following this article for creating a partner community user http://help.salesforce.com/HTViewHelpDoc?id=networks_create_external_users.htm&language=en_US .i created a contact then when i ...
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0answers
35 views

How to hide shadow account in NPSP's 1:1 and 1:M model

Considering NPSP's 1:1 and 1:M model(Which B2C option to choose?) what are the options to hide shadow/parent account in managed package (OWD for Account&Contact are Private). Thanks in advance.
2
votes
1answer
232 views

Salesforce Triggers : 1) 101 soql error when upserting product records 2) bulk opportunity update not reflecting on opp

Here is my product trigger that calls the opp trigger trigger productdata_changed on Product2 (after update) { for(Product2 prod:Trigger.new) { List<Opportunity> opp = ...
2
votes
0answers
111 views

Duplicate account IDs when using Database.convertLead()?

Does Database.convertLead() allow conversion of multiple leads to the same account at once? That seems like it should be no problem, but I'm getting strange errors in my unit testing. I wrote a lead ...
1
vote
1answer
185 views

When Merging Accounts, how may I distinguish child records of the “losing account”?

When merging accounts, I want to be able to update the owner of the re-parented opportunities, and custom objects under account to the owner of the "winning" account. My current trigger runs "after ...
0
votes
0answers
116 views

Custom Account Ownership Change

Solution Needed: Allow all users to "Change" ownership of their Account but circumvent moving open opps, contacts, and open activities to the new Account Owner (default salesforce functionality). We ...
4
votes
0answers
48 views

Query Regarding Account Data Skew

We are facing an issue in Accounts. Sometimes we are getting an error like 'Unable to lock row' while saving/updating data. Is it related to Account Data Skew issue? But in our org, no Account has ...
3
votes
1answer
98 views

How do I specify an account in the Related To field in a custom Global Action Predefined Field Value?

I have created a custom Global Action, and am trying to predefine a value for the Related To field. Related To appears in the picklist of available fields for Predefined Values, so it appears this is ...
1
vote
1answer
50 views

Salesforce Console Change Closed Opportunity Owner

I'm looking into how to change the owner of an opportunity through the Salesforce Console and a custom trigger. As of right now I understand that in order to be able to change closed opportunities of ...
4
votes
3answers
319 views

Map of Accounts indexed by Opportunity Id

I'm writting a code at Opportunity's before insert trigger. There, I want to create a Map of Account's related to all Trigger.new oportunities indexed by theirs opportunity ID. I expect that each Map ...
0
votes
2answers
184 views

Duplicate Account Name not allowed [duplicate]

There is an Standard Object is Account. I need to not allowed a duplicate Account Name Object. I know the Custom Object to handled but I need to Standard Object.
9
votes
1answer
311 views

How to convert Person (consumer) Account to Business Account and keep the same URL

The backstory: The org I am working in allows Person (consumer) and Business records to be created by users and a host data push process in Account. As a result, today we have a large number of each ...
6
votes
1answer
199 views

Workflow on Last Activity Date

is it possible to set a workflow that would create a task or email alert if there was no activity e.g. for the last 180 days...? By activity I mean only logging a task or event not editing the account ...