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

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0
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1answer
13 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
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2answers
29 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
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0answers
16 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
11 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
10 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
46 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
26 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
43 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
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1answer
29 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" ...
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0answers
19 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
26 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
50 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
32 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
15 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
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2answers
27 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
19 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
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2answers
54 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 ...
5
votes
1answer
87 views

Stop Salesforce Standard UI Phone Number field formatting (on blur)

I would like to stop Salesforce from formatting phone number fields on blur when editing contact records through the standard UI. If I enter a mobile number (e.g. 0400 000 000) into the edit UI for ...
0
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2answers
262 views

Apex Trigger on Contact to Update Field on Account

I have a custom field on Account called "Contact_Exist__c" (api name). I'm trying to write an apex trigger on contact that when the field is updated/inserted and it has an account name linked or ...
1
vote
2answers
57 views

Change the Default Role when Adding Contact Roles to Opportunity

I am new to being a Salesforce admin, and am going to a few classes in the coming weeks. Currently I am trying to find where to set the default value for Contact Roles when adding them to an ...
1
vote
1answer
37 views

How can I log new activity/update a field when contact appears in report?

I'm in higher education, and we use our org to manage the admissions process. Emails, reporting, all of that is a breeze, but we also send out some essential information by way of our postal ...
3
votes
2answers
71 views

Upper / Lower case

I need some help. Aim - If a user enters the first name in caps lock, I want a formula to keep the first letter as a capital and then the rest being lower case. (However there are some additional ...
1
vote
1answer
26 views

Is it possible to integrate RSForm Pro with the Exacttarget API?

I've done quite a bit of research on Google about this but there doesn't seem to be much information on this subject. Is it possible to integrate RSForm Pro with the Exacttarget API? If so, where does ...
0
votes
1answer
44 views

Import/Export Contact Roles/Opportunity

We implemented a 3rd party solution in April that uses contact role on opportunities; however, we moved 1000's of records into opportunity that we did not add contact roles to (not realizing it would ...
2
votes
0answers
30 views

Behavior for updated Contacts moving through a Journey Builder Interaction

If I fire an Interaction, either through ContactEvents REST API method or using the Fire Event Activity in an Automation (in Automation Studio) and a Contact meets the conditions defined in the ...
0
votes
1answer
52 views

Defaulting Account name in Contact

Can we default Account field's name in Contact object? My requirement is I want to set the Account's value (in Contact) to the logged in user's Company name. I tried this code but it didn't worked. ...
0
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0answers
12 views

How to give access of a community portal to 10000 Contacts at once?

I want to achieve a scenario with my salesforce contacts. I want to give the access of a community to almost 10000 contacts at one go. How to give access of a community portal to 10000 Contacts at ...
0
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0answers
37 views

How to Contact Record Type based on updated Campaign Member Status value?

We often need to access a different mix of fields for different steps our process -- steps we have reflected in the Campaign Member Status field. As a result, I'd like to trigger a record update in ...
0
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0answers
33 views

Defaulting Account name

Can we default Account field's name in Contact object? My requirement is I want to set the Account's value (in Contact) to the logged in user's Company name. I tried this code but it didn't worked. ...
0
votes
2answers
24 views

Contacts list in account object

I tried to use contacts list inside account object like this : Account a = new Account(); Contact c = new Contact(); c.lastName ='Test'; a.name ='Test'; a.contacts.add(c); insert a; The account ...
0
votes
1answer
66 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
21 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
19 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
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1answer
40 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
28 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
132 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
72 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
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0answers
29 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
585 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
20 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
188 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
25 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
131 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
68 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
27 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
43 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
226 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
90 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
205 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
47 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 ...