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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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1answer
33 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
80 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
24 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
15 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
27 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
36 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
19 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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40 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
35 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
24 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
20 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
26 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
73 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
74 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
30 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
23 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
55 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
12 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
25 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
45 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
37 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 ...
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0answers
59 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
30 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
37 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
52 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
72 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
15 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
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1answer
136 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
103 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
76 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
91 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
21 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
25 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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1answer
18 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
143 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
45 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 ...
2
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1answer
165 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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1answer
28 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
160 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 ...
2
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1answer
296 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
27 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,...
2
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1answer
34 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
30 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
17 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?