A standard Salesforce object

learn more… | top users | synonyms

0
votes
1answer
10 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 ...
1
vote
1answer
28 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
37 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
13 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
votes
1answer
21 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
16 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
33 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
votes
1answer
15 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?
1
vote
2answers
22 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 ...
1
vote
1answer
29 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 ...
2
votes
1answer
83 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" > ...
2
votes
0answers
24 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
vote
3answers
56 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!
0
votes
1answer
28 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
vote
0answers
33 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
210 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
50 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
53 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
38 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
69 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
45 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
67 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
239 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
403 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
42 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
votes
0answers
28 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
93 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
59 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
53 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
236 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
230 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.
2
votes
1answer
249 views

How to create a Partner community User

I am following this article for creating a partner community user here: I created a contact, then when I go to the contact detail page there is no button or link displaying "Manage External User". Is ...
2
votes
3answers
282 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
votes
0answers
37 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
642 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
255 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
votes
0answers
97 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
52 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
190 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
90 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
50 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
199 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
295 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
576 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
53 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
20 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
13 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
36 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
291 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 ...