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
16 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
18 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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19 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
14 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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18 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
14 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
31 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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16 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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42 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
63 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
51 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
25 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
35 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
47 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
28 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
39 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
54 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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1answer
27 views

Anyone explain on higher level on the process of Account merge?

After the account merge process, -> All the custom and standard field values will be copied from loser to winner. -> How its happening? through trigger? Thanks in advance
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22 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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0answers
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
41 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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2answers
85 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
60 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
27 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
139 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
48 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
55 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
38 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
25 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
85 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
40 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
243 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
25 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
31 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
58 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
41 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
116 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
37 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
113 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
605 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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13 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
155 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
33 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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