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1
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0answers
12 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
71 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 ...
2
votes
1answer
136 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 ...
0
votes
0answers
36 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
582 views

How to allow users in specific roles to change the account owner

I'm fairly new to Salesforce and am having trouble wrapping my brain around all the different permissions settings. So far the other guys on my team have been handling that stuff while I've been ...
0
votes
1answer
64 views

How to address large data?

AtaHi guys: i have a things about salesforce account tables. In my scenario, I have more than 600000 record in my account table. And currently, we want to admin all account territory. So, I want to ...
4
votes
3answers
83 views

Detect and eliminate existing duplicate accounts, contacts and Opp for Professional Edition

I am using SF Professional edition have been Searching a free app to detect and eliminate the duplicates mainly for the Accounts, Contacts and Opportunities. Most of the free apps tends to search ...
2
votes
2answers
605 views

Can I programmatically merge Leads to existing Accounts?

We just discovered that we imported duplicate data into SFDC and have ~200 Leads with duplicate Accounts. I know that I can manually merge these objects in the UI by choosing to merge the Lead to an ...
5
votes
2answers
2k views

Determine Salesforce instance from Organization Id reported in unhanded exception email

How can I determine which Salesforce instance sent an unhandled exception email based on the contents of the email? The Organization Id (keyprefix 00D) and User Id (keyprefix 005) are at the start of ...
27
votes
11answers
1k views

How do you manage passwords across SFDC orgs?

As an ISV partner I find myself juggling a bunch of username/passwords for my SFDC orgs. I have our "real" org where we do our own CRM related stuff. I have multiple dev orgs where we create our ...