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

learn more… | top users | synonyms

0
votes
0answers
18 views

How to concatenate two fields from contacts and store it in a field in account object

I have a field called Concate__c in account object. I need to get the two fields value (Car__c and Bike__c) and display it in the field. Through coding i can done. But i am checking for some ...
1
vote
1answer
19 views

salesforce REST Api UPSERT on Salesforce ID?

Every attempt I make to UPSERT via REST results in a 405 error which reads: "errorCode": "METHOD_NOT_ALLOWED", "message": "HTTP Method 'PATCH' not allowed. Allowed are GET,HEAD,POST" I've tried to ...
0
votes
3answers
15 views

Assign contact id to user in apex code

I am trying to write the following piece of code Contact aContact=[select FirstName, LastName, UserId__r.id,id,email from contact where id=:ContactId limit 1]; if(...
0
votes
1answer
15 views

get contact title visualforce

I have a visualforce page, related to the Opportunity Object. There is a lookup field (Influencer1__c), which looksup to the Contact object, name. How can i create another field to show the contacts ...
0
votes
0answers
16 views

Problem importing account data vs contact data, Salesforce to Marketing Cloud

I created an Import Activity from an account based Salesforce Report. This has worked before with a Contact based Salesforce report that contains a Contact ID. However, in this account based report, ...
0
votes
2answers
25 views

I wanna achieve a functionality where as soon as a lead is converted,assign the Contact to the Account Contact Roles as the primary contact

I have a requirement where I have to assign the Contact to the Account Contact Roles as the primary contact,whenever a lead is converted. But I am not sure how it will be achieved? If it is going to ...
0
votes
0answers
20 views

Fields are coming as greyed out even if it is newly created field

I have created a custom object and some fields for it. Now I need to add some field to contact layout. The issue I am facing is, in contact layout pallet the fields are coming as greyed out and it is ...
1
vote
1answer
29 views

Error on Contact update in Sandbox when workflow triggers update of picklist field using a Global Picklist (Beta as of Summer '16)

I received the following error upon trying to save a contact: An error has occurred while processing your request. The salesforce.com support team has been notified of the problem. If you believe ...
1
vote
1answer
47 views

REST API - Check if Lead or Contact given ID

I have been looking for an answer but cant find one so thought I would ask here. I am currently using the Salesforce REST API. I am able to: 1. Get Authentication Token 2. Create Lead 3. Update Lead ...
1
vote
1answer
22 views

How to update related records through a contact lookup for person accounts using process builder?

My situation: Process started from a Person Account I want to update all related custom object X records linked to this Person Account The link is made through a Contact lookup on object X Whether I ...
2
votes
1answer
32 views

Change Marketing Cloud Subscriber Key

We're moving our usage of Salesforce Marketing Cloud over to a different Salesforce instance. Currently, the subscriber key for each user is their Contact Id, but that obviously won't work once we ...
2
votes
0answers
30 views

OpportunityContactRole security

In a nutshell, how from the REST API (outside the Apex wall here), can I tell I can create/edit/remove an OpportunityContactRole from scratch. Part I of the answer is I believe the ...
0
votes
0answers
17 views

Journey Builder Failed on WaitActivity

I've created a journey that appears to be failing at a "WaitActivity" activity. The first step of the journey was a wait step, but even after removing, it will fail at the first wait activity it ...
2
votes
1answer
24 views

how to show contact inputField in popup window [closed]

page <apex:page controller="democlass"> <apex:form> <style type="text/css"> .custPopup { background-color: white; border-...
0
votes
1answer
26 views

Pull Contacts into a Case

I am trying to see if I can pull Contacts into a Case when it is created.  When a Case is created under a certain record type, I want to be able to pull in any Contacts marked as Primary that are ...
1
vote
3answers
49 views

Map Phone Number To Parent Account

I want to write a trigger on Contact-when contact is created and if primary checkbox is true update parent account phone with contact phone. I am new to coding Here is my code... trigger ...
-1
votes
1answer
41 views

Error When Creating Contacts in Sandbox Environment

I'm new to Salesforce Administration and I've recently created a sandbox environment to test changes before deploying them to my company, and I've run into a bit of a snag. In our production ...
1
vote
1answer
18 views

Can we make mailing address in contact object read only? [duplicate]

Is it possible to make mailing address in contact object read ony ?. Tried to do from the layout but still the mailing address is editable.
3
votes
1answer
45 views

Prevent Account Deletion based on Child Contact Status?

I have a requirement in which when click on delete button on the account it should allow you to delete only when its related contact status is inactive. I have written the following code which gives ...
0
votes
2answers
37 views

How to create a report to count no of contacts on a account

Is there any way to create report to get the no of contacts on a account. We can't create roll-up summary fields on account for account.Even if try to create any trigger i got the count from now on ...
0
votes
1answer
45 views

Custom Attributes Not Showing Up In Contact Builder

In both Android and iOS we set some custom attributes for marketing to filter on. In the contact builder's data designer, we are using the system supplied contact key as the primary key and are ...
2
votes
1answer
26 views

How to access Opportunity details from Contact

I have a Detail page button on the contact object on click of which I need to do some processing for which I need the Opportunity details. But when I access the merge fields on Opportunity, I get ...
2
votes
1answer
50 views

Follow Up Error! Insert Failed. portal account owner must have a role: []

Okay, after running into a plethora of errors, I tried attacking this a different way. This is the error I'm currently getting: System.DmlException: Insert failed. First exception on row 0; first ...
1
vote
0answers
33 views

Help creating a test class for automating contact creation

I'm very new to Salesforce, Apex, and programming in general. I'm having trouble creating a test class for my class and trigger. I've looked through similar questions, but they all seem to be far ...
0
votes
2answers
42 views

Trigger to copy formula into Lookup field

I'm trying to create a trigger to copy before insert a formula field (the account of the contact ""Contact__r.Account.Name"") into a lookup field. I tried this but I have problem (Illegal ...
0
votes
1answer
22 views

Importing contacts with a campaign

I need to import a bunch of contacts. One of the columns in my .csv has a campaign. I do not see a campaign field in the contact object. Does that makes sense? Am I supposed to first do the contact ...
1
vote
1answer
26 views

How can I Hide the button on (activity history Standard layout)based on the field selected on Accounts

I have 3 fields on Account and 3 different buttons on contacts On Account If Field A has value then Button 1 should appear to the User On Account If Field B has Value then Button 2 Should appear ...
0
votes
1answer
66 views

Trigger Opportunity to Contact Update Field - StringException error?

I've been trying to create a trigger in Opportunities that updates the value from an opportunity to a contact. The id for the two is the same "Admit_Type__c", but the Opportunity version is a picklist ...
2
votes
0answers
16 views

Hiding activity and attachments for a profile

I want to hide notes and attachments, Activity of Account and Contact object for a specific profile. Ie., that profile can view all the accounts and contacts but they cant able to see the attachments ...
3
votes
2answers
65 views

Contact workflow not firing upon conversion

I've set up a workflow rule on the Contact object to change a picklist value if it's blank and the Contact owner is a certain role. However, when a lead is converted, the workflow rule doesn't fire. ...
1
vote
2answers
75 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
31 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
69 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
141 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
votes
0answers
25 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
128 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
41 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
13 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
votes
1answer
56 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
votes
0answers
27 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
24 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
28 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
votes
0answers
54 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 trigger....
2
votes
2answers
69 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
612 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
84 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` ORA-...
1
vote
0answers
26 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
148 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
117 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 ...
1
vote
1answer
43 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 ...