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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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2 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
18 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
43 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
32 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
11 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 ...
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1answer
52 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
76 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
67 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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30 views

All users in business unit

Does anyone know how to get all associated users in a business unit? via soap api or any other way. Theres a AssociatedBusinessUnits (1) field in the AccountUser object, but is not retrievable, so you ...
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8 views

How to visible or display the account activity history in partner community portal user in salesforce?

I followed below links for view the Account Activity History through portal community user.But it could not working. Can you please anybody help me, How can I make all account activity history visible ...
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8 views

Unable to Merge accounts in lightning it wont allow us to check the box

We have a scenario where a user could not merge accounts in Lightning but the user can Merge account in Classic. Steps followed so far. Checked the user Owns the Account , Verified the merging ...
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9 views

Sage Financials Requires Unique Account.Name - How to control display

Our org is implementing the Sage Financials system from the App Exchange. As part of this, our Sage Financials consultant has instructed us that the Account Name field in the Org must be unique. I ...
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1answer
29 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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11 views

Change Record Types not visible in Lightning and Partner Community

In My sandbox Accounts Object having a two Record Types (B2B and person Account). but when i Change record type B2B to person account or person account to B2B, i can't pick, which Record Type i want ...
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14 views

Work Order & Field Lookup Relations

I have a list of assets divided into a number of accounts. When I'm creating a Work Order from an Account, the list of look-ups that I receive contain all the assets that I've uploaded to the cloud. ...
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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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14 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
24 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 ...
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7 views

How do I pull a field in to a report from an associated record ( Accounting Seed )

I have a salesforce report ( Accounting Seed ) that includes a number of fields. When you click on the actual entry, you can get details including a reference to an other associated record ( it is ...
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1answer
57 views

Need to set Shipping Address to Billing Address when Account Type is A or B

I'm really new to this platform (one week barely, although the programming logic is the same for everything) and I'm not able to solve this. I have added two new choices to the Type picklist of the ...
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1answer
23 views

Opportunity and Account Relationships

We know that deleting the Account deletes the related opportunities(considering Master details relationships). However, if I delete an opportunity related to Account, will it cause the update of its ...
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1answer
64 views

Contact Sharing Rules - No Account

When a contact does not have an account assigned, it is not visible to users, even if there is a contact sharing rule active that shares the contact to their role. As as admin, I have looked at the ...
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17 views

Relationship between Account and Task?

The problem: I would like to generate a relationship to a specific singular field reference on my account object. Example, first and only Task or Event related to an Object. If possible, how can I ...
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1answer
25 views

How do I find Account Owner from Contact [closed]

I have Contact Id and I want to find email of Account Owner not Owner of contact.Can you please provide me ref that what is the relation of contact with Account and how do we get Account Owner from ...
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1answer
67 views

APEX Trigger Update Case.AccountId with Account.Id

I have a trigger that will look at the subject, parse out the customer number which I can match and get the Account.Id value. Once I have the value I want to update the Case.AccountId field with the ...
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1answer
130 views

How to enable Person Accounts in a Dev org.?

I followed the below Account setting feature to enable Person Account. This seems not getting saved even though I have followed all 3 guidelines. Then found this article explaining why we Cannot save ...
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1answer
23 views

test class of account entitlement passed but zero coverage

`public class AccountEntitlementTriggerHandler { //VARIABLES Map<Id,Entitlement> entitlementMap {get;set;} List<Entitlement> entList {get;set;} public void OnAfterUpdate(Map<Id,...
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1answer
31 views

Is it possible to have record type pop up before account creation on a visualforce page?

The wording of the question may be a little weird, but I am designing a search system that will search additional databases to add companies from there to Salesforce. If the company is not found in ...
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1answer
25 views

NPSP - Account: Restrict records view based on profile

We have a project, where we wants to use 1 profile (lets say "Tester") among others to only see Organization records, when he is browsing all Accounts records (as Tester). So far I made a change in ...
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0answers
14 views

Address fields not auto populating upon Contact creation in Lightning View

When I am creating the Contact from Account Related list mailing address is getting auto populated but when I create the Contact from Contact Tab is not getting auto populated.Any help please?
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0answers
16 views

account team with different access levels

I have created one trigger on Account to add user in account team. But its creating 2 records with different Rowcause in Share object with different access levels. Account team record is with default ...
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1answer
87 views

Account team and sharing query

I am facing one issue while creating event on account. Its showing Insufficient Access Error on Account. The user is in account team with full acess on account. But still i am getting the error with ...
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2answers
23 views

How can I stop a user from creating opportunity for a certain account

There are accounts that was tagged as out of scope and need not to be used in an opportunity. But we cannot set this as inactive since we still have remaining transactions.
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0answers
15 views

Salesforce - Error when pulling a field of type text area in Python

I have created a new text field called "Cust_Feedback__c" in the Accounts section. I am trying to pull this field through a Python script. However I keep getting an error message IndexError: list ...
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11 views

Address data from Account not copied over to Contact in Lightning LEX compact mode. Any thoughts please?

Just cross-checked and found the account address data not copied over to contact address in the compact layout. But it does in other layout. Is that a normal behavior in LEX? In the below screenshot,...
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1answer
357 views

Current User's account id in formula field

I have created a formula field on x object, which needs to be checked against logged in User's Account ID. I checked it in global variable for the same $USER but not able to find anything.Can someone ...
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1answer
24 views

Do you know which field does hold account picture?

I am wondering if there is any field which holds account picture field ?
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1answer
30 views

Create Approval Process on Account Team

Is there anyway to create an approval process on Account Team. So that the account team members will be requested through an approval process and their mangers can approve them so that they can be ...
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1answer
26 views

Want to summarize Contact Status on Account

Let's say hypothetically an Account has 3 Contacts related to it. Each Contact can have a status of 1 through 5. If the sales reps are doing what they should, that status should always go up, but I ...
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1answer
32 views

Geolocation of all leads and accounts in Sales Cloud

my fashion organization is planning to buy Sales Cloud. One of the requirements of the sales men is to see in a map (Google Maps style) all leads and accounts (with type = "store") and also the ...
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1answer
21 views

Account roles are not getting created on enabling the account as a partner

I have an integration project that is stuck due to the limitation I am facing with my Salesforce instance. On enabling Account as a Partner, the roles are not getting assigned. I can't see the role ...
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2answers
51 views

SOQL Query for first Contacts

I have a list of accounts and want to get first contact of each account, like: SELECT Id FROM Contact WHERE AccountId = xxx LIMIT 1 I can get all contacts with: List<Account> al = [SELECT Id ...
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1answer
103 views

SOQL to get primary contact ID for Account in NPSP

I want to get the name of the contact in the lookup field npe01__One2OneContact__c on Account object. How do I get the contact name using a SOQL query?
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1answer
26 views

Custom Field on Lead Mapped to Custom Field on Account

New Admin here, so forgive what is probably a simple solution. On the Accounts Page Layout, I have a section called “Competitive Information” with four custom fields. I have been asked to make these ...
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3answers
123 views

copying field from contact to account

I have a requirement where a field on contact named contact region when inserted/updated, there is a same field on account which needs to be populated with the same value. The code works fine when ...
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2answers
31 views

Expected values are not correct for map

when i query and put in list and put key as a account and values as a contact its working, but when i declared its showing error "Invalid initializer type List found for Map>: expected a Map with the ...
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0answers
29 views

How to prevent users from changing account owner if they are not in account territory?

We are implementing Territory Management 2.0 and have OWD of public read/write for accounts. Currently anyone can take ownership of an account. However, we want to only allow a person to take ...
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1answer
38 views

Remove “Create New Account: xxx” from picklist

I have the following code on my Apex component as part of a custom lead conversion process. The user can select an account here OR create a new account. I want to remove the "Create New Account: xxx" ...
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1answer
217 views

How to create a report getting “Account with Contacts and Account Team Members” information in it

I want to create a report in which it should be retrieving the account team members with his/her related accounts and contacts. I tried custom report type and joined reports. But couldn't get the ...
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0answers
34 views

Inserting Accounts and Contacts (that look up to the Account) in the same class

I'm trying to insert Accounts and Contacts in the same class. I'm inserting the account first, then inserting contacts, based on the account name. The account field in contacts is not getting ...