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

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2answers
21 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
20 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
42 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
127 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
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0answers
16 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
53 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
26 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
12 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
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1answer
30 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
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0answers
22 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
23 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
27 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
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0answers
28 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
58 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
383 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
49 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
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0answers
22 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
90 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
91 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 ...
0
votes
0answers
13 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
23 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
65 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 ...
0
votes
1answer
14 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
22 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
51 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
32 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
21 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
82 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
51 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
90 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
113 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
28 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 ...
1
vote
1answer
44 views

Unable to add photoURL through REST API

I am trying to create an contact through REST API and gave PhotoURL with value as twitter photo url. Now, I got the below response. I am unable to find settings to enable this option. Can anyone ...
-2
votes
2answers
32 views

Updating Contact Owner for All Records Using Sandbox

I have a small database of about 300 contacts and my company is looking to implement a new mapping system to assign each contact to a sales rep. After I have exported the data, cleaned up any ...
0
votes
1answer
57 views

I have access to Contact, even though OWD is set to Private and record has not been shared

I have set OWD for both Account and Contact to Private. I created an Account and shared it with all users. I created a Contact for that Account, but I didn't share it with any users. I log in as a ...
1
vote
1answer
59 views

Update Account Field from Contact Field

I am trying to automatically update an account level field once an associated contact's field is updated. The use case is someone completes a Pardot web form to register their products. This data goes ...
1
vote
1answer
18 views

Test Class Help - Are the correct fields being tested? [closed]

I feel like I should create a new Contact in the test class so that I can relate it back to the Case. Would this be the right way to go about it? Basically, to test I want to: Create a case and ...
0
votes
1answer
76 views

Does this trigger update Case object and Contact object fields?

I just want to see if I am going about this the right way. Here is my code: trigger WebToCaseCountry on Case (after insert) { Set<Id> contactIds = new Set<Id>(); for(Case c : ...
1
vote
0answers
23 views

How do I test my Email to Contact code from a Web Form? [closed]

I have some code to create a new contact if the email entered in the web form does not match any existing contact. My problem is how I would link the web form and the code together to get it working?
0
votes
1answer
53 views

aggregate soql select contact fields from opportunity query

wondering if anyone can help me with a query on opportunity that contains contact fields. i've tried a bunch of solutions but no luck yet. Select count(Id), Account.Contact.SomeField from ...
0
votes
0answers
34 views

How to display custom fields from Leads and Contact on a activities report?

Goal: I'm trying to create an activities (Tasks and Events) report that will display custom fields from the Lead object, and a standard field (MailingAddress) from the Contact object. I will need all ...
1
vote
1answer
87 views

Disabling Partner Community User Visibility

I want to prevent community users that belong to same partner account from seeing their peers. For example, there is an account ABC and there are 2 Community Users from this account as primary and the ...
1
vote
1answer
63 views

How to get Contact Id provided an email address

I would like to perform some operations on Contact using the corresponding REST api. So, I need the contact Id. However, I would like to retrieve the contact id from the given email address. Is it ...
1
vote
1answer
125 views

How to insert Salesforce Activity History contents into custom field of a Contact?

I am using Gmail, Salesforce integration app, using which I can save an interested mail into Salesforce Activity History of a Contact. Now, as soon as I receive the activity history, I want to save ...
0
votes
0answers
19 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 ...
0
votes
1answer
19 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
83 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 ...
1
vote
0answers
49 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
vote
2answers
95 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 ...