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Questions tagged [account]

Accounts are your organization’s customers, competitors, and partners. Each account stores information such as name, address, and phone numbers. For each account, you can store related information such as opportunities, activities, cases, partners, contracts, and notes.

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6 views

Formula field to count total Accounts linked to Campaign via Contact

Is it possible to count the total number of Accounts (via Contacts) within a Campaign? I would like a field that says something like 'Accounts in Campaign' alongside the other similar fields shown ...
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12 views

Need to remove View Relationship button from the Contact related list on Account

Picture Showing View Relationship button Hi, I have a related list of Contacts on Account and I am seeing this view Relationship button, any idea how to remove this?
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0answers
15 views

What is a “pending connection” that might be preventing me from deleting a contact and account?

As I'm trying to do some cleanup in a customer's org, I face the following problem when deleting an account: Your attempt to delete Mr. Robert Jefferson could not be completed because it is ...
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0answers
34 views

How do I roll up an Account Hierarchy and keep all children in sync?

Problem My org has many extremely complicated account hierarchies because of our client type. I have an ask: to stamp all accounts with sum of all of the accounts sales volumes in the hierarchy on ...
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29 views

mass merge accounts - tool suggestion anyone?

We have 2 sets of accounts in one org and would like to merge them. They are currently separated by Account Record Types, so I'm really asking if there is a way to merge 2 record types into one. We'd ...
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26 views

How can I display account hierarchy from community (customer account portal)?

I launch a community with the customer account portal template. The account hierarchy is launched in Salesforce. But when I switch to the community, I don't see the account hierarchy, and the button ...
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2answers
63 views

Data import from data loader: maintaining the hierarchy on Account records

I have some accounts where ParentId is null which I want to populate. Here is my csv sample data So I want the record to be associated with Account1 which has ExternalId__c as "4ab1dc5e-24cc-1405". ...
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1answer
20 views

How to Add fields to step1 in Merge my accounts screen?

On click of "Merge Accounts" action link from account page it will take us to merge/accmergewizard.jsp wizard where we can Merge Accounts by Finding Accounts. On click of Find Accounts button you will ...
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2answers
44 views

Before Trigger is not picking up BillingCountry on the Account Object

My class is suppose to pick up The Billing Country and Billing Postal Code and populate the state based on those two fields, however when debugging the before trigger It doesn't pick up the Billing ...
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1answer
25 views

How is user gaining ownership of an Account?

Upon changing the case access of a child role from "can edit all cases associated with accounts that they own" to "cannot access cases that they do not own" a user can no longer access a case. However,...
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1answer
26 views

Role hierarchy not having Partner Manager and Partner Executive Role

I created a user by convert lead to contact and then enabling the partner account and enabling the partner user. I was able to create the user but when I edit the user to select a different role I ...
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1answer
39 views

How to get all account IDs with only one opportunity which is in 'New Opportunity' stage using SOQL query?

I attempted using this query, however this gets all accounts that have one related opportunity in the 'New Opportunity' stage, but the account may have more related opportunities in any other stage. ...
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1answer
111 views

Method Does Not Exist error message

My class subtracts the values of child account number fields from the current values of it's parent account number fields in a hierarchy. I need this class to run everytime a child account changes its ...
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3answers
19 views

Account Name not displaying

I created this formula field to display a hyperlink to the direct parent account on whatever record a user is viewing. For some reason the link displays the account Id number and not the actual name ...
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0answers
34 views

Store Credit Card information in Account Object in Salesforce

I wanted to check if we can store CredtiCard information (Using Encrypted Field) on Account Object in Salesforce and would it still be PCI Compliant? Thanks Ritu
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1answer
17 views

How to get the Email field in a SOQL query mapped from a custom Opportunity field?

I have custom field in the Opportunity object that is a Lookup and maps the Opportunity object to the User object. I'm trying to write a query that retrieves fields from the Opportunity, and also ...
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1answer
15 views

Add required custom field only to the business account and not the person account

When I create custom fields(required fields) in the account object, the fields get added to both person account and business account. How do I make those fields only available for the Business account?...
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2answers
26 views

Updating Standard Field

I have a custom field that is a lookup to the standard parent field to use in place of it for a functionality on the Account object. I now have a requirment for the standard parent field to have the ...
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1answer
32 views

Field update workflow not updating field value

There is an object called CustomerOfTheWeek. It has a lookup field called Account. There is another field called Account Type, which is a field update (+ workflow rule) which for the purpose of ...
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5answers
40 views

Field type for lookup

The client has an object with multiple fields. One field is to choose an account. Another field is customer type. Customer type is currently a picklist, but the client wants to change it to a lookup ...
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3answers
45 views

Trigger that updates a standard field

I want my trigger to update the name of the standard Parent Account field to the name of the custom Parent_Account_for_LAM field whenever it is updated. But I keep receiving this error: Error:Apex ...
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1answer
20 views

action on account shows as General Notes

I have created an action on accounts (Activity Log) tab below. The action is based on target object task. They are all showing as General Notes in the Next Steps. One of the fields I have in the ...
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0answers
120 views

Could not get any response using Postman

I have been making a post call to Account from postman but I am unable to create a Account. But I am successfully create a push Topic.
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2answers
49 views

Restrict access to picklist value to specific users

Disclaimer: I am rather new to Validation Rules (and Salesforce in general) and GREATLY appreciate any assistance this community could offer I am attempting to lock down 3 picklist items from the ...
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1answer
25 views

Error trying to remove account from list

When I run the button this error appears: Cannot modify a collection while it is being iterated. public void removerConta() { List<ContaVinculada> listContasRemover = new List<...
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2answers
26 views

How can I use a SOQL query to get the number of AccountTeamMembers on an account?

I can write something like this to give me the AccountTeamMembers on all accounts select Id, (SELECT Id, AccountId FROM AccountTeamMembers) From Account but I don't know how to just get the count of ...
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1answer
72 views

Create Recurring Series of Tasks in lightning experience issue

In my Account layout in each Account record I have a related list allowing me to create Task records. When I switch to Lightning experience and open an Account record and try to create a new task ...
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1answer
92 views

Find out what instance of SFCC do I have

How can I find out what instance of SFCC do I have? I am very new to SFCC and I was provided with the account of SFCC by my employer. So, now I want to learn the SFCC. For this I go to the ...
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0answers
27 views

RecentlyViewed not working for Account for portal user

recentlviewed not working for Account for portal user listRecent = [SELECT Id, Name,Type FROM RecentlyViewed WHERE type IN('Contact','Account','Opportunity','Lead') and LastViewedDate !=null ...
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1answer
152 views

“Too Many SOQL Queries” in flow where I need to work with 5000 records

I have a few thousands Contacts and a few thousands Accounts. I need to update a custom field of all my Accounts with Emails of related Contacts. In my flow I get "Error Occurred: Too many SOQL ...
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2answers
31 views

Archive Accounts [closed]

What is the best way to archive accounts, after we have identified them as obsolete. ? I want to automate the process of archiving the obsolete accounts. These accounts become obsolete under two ...
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1answer
24 views

How can I lookup an account ID for a Case using a field I am importing that is not the account name?

I have to import a history of cases in Service Cloud and, sadly, the account names I already have in Sales Cloud and the ones in the import don't match. I have a Client ID though in the Account object ...
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1answer
132 views

Sum of opportunity amount on account records [duplicate]

I have one field that calculates last year's sum of donation amount using a managed package. My requirement is to create a new field on Account object to calculate sum of total opportunity amount from ...
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0answers
13 views

calculate a product price on an opportunity line based on values from the account

I am trying to calculate a product price on an opportunity line based on values from the account object that the opportunity is linked to. My ultimate aim is when selecting a product to add to the ...
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1answer
26 views

Allow access to a user-type custom object

I have a custom object called 'Advisor' and for every single record, I would like to allow authentication access for that one Advisor to log in and view their record and make changes. For example, ...
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1answer
49 views

Report on accounts in campaigns

This is basically the same question as Campaign and account reports, i.e. how to create a report using the objects accounts and campaigns. My understanding is that the following four objects are ...
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1answer
39 views

Restrict Account Creation Access?

I'm trying to restrict access for Account Creation. I'd rather do this with a permission set but I don't think that's possible. Is there a way to only show the NEW button for XYZ profile? We still ...
2
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0answers
92 views

Clone account with related lists

We need to change currency of around 300 accounts in our Salesforce/Financialforce system. That is not possible if accounts have posted invoices. So I have to clone accounts and adjust currency in new ...
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0answers
31 views

Is it possible to get Einstein analytics for a particular account and also place a dashboard for that account on that record page?

I'm trying to learn Einstein Analytics and I was wondering if its possible to create a dashboard for a particular account and place that dashboard on that record page that shows analytics for that ...
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1answer
66 views

Grouping Account Kanban List View by Owner

One of my Users created a Kanban List View for Accounts which grouped them by Owner. The original problem was that there were several (deprecated) Record Types that were splitting the records up. I ...
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1answer
61 views

Communities and household contact

I am currently working in a Communities environment using the NonProfit Success Pack and had a question. Will creating a contact also create a 1:1 Household contact?
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1answer
98 views

Change Account Currency with Apex?

We use our homebrew shop system together with Salesforce and Financialforce. Invoices are created and send by our shop system. After an invoice is created it will be transmitted to related Salesforce ...
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2answers
21 views

Enabling Contacts with multiple Accounts: how is the primary Account determined?

Just curious: we are considering enabling this feature. We have Contacts that are going to be related to multiple Accounts. Which one will Salesforce pick as the primary Account? Edit: reading the ...
2
votes
1answer
200 views

How to redirect to the standard Lightning Account Hierarchy page? [closed]

How can I add a button to the custom lightning component, which will be hidden is Account is not a part of hierarchy and, if visible, will redirect to the standard Lightning Account Hierarchy page for ...
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2answers
108 views

Building a Salesforce Form using Sites that is Time-bombed

Project Build a form off salesforce that can be sent to clients to collect information. Sent by email through salesforce as a button available to sales users off the account record Requirements ...
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2answers
83 views

Revoke access to delete a specific Account record type

I have this apex trigger that revokes access to users from deleting all Accounts. I was wondering how to improve it to ignore or allow certain record type. The use case is, I want to allow users to ...
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1answer
154 views

Contact's past activities aren't appearing on opportunity

I'm having some issues when it comes to activities that are related to contacts, that are not appearing on the opportunity said contact is on. In the specific example that was brought to my attention,...
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1answer
17 views

Convert Lead to a Contact for an Account not owned by user

I am trying to design a method to allow sales people to convert leads to accounts not owned by them. The current settings for their profile only allows them to edit their own accounts. I cannot find ...
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0answers
27 views

How can I select Contact's details from Account Relationship on a Case?

The Case object has standard fields for Contact Phone/Email/Mobile which cannot be edited (I presume they're formula fields from the Contact object). The problem I have is our Contacts often have ...
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3answers
26 views

How to get personal account Id in SOQL or rest request?

I need to load account ID of my current user. I try: SOQL SELECT Name, ID FROM Account where Name = 'myMailUsedForLogin'; and result is: Sorry, no records returned. I think I should load current ...