We’re rewarding the question askers & reputations are being recalculated! Read more.

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.

Filter by
Sorted by
Tagged with
0
votes
0answers
23 views

when hierarchy is enabled can i update all child account records when a parent account is updated?

Both Parent and the Child are technically Account. Can i use Process Builder to update a field on all the child records when a field on parent account is updated? We have Hierarchy enabled and also ...
0
votes
0answers
17 views

Cannot delete an account

When I try to delete an account, it gives me the following error: Your attempt to delete Sample could not be completed because it is associated with the following insurance policy participants.: null,...
0
votes
0answers
8 views

Account Hierarchy - deploy by ant & metadata API

I would like to know if its possible to deploy Account Hierarchy(Lightning) by ant & metadata API, I found nothing about this on metadata api document, and it is not mentioned as unsupported ...
0
votes
0answers
21 views

An error has occurred in the following section: [Exception, TransferRequiresCrudReadException]. Salesforce.com has been notified of this error

When I am updating account owner AAA to BBB, i am facing below error. I have checked profile level, Role level and share settings. Every level i have configured perfectly. But i created test account ...
-2
votes
1answer
24 views

How to display contacts as they relate to accounts on a custom object [closed]

I am a newbie in salesforce I have a custom object say X which has master detail relationship with Account. Now I want to display the list of contacts related to account under the custom object X. ...
-4
votes
4answers
99 views

To fire trigger only when there is change in field of IsActive__c of account [closed]

Hi all I have written a trigger but i want it to fire only when there is update in IsActive field else it should not fire so please could you help me This is my trigger public static void ...
0
votes
1answer
22 views

Nonprofit Success Pack (NPSP): Filter Group

I'm attempting to create a rollup summary on the Account Object for related a field on related Contacts. I'm using NPSP-Customizable Rollup-Filter Groups. The end result will be the combined weights ...
0
votes
0answers
19 views

Delete Attempted Error

I am doing some tech debt clean up. Currently in the process of deleting 170 fields from the Account object. Today, however, I'm getting this error when attempting to delete. See screenshot I've ...
0
votes
3answers
69 views

Unexpected token 'BillingState'

My Code is: public with sharing class AccountTriggerHandler { public static List<Account> CreateAccounts(){ return [SELECT Id, Name FROM Account WHERE ShippingState == BillingState];...
1
vote
1answer
109 views

How to Create an Apex class that returns Account objects

public class AccountUtils { public static void accountByState(){ List<Account> myAccounts = [SELECT Id, Name FROM Account]; } } Why my code doesn't complete the challenge ...
0
votes
0answers
11 views

Only Account Team members should be visible in user selection while creating Opportunity Team Member based on custom picklist field value on Account

If Picklist value of Field A on Account Object is "Secured" Only ATMs should be visible in User lookup field (on OTM Object) while creating OTMs
0
votes
1answer
43 views

How can i get Account id in Lead object for Formula

Firstly i need the write query in mailchimp entegration for salesforce contacts and leads, in this case i will get 1 checkbox situation. with formula but in leads i dont have lookup for account rather ...
0
votes
2answers
24 views

Account object Validation rule where field can be Active/Inactive multiple times

We want to flag up to the user if and when Volunteer status changes from Inactive to Active and vice versa the validation should work. At the moment we did a version before the validation rule did ...
1
vote
1answer
19 views

notes and attachment not appearing account

In my accounts, I can see files but not notes and attachments. In my other environment I can see it. Where is the setting to make it appear ? In layout I cannot see it either With my apex class I am ...
1
vote
1answer
24 views

Can't Convert to String some special Chars

I have a file to insert Accounts ,but some fields like account name have values with special characters like 'ñ' ,and Im having this error "BLOB is not a valid UTF-8 string" when I execute this query: ...
0
votes
3answers
65 views

Create sObject dynamically

I ve tried this script to create accounts from excel file and it works,but if this file had more fields ,I would have to store their values one by one.Is there a way to do this mapping using something ...
0
votes
0answers
16 views

Data does not show with Related Lookup Custom to Account

Inside Setup->Object Manager, I have created 2 custom tables (Driver__c and Vin__c) I went into my Driver__c table, created a new Lookup(Account) field and set a Filter that links Driver__c....
0
votes
0answers
18 views

External URL Link extremely low

I have currently implemented a button on the account page with a formula that opens a URL based on an external customer ID (Magento). Functionality works great but when I use the button the new window ...
0
votes
0answers
12 views

Creating a “Products Used” grid on Account object - need help linking products to the grid

I am creating a 3 x 4 tile grid that will list 12 banking products (checking account, mortgage, credit card, etc.) and will place this on the account object. The idea is that if a client has the ...
0
votes
1answer
21 views

How to select a full account [duplicate]

I would like to create a variable called acc and to select a full account that is inside my accounts: Something like : Account acc = [select account from account where name='p2']; That would save ...
-2
votes
1answer
60 views

How can I display the asterisk missing in first name and title after I made them mandatory

I want to make "salutation" and "first name" fields mandatory in the account creation form. I've added validation rules and it works but I can't see the asterisks and it's not intuitive for the ...
1
vote
2answers
27 views

Attempt to de-reference a null object error while accessing field in the Account object

I have a Quote__c object which has a field named FieldTpReferAccount__c which refers to Account. The Account object has a custom field named FieldInAccount__c. I need to update FieldInAccount__c in ...
0
votes
0answers
60 views

Restricting picklist values on Opportunity, when field is a formula text

I have a situation not sure how to solve. Trying to make a pick list field with 4 choices for all users except Administrator and 2 specific users. There will be 15 other choices for Administrator ...
0
votes
0answers
12 views

Einstein Dashboard Account Default

So I am trying to implement a dashboard for my sales account that has specific data based on which account the dashboard is inserted to. My problem is that I am not sure how to specify which data is ...
0
votes
1answer
44 views

Account owner not able to add Account Team

I'm facing a issue where an Account Owner is not able to add Account Team Member. He is able to see all the users but still after clicking Add Team Member button, option to select user is not visible. ...
0
votes
1answer
48 views

Variable does not exists?

I cannot compare the value of two different list field(ie name) Getting me error Variable does not exist: Name List<Account> actLst = new List<Account>(); Set<String> ...
0
votes
1answer
26 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 ...
0
votes
0answers
26 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?
2
votes
0answers
18 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 ...
1
vote
1answer
122 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 ...
0
votes
0answers
38 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 ...
0
votes
0answers
128 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 ...
0
votes
2answers
105 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". ...
0
votes
1answer
31 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 ...
1
vote
2answers
112 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 ...
1
vote
1answer
28 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,...
1
vote
1answer
33 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 ...
1
vote
1answer
53 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. ...
1
vote
1answer
200 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 ...
0
votes
3answers
21 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 ...
0
votes
0answers
63 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
1
vote
1answer
20 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 ...
0
votes
1answer
22 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?...
0
votes
2answers
27 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 ...
0
votes
1answer
73 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 ...
0
votes
5answers
50 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 ...
0
votes
3answers
46 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 ...
1
vote
1answer
23 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 ...
0
votes
0answers
249 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.
0
votes
2answers
228 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 ...