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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2answers
58 views

Impossible to patch Account

Is there a configuration to allow patching in SalesForce ? I tried to patch the Account on Postman, no success. I also tried on Workbench, no success. My Url (on workbench): /services/data/v47.0/...
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1answer
44 views

Didn't understand relationship 'Attachment' in FROM part of query call

I am trying to get all Accounts that has attachmentss. These accounts are of a particular record type, and has a certain value in Manufacture__c field This is what i tried list<Account> acc = [...
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1answer
26 views

Exporting Contacts from a list of Accounts

We have a list of 10000 Accounts in CSV format that we are updating through Data Loader. We also want to update all the related Contacts. What would be the best way to do this? The last time i did ...
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1answer
122 views

Cannot deactivate record type because it is referenced by other entities

I am attempting to deactivate an account record type in my Salesforce org, which is not referenced by any Profiles, Apex Classes, or Flows/Process Builders. When I attempt to deactivate, I receive the ...
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2answers
44 views

Trigger and its test class

I am new to Salesforce. I have written a trigger to update contact based on account field. The Trigger code is below. trigger Update_contact_based_on_acc on Account (before update) { List<...
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1answer
44 views

Does locking of account lock related contact during insert?

I have a WSDL Apex service that consumes XML and creates a series of objects. XML received and parsed, queries for and finds a single account "Potential Customer" to relate potential customer ...
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0answers
18 views

Multiple Account Set up

We have multiple business units in our Org and the existing setup is set in a way by consultants that every account in Salesforce will have a unique Business Unit. For Example Business Unit XYZ will ...
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2answers
35 views

Trigger to update Account on updating contact

Can someone please tell why below sample code is not working Trigger UpdateParent on contact (After Update){ List<Account> acc = new List<Account>(); for(Contact c : Trigger....
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1answer
22 views

How we write trigger on campaignMember, When we added any contact A into the campaignMember [closed]

How we write a trigger on campaignMember. When we added any contact A into the campaign member. I need to add all contact into the campaign member who is associated with the account of contact A. ...
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3answers
33 views

Change Quick Link FIelds on Account Record

When I'm in the Account record, I hover over the related Contacts in the "Quick Links" view. Is there a way to change which fields appear when I hover? I'm not finding anything obvious in Object ...
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1answer
39 views

I have written a trigger and class to first create an account and then 10 identical opportunities. It is working but only creating 1 opportunity

trigger IdenticalopportunityAccount on Account (after insert) { List<opportunity> oppt = new List<opportunity>(); for(Account acctOpp1 : Trigger.new) { if(acctOpp1....
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2answers
95 views

Account Activity or Object Activity in Journey Builder has limits to update like Data Loader?

I have the Marketing Cloud Connector working fine and I have a little issue to start to use the Journey Builder to update the records in CRM. In first moment i want to udpate 1 million records to ...
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1answer
35 views

Not able to insert data successfully

I am trying to create a lightning component through which I would be able to insert both Account and Contact data together. But I am not able to do so. Can anyone kindly let me know why this is ...
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0answers
24 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 ...
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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,...
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0answers
13 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 ...
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0answers
41 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 ...
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1answer
29 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. ...
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4answers
108 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 ...
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1answer
28 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 ...
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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 ...
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3answers
92 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];...
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1answer
244 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 ...
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0answers
12 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
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1answer
66 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 ...
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2answers
27 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 ...
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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 ...
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1answer
26 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: ...
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3answers
68 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 ...
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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....
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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 ...
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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 ...
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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 ...
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1answer
86 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 ...
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2answers
29 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 ...
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81 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 ...
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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 ...
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1answer
54 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. ...
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1answer
57 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> ...
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1answer
29 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 ...
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0answers
31 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?
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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 ...
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1answer
236 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 ...
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0answers
40 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 ...
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0answers
165 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 ...
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2answers
138 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". ...
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1answer
36 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 ...
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2answers
164 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 ...
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1answer
30 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,...
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1answer
39 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 ...