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

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1answer
18 views

Make uploading a file required for creation of users and contacts

I am using salesforce to create portal for a school. I am using students and parents as contacts and staff as users. When I am creating students I need to make it manadatory to collect certain ...
1
vote
1answer
29 views

Is there a way to add out of the box actions to visual force pages?

I have a custom visual force page for the Contact object. On the contact object's 'Buttons, Links, and Actions' I can create an action that logs a call. Is there a way to add that action to the custom ...
1
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1answer
14 views

Opportunity Contact Role pass to Contact Object

I have been able to get a trigger to work that either updates a checkbox on the Contact Object based on whether an Opportunity is Open or not (based on the Stage Name). This checkbox updates Pardot. ...
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1answer
24 views

No Contact Role related list on Contact?

Not sure if I'm missing something obvious here, but on an Account layout I can add Contact Roles fine. Now if I want to view this from a Contact point of view (ie see what roles a Contact plays in ...
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3answers
42 views

Visualforce page to edit Contact details not working

This Visualforce page is setup to edit some fields from the users Contact record but it is not saving any changes and throwing error Required Field Missing [Last Name] <apex:page ...
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0answers
34 views

Retrieve common field information from Account and Contact simultaneously

Page: <apex:page controller="Controllers"> <apex:form > <apex:inputText value="{!searchStr}"/> <apex:commandButton value="Search in Account, Contact, ...
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0answers
28 views

Convert Contact to lead (URL hacking) - not getting state or zip code

We're trying to convert a bunch of contacts back to leads. Everything but state and zip are pulling in. Can you please help me figure out where we went wrong? Here is the code we are using: ...
0
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1answer
53 views

Trigger for Sum Of Fees of Contacts on Account [closed]

I wish to write a trigger for to sum up Fees (Custom Field) on the Contact object. The sum needs to be displayed on the account object as a Total Fee. For Example - I have an Account A1 that has 3 ...
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2answers
59 views

How to check if the current user in Public groups before insert new contact using trigger?

I have been trying to check the current user is exists in public groups or not using trigger on Contact object before insert. I was wondering whether this is right way to check it or not? Exactly what ...
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0answers
18 views

How to check if the current user in Public groups before insert new contact through trigger? [duplicate]

I am new to Salesforce development. I have been trying to check the current user is exists in public groups or not using trigger on Contact object before insert. I was wondering whether this is right ...
0
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1answer
20 views

How to update relevant records in visual page when an button is clicked?

I created VF page which displays top 10 drivers based on thier driving efficiency(Soql query). when the particular driver in the list clicks HOW?( To tell how they achieved that position) button a ...
0
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3answers
38 views

Access to account fields within a contact

I'm creating a custom contact field using the "formula" data type and I'd like the field to access information from an account field. When I simply type in the name of the account field the "check ...
0
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1answer
33 views

Data Import Wizard for Contacts, prevent duplicates?

I'm importing a CSV file with about 2500 contacts from another system, outside of SalesForce. The wizard is matching based on name. So if I import the same spreadsheet again, the data doesn't update, ...
1
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2answers
32 views

How to capture current users Name and Email

Work in a very large org and I have a VF button/page which shows a set of product fields that the teams are asked to edit/update I would like to capture the user and email in a separate field so I ...
1
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0answers
36 views

Adding Outlook Inbox Email to multiple Salesforce Contacts by using the Sidepanel on Outlook

By using of salesforce sidepanel in outlook,I am adding single inbox email to single salesforce contact only but my requirement is add inbox email to multiple salesforce contacts.Right now i am using ...
0
votes
1answer
18 views

How to import contacts in exiting accounts using import account and contacts (NPSP)

I want to imports 1200 contacts in existing 1200 household accounts, i have their ids but i am unable to import them. I tried importing them through import account and contacts but i was unable to do ...
1
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0answers
29 views

Customer community plus users can see contacts in list views, but not the actual records

My customer community plus users can view contact fields as expected in related lists and list views, but when they click on a contact to view the full record, they see a permission denied message. ...
1
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3answers
51 views

Bypass custom Contact trigger on a Contact merge

I have some custom beforeUpdate trigger code on the Contact object that I want to bypass if the update is the result of a merge. Is there something similar to the MasterRecordId used on the losing ...
1
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1answer
34 views

How to get Opportunities from Contacts

I am trying to get Opportunities from Contacts but hitting the below error: Save error: The configuration of your org has changed, please reload the page. Missing dependent object: Field: ...
2
votes
2answers
89 views

Redirect New Contact creation to VF page based on Record Type

I have created a Contact Wizard to walk users through certain steps when creating a new contact. The issue I have now is that I need it to redirect to the first VF page in this wizard ONLY if they ...
0
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1answer
50 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
27 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
31 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
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2answers
66 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
37 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
22 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 ...
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2answers
32 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
30 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
96 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
124 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
597 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
83 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
39 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
82 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
37 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
70 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
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0answers
37 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
58 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
15 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
50 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
38 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
33 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
99 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
22 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
40 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
219 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
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1answer
112 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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0answers
34 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 ...