A standard Salesforce object that represents a "person" or "individual" record

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11 views

Defaulting Account name in Contact

Can we default Account field's name in Contact object? My requirement is I want to set the Account's value (in Contact) to the logged in user's Company name. I tried this code but it didn't worked. ...
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0answers
11 views

How to give access of a community portal to 10000 Contacts at once?

I want to achieve a scenario with my salesforce contacts. I want to give the access of a community to almost 10000 contacts at one go. How to give access of a community portal to 10000 Contacts at ...
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0answers
15 views

How to Contact Record Type based on updated Campaign Member Status value?

We often need to access a different mix of fields for different steps our process -- steps we have reflected in the Campaign Member Status field. As a result, I'd like to trigger a record update in ...
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25 views

Defaulting Account name

Can we default Account field's name in Contact object? My requirement is I want to set the Account's value (in Contact) to the logged in user's Company name. I tried this code but it didn't worked. ...
0
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2answers
16 views

Contacts list in account object

I tried to use contacts list inside account object like this : Account a = new Account(); Contact c = new Contact(); c.lastName ='Test'; a.name ='Test'; a.contacts.add(c); insert a; The account ...
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1answer
34 views

Update field on Contacts attached to an Opportunity

I have a custom Stage field for Contacts that I'd like to be tied to the Stage field in Opportunities when they're attached via Contact Roles; ideally by updating it with an after-update trigger on ...
2
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2answers
19 views

Contact that relate to other contacts

I'm looking to have two related list on a contact. I have a contact that may have other contact that are "trainers". the other list is a contact could be a "Student" for a contact. For example: ...
3
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1answer
18 views

Odd Issue (Possible Expected Feature) Delete Contact then Account Contact NOT undeleted or undeleteable

Ok, so ran into this issue and maybe it is a "feature" but have not ran into it before...... Delete a contact Contact shows up in recycle bin Delete Account Account is in recycle bin but contact is ...
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1answer
35 views

Contact's child records transfer

I have few custom child objects (lookup relationship) of Contact. My requirement is if I change the Contact owner from User A to User B, I want the child records of that Contact to be transferred to ...
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1answer
25 views

Unable to map owner field

I have renamed Contact Owner field as "User ID" (which is editable). Now I want to create a field (Record Owner) which should have the same value/ Full Name which is in the Contact Owner field. I ...
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1answer
50 views

Trigger to change Contact on Case after update

Scenario: When a new Case is created with a specific recordtype I want to change the Case Contact to a default Account Contact instead of the Contact initially set when case is created. (These cases ...
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1answer
24 views

Get Contact info and CampaignMember status in one query

Is there a way to retrieve contact information (first name, last name) and campaign member status for all members of a campaign in one SOQL query? I know you can get just the contact information with: ...
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20 views

Partner Account related Contacts

I have a scenario where a partner logs in ,searches for any Account and creates an Opportunity for that Account. Also, Each partner is a SFDC account with contacts linked to it. When adding a ...
4
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2answers
117 views

deduping existng leads and contacts

We have a client of ours who has a lot of duplicate leads and contacts in their system. Now they finally decided to clean it up. What are the options available to effectively dedupe existing records ...
2
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0answers
18 views

How to make the WhoId on an Event take me to the member and not the lead/contact object

I have an application that dynamically handles CRUD operations for Salesforce data. For foreign key values on an object, I read the first three letters of the ID to determine the object type being ...
2
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0answers
81 views

Using a Lookup Relationship in a Formula Field

I want to update a field on the the account object based on a field being updated on the contact object, in this case a date / time field. So far, I have setup a lookup relaionship field on the ...
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0answers
20 views

Contact Field calculated by trigger but now displaying on Person Account layout

I have a custom field within the contact object that was calculating values via trigger. The field and label had to be renamed due to various reasons. Within sandbox, when I was testing this I had ...
1
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1answer
45 views

Re-using the 'add campaign members' contact search for a custom object

When managing a campaign, there's the 'add campaign members' functionality where one can query for contacts / leads and add them to the campaign. I have a custom object where I also need to add ...
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1answer
43 views

Workflow rule on User object, cannot access lookup field (Contact) details in email template

I am using custom portals. The registration is done using standard salesforce functionality (code) like this. userId = Site.createPortalUser(user, accountId, password, false); The false here ...
3
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1answer
21 views

Sending Contact Information To External Site With AJAX

I am working on a website that is using Salesforce for membership management purposes. Salesforce is the single repository for membership information and needs to be able to send membership ...
0
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1answer
29 views

Trigger: Update Contact lookup field from other lookup field on Contact object

Hi I am an admin not a developer but my boss asked this request and I am reaching out for help. On the contact object I have a field named S_Rapport__c and it is a user lookup field. There is also a ...
1
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1answer
117 views

Linking a contact to user

I am trying to link a contact to a user object in test case. However, it seems that user.contact = contact doesn't work and user.contactId = contact.id will cause an error saying contactId field is ...
3
votes
1answer
77 views

Retrieving contactKey and contactID values using ExactTarget API

We're trying to understand how we can update a Data Extension from an event. I note that the contactEvents REST method lets you do this but requires a contactKey and contactID. I note the Data ...
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0answers
95 views

Add/Remove Campaign Members Based on Contact List using Apex

I'm having a hard time figuring out the logic for this in Apex. In C# I would just use linq. I have an existing campaign that I want to add/remove members based on new lists of contacts. Basically, ...
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2answers
38 views

Page Redirect to selected contact

I have a VF Page where Im displaying a lost of contacts as a link. I need to redirect the command link (Name of contact) to that particular contact's standard detail page. Please help me with a sample ...
1
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1answer
79 views

Force.com sites - public access to account/contact records

I have a force.com site, it has a visualforce page with a controller that is doing a very simple SOQL query to the database, which for some reason it's not returning any records. Here's what I've ...
3
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2answers
116 views

Multiple Contact 'types' on a Custom Object: Model with junction object or specific lookup relationships?

Probably a general schema design question: I have a Custom Object that will have several related Contacts. The contacts are grouped into types, for example "Agents", "Applicants", "Referees", etc; ...
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1answer
47 views

Field Formula to Count Contact Number of Cases

I have done some researching and just trying to verify that this is not possible to count the number of cases a contact has created with a formula field. Is the only option a trigger? I'm assuming I ...
2
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1answer
195 views

trigger to find change in contact role for an opportunity

We have a scenario where we have contact roles added to an opportunity. We need to know if a contact role for a contact has changed for an opportunity. E.g John doe was an executive sponsor first for ...
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1answer
115 views

Creating a Person Account in Salesforce using the REST API

I have 2 questions here. I have Person Account in salesforce, so if via API if I create a contact , it just creates a contact and not an account, on the other hand If I create an account in ...
2
votes
1answer
21 views

getting layout of user using API

I am using this link to get the layout. I am using a REST client, Here is my request https://ap1.salesforce.com/services/data/v28.0/sobjects/Global/describe/layouts/ Authorization: Bearer ...
0
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1answer
43 views

Display selected data of selected Contacts

I have a VF Page where I'm displaying list of Contacts as a command link. Once i click on any contact, it redirects me to a new page which displays some data (coming from another object which has a ...
1
vote
1answer
81 views

Hide related lists on Contact depending on a picklist value

I have a picklist field on Contact 'Group' with values A and B. My requirement is if select 'A' , all the related lists of Contacts should be visible but if I select 'B', all the related lists (the ...
3
votes
1answer
277 views

Replace new line character in textArea field in Apex

In original Contacts, Tim Barr for example, I see that his address is written in the Street field like this : 2335 N. Michigan Avenue, Suite 1500 Chicago, IL 60601, USA I tried to remove the new ...
3
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1answer
20 views

access to the code of “Mass Email Contacts” componente

I need to use the "Mass Email Contacts" in custom page. Is it possible I have access to the code of this component salesforce for the selected contacts?
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2answers
31 views

How do I convert a list of emails into a list of ContactIDs?

I have a CSV file that contains First, Last, and Email. I want to add these emails to a campaign, but not as leads, as it would create a large number of duplication. I know how to add contacts to a ...
2
votes
2answers
114 views

Get list of contacts from search layout

When I select multiple clients on this list and click the Email Contacts button on this search page I want to open a visual force page with a special email form on it. How do I get the ids of all of ...
3
votes
1answer
196 views

Export to excel file problem with displaying information

Following is my page <apex:page controller="contactquery" contentType="application/vnd.ms-excel#SalesForceExport.xls" cache="true"> <apex:pageBlock title="Export Results" > ...
3
votes
1answer
58 views

Sending mass emails to OpportunityContactRoles' Contacts

I would like to send mass emails to some of my clients in Salesforce, particularily only the contacts that are related to Opportunities that match a certain criteria. I have a custom number field in ...
1
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3answers
135 views

How to add a Custom Button in Contact Standard Page

How can i add a Custom Button in Contact Standard Page like the Pic belows shows or where can i get the Default Contact Pagelayout to rebuild it ? Thanks for Help!
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2answers
57 views

“Mass Email Contacts” in custom page

The question is can we use this standard "Mass Email Contacts" action in visual force page? I want just feed it with Contacts/ContactsIds from visualforce Page as criteria for picks contacts to list ...
1
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0answers
70 views

Record Type Not Changing

While logged in as the System Administrator and editing a contact, I see the option to change the contact's record type. I click the change link and a new screen is displayed allowing me to choose a ...
2
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1answer
500 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
163 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?
0
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2answers
156 views

Launch Visual Flow from custom button determined on Record Type

I have a custom button which sits on a Contact that launches a Visual Flow. If the Account relating to the Contact has an Account Record Type of 'Merchant' then I want the Flow to run as normal. If ...
2
votes
2answers
70 views

Is it possible to automatically merge multiple sets of duplicate contacts?

I have >100 sets of contacts, each with its own duplicate records. I plan to merge them, but would prefer not to do it manually one contact at a time. Is there a way to get salesforce to do it all ...
4
votes
1answer
139 views

Limit for Related Look-up Lists

Suppose let's say I have 100 custom objects, and they all have a look up relation with Contacts. Are so many related lists supported? If so, can anyone give the max number of look-up lists supported ...
1
vote
1answer
56 views

Keeping track of licensed users in Salesforce

So I am trying to design an license tracking type tool in SF. I need to have a license custom object and then a list of users or contacts who the license applies to. There would be a set number of ...
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1answer
97 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. ...
0
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2answers
588 views

How to add “Middle Name, Suffix, etc” to the Contact's Name field

Goal: Within a contact, the name field is concatenated in the user view and I would like to add custom fields to this concatenation. Currently, appears this is not possible, though possible I am ...