Questions tagged [contact]
A standard Salesforce object that represents a "person" or "individual" record
747
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How can I show contact name and profile photo in case record page as shown in the picture
I want to add a component(Contact name and profile photo) as shown in the following picture. How can I approach this solution.
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18
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Individual Email Result not showned for specific profile users
I have a problem with the "Individual Email Results" box , in the Related tab of the Accounts (Contact) , when i login to Salesforce with users that haves a specific PROFILE (Profile1).
With ...
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40
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Problem with updating Contact record [closed]
I wrote an apex routine to modify some contact first names. When I run a test I get 100% code coverage but no records are updated. When I look at the log there's a bunch of WF_RULE_FILTERs (on other ...
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35
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How to validate if indirect ACR still valid when Direct ACR has moved
After some guidance / Advice
Our Org is using ACR and we have enabled the setting "delete the relationship between the contact and the previous primary account"
Which basically means if the ...
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47
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Account's owner can edit unowned Contact even though Contact's OWD is private
I have a doubt regarding Salesforce Sharing mechanism. First Let's understand the configuration for my org
OWD for Account and Contact is private.
No Custom object in the org.
Two users (User A and ...
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30
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Get list of Accounts from Contact Email Address
Sorry, bit of a noob jumping in at the deep end.
My client has multiple contacts with the same email address. Each contact is linked to a different account.
Is it possible to get a list of all the ...
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1
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46
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Assistance with Salesforce Rest API for Converting Leads to Contacts
I am a newcomer to Salesforce and have been successfully utilizing Salesforce Rest APIs. However, I have encountered a challenge that is causing some difficulties for me. Specifically, I am having ...
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1
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61
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Stop isDirect = True when creating an Contact from the Account's Contact related list
I observed that when creating a Contact from an Account's Contact's related list, it's automatically set as isDirect=True (easier to see this when viewing an Account record in Salesforce Classic). The ...
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2
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103
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Why is my flow not returning the same results live as when I debug it?
I need your help to point me towards what might be wrong with my flow...
I have created a screen flow that fetches a contract record's company account and all the contacts in that company who are ...
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1
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53
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there must be only one primary contact on account by utilising isprimary checkbox
stuck in here What if someone uses dataloader and make 2 contacts for same account as primary, then my code is not working
public class Contactispr {
public static void Conta(List<Contact> ...
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35
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Sequential contact number in SFMC journey builder
I have a custom journey builder activity in which it would be helpful to have some Sequential contact number sent in inArguments for each contact that enters the activity (e.g. first contact that ...
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55
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Synchronized DE Filter - Contact without Channel Address
There are 45k records as 'Contact without Channel Address' in my client org. I am aware that these can be deleted from MC and accordingly filter can be applied on Sync DE to prevent the flow again to ...
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1
answer
363
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Person Account Custom Field
I have added a custom field called 'National ID' on the Contact Object. The field appears on the page layout for both objects in SetUP, but when I go to the Person Account detail page in the User ...
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1
answer
106
views
Prevent the merge of Contacts from different accounts
I have created a validation rule to prevent the merge of Contacts from different Accounts, but I get this error:
AND(
NOT(ISBLANK(PRIORVALUE(AccountId))),
NOT(ISBLANK(AccountId)),
PRIORVALUE(AccountId)...
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124
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Unable to merge contacts which enabled as portal users
As a user, unable to merge contacts which enabled as a portal users, received following error
Error :You do not have permission to merge contacts enabled as portal users.
But able to merge contacts ...
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0
answers
60
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Is there a way to insert a contact into a Data Extension from a previous Journey?
I would like to know how a contact can be introduced inside a new Data Extension after completing a Journey, without the need of having the subscriber key already inside that new Data Extension.
The ...
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90
views
Update by SOQL Query in Apex Trigger is not sticking
I am trying to update a field in the related Account using a apex trigger on the Contact. Here is the code -
trigger AvoidMerge on Contact (before delete) {
for(Contact contact: trigger.old){
...
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0
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0
answers
52
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Salesforce Marketing Cloud Contacts Configuration ContactID Mapping
I would like to understand the pros and cons as well as use cases for the Salesforce Marketing Cloud Contacts Configuration ContactID Mapping
Especially for this part: "Unless you plan to link ...
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1
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138
views
How to convert contacts under an organisation to person accounts
I am currently working for an organisation which has put a bunch of clients under an organisation called 'individual', I am currently trying to convert these contacts to person accounts but unsure as ...
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52
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Loyalty API's "Get Member Details" returns unsuccessful response with no explanation whenever Contact is involved
TL;DR is title basically.
What I'm trying to do is simply:
Create an "Update Member Details" loyalty process from template. Activate it without any modification. Note: It includes updates ...
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0
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126
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SFMCSdk: Sometimes contact key is not changed
I've faced an issue when integrated the SFMC SDK for Android (version is 8.0.9). Sometimes contact key is not changed for our users. The chance is 0.2%. The integration code is listed below:
...
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37
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How is ContactId determined in Visit object on Consumer Goods Cloud?
I'm new to Consumer Goods Cloud and I would like to ask you about a doubt I haven't been able to discover.
I have not understand how is the "Contact" (ContactId) standard Lookup field ...
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19
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Why is my new active duplicate rule not taking precedence over an older and now deacivated duplicate rule?
I'm attempting to use Contact merge app with the non-profit success pack, however upon using contact merge, duplicate contacts appear with the duplicate rule ID being "Name and DOB check". ...
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2
answers
31
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Description Validation Rule Help
I have to create a validation rule "n/a should never be placed inside a description field" and cannot figure it out.
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714
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Update lead/contact fields from Campaign Member triggered flow
I am creating a flow to update 2 fields on both lead/contact objects when a campaign member is added/updated. The 2 fields are "oldest campaign" and "newest campaign".
I created 2 ...
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54
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Sync Salesforce contact on iphone rubrica
I'm trying to Sync Salesforce contacts (or a custom obj that is our real contact) and some fields of this obj on the standard iPhone rubrica.
My main goal is: open my iphone standard rubrica and see ...
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134
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Update Case Contact via API call, not working
How do I set the Case Contact fields via the API?
When I create a case in salesforce via the API. I have no issues creating it, except that the Contact Name/Email/Phone isn't being populated. I used ...
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31
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Contact MailingAddress not geocoding after Data Integration rule turned on
I'm trying to goecode the MailingAddress for our Contact objects but the Lat/Long fields stay blank after turning on the Data Integration Rule. I've provided valid postcode, country, city and street ...
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0
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1
answer
66
views
Journey builder "Error binding data bound member"
I'm facing the hard error situation from a Decision split activity in a Journey builder. (after activating a journey)
The criteria in this split is set by 'logged in' value, more specifically, the ...
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0
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384
views
How to show Contacts of Account according to hierarchy on parent and child VF page? Also need test class help
my salesforce instance has a two level account hierarchy structure of Parent and child(ren). I would like to show a list of all contacts within the hierarchy. For example Parent A has two Children ...
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710
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Is there a way to create an account-contact relationship on object creation?
I am trying to have the ability to create an account-contact relationship on account creation. I know you can establish this connection by using related lists, and after account creation I can go to ...
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34
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How do I change contact record type on the "All Contacts page"? In edit mode there is a lock symbol on this field
How do I change contact record type on the "All Contacts page"? In edit mode there is a lock symbol on this field. I only have 2 record types for contacts - Customers and business contacts. ...
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3
answers
501
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Contacts Delete - doesnt work System.DmlException: Delete failed. First exception on row 0 with id
I am trying to delete contacts that match certain conditions, using Developer console >> DEbug >> open execute anonymous window, but it throws an error
List<Contact> contacts = [
...
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234
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Update Portal Contact Account Id
In a experience site by self registration a user and a contact is created, an account (B) is also created but the contact is initally linked to a default Account (A) for new Users. After that I need ...
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Are some of the Standards fields on Contact accessible only via API or SOQL or Reports?
When you go to Setup > Object Manager > Contact > Fields and Relationships, the following Standard Contact Fields are not available. As a result, these cannot be added to page layouts.
Last ...
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267
views
Update Lead/Contact record email values to Null in Journey Builder
I'm going through a process where I take a segmented amount of records that are in the 'Held' status in all subscribers and update their Email fields in Sales Cloud to NULL values so they can be ...
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69
views
How can I create a field for contacts that references a custom checkbox that I have for tasks?
When I create a new task I have a custom field I added to the layout that is a checkbox saying Demo presented. This works fine.
I then need to create a field for Contacts that will check if I have a ...
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1
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1
answer
84
views
How to keep AllSubscribers email address up to date when unique identifier is a subscriberkey
Background: In our use-case, a unique identifier of a customer is a SubscriberKey. We DO NOT HAVE salesforce.com connected to SFMC. SFMC is running independent.
We get all contacts in a ...
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1
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154
views
Primary user Checkbox ticked for Contact with highest Commission
I'm new to Salesforce and Apex. I need help setting a trigger which checks Contacts under a specific Account. The Contact with the highest Total Commission value is marked as Primary user by ticking ...
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0
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45
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Add contact in OpportunityContactRole whenever a new contact relationship is added to AccountContactRole
I am new to salesforce and I am developing below functionality:
I want to add a contact in OpportunityContactRole when a new contact is added to AccountContactRole.
I have created below code:
trigger ...
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0
answers
48
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Unable to update Contact field on Candidate record
In my dev org, as part of an HR app, I've got a 'Candidate Test' object.
I added a 'Contact' master-detail relationship to link the candidate to an existing Contact.
I used a master-detail ...
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1
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1k
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CANNOT_REPARENT_RECORD: Before you can make this contact private, you must remove its relationships to other accounts
I'm receiving the following error when trying to update an existing Contact's AccountId to null
This has been working fine in the past but now it gives me the following error:
CANNOT_REPARENT_RECORD: ...
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74
views
Contact to contacts
I'd like to be able to relate a contact to multiple contacts. For example, John is a student, and I want him linked with Teacher A and Teacher B, etc.
I created a custom object "Teachers" ...
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1
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437
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Modify ContactId on an Opportunity via API
Question
Is it possible to modify ContactId field on an Opportunity? I get a field security error, but I did not find an option to change the security level of the field.
Motivation
I have records ...
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116
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Loop over RetrieveSalesforceObject to find a record not opted out
It's my first time posting here so forgive me if it's not following the community's standards.
I'm looping over the Contact Salesforce Object, that in case more than one record with the same email ...
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1
answer
465
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Email Alert Related Contact
Can I define to which email adress the email gets sent if I choose the related contact in the email alert?
What email field of the related contact will the system choose ?
Unfortunately I cannot test ...
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2
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2
answers
453
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Why is this SOQL search case-sensitive?
I have a simple SOQL query of the Contact standard object:
https://myinstanceurl.sandbox.my.salesforce.com/services/data/v54.0/query?q=SELECT+FirstName,LastName,MiddleName,Suffix+FROM+Contact+WHERE+...
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1
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2k
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Default Value On A Custom Field
I created a custom percent field on the contact record page and entered in a default value in the "general options" section, but the default value will not auto-populate when I go to the ...
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1
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173
views
How to trigger contact to enter journey when SalesCloud data is modified
I'm building a journey that sends emails to different contacts once one of the two conditions is modified.
However, after I modified the 1st condition in SalesCloud, the contact did not enter the ...
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2
answers
165
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Trigger on Task Object to Increase the value of a numeric field on Contact
I am very new to Apex and trying to write a trigger on Task. I appreciate if you can help..
I have a picklist field on Task(name: Result__c), let's say with values A,B,C. If I choose A or B when I ...
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