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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27 views

Need to get count of same contact in 2 account

Requirement- I have 2 accounts (source and target) and i want to get the count of same contact name in target account Ex- Ac1 ==> {con1,con2,con3 con4} AC2 ==> {con1,con2,con4} then count should ...
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14 views

Account name to ID mapping

I am preparing a demonstration of how an RPA platform can insert orders into SFDC based on data extracted from inbound PO documents. I am able to insert an order based on the details I found at the ...
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13 views

Zendesk Integration on Community failure

I have set up Zendesk integration on my org on account object, which works perfectly. I am trying to embed the integration into my community object page.(through page layout) Any button I press leads ...
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19 views

Contact being automatically created with an account

This is my first time working on Salesforce, and I have inherited some code. Basically, when an Account of a certain record type is created, it looks like there is some code/process set up to always ...
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30 views

Unable to delete a contact from Salesforce

I have a user with custom profile and has access almost similar to System Admin. So when that user is trying to delete a contact, the following error is displayed on the screen Your attempt to delete ...
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13 views

Case creation ability to search for and add related contacts

When creating a case and adding contact to a case, users can only choose from contacts that have this account as direct account. Should be able to search for contacts from all relates accounts. for ...
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19 views

Invoke Apex Class Method from Account Page

I have a class method that reinstalls a closed account. I need to create a button on the Account page that calls this method. I have my class called ClosedAccountMethods implemented as such: public ...
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1answer
30 views

INVALID_SESSION_ID when calling Apex class with custom button

I have an Apex class that I have exposed as a REST endpoint located at /services/apexrest/ReopenAccount/*. When I call it through Workbench, it works fine, so I created a Detail Page Button so that I ...
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29 views

How to create recurring tasks via the Task component in the Account record page?

I have the Create Recurring Series of Tasks checkbox enabled in the Task component of the create new Task in the panel on the Account record page. I need to know how to create recurring tasks as the ...
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1answer
17 views

Lead Conversion linking existing Contact (Person Account) doesn't run Account triggers

In person Accounts enabled org, when you convert a Lead linking existing Contact (i.e. Person Account), it doesn't seems to run the Account triggers upon Contact update. for example, Lead Lead A has ...
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Lookup text field is returned as object in SOSL query

this query is run on the Contact object. I need to get the name of the Account which is assigned to current contact. the query works with simple SOQL: SELECT Account.Name FROM Contact LIMIT 1 Output ...
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23 views

Lead trigger with AccountQuery

I'm very new to SFDC, please help me to write trigger on below criteria. There is common field called passport in Both lead and Account, when ever user trying to create/update lead record, if passport ...
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16 views

Access to Contacts via Related Accounts in Communities

Consider the following scenario: Salesforce has multiple accounts for Contacts set up Contact A has access to Account 1 and 2 (1 is the primary account) Contact B has access to Account 2 and 1 (2 is ...
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26 views

How to autopopulate 2 lookups at record creation?

In Classic, when we created custom object records from related Contacts or Accounts, it would automatically fill in that Account (from Account record), or Account and Contact (from Contact record). ...
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27 views

Illegal assignment from List to Account

I'm trying to create a query that returns the Account's Id, Name, BillingState and Phone from an Opportunity however when I do so, I get either: Illegal assignment from List to Account Or Illegal ...
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25 views

Using Ampscript I am trying to capture two different parameters fro two different links in the same code

I have two links out of which one has account Id of salesforce and one has Sent email id of salesforce. Now the requirement goes like based on the the Ids i should be able to capture the Email address ...
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27 views

Auto complete Account Name

I have a requirement where i need to have the Account name at the bottom of the page layout and the Account name value needs to be set by 2 custom fields (First Name and Last Name). So i created a ...
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25 views

Modeling Account to Account Type relationship

We are migrating to Salesforce from a SQL Server. Our accounts have an associated table for account types, one to many relationship. We use these to look up specific kinds of accounts. A (simplified) ...
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11 views

Need help converting Sales Cloud to Account Based Selling

My client wants to switch from Lead to Account based selling. I'm not clear what changes I need to make to Account, Lead, Opportunity, Contact to enable it. And what the sales process looks like. Do I ...
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1answer
23 views

Block removal of account team members on owner change via UI

I know this question has been asked before, but there has been nothing recent since the recent Winter 20 Account Team enhancements - Customize Account Teams to Enhance Team Selling I recently created ...
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1answer
83 views

<lightning-input-field> not rendering when wrapped in child component

So I am trying to dynamically render out the fields of a Salesforce account, since this is supposed to be a package and I do not know what fields and rules the organization has on an account. However, ...
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27 views

PersonAccount. Can I access and write in standard Contact's field?

I'm trying to write some standard Contact's fields e.g. MobilePhone and Email (I'm new to this object), when I create a new PersonAccount. For example using an Anonymous window I tried with this code:...
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2answers
41 views

Exporting data from partial sandbox to developer sandbox for related objects

I am trying to export Account and Opportunity data using data loader from partial sandbox to the developer sandbox. Currently, the hurdle is that in Opportunity Account is a lookup and required field. ...
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1answer
45 views

Account Object Geocode Fields Not Showing On Page Layout

I am unable to get standard geocode fields like Account:Shipping Latitude and Account:Shipping Longitude on Page Layout.I want to display these fields on my Account details page but unable to it. I ...
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1answer
19 views

How to make Account Lookup using Android Sales Force SDK?

Trying to make an Account lookup, looks like is not working. The code is pretty straight forward, but it looks like is not working. Any ideas what could be wrong with this lookup? val accountEntity = ...
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2answers
38 views

How to link a new Contact/Case to an existing Account?

I'm using the Android SDK, Chat functionalities, currently I'm able to create a new Contact, Case and link those two. How can I link the created Contact/Case to an existing account? The following ...
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16 views

Best Practices to Upsert records from External Database to Salesforce using jitterbit

My task is to maintain data consistency between external database and salesforce. The external database is the source of truth for Contacts and Accounts, and the association between AccountContacts. ...
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19 views

Account Territory not automatically set to an Account Owner's Territory

we have created territory. in that territory we have assigned user and created account assigned territory rule. we have given condition like : Account : State/Province = "CA". that territory should be ...
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1answer
42 views

Create Account and Contact at the same time with Bulk API

I'd like to create an account and then a contact in the same call using bulk api. I've used composite api calls to create an account and contact in the same API request. I would now like to do the ...
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1answer
29 views

New Task Button on Account

Need a way to put 'New Task' button on the compact layout of account . I added it to page layout but the action is now appearing in activity composer. We cannot use this because we have many record ...
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27 views

Trigger Not Firing When Condition is Based on Custom Event Picklist Field

I am trying to update a custom date field on the Account object when an event of a specific type is created. The Event UI includes a custom type field called Type__c, and the picklist value from this ...
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1answer
33 views

Email Button on Account record in the Action Bar in Lightning Mobile App

I can see the Email button in desktop, however in the mobile App, i can't see the Email button in the Action bar. Please refer to screen shots. Am i missing something, or the ability to send Email ...
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31 views

Person Accounts - what are the implications for Marketing Cloud Connect?

I'm working on a new account (two months old) and don't currently have Person Accounts enabled, but my audience is largely B2C so I can see why having Person Accounts would be a sensible approach. ...
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1answer
17 views

How to pull data from Account to Activity?

I created a Text Field on Account. I want to create a field on Activity so that my Account Field displays there. Is that possible? if so, How? Thanks
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1answer
135 views

Lead ID - Contact ID - MC Connect

I use Lead Id and Account Id (for converted leads) as the main subscriber key, but there are some cases where they might use Contact ID as the key. These Id values are different in Sales Cloud for a ...
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19 views

C# WSDL - Create several linked objects

I'm working with the enterprise WSDL on a Salesforce org that has lots of objects that use the IDs from other objects to link them using a lookup relationship. Currently, I'm trying to create an ...
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75 views

Duplicate management: Insert Account Id of duplicate record in API REST Response

I'm planning to integrate an external website with Salesforce. In Salesforce I used Matching and Duplicate rules in order to block the creation of new duplicated PersonAccount and those rules work ...
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2answers
68 views

Dataloader Upserting: the Child overwrites the parent

I'm using Dataloader to Upsert a Child Account to Parent Account using an external ID. When the Upsert is complete, the Child overwrites the parent, it's not not connecting the Child Account to the ...
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2answers
57 views

Dataloader Upserting Child Account to Parent Account using External ID: [duplicate]

I'm using Dataloader to Upsert a Child Account to Parent Account using an external ID. When the Upsert is complete, it's creating a new account, it's not not connecting the Child Account to the ...
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1answer
27 views

Account name linked to an opportunity

I've been trying to get the account name linked to opportunity through query. CODE: query = "SELECT Id, Name, Phone, AccountId FROM Opportunity" fileList = "" i = 0 fileList = ...
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1answer
38 views

Importing contacts to Salesforce - which account type should I use?

I understand that contacts need to be tied to accounts in Salesforce as without account association, these contacts will be set as 'private' and are essentially orphaned within the organisation. I ...
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1answer
48 views

How to edit the NEW modal dialog?

On Services. When I got to the Account tab there is a "NEW" button. Hitting this button will pop up a modal with a couple of fields. How do I edit this modal? I would like to add an iframe to it.
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1answer
40 views

Setting The Master Record in a Salesforce Merge Account URL Hack

I am trying to build a hyperlink within excel that opens up the Salesforce merge page. From my understanding of reading different forums we can hack the URL to bypass SFDC limitations. The Merge ...
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8 views

Pulling an Account to Relate To (REST API/MVC)

I am currently working on making a form. I have a method build out that gets the subject from this Event object, and it puts it in a dropdownlist, this works fine, BUT, now I need to find a way to ...
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1answer
48 views

identify account by custom field from connected app to correctly update custom fields in account

I have the following situation/challenge: Custom field data from an external "Connected App" is transferred via Javascript to the account (custom fields) you came from before. This means that you have ...
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1answer
73 views

How to know my account type? Marketing cloud

I have access to a MC org and I would like to know if the tenant types. How to know my account type? I cannot find it under setup. Sorry for the dummy question but I am new to MC. Thank you
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1answer
65 views

How to add checkboxes for each records showing Contracts of Account according to hierarchy on VF page?

Account is one object and Contract is another object. I want to show Contracts of all Child Accounts on Ultimate Parent Account. Below is the code for same. Controller public with sharing class ...
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25 views

Error occurs 'An unresolvable error occurred and your changes could not be saved' in mobile App salesforce'

I tried to edit account records and saved it, getting an error'An unresolvable error occurred and your changes could not be saved'. This is happening only in mobile App but not in salesforce website. ...
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11 views

Account roles view as a tree

Let's say I've enabled Parnter Account for some particular account in my org. Then I 've added some Contatcs and assingned them e.g. User and Manger Roles. But unfortunately I can see this roles in a ...
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1answer
44 views

Updating Accounts without the ID

What would be the most efficient way to update an excel sheet with 400 accounts that do not have an ID nor external ID of accounts that exist in the system. There are about 40,000 accounts in ...

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