Tagged Questions

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

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0
votes
1answer
30 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
18 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
15 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
votes
1answer
28 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
votes
1answer
24 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
37 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
vote
1answer
20 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: ...
0
votes
0answers
14 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 ...
4
votes
2answers
81 views

deduping existng leads and contacts

We have a client of ours who has a lot of duplicate leads and contacts in their system. Now they finally decided to clean it up. What are the options available to effectively dedupe existing records ...
2
votes
0answers
18 views

How to make the WhoId on an Event take me to the member and not the lead/contact object

I have an application that dynamically handles CRUD operations for Salesforce data. For foreign key values on an object, I read the first three letters of the ID to determine the object type being ...
2
votes
0answers
50 views

Using a Lookup Relationship in a Formula Field

I want to update a field on the the account object based on a field being updated on the contact object, in this case a date / time field. So far, I have setup a lookup relaionship field on the ...
0
votes
0answers
17 views

Contact Field calculated by trigger but now displaying on Person Account layout

I have a custom field within the contact object that was calculating values via trigger. The field and label had to be renamed due to various reasons. Within sandbox, when I was testing this I had ...
1
vote
1answer
30 views

Re-using the 'add campaign members' contact search for a custom object

When managing a campaign, there's the 'add campaign members' functionality where one can query for contacts / leads and add them to the campaign. I have a custom object where I also need to add ...
1
vote
1answer
31 views

Workflow rule on User object, cannot access lookup field (Contact) details in email template

I am using custom portals. The registration is done using standard salesforce functionality (code) like this. userId = Site.createPortalUser(user, accountId, password, false); The false here ...
3
votes
1answer
19 views

Sending Contact Information To External Site With AJAX

I am working on a website that is using Salesforce for membership management purposes. Salesforce is the single repository for membership information and needs to be able to send membership ...
0
votes
1answer
23 views

Trigger: Update Contact lookup field from other lookup field on Contact object

Hi I am an admin not a developer but my boss asked this request and I am reaching out for help. On the contact object I have a field named S_Rapport__c and it is a user lookup field. There is also a ...
1
vote
1answer
97 views

Linking a contact to user

I am trying to link a contact to a user object in test case. However, it seems that user.contact = contact doesn't work and user.contactId = contact.id will cause an error saying contactId field is ...
3
votes
1answer
74 views

Retrieving contactKey and contactID values using ExactTarget API

We're trying to understand how we can update a Data Extension from an event. I note that the contactEvents REST method lets you do this but requires a contactKey and contactID. I note the Data ...
1
vote
0answers
69 views

Add/Remove Campaign Members Based on Contact List using Apex

I'm having a hard time figuring out the logic for this in Apex. In C# I would just use linq. I have an existing campaign that I want to add/remove members based on new lists of contacts. Basically, ...
1
vote
2answers
36 views

Page Redirect to selected contact

I have a VF Page where Im displaying a lost of contacts as a link. I need to redirect the command link (Name of contact) to that particular contact's standard detail page. Please help me with a sample ...
1
vote
1answer
74 views

Force.com sites - public access to account/contact records

I have a force.com site, it has a visualforce page with a controller that is doing a very simple SOQL query to the database, which for some reason it's not returning any records. Here's what I've ...
3
votes
2answers
87 views

Multiple Contact 'types' on a Custom Object: Model with junction object or specific lookup relationships?

Probably a general schema design question: I have a Custom Object that will have several related Contacts. The contacts are grouped into types, for example "Agents", "Applicants", "Referees", etc; ...
0
votes
1answer
40 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 ...
2
votes
1answer
121 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
92 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
20 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
41 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
63 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
174 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
20 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
30 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 ...
2
votes
2answers
94 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 ...
3
votes
1answer
176 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
1answer
49 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
112 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
49 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
61 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
443 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
131 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
1answer
128 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
2answers
62 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
105 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
54 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
85 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
491 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
705 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
50 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
30 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
140 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
82 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 ...