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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
9 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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0answers
21 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
26 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
36 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
29 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
22 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
30 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
44 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
35 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
48 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
27 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
22 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
46 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
38 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
12 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
80 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 ...
1
vote
2answers
96 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 ...
6
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2answers
69 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
52 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,...
1
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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
18 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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0answers
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 ...
1
vote
1answer
82 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
30 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
94 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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0answers
20 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 ...
0
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1answer
26 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 ...
1
vote
1answer
108 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
votes
1answer
193 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 ...
0
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1answer
25 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
votes
1answer
33 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
28 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
16 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
19 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 ...
1
vote
1answer
112 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 ...
0
votes
2answers
24 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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0answers
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
25 views

Do you know which field does hold account picture?

I am wondering if there is any field which holds account picture field ?
1
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1answer
38 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 ...
0
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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 ...
2
votes
1answer
35 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 ...
1
vote
1answer
25 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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votes
2answers
55 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 ...
0
votes
1answer
131 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?
1
vote
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 ...
3
votes
3answers
126 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 ...