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

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14 views

Report to show accounts with no contacts in a specific role

I need to pull a report of accounts that do not have a contact specified for a particular administrative role. If 1 contact in the account is listed in that role, I do not want anyone in that account ...
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1answer
13 views

Ringlead is preventing creation of Leads, Contacts and Accounts

I just got a new job with a company that use Ringlead. One symptom that I am seeing today is that leads, contacts and accounts cannot be created. I don't know why but its weird: If I or anyone else ...
1
vote
1answer
20 views

Contacts/ Notes & Attachments

Is it possible to have all the 'Notes and Attachments' from the Account Object to be displayed on each subsequent Opportunity it is related to automatically- similar to a related list? Also, is it ...
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0answers
9 views

Need help with Visual Force and a Mail Merge Word Document

Just upgraded to Office 365 and unfortunately Salesforce native MailMerge functionality is not supported. We are an operation of 3 users on a Professional Edition. So most Apps are needing Enterprise ...
1
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1answer
17 views

Trigger to create a Contact after User is created (w/ error)

Getting an error with trigger/class. We have an automated process the creates a user record (from our AD/SSO process). When a User is created, a trigger sends an email to our support group to ...
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1answer
21 views

Salesforce Custom Object lookup to Contact (or another custom object) and Data Loader import on email rather than id

I am new to Salesforce and hope to begin developing ASAP. I am currently testing a theory...I want to use either Contacts or a Custom Object which will have another Custom Object (Special Activities) ...
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0answers
12 views

Create a site to answer on campaign

I'm new at site on force.com so I don't have a full vision about it. I created a site. My need is to display the campaign and then the contact can check the website and answer if he participates or ...
2
votes
2answers
20 views

How to clear the custom field on contact when there is Activity History?

I need to reset a custom field on the contact object when there is an Activity History of some type. Should I write trigger on the Task Object or on the Contact object? If I write a trigger on the ...
2
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2answers
49 views

After Update Trigger on Account to create contact

I am writing a trigger to auto create a contact once the account is created. Also I would like to update all the existing accounts so that it will create contacts only once(Further updates of account ...
3
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1answer
13 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 ...
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2answers
29 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). ...
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0answers
22 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 ...
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1answer
23 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, ...
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9 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
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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 ...
1
vote
1answer
28 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 ...
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vote
2answers
40 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
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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 ...
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3answers
67 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 ...
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2answers
46 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 ...
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1answer
44 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 ...
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2answers
35 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
51 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
76 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. ...
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2answers
39 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
144 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 ...
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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 ...
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0answers
23 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?
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1answer
30 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
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1answer
32 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
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1answer
31 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
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1answer
32 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
22 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. ...
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1answer
33 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 ...
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3answers
103 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 ...
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0answers
37 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, ...
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0answers
36 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
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1answer
71 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 ...
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2answers
127 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 ...
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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
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1answer
25 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
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3answers
48 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
74 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
60 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
58 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
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1answer
22 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
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0answers
56 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
67 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
45 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
208 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 ...