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.
867
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Last modified by standard field on Account Object
I'm trying to understand why last modified and last view date data is same on my account object. I don't have any workflow that triggers last modified date or an approval process. Can someone please ...
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0
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29
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Unable to add 'Messaging Sessions' and 'Messaging Users' as related lists in the Account object's page layout
In both the Messaging Session and Messaging User objects, there are standard lookup fields to the Account object with visibility for all profiles. However, when I try to add these objects as related ...
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1
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14
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Last Activity field on Account detail page
When I run a report on accounts I can pull in a field called "Last Activity Date". I'm trying to add this to the account detail page, but it doesn't seem to exist anywhere but the report. I ...
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28
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Case is not mapping to account in screen flow
I have created the screen flow which will be invoked when 'create new case' button on account details page is clicked. It then invokes a flow which will create a new case associated with the ...
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1
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32
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Making opportunities visible based off of business account owner
We are currently updating our opportunity visibility we would like the visibility to follow the below parameters:
1.They own the oppo (edit access)
2.They own the account related to that oppo (view ...
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37
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Best practices for handling enterprise sales opportunities
Our sales team is moving to close more Enterprise deals, and as such, they're finding that creating Opps for each outlet (let's say there are 60 in a group) is tedious and time-consuming. How can we ...
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33
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Hide Records of specific record type in global search [closed]
We need users to avoid seeing records in global search or view. are there any possible ways to do this
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2
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45
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Trigger to update mailing address of contact record when billing street of account record is updated no compilation error but contact not updating
public static void UpdateBillingAddress(Map<id, account> MapOFBillingAddresses)
{
list<contact> ContactBillingAdressUpdated = new list<contact>();
set<id> ...
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30
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Account Record Type is reverting to old value when a new value is selected
I added 4 new account record type and assigned them to a new page layout. I assigned the new record types to my profile.
When I try to update an account record type, I can select the new record type ...
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1
answer
28
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How to restrict parent accounts availability according to the account type?
I have an account hierarchy, that is dependant on the account type(not record type).
'Role' on the image is a picklist, that is actually 'Type'.
I need to limit the list of accounts for the parent ...
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1
answer
91
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SOQL query to get Lead attributes from Account via converted account relation
I'm trying to get the Leads columns from the Account object.
This is the type of query I want to run, but it doesn't work:
SELECT Account.Name, (SELECT Name FROM Account.Leads) FROM Account
If I ...
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81
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Using a Custom Object or Standard Object to expose data for integration
I have a requirement to integrate with a 3rd party application for Account data (Account creation). The idea is that Salesforce will be the primary source of truth and the other application will be ...
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1
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224
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What to do with a Duplicate Record Sets when not a duplicate?
I'm going through my Duplicate Record Sets on the Account object and I'm wondering what best practice is regarding when the records are NOT a duplicate. Should I delete the duplicate Record Set? Will ...
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35
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Individual Email Result not showned for specific profile users
I have a problem with the "Individual Email Results" box , in the Related tab of the Accounts (Contact) , when i login to Salesforce with users that haves a specific PROFILE (Profile1).
With ...
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22
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Cancel button missing on Account adding page
We have a page created for our partners to add new account. The users are redirected to the account adding page using a custom button. The button redirects the user to the Standard Salesforce page &...
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49
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How to validate if indirect ACR still valid when Direct ACR has moved
After some guidance / Advice
Our Org is using ACR and we have enabled the setting "delete the relationship between the contact and the previous primary account"
Which basically means if the ...
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1
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61
views
Get list of Accounts from Contact Email Address
Sorry, bit of a noob jumping in at the deep end.
My client has multiple contacts with the same email address. Each contact is linked to a different account.
Is it possible to get a list of all the ...
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59
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Query Accounts from Individual in a Parent-to-Child SOQL query
This is a case in Salesforce: There is a lookup relationship from Account to Individual, both standard objects. How to write a parent-to-child SOQL query where Individual is the parent and Account is ...
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53
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Accounts without Products
We use assets to track products purchased by accounts. We have to report on our "utopia" quarterly - the utopia is all of the products each account does not yet own. I need a way to create ...
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198
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How Can I display my Current value into Bold in lightning-datatable in LWC
I am trying to create a Custom Account Hierarchy
Therefore I need to indicate my Current record in LWC. I am trying to make the 'Current' word Bold only but it is not working. Please advise any ...
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169
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Pardot Form Hidden Field to Pull in Value from another Form field
I have created a Pardot form (not a form handler). The form contains 2 fields called "Phone" and "Latest Phone number filled in". The "Latest Phone number filled in" ...
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1
answer
122
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Screen flow pre populating custom "new opportunity" screen
In account, when the "new opportunity" button is pushed and the new opportunity pop up form comes up, it has "account name" pre-populated. My understanding is that if I want other ...
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60
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Using standard FSC Insurance Policy lookup on Account Page Layout
As part of Financial Service Cloud for Insurance, an Insurance Policy object is available with at least 2 lookup relationships to Account i.e BillingCarrierAccountId & WritingCarrierAccountId.
...
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111
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Stop isDirect = True when creating an Contact from the Account's Contact related list
I observed that when creating a Contact from an Account's Contact's related list, it's automatically set as isDirect=True (easier to see this when viewing an Account record in Salesforce Classic). The ...
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34
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Report of Accounts without Leads
Is there a way to create a Report of Accounts that do not have a related Lead? It can be done in SOQL:
SELECT Name FROM Account WHERE Id NOT IN (SELECT ConvertedAccountId FROM Lead WHERE IsConverted = ...
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763
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Related List on Account Object for Child Accounts
The standard parent account field does not provide a related list like most other relationship fields do. Per Salesforce's documentation and ideas on the idea exchange, this isn't possible out of the ...
- 164
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2
answers
237
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I'm getting an INSUFFICIENT_ACCESS_OR_READONLY error when trying to undelete a record with the SOAP API. But why?
I'm trying to undelete a record via ReadyAPI SOAP client but I'm getting an INSUFFICIENT_ACCESS_OR_READONLY error back from the API.
My user has all permission tick boxes checked including Modify All ...
- 2,507
0
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566
views
Asynchronously flow doesn't run
Hello,
I am working on a flow when an user is deactivated, I have to update some accounts depending criterias.
Because I update related records and because I update accounts after an user, I use a ...
- 731
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232
views
Custom condition logic not working as expected in the get record element
In my Get record element for the opportunity Object, my custom condition logic is not working as expected. I have designed a screen flow where the user inputs the opportunity names and the lookup ...
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34
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I have Hubspot but we are migrating to Account Engagement. I have several Contact Lists that need to upload into Account Engagement
I have several Contact Lists that need to upload into Account Engagement from Hubspot. I know that I can create static lists and import the contact lists into Pardot, but my concern is related to the ...
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1
answer
84
views
Link Person Account to an Object (PRODUCT)
As a sports agent I have both BTB clients (Sports Club which are Club ACCOUNT) and BTC clients (Athletes who are person account Athlete Account).
My Athlete accounts are also products as I m offering ...
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1
answer
372
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Contract records access
Here is the sharing settings for account/contract:
Our experience users (community) have to access (read/write) the contract records under the account their contact is linked to but only those ones. ...
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2
answers
84
views
Validation rule to prevent field change
I have trouble with this validation rule on Account. It should allow changes on MainBrand__c only if MainBrand__pr.WebsiteRelevant__c = true and RegistrationDoubleOptin__c = true. I tried this but not ...
0
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2
answers
373
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Create a new account from the old one
Morning all:
I have a client who has changed some data in his business. I need to create a new account with this new data (name, TAX id...) but keep all the data (contracts, files...) from the old ...
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36
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Field Visibility
I have an issue where the user should not be edit certain fields when he is different app. For example I have 2 apps called A and B the user have access both the Apps. But the user need edit few case ...
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0
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145
views
Can Tableau data be passed into Salesforce?
We are pulling data from multiple sources into Tableau and would like to leverage the salesforce and tableau integration to push data back info our Salesforce account records. Is that possible? And ...
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1
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218
views
How to query all campaigns related to an Account
I see in the related lists of Account has Campaign section. However, in my understanding, Campaign doesn't have child relationship with Account object. How can I query all Campaigns related to an ...
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What is the best way to preserve Account Team Members on Bulk Owner Changes on Account?
Users can preserve Account Team Members while changing records from the UI. However, during mass owner change via Dataloader on the Account Object, there is no option to keep the Account Team Members.
...
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2
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99
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How can one copy account data from one org to another without errors? Is it possible to do so without mapping all fields?
How can this upload be done without mapping all the fields from source instance? Is it possible to do so without any errors?
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2
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141
views
Find Orphan Accounts in Salesforce
I have refreshed a developer sandbox from production salesforce Org and used a third party tool to load the sample data from production Org into the developer org. The refreshed developer sandbox has ...
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617
views
Max Level Number of Accounts in an Account Hierarchy
I couldn't find this in the documentation, but what is max Level number of accounts in an Account Hierarchy. Thanks.
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2
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553
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How to write a Scheduled Flow to count how many Notes are related to an Account record?
I'm trying to write a Scheduled Flow to count how many Notes are related to an Account record.
I have a Scheduled Flow on Account that is configured to walk through all Accounts every day.
The first ...
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152
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How to store Multiple unique User IDs when a User performs an operation on Account Record? How to maintain fav User separation for each account record
I'm implementing a favourite functionality for Account Record where a Logged In User can mark an Account as favourite. But this feature has to be User specific. By this I mean a Current LoggedIn User (...
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3k
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SOQL: Identify Account records that don't have children
Being a newbie in SOQL I'am stuck with a little intricate challenge:
I need to scan through the Account-object to find all records that don't
have no corresponding records in Opportunity object
have ...
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2
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2
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248
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Account.MasterRecordId does not belong to SObject type Account
I constantly get an System.SOBjectException during execution of afterDelete trigger for Account object. This exception is raised when the SObjectUtils.getIdsFromField is invoked. I've just run the ...
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68
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Documents access to limited group of users (related to Account)
I have a requirement
There are a group of users who can upload documents on Account (possibly public group)
However, the documents uploaded should only be accessible to that group of users and not ...
- 1,847
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435
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How to show Contacts of Account according to hierarchy on parent and child VF page? Also need test class help
my salesforce instance has a two level account hierarchy structure of Parent and child(ren). I would like to show a list of all contacts within the hierarchy. For example Parent A has two Children ...
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1k
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Is there a way to create an account-contact relationship on object creation?
I am trying to have the ability to create an account-contact relationship on account creation. I know you can establish this connection by using related lists, and after account creation I can go to ...
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1
answer
1k
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Unit Test Error Using System Admin Profile: INVALID_FIELD_FOR_INSERT_UPDATE, Unable to create/update fields: Name. Please check the security settings
I'm getting this error when creating an Account inside a Test class. I'm using the System Admin profile to execute the tests, and this profile has permission to edit the Account Name field (mentioned ...
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2k
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Update IsCustomerPortal field in Account Object
During the process of self Registration of users in a Experience Site, we need to create a new Account and a new Contact if the users email doesnt match any of the existing contacts.
However in order ...
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