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

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3
votes
1answer
12 views

Trying to update a contact field if that contact is added to the contact roles related list on an oppt'y

Here is my scenario. At my non-profit client, they enter opportunity records beneath the Account record. They then add the specific Contact they are working with, beneath the contact roles related ...
1
vote
2answers
23 views

Convert a contact to lead

Our SFDC has been used a bit back to front so we have a lot of contacts when they're actually leads. I want to go through each one and convert some back to leads (and delete their contact details). ...
1
vote
0answers
21 views

Contact List View - Get Related

I have a custom field (lookup) on Account that links Accounts to Contacts. It's called 'Clerk__c' indicating that the contact is a clerk for the account. I want to "mass mail" all clerks, so I would ...
0
votes
1answer
21 views

Multiple Record picklist to one contact multi picklist

Scenario: I have one contact "John Doe" who owns multiple and different type properties. In the property object, each has a "Type" and "Sub-Type". In the "type" picklist, it includes Drugs stores, ...
0
votes
0answers
7 views

Multiple linkToEntity

I have been messing around with a prechat form and have come across an interesting issue. I try to link this account to a case and a contact and it will always link to the first one (so right now it ...
0
votes
1answer
20 views

How can I best capture what software a contact is using on our platform? [closed]

I'm setting up our new instance of Salesforce. We have a need to setup our contact fields to track what software that contact is using. We own several platforms and have a need to message the users ...
0
votes
0answers
10 views

Ongoing association between Contact and Opportunity after Opportunity Contact Role deleted?

I have Salesforce integrated with HubSpot for my client and noticed some odd behavior going on with HubSpot smartlists with criteria for including Contacts who are associated with Opportunities via ...
1
vote
2answers
36 views

Data export of contacts on Account

I need to export Data from Salesforce.The requirement is that I need to extract Accounts and only one contacT associated with the account. Let us say if i have to extract 1000 accounts I need to get 1 ...
1
vote
1answer
12 views

How do I link AccountTeamMembers to Contact objects?

I’m using SalesForce v 33.0 and I am trying to write a single query that, given a number of account ids, can identify the team members (their first name, last name, and email) whose roles are ...
0
votes
3answers
62 views

update contact customfield when opportunity is created or updated

I am quite new to Sales force I need to update a custom field on contact using total_amount_c when ever any opportunity is created or updated with stage 'Closed-Won' , opportunity amount value is ...
1
vote
2answers
44 views

Checking whether a given Email address has Salesforce account

I have an email address say abc@xyz.com. I want to know If there is a Salesforce user(need not be in my organization) who has a salesforce account with abc@xyz.com as email. If such a salesforce ...
1
vote
1answer
37 views

Object Specific Publisher Action for New Contact from Case Object

I am implementing Case Feed and want to add an object specific Publisher Action "New Contact". I understand that this should be with a Visualforce page but am not sure how . . . Also, the newly ...
1
vote
1answer
18 views

Auto populate fields based on lookup field value

There is a contact lookup field in opportunity object. When ever user selects the contact value, the shipping custom fields in the opportunity should be auto populated with the mailing address values ...
3
votes
1answer
44 views

Output the status of contact owner to a VF Page

I am trying to pull list of contacts with no accountId showing if the contact owner is active or not. Page: <apex:pageblockTable value="{!EmptyAccount_contact}" var="a"> ...
1
vote
1answer
54 views

Visualforce page (Contact Standard Controller with extension), transfer Field value to “new Case” page

I have an visualforce page with logic (VF page), which have a textfield (Text1). On load, the textfield is populated with a value from a parameter from the URL which is used for loading the VF Page. ...
0
votes
2answers
31 views

Check a checkbox if a Contact has an associated Opportunity or Meeting

This is my first time trying to code a trigger in Salesforce. I have a checkbox labeled "Priority Contact," and I'd like the checkbox to be checked for all contacts that have at least one Opportunity ...
3
votes
2answers
77 views

Auto Populate a Lookup Field based on a field value

We have a custom object "OrderItem__C". This custom object has a lookup field to standard contact object. It also has a field called "Shipping_customer_number__c". We have this same ...
1
vote
0answers
7 views

Some Contacts not appearing in “Select Contacts” tool for Shared Activities

Some of my users are complaining about certain contacts not showing up in the Contact search when Shared Activities is enabled. The one contact I can reliably duplicate this bug with is a contact ...
0
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0answers
20 views

Hide fields from Contact Layout

Contact OWD is "Public Read Only", we have requirement to hide phone and email field from detail page layout. how to achieve this?
0
votes
1answer
21 views

New Button on Lookup Search Layout

On my Opportunity object I have a look up to Primary Contact. I would to enable users to create a New contact when using the lookup. I would like to have a 'New' Button next to 'Search' search layout. ...
0
votes
1answer
25 views

Pre-chat Link Task and Contact

I am trying to link a contact to a Task, but I can't seem to do that on the pre chat form. Any help would be greatly appreciated. From what I have read online this should work. Any help with this ...
1
vote
1answer
26 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
30 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
vote
1answer
20 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. ...
1
vote
1answer
28 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 ...
1
vote
3answers
66 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 ...
0
votes
0answers
35 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, ...
0
votes
0answers
35 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
votes
1answer
65 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 ...
0
votes
2answers
90 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 ...
0
votes
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
votes
1answer
22 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
votes
3answers
42 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
votes
1answer
56 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
vote
2answers
42 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
vote
1answer
50 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
20 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
vote
0answers
44 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
vote
3answers
62 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
vote
1answer
39 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
157 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
votes
1answer
77 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" ...
0
votes
0answers
29 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
36 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
82 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
41 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 ...
0
votes
2answers
46 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
votes
1answer
38 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
votes
2answers
126 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 ...