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

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1answer
19 views

Is it possible to map custom contact fields to opportunity fields?

Is it possible to map custom fields at the contact object to the opportunity object if the opportunity is created after conversion? For example: if I have a custom lead field called "Favorite Fruit" ...
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0answers
13 views

Not all Cases visible when accessed from Contact related list

When a contact record for 'Person A' is opened, we scroll down to 'Cases' related list and then click 'Go to List(17)' which displays 17 cases where Person A is set as Contact. However, this doesn't ...
2
votes
1answer
21 views

Serializing Event data for multiple Contacts using contactEvents method

I'm using the Fuel REST API contactEvents method to serialize Event data into an Event Data Extension. The following request works: { "contactKey": "susan@sausage.com", "eventDefinitionKey": ...
2
votes
2answers
39 views

Upsert into Contact without knowing AccountId but relate to existing Account

I upsert into Contact with external id using REST API like this : https://myinstance.salesforce.com/services/data/v32.0/sobjects/Contact/clinician_id__c/1000 I send PATCH request along with Contact ...
1
vote
2answers
28 views

Contact Deletion - Insufficient access

Our org settings for Account and Contact is Public Read/Write. We have a user with custom profile. That profile additionally has View All on Contact and Account (but Modify All is not selected). ...
1
vote
1answer
13 views

Tracking movement of individuals

I have a simple Salesforce set up of Accounts and Contacts. My contacts are associated to an account, but they may move to another account at some point in their career. I want to track that - what ...
0
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2answers
19 views

Account Lookup while Adding Contact overrides Address

Description On the Contact object, the Account field is a lookup. As such, when adding a new contact to Salesforce, there are 3 ways to fill the Account field with data: Click the search button, ...
0
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1answer
15 views

Can't create a Task for a Contact through Bulk API

I noticed that I can create a Task under a Contact manually, through Salesforce UI, but I can't create it through the Bulk API. Can anyone explain me why and if possible, how to overcome this? I ...
0
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2answers
40 views

Trigger Contact update Name from custom field

I have a custom field that is automatically updated and when it does if it does not match the Contact name then Contact name needs to be updated based on the custom field. I'm new to this so any help ...
5
votes
1answer
55 views

Stop Salesforce Standard UI Phone Number field formatting (on blur)

I would like to stop Salesforce from formatting phone number fields on blur when editing contact records through the standard UI. If I enter a mobile number (e.g. 0400 000 000) into the edit UI for ...
0
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2answers
132 views

Apex Trigger on Contact to Update Field on Account

I have a custom field on Account called "Contact_Exist__c" (api name). I'm trying to write an apex trigger on contact that when the field is updated/inserted and it has an account name linked or ...
1
vote
2answers
40 views

Change the Default Role when Adding Contact Roles to Opportunity

I am new to being a Salesforce admin, and am going to a few classes in the coming weeks. Currently I am trying to find where to set the default value for Contact Roles when adding them to an ...
1
vote
1answer
33 views

How can I log new activity/update a field when contact appears in report?

I'm in higher education, and we use our org to manage the admissions process. Emails, reporting, all of that is a breeze, but we also send out some essential information by way of our postal ...
3
votes
2answers
64 views

Upper / Lower case

I need some help. Aim - If a user enters the first name in caps lock, I want a formula to keep the first letter as a capital and then the rest being lower case. (However there are some additional ...
1
vote
1answer
23 views

Is it possible to integrate RSForm Pro with the Exacttarget API?

I've done quite a bit of research on Google about this but there doesn't seem to be much information on this subject. Is it possible to integrate RSForm Pro with the Exacttarget API? If so, where does ...
0
votes
1answer
30 views

Import/Export Contact Roles/Opportunity

We implemented a 3rd party solution in April that uses contact role on opportunities; however, we moved 1000's of records into opportunity that we did not add contact roles to (not realizing it would ...
2
votes
0answers
28 views

Behavior for updated Contacts moving through a Journey Builder Interaction

If I fire an Interaction, either through ContactEvents REST API method or using the Fire Event Activity in an Automation (in Automation Studio) and a Contact meets the conditions defined in the ...
0
votes
1answer
45 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 ...
0
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0answers
29 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 ...
0
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0answers
30 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
votes
2answers
21 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 ...
0
votes
1answer
54 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
votes
2answers
21 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
votes
1answer
19 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 ...
0
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1answer
38 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 ...
0
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1answer
28 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 ...
1
vote
1answer
101 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 ...
1
vote
1answer
53 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: ...
0
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0answers
27 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
votes
2answers
342 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
votes
0answers
20 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
votes
0answers
132 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 ...
0
votes
0answers
24 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
vote
1answer
91 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 ...
1
vote
1answer
58 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
votes
1answer
25 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
votes
1answer
36 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
vote
1answer
180 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
85 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 ...
1
vote
0answers
163 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, ...
1
vote
2answers
46 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
vote
1answer
95 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
votes
2answers
207 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; ...
0
votes
1answer
65 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
votes
1answer
353 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 ...
0
votes
1answer
161 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
23 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
48 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
109 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 ...