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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Insufficient Privilege's on Contact

I have a contact that is acting like it's a private Contact even though it's related to an Account. Users are able to access the Account without any issues, but the Contact continues to give an ...
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Address State and Country not visible on the records

Dear friends I have an interesting problem. The address fields are not correct visible on the records. On the account page I see all address fields, but on the Address record and Service Territory I ...
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Strange error : INVALID_FIELD, All accounts must have the same current owner and new owner.: [OwnerId]

We have a scenario in which when a custom object owner gets updated we will cascade that to all accounts related to that object via a junction object. Code is very simple. if (!studentClassRoomList....
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Access note created by senior user under account

One of my colleague is facing issue with in the client's org. Like below: There are two users(JuniorUser, SeniorUser) with same profile(UserProfile1) with Salesforce license. JuniorUser reports to ...
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Create custom field name with two underscores in account object in salesforce

I want to create a custom field. The requirement says the custom field name must have double underscores (__). The field name should be qidc__onekeyid_ims But Salesforce is giving errors. The ...
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Opportunities report from campaign contacts at account level

Is it possible to bubble up contacts on a campaign to the account level and report opportunities closed at the said account(s) back to a campaign? Currently, I have campaigns to contact to opportunity ...
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How to query related Contact from Account by Id in "after insert, before update" trigger?

I need to query the related Contact after a new Account is inserted and before it is updated, but I am encountering an error: System.QueryException: List has no rows for assignment to SObject. I've ...
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Salesforce: Best approach to create opportunities via API without Salesforce Account ID

We have the following situation: We are planning to integrate our 3rd party Webshop with Salesforce. We are going to use a middleware. Each order from the webshop should create an opportunity in ...
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How to display accounts of a user in which he is a account team member in alookup field?

I have a custom lookup field which is related to account. I want to select only the accounts that I am a team member of. Those accounts have to be shown how to give this filter?
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What kind of objects are account and contact?

If you look at the ERD's of Sales & Service cloud then Account & Contact are shown in black and white. They do not belong to Sales Cloud or to Service Cloud. But to what "package" do ...
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Apex trigger running twice

For the Account object, we have two user defined fields: User_type__c and Account_Type__c. On the entry screen User_type__c is a dropdown box where the user selects a value. Upon clicking save, the ...
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Deployment : Deploy standard quick action which is creating member plan record

We are trying to deploy a quick action(Add_Benefit_Plan ) which is present on Account Object. Action Type of this quick action is 'Create Record'. This quich action create the Record in Member Plan (...
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How to connect Candidate(FLS) button to specific account record type?

In my org we have a few account record types. The button Candidates(positioned as action on account layout) works perfectly for just one record type and I want it to work with other ones too(I am ...
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Trigger to fetch unrelated object record [duplicate]

How to update unrelated object feild when opportunity is created with related account which has same name email phone as in lead
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I want to update an related Account Country field when a new Contact is Created with country field value,

I am new to Salesforce. I am trying to update the Account country field, when a new Contact is inserted or update related to it. I understand this, but the condition is: "if first Contact ...
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2 votes
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Custom setting insertion contributing to Lock Row exception which finally causes to ConcurrentLongRunning Transactions

We recently faced ConcurrentLongRunning exceptions in our org. We resolved a few rest entry points which SF Support team suggested but few I am not sure if SF Support team analysis is correct. We have ...
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Can't access RecordTypeId of Account object

I'm not sure why I can't access the RecordTypeId or any sort of recordtype field of the Account object. //error at select Account[] accs = [SELECT RecordTypeID, TYPE FROM Account]; Schema....
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How to use FIELDS(ALL) with SOQL PushTopic

I'm trying to test out creating a PushTopic within the developer console using API v54.0. I want to create a PushTopic to retrieve all fields inside the Account object when a create, update, delete or ...
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Auto populate account owner after account name is chosen when creating new opportunity

I need to create a screen flow for creating a new opportunity, and I want when I choose the account name, the opportunity owner field to show the owner of the account, or if not showing to have only ...
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Alternative of contact to contact relation usecase in salesforce

I have a business case wherein I have to create a contact-to-contact relationship. here is the usecase in a diagram I could think of only the below options to resolve this issue. option 1. Convert ...
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2 votes
1 answer
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When to use Account vs. AccountChangeEvent

I'm playing around with creating a Apex Trigger for a use case where after a change has been committed on an Account sObject, it sends a Json of the Trigger.new to a HTTP Endpoint. I've used Account ...
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Existing Account not matching during Lead conversion process

I'm having an issue with existing account matching during the Lead conversion process. In this example, I am using the Standard Lead Duplicate Rule; with a custom account matching rule with the ...
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1 vote
2 answers
190 views

Make Account Number unique

I thought of adding a validation rule to the Account that would check if an account number already exists via VLOOKUP. Unfortunately it seems that $ObjectType.Account.Fields.AccountNumber is not ...
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Cannot add a contact related to account without Direct checkbox

I want to add a contact, related to an account, as the contact of an opportunity, but I can only select the related contacts that have the checkbox “Direct” active. This checkbox I cannot see, edit or ...
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1 answer
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Role Hierarchy, Sharing Settings & Team Member puzzling issue

I have this Role Hierarchy (assume there is only 1 user in each role listed below) How I've set up all the accesses: OWD: Account and Contract -> Private for both Default Internal and External ...
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How to link Account with Event in a SOQL Query

I need a SOQL Query to List of Ids from Account older than 14 years and with no Events in the Last 6 Months. I tried to "link" both requests with whoId relation on Event: SELECT Id, ...
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Trigger on ContentDocumentLink object which sends an email each time i upload a file in account object

Things I have done:This is my code.Earlier I had done it without using an email template by using a subject and body in my apex code itself.It worked fine and each time I uploaded a file in account ...
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4 votes
1 answer
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DescribeFieldResult .IsCascadeDelete()/isRestrictedDelete() don't return the correct value for Opportunity.AccountId/Case.AccountId fields

In Case Object there is a "special" lookup field to Account, with the API Name AccountId and Label Account Id (btw in the UI we see Account Name as the field's label which is the name we ...
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Validation rule on user input

I'm trying to restrict users of filling in certain values in a VAT field. I want them to follow the VAT convention PREFIX-NUMBER(ex. BE0121569515) I made a validation rule to restrict on character ...
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  • 113
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1 answer
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Batch class for deleting child record when parent record is deleted

I have written this code for deleting child records when parent record gets deleted. But when i execute this i dont get any error nor the records are getting deleted. Kindly help me where i have done ...
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BillingState Issue

i am trying to get BillingState value from apex trigger before insert, before update. I have troubles when change the value it got the last one and not the actual value I do a debug and get the last ...
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1 answer
139 views

How to mass delete manually assigned accounts in territory management?

as you can see in the picture, the task is simple, but instead of going one by one and manually deleting each manually assigned accounts in territory management, how would one go about deleting each ...
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1 answer
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SOQL Query for Manually Assigned Accounts in a Territory

The goal is to query all Manually Assigned Account on a particular Territory. If possible, a query that can be run through Developer Console/Workbench. Is this doable? I can't seem to find anything ...
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1 answer
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Duplicates account not displayed in the report

Hello, I disabled the standard account duplicate rule because it shows accounts which has no duplicate records. I created a new matching rule based on the exact account name and I created a duplicate ...
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Unable to create record in Community

I have the following objects Contact (looks up to) -> Account, Project, Project Role (looks up to Contact and Project) A portal user has the following access to the objects: Account (Public Read-...
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2 votes
1 answer
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What is the lookup field overhead vs text field with 18 character id?

I have a need to set a field, Account.Previous_Owner_Id__c, which will store the 18 characters Id of the User who used to be the previous owner of the account. Questions: If we create this field as a ...
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Add birthDay field or registration's Form

How can i add the field of birthday in the Registration's Form , this is the ISML <div class="form-group <isif condition=${!!pdict.profileForm.customer.birthday.mandatory === true}>...
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Import Donation without Contact and only Account Data using NPSP Data Import

I would like to insert Donations with only account data using NPSP data import. The use case here is that the donation is from an organization(Account) with no Contact involved in between. This means ...
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-1 votes
1 answer
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Is any form to duplicate the account table in visualforce page

Hello, the button "Validar cuenta" take me to a visualforce page, I'm traying to figure it out how that page can look exactly as the account table, with the same bar, and same button (new)
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Limit visibility of related Contacts in an Experience site to only some related Account users

I would like to limit visibility of some of the contacts related to any given account to only some of the users related to that account. So if Account A has 2 related experience users, Sally and Jim (...
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1 answer
103 views

Frozen user accounts

When people leave our company, their Salesforce user accounts are deactivated. I uncheck the 'active' checkbox, Save, then finally check the checkboxes below: We are running into problems when people ...
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1 answer
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What happens when an Account Team Member is removed and they are also Case Owners of the account?

Scenario: Account A has Account Team Member ATM1, ATM2, ATM3. (Account Access Level (Read/Write), Case Access Level (Read/Write)). Now ATM2 created a case on the Account A, so by default he becomes ...
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Is there any way to keep account team members on account owner change in all scenarios?

I know this question has been asked a lot and there is an idea to allow inactive users to be added to account teams, but I'm wondering with any of the newest releases if there is any way to either ...
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1 vote
1 answer
109 views

Can an Account object have a lookup to another Account?

I need a way for the Account object to track Partners (which should also be an Account record). In a traditional relational database I'd model this by making a many-to-many relationship with a "...
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0 votes
1 answer
320 views

RecordType.Name not working in SOQL

When I run the query select id, RecordType.name from account , I am getting the records but when I run the similar below query, I am getting error. select id, RecordType.name from opportunity The ...
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1 answer
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personemail not showing in account permission set

when tring to set permissions for account fields for a permission set, personemail is not showing, how can I update the field permission using permission sets and not profiles?
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-2 votes
1 answer
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How can I consume a SQL database to create / update records in salesforce using apex? [closed]

I would like to consult you for something, do you know if it is possible that a sql database can be consumed from salesforce? What happens is that account records are loaded into the SQL database and ...
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1 vote
1 answer
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Question related with Opportunities and accounts

I have been working with Salesforce for not more than 2 years, I still finding things that amaze me... but not is something that I've been struggling for a few hours now. Every new opportunity has ...
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73 views

Trying to create child Account record whenever a new Account is created

Instead of someone clicking on "Clone" button on an Account , we are trying to automate this process whenever a new Account is created. We need child account picklist field value filled in ...
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When Account owner is change how can I enable read/write access to related objects of the account?

In Accounts, when the owner changes I need to provide the new owner with the previous owner's permissions over a related object. Example: Account has related Quotes, new owner needs read/write access ...
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