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

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0
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1answer
25 views

Pull Contacts into a Case

I am trying to see if I can pull Contacts into a Case when it is created.  When a Case is created under a certain record type, I want to be able to pull in any Contacts marked as Primary that are ...
0
votes
1answer
14 views

Pulling contact data from a lookup field [closed]

I am trying to pull a contact's details from a lookup field. Cases in my company have a calling for look up field for when managers call in on cases involving an employee. What formula would pull ...
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vote
3answers
46 views

Map Phone Number To Parent Account

I want to write a trigger on Contact-when contact is created and if primary checkbox is true update parent account phone with contact phone. I am new to coding Here is my code... trigger ...
-1
votes
1answer
39 views

Error When Creating Contacts in Sandbox Environment

I'm new to Salesforce Administration and I've recently created a sandbox environment to test changes before deploying them to my company, and I've run into a bit of a snag. In our production ...
1
vote
1answer
16 views

Can we make mailing address in contact object read only? [duplicate]

Is it possible to make mailing address in contact object read ony ?. Tried to do from the layout but still the mailing address is editable.
3
votes
1answer
41 views

Prevent Account Deletion based on Child Contact Status?

I have a requirement in which when click on delete button on the account it should allow you to delete only when its related contact status is inactive. I have written the following code which gives ...
0
votes
2answers
35 views

How to create a report to count no of contacts on a account

Is there any way to create report to get the no of contacts on a account. We can't create roll-up summary fields on account for account.Even if try to create any trigger i got the count from now on ...
0
votes
1answer
44 views

Custom Attributes Not Showing Up In Contact Builder

In both Android and iOS we set some custom attributes for marketing to filter on. In the contact builder's data designer, we are using the system supplied contact key as the primary key and are ...
2
votes
1answer
24 views

How to access Opportunity details from Contact

I have a Detail page button on the contact object on click of which I need to do some processing for which I need the Opportunity details. But when I access the merge fields on Opportunity, I get ...
2
votes
1answer
46 views

Follow Up Error! Insert Failed. portal account owner must have a role: []

Okay, after running into a plethora of errors, I tried attacking this a different way. This is the error I'm currently getting: System.DmlException: Insert failed. First exception on row 0; first ...
1
vote
0answers
32 views

Help creating a test class for automating contact creation

I'm very new to Salesforce, Apex, and programming in general. I'm having trouble creating a test class for my class and trigger. I've looked through similar questions, but they all seem to be far ...
0
votes
2answers
42 views

Trigger to copy formula into Lookup field

I'm trying to create a trigger to copy before insert a formula field (the account of the contact ""Contact__r.Account.Name"") into a lookup field. I tried this but I have problem (Illegal ...
0
votes
1answer
22 views

Importing contacts with a campaign

I need to import a bunch of contacts. One of the columns in my .csv has a campaign. I do not see a campaign field in the contact object. Does that makes sense? Am I supposed to first do the contact ...
1
vote
1answer
26 views

How can I Hide the button on (activity history Standard layout)based on the field selected on Accounts

I have 3 fields on Account and 3 different buttons on contacts On Account If Field A has value then Button 1 should appear to the User On Account If Field B has Value then Button 2 Should appear ...
0
votes
1answer
63 views

Trigger Opportunity to Contact Update Field - StringException error?

I've been trying to create a trigger in Opportunities that updates the value from an opportunity to a contact. The id for the two is the same "Admit_Type__c", but the Opportunity version is a picklist ...
2
votes
0answers
14 views

Hiding activity and attachments for a profile

I want to hide notes and attachments, Activity of Account and Contact object for a specific profile. Ie., that profile can view all the accounts and contacts but they cant able to see the attachments ...
3
votes
2answers
58 views

Contact workflow not firing upon conversion

I've set up a workflow rule on the Contact object to change a picklist value if it's blank and the Contact owner is a certain role. However, when a lead is converted, the workflow rule doesn't fire. ...
1
vote
2answers
65 views

Lead Status Converted Value to Contact Status

We have a converted Lead Status value "Sales Accepted", which we have in a custom Contact Status field on the Contact level as well. When a Lead is converted, where do the Converted values get mapped ...
0
votes
0answers
29 views

Does each Customer Community Plus user automatically create a Contact record?

When a Customer Community Plus user record is created after someone logs in via the community page linked to an org's web site, is a contact record automatically created for them? Are there any ...
1
vote
1answer
61 views

Create case with no accountId although contact has related account

When creating case, if contact has accountId, Salesforce is automatically relating my case to that account which I would like not to happen. If account is selected on the case and contact has account ...
4
votes
1answer
137 views

Custom Button Issue

Is this correct way ? I am trying to "View all cases which are related to the Contact I have on my current Case" (Sibling Cases - Case records who shares same Contact as parent/lookup). Example : ...
0
votes
0answers
24 views

Email stored as rich text area in contact object

I have the following piece of code //email variable has a email which has been sent. it is declared here Contact con= new Contact(); con.firstName='AMC'; ...
1
vote
2answers
100 views

How does Pardot Prospect Sync work?

I read that Pardot syncs Prospects with Salesforce in this way: if it finds a Lead with the Prospect email address in SF, it will sync with that lead. If it cannot find a lead, but it can find a ...
3
votes
1answer
37 views

Relationship between contact and opportunity

In the salesforce UI, there is a related list of opportunities on contact layout. However, I can't figure out an API field that relates contact and opportunity. I basically want to get all ...
0
votes
0answers
13 views

Apex Account to Contact set email

I'm trying to execute the code in the following test class: static testMethod void testLeadStatusExistingDeal() { Test.startTest(); Lead record = new Lead(LastName = 'Dimitrov', Company ='emp1', ...
0
votes
1answer
49 views

Assign a contact to an account

I'm using the following trigger in order to assign contact to the relevant account based on the email domain. This trigger affects every contact which is created in the system. I'd like to add a ...
0
votes
0answers
26 views

How to make pageblock Fields editable on click of inputCheckBox

when select inputCheckBox it will not convert row in editable mode this is my class public class ContactCheckEditController { public List<cContact> contactList {get; set;} public ...
1
vote
1answer
24 views

One Primary Ownership on Property

I am trying to adapt this: https://developer.salesforce.com/forums/?id=906F0000000BRKWIA4 to work on a custom object, rather than the accounts object. Here is my apex: trigger ...
0
votes
1answer
28 views

bold line not covered in test class how to covered?

public class contactTriggerHandler { Set<Id> AccountIds = new Set<Id>(); public void performOnAfterInsert(List<Contact> lstCon){ for (contact con : lstCon ) { ...
0
votes
0answers
49 views

Update Contact Ownership through Trigger

I am attempting to write a trigger that updates the contact owner to the account owner upon inserting/updating the contact. I have been running into this error: DML statement cannot operate on ...
2
votes
2answers
68 views

Contact Assignment

I've created a trigger that once a contact is created, it should be associated to an existing Account - if the domain portion of the email address matches one of the strings in a custom field (field ...
5
votes
4answers
543 views

Make contact firstname and lastname mandatory

This is a generic question. I was trying to make the first name and last name field of contact mandatory. Currently only the first name is mandatory. I tried doing this from the page layout. Now I ...
2
votes
0answers
78 views

ORA-20025 converting lead to contact

I am trying to convert lead to contact and I get this error: ORA-20025 common.exception.SfdcSqlException` ORA-06512: at "SNEEZY.CACCESS", line 2399` ORA-06512: at "SNEEZY.CACCESS", line 585` ...
1
vote
0answers
25 views

How to set a default Account within a contact record for a user profile?

I am wondering if there is a way to set the default Account ID within a Contact record for a specific user profile? I have tried workflow rules (doesn't allow field updates against lookup), I ...
1
vote
2answers
138 views

Apex Trigger to Sync Accounts and Contacts with same Email

I'll start off by saying I'm a complete noob to Salesforce and Apex Triggers. What we've done so far is added a custom Email field to the Account Record. Account records are automatically created via ...
3
votes
1answer
114 views

When one merges accounts, contacts or leads what happens to lookup relationships?

I imagine if the lookup relationship points to the merge winner, then nothing changes, but what happens if the lookup points to the merge loser? Does the lookup afterwards get automatically updated to ...
1
vote
1answer
33 views

Creating a new contact directly from Side Panel of Service Cloud Console

according to this release note from SF it should now be possible to create a new contact and assign it to the case right from the side panel of the service cloud console. I followed all the steps, but ...
1
vote
1answer
28 views

Is there a way (or app) to view a Contacts events in calendar view/mode?

I would like to see all events scheduled for a specific CONTACT (not user) in a calendar view (with the option of list view as well). Is this possible or is there an app available that gives this ...
3
votes
1answer
195 views

Batch merging via Apex?

Hello and thank you in advance. I'm looking to merge about 2000 records (about 1000 merges in total). My question is whether there is a best practices for this type of task. I'm able to merge 1 set of ...
0
votes
0answers
17 views

Connect User to contacts in sales cloud

There's way to connect contacts to user on contact record by creating custom look up field, There's way to connect users to contact in partner community, There's standard contact lookup field on User ...
1
vote
1answer
24 views

Assigning a contact Email address to String

I have the following error for this code "Illegal assignment from Contact to String " system.debug gives me email address, but its giving me error when I want to insert that value into that custom ...
2
votes
1answer
25 views

Has phone normalization logic changed recently (November'15)?

The thing is that previously we were able to find contact, for instance, via searchAndScreenPop, with phone number slightly different from one that is actually used in search query. For example, ...
0
votes
1answer
76 views

Pre-populate an Account name on my vf page for creating contacts

My visualforce page creates many contacts in one go. I want to pre-populate a certain account name when the page is loaded. Even though it always pre-populates a certain account, user should have the ...
0
votes
1answer
96 views

formula field to show Primary Contact Name on Account Object

In Contact Object I have Primary_Contact__c checkbox field. If this field is checked then on the Account object primary contact name should display in a Primary_Contact_Name__c field on Account. Way ...
1
vote
1answer
26 views

Test Class Query returning no rows for assignment

I have a trigger that will tie a contact to a Case if that contact's email matches the cases supplied email (Web Email). Below is the basic trigger: trigger TiePartnerContactToCase on Case (before ...
0
votes
0answers
141 views

Exchange Sync not syncing

For testing purposes, I set up an Microsoft Exchange Online Trial (Enterprise E3 package). On the other side there is a SF Developer Org. Both contain a few contacts and events. I want to get both ...
3
votes
1answer
127 views

How to align existing contact owners with account owners

I have a large instance that has around 2000 accounts, there are also a huge number of contacts. I have been asked to run something that will reassign all the existing contact owners to match with ...
7
votes
1answer
152 views

Updating Contact Email from User Email Update

Is there anyway I can update a contact email when the user's email is updated? I though this can be done via User trigger easily, but the problem is whenever the email gets updated from the User ...
0
votes
1answer
153 views

how to upload contact/lead profile image through REST API?

I have byte array data of user image and what is best way to upload contact/lead profile photo and what is the REST API for uploading the same. I have also social site photo url. is there any API to ...
0
votes
1answer
35 views

How to create contact under particular account through REST API?

I need to add a contact based on account name(I have a account name and not account-id) . But, in salesforce, they don't have option to add contact based on account name and it has only account-id ...