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0
votes
1answer
20 views

SOQL with OpportunityContactRole

I am trying to get all the role from OpportunityContactRole into a list my code OppContactRole = new List<OpportunityContactRole>(); OppContactRole = [SELECT Role FROM OpportunityContactRole]; ...
1
vote
1answer
35 views

What does the Email-to-Case agent do when the email is on 2 different contacts?

As far as I can see, it does not try to associate the email to either contact, since it has no way of knowing which is the right contact. I can't find anything about this behaviour in the help docs ...
3
votes
1answer
65 views

Apex Trigger - Update Lead If Contact with Same Email Already Exists

I have a trigger implemented that will change the lead status to converted if a contact is created with the same email address. I'm trying to create a new trigger that changes a lead status to ...
1
vote
2answers
67 views

Primary Contact for Account

Is there any OOTB way of having a Primary Contact for an Account? One idea is to create a custom lookup field for Primary Contact on Account object. However, it will need validation such as the ...
2
votes
2answers
37 views

Editing field value of a parent

I have my Case object linked to the Contact object with a lookup field (Contact__c). What is the best way to modify the value of a field in a Contact record from the Case record, when there's a ...
4
votes
1answer
66 views

Donation roll-ups are not working on Contact and Household

I'm acessing salesforce with a NSPS org. I have add manually some donations through the contact page but those won't sum up on the rool up fields in the contacts neither on households. I just ...
2
votes
2answers
70 views

contact lookup list only for related account

I have a contact lookup so when i click on the lookup it opens a popup and i search for a particular contact. what i want is to restrict the result to display only contacts related to a account, for ...
0
votes
2answers
39 views

What is the expression to access User's Contact record fields in Visualforce?

What is the expression to access User's Contact record fields in Visualforce? I need in for Customer Portal.
0
votes
1answer
50 views

Relation between lead, Account, oppurtunity and contact

Please explain me the relation between these 4 sobjects. How lead, Account, Opportunity and Contact are related to each other.
1
vote
2answers
88 views

Can we query hidden fields in apex?

There is a field named "Email Opt Out" in the contact object. Can we query this field and put in the filter condition if the "Email Opt Out" field does not have both "Field-Level Security" and "Field ...
1
vote
2answers
46 views

Is it possible to create a view of contacts that's based on global tags from the accounts to which they belong?

I need to notify people at a set of accounts that a product they've purchased has been updated. This is not the long term solution that I want, but what I did for the time being was put global tags ...
1
vote
1answer
56 views

How to enter opportunities in NPSP's opportunity tab?

I am using the Non-Profit-Starter-Pack (NPSP) with the 1-to-1 model. I want to create an opportunity from the opportunity tab. I tried to insert a field for contact here, but cannot find it when ...
2
votes
2answers
78 views

Standard Lookup field doesn't show all Contacts

I have an ordinary master-detail relationship, where Contact is the master and Example__c is the detail. I have a number of Contacts in the system, and have full CRUD permissions on all of them. The ...
1
vote
0answers
48 views

Event on SFDC Public Calendar not showing on Contact Activities list

I have a public calendar to which everyone in the org has Show Detail access. When I add a new event to the calendar and set the "WhoId" equal to a Contact, the event does not show up on the Open ...
1
vote
2answers
224 views

Display Self-Service fields on Contact Object

I would like to display Self-Service Portal fields on the contact object. I need the fields "IsActive" and "Last Login". Is it possible by trigger?
7
votes
5answers
305 views

What is the downside to using a custom object instead of Contact for people-based data?

I am working on coaching application for a client and the coaches (Contacts in the current system) are portal users who need to save information about their customers. So my plan was to make ...
1
vote
2answers
218 views

Dynamically determining if PersonAccounts exist in APEX [duplicate]

Possible Duplicate: What’s the best way to check if person accounts are enabled via Apex Code? I am wondering if there is a way to determine if PersonAccounts have been turned on in the ...
5
votes
3answers
97 views

Is it possible to aggregate data from contacts to accounts?

Is it possible that when looking on the account tab, I will see it's contacts related lists of: Email Status, Activity History, etc? The idea is that each contact has its own list of actions, but ...
1
vote
1answer
87 views

Use data.com to cleanse/update the data uploaded via csv

If I am uploading a bunch of contacts (lets say 500 contacts) using the data loader, is it possible to update (cleanse) this data automatically using Data.com? If it is possible, how would I go about ...
2
votes
2answers
103 views

Campaign to contact record record field update

Is there a way to trigger a field update such that when the information about a campaign member is modified in the campaign object, it updates a field of the same member's contact record?