A standard Salesforce object

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0
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1answer
15 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
24 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 ...
1
vote
1answer
116 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 ...
1
vote
2answers
38 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
votes
0answers
38 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
1answer
32 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
54 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
44 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 ...
1
vote
1answer
60 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
votes
2answers
142 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 ...
6
votes
2answers
345 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 ...
1
vote
1answer
34 views

Prepopulate a standard field for Contacts

This is my simple use case. I search for a Contact, if the search does not yield results I give the option of creating a new Contact. On clicking it, create a new Contact page is shown. Now here is ...
0
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0answers
27 views

Help creating a bulletin or notice type object

So I have a conundrum that I can't figure out. I need to mass email a list of contacts based upon their account. The only way I can get the Account is by searching OpportunityLineItems by Product and ...
0
votes
1answer
70 views

Visual Flow - Unable to update record

I have a Visual Flow with which launches from the Contact records and creates a Case record during the Flow. The case is then successfully assigned to the Contact from which the Flow was ...
1
vote
1answer
53 views

Touching Contact Record in Person Account scenario

We use Person Accounts. I'm very familiar with how they work (after 3.5 years of dealing with them). We are constantly at the brink of no custom field space left on our Account object. I decided to ...
5
votes
1answer
48 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 ...
2
votes
2answers
157 views

How do I add a new contact using Salesforce1 mobile app?

I downloaded the Salesforce1 mobile app and can't find how I to add a new contact using the app. Is this possible or is the mobile app functionality limited to only viewing data?
3
votes
1answer
165 views

Hide the standard salutation field from the contact layout

I want to hide the salutation field from contact layout (Mr, Mrs, Ms). Just First name and last name should be visible. can you please help me with this. Thanks.
1
vote
1answer
158 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 ...
2
votes
3answers
186 views

Salesforce Contact multiple Emails - suggestions?

Looking for ideas on how to manage multiple emails in Salesforce. Think of the scenario where you have a contact that has a primary email address (say the work email address), but you want to ...
0
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0answers
34 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.
1
vote
1answer
503 views

Autopopulate field based on lookup record

I have two related object Reservation(custom) and contact(standard) by lookup relationship. In my vf page i need to display the following : 1.Lookup field. 2.Firstname 3.Lastname 4.Phone 5.Booking ...
4
votes
2answers
207 views

web-to-lead contact form

I've set up a web-to-lead contact form in order to sync contact requests from the website with Salesforce CRM. The sync works fine: the filled fields from the website are showed in the CRM. I need to ...
0
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0answers
82 views

auto populate input field based on lookup

I have a visualforce page. Where am using contact as standard object. My 1st inputfield is lookup of contact 2nd & 3rd inputfields are first and lastname of the contact object. Now based ...
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 ...
4
votes
2answers
171 views

SOQL: Accessing Contact Email Addresses through Junction Object

I have the following many-to-many relationship, linking "Contact" and "Distribution_List__c" with the "Distribution_List_Junction__c" object: Contact - Distribution_List_Junction__c - ...
3
votes
2answers
62 views

Field Value Not Showing

I have an issue viewing the phone field on the contact object. There is a value for phone on both the account and contact. I can prove this by pulling both fields in a report, on a given record. The ...
3
votes
1answer
42 views

How to add a Note to a Contact record using the Partner API

Quick Information: I'm using Partner API This is a .NET 4.5 application, C# I'm not displaying create() or SaveResult[], or any other Salesforce code Goal: Add a Note to a Contact record using ...
2
votes
1answer
164 views

Repeat Opportunity related list in my Contact object

I am editing the page layout for my Contact object and noticed that there are two related lists for Opportunities. Can anyone explain why this is? The object has the same available fields to display ...
3
votes
1answer
249 views

Join Custom object with regular object

I'm very new with Salesforce. I've been reading this page trying to figure out how to do joins. All the objects were created before I jumped on this project. I have one custom object called : ...
5
votes
2answers
490 views

Accounts with many-to-many relationship with accounts — how to create a report on contacts

I'm setting up an org that has a many-to-many relationship between "buyers" and "sellers." I'm using the Account object for both buyers and sellers and set the Type field picklist to have the choices ...
1
vote
1answer
52 views

Contacts of an Account

I have to code a APEX method which receives through parameter an Account object. I don't (and don't want to) know if this account is already persisted in SFDC database. I just want to iterate on some ...
1
vote
0answers
19 views

I want to automatically add all new leads or contacts to a general introduction campaign

I know how to import lists of leads or contacts in to a campaign. However I want figure out how to set it up so that if a new lead or contact is created in salesforce - either by import or ...
0
votes
0answers
12 views

Creating Contact Groups on Accounts

We currently send invoices to individual contacts on an account. Within our customers, there is a lot of attrition and it is not possible to know who is or is not in the company at the time of ...
2
votes
3answers
2k views

How to add Contacts in Salesforce via REST API

I want to add contacts in my salesforce account via REST api, I already found some code to access the REST API but i dont know how I will integrate it to my account since when i tried the sample codes ...
3
votes
1answer
35 views

Contact Status is missing trying to use them in a Workflow

I am using the NGO version of Salesforce to track candidate application. I would like to update the Lead status when a contact is created and also when Contact status changes. Is it possible to do ...
7
votes
1answer
264 views

Mass email a group of contact

I created a custom object named ContactGroup where I can add Contact. A Contact can have many ContactGroup and a ContactGroup can contain many Contact (so this is a n-n relationship). Now I would ...
2
votes
1answer
93 views

Report using lookup filed

I have lookup field (which is lookup to a object c) on account and the loopup object (c) contain a field name stage. Now i need to create a report on account on the base of different stage. For ...
2
votes
2answers
111 views

Add contact to community

I have a community called developer in my org.I want to add a contact to this community.but when I click Members tab in community edit,I can only add a profile to community. So how do I add a contact ...
8
votes
1answer
541 views

Overriding a standard button depending on whether user is licensed

I have Visualforce pages that I use to override the Contact Tab, View and Edit buttons. These pages are part of our package. The client would like users who are not licensed to use our app to be ...
2
votes
2answers
565 views

Give High Volume Customer Portal User access to their own Contact Records

I have been working on setting up an force.com site that uses Overage Authenticated Website User Licenses to authenticate the users. I have been able to successfully give the users read/write access ...
2
votes
1answer
79 views

Contact Sharing based on child object

I have a number of Contacts in the system, and a child object, Company Profile, with a lookup to Contact. This object has a picklist, "Area". The idea is that each Contact should be shared with as ...
4
votes
1answer
221 views

SOQL Contact to Lead Query Help

Quick Information: Using SOQL via the Enterprise SOAP API This is a .NET 4.5 application, C# This is in my Salesforce sandbox I'm using Force.com Explorer I'm new to StackExchange AND Salesforce. Be ...
2
votes
1answer
62 views

Salesforce API: Department field on Contact

I'm performing queries on the Contact object in Salesforce via the API, and I want to access the Department field. I'm using a query like this: SELECT Department FROM Contact WHERE Id='1234' Which ...
1
vote
1answer
189 views

Contact Id on opportunities

So I am trying to create Opportunities for Contacts, but I can't seem to get the contact ID from the opp like I could Account Id's. Does anyone know if this is possible? I checked out the sobject ...
1
vote
1answer
286 views

Merge Salesforce with Active directory

We are currently implementing Salesforce in our development. We have a list of all current employees in our business and I was asked to upload the contacts that are in a csv file that is pulled ...
1
vote
1answer
78 views

Aggregate information from multiple contacts into an account

is it possible to create a custom object which will take information from all contacts under an account and aggregate information into that account record? Here's what i'm trying to do specifically... ...
1
vote
1answer
50 views

referencing a Contact's Account type

I want to reference a Contact's Account so I can do something like: contact.Contact_Type__c = contact.Account__r.Type; Account__r is not available of course. How can I reference the Account to get ...
0
votes
2answers
270 views

Use a contact us form to send message to Salesforce.com

I've just logged onto Salesforce.com for the first time, intrigued by the web-to-lead feature mentioned on their pricing page. Is there a way to have a contact us form generate a new customer account ...
0
votes
1answer
340 views

Account Contact role

I'm working with a force.com org and I would like to write some application logic base on the contact role but in my Account page there is no such list available, I only see the regular contact list ...