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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14 views

You can’t delete this record choice set yet. Remove all references to the record choice set, and try again

You can’t delete this record choice set yet. Remove all references to the record choice set, and try again. I am trying to delete Account from the screen flow: No matter what I tried it does not let ...
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1answer
30 views

Validation rule that restricts a status change based on the value of another field

I have a picklist on account, one of the values is "active" and another is "proactive". I have another field called "account minimum" (number field). In order for the ...
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24 views

How to get original submitter id regardless of step in Approval process?

I have an Approval Process, myApprovalProcess, that has multiple steps (total of 4) where different users are needed for approving a record. At each step, a different user will need to approve/reject ...
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28 views

SOQL To Get Opportunity, Account and Contact from one query to Opportunity Object

I'm wondering if it is possible to query the Opportunities object and return associated Account and Contact data. I so far have: SELECT Opportunity.Id, Opportunity.AccountId, Opportunity.Owner.Name, ...
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28 views

Create a lookup field on User object to Account Object

I want to have a related list 'Partnership Managers' on the Account object. All the partnership managers comes from the User object. For example, one account can have multiple partnership managers (...
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Add all acounts in hierarchy including parent account

I have a scenario to create a field to show the total number of all accounts in hierarchy including the parent account. For example, add ‘Projects’ field that calculates number of account in hierarchy ...
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2answers
15 views

Unable to Merge two account and giving the “Database.MergeResult = Invalid field IsCustomerPortal for merge;MERGE_FAILED;”

private static void DuplicateAccountMerge(List<Account> triggerNew) { try{ // Merges a new Account with an existing Account based on matching email addresses. // Old ...
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22 views

I'd love to get the URL of the account logo which is used by default

The first pic is the default logo suggested by salesforce and on the second pic is the url, and I want to get this url by using Apex or JS. THanks
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43 views

For loop inside For

I want to avoid this For loop inside another For... Is there any way for my situation? public class ManagerAccountTeamMember { public static Boolean isFirstTimeBEFORE = true; public static ...
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1answer
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Duplicates on indexed external fields?

I was performing some data masking on a few fields in the Account object and saw that about 150 records could not be masked due to duplicate values in a field that had an index and was marked as an ...
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35 views

Validation Rule for Account to request fields not to be blank to change Stage isnt working

This is my Validation Rule I do not understand where is the issue If you are no admin, and CEO hasnt approoved it you shouldnt be able to change Account Stage without filling out infor for company ...
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1answer
33 views

Account Setting Checkbox

is there any way to know who and when modifies the "Enable Automated Account Fields" Checkbox in Account Settings? Thanks
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Adding account through API, address field causing error

Currently I am trying to create a new account using Postman before I implement the API code programically and I am running into an error. First here is the error. [ { "message": "...
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2answers
29 views

Flow Logic to Search/Loop Down Tree of Children Accounts

I want to thank anyone in advance for anything they can contribute to this issue I've run into. My goal is to dispatch email's when an Opportunity stage changes. The email's need to dispatch to the ...
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Batch Apex for update the Account Team (Related List) on Account

For existing records I am trying to write a Batch Apex to update an Account Team (Related List) on Account on north America and Canada accounts, so that there is a consistent view of where to view ...
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Account Layout Properties Accessible in Validation Rules

I have a requirement to re-run territory rules on save for an account. My question is this: in the following article it describes a layout property that can be added and set to default. We don't need ...
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37 views

Can not delete Account field because of Criteria Based Sharing Rule

I am trying to delete a field from the Account object but when I try to do so, I get: This custom field is referenced elsewhere in salesforce.com. Criteria-based Sharing Rules After looking ...
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29 views

BiilingStreet error on Account insertion programmatically

this is definitely a Salesforce bug, I just wonder if somebody know the root cause: Bellow script show error: Field does not exist: BillingStreet on Account Account acc = new Account(name = 'GLOBÁL-...
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1answer
16 views

How can I obtain data such as name, ID, address, of the oldest contact of an account in case I have more than 1 contact?

Part of a requirement is to send the account contact details, but in case you have more than one contact you should take the oldest one ... How could you achieve this? Thanks for your help
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32 views

SOQL Restforce INNER JOIN query

Currently trying to do an INNER JOIN on my Account and Opportunity tables and am running into the following error. I am using Restforce (SFDC maintained Ruby SDK) to run these queries against a client....
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1answer
39 views

Opportunity is not getting mapped to Account in Screen flow

I have created a screen flow in which I am trying to create an Opportunity automatically mapped to the Account and I have placed it in the account detail page. I have added the resource named recordId ...
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1answer
21 views

Share records related to a record type using groups

I have several recordtype on the account. I created a permission set that has access to a certain recordtype but there is no view all, but I need the user to have access to all the records created ...
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20 views

Adjust Columns for Lookup Dialog on Parent Account Field In Classic

I'm trying to adjust the columns for this lookup dialog: The "Parent Account" field is a lookup to the "Account" object. The "Child Account" is the connection object ...
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20 views

Account/Contact sharing issue

I am struggling to set up an account-sharing security environment for a Salesforce instance. The company has two groups of employees who share accounts and contacts intra-group, but not inter-group. ...
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1answer
22 views

Picklist to enter text if value does not exist in the predefined list

Ideally I would want to design a Picklist field such that, it allows users to not only select from a list of values but also allows users to write in an entry. There is a field like this on the Task ...
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1answer
19 views

Class to update Account's active__c not working

I made a class in a trailhead playground to query some opps, then the accounts, and some fields related to them. My objective was to access the Account's Active__c field and change the value from 'yes'...
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28 views

Query has results in query editor but none in code

When I call the following method in code I have a valid debug for communityIds yet the query returns 0 query rows. When I run the same exact query in the query editor with the same value for ...
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1answer
31 views

How to retrieve the Account id

I need to retrieve the Account id and insert it to my method. Get the Basket__r.Account__r.id and place it to the Account id inside the for loop. How can i do that? list<Configuration__c> conf = ...
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Why is related list counter not updating?

the related list record counter is not updated after creating a new opportunity and clicking browser back button. Is this a salesforce issue or is there anything that can be done so that the number is ...
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2answers
193 views

Can i add custom field on Add account team page

Is it possible to add a custom field on Account Team?
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1answer
35 views

How to get a list of accounts that are not assigned to any territory?

I found out that we have accounts without any territory assigned. How can I get a list of all accounts with that problem? It is not possible to create a roll-up summary field, as the relationship is ...
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2answers
64 views

Trigger with bind Variable

I created a trigger on account object, that needs to populate a number field called 'ContactPhones'. The input of ContactPhones, must be equal to the related contacts of the inserted account, with the ...
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1answer
137 views

We couldn't merge these cases. when merging account

I am actually having issues when merging two account or person accounts. Even if they do not have cases related to them, I am encounting the following error : We couldn't merge these cases.An ...
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1answer
36 views

Web-to-lead conversion to account and contact creating duplicates via APEX

Lead conversion with following APEX code. Database.LeadConvert leadConvert; leadConvert = new database.LeadConvert(); leadConvert.setLeadId(leadId); leadConvert....
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105 views

Lead Conversion - System.DmlException: ConvertLead failed. First exception on row 0; first error: INVALID_CROSS_REFERENCE_KEY

Facing this issue on production. On sandbox it is working fine. Converting the lead to business account and contact but on production for few records it is failing. Code for lead conversion. { ...
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15 views

Merging Contacts- Switching the Direct Relationship Removes the Account from the Related Accounts?

In order to merge two Contact Records, both Contact Records must have the same Direct Account. When changing the Account Name (which drives the Direct status true/false) on one Contact Record to match ...
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1answer
58 views

AccountShare delete issue

I'm trying to delete all AccountShare records, but getting the below error: SHARE_NEEDED_FOR_CHILD_OWNER, account share row needed for owner or share of at least I tried adding order by inside my ...
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25 views

How to utilize MatchingRules in Apex to find all leads related to an account

Salesforce has a Matched Leads Component that can be placed on an account to show which leads match the account. The problem is that the layout is not conducive to the work that my company needs to do ...
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27 views

migrating accounts and keeping ids on import to relate to opportunities

I've been tasked with moving a small amount (under 5,000 records) of accounts, contacts, and opportunities. I combined and cleaned everything in R/Excel. I have imported all of the accounts and ...
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19 views

DUPLICATES_DETECTED when creating a contact for the account [duplicate]

We have some accounts that start with "Business". And we already recorded their information in custom fields in the account object. Business first name, business last name, and email ...
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1answer
45 views

List index out of bound while testing [closed]

Would like to seek for assistance, already debug my code but still error :( @isTest static void fetch() { system.runAs(new User(Id = UserInfo.getUserId())){ Account testAcc = new ...
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1answer
28 views

I need to create a method in the acount trigger to keep an external id field value updated. (continue in body)

This value has to be the name of the account. Every time an account is inserted or its name changes, it is necessary to update the external id. How can i do that? thanx. Public static void updateAcc ()...
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1answer
108 views

Hitting Standard Duplicate Rule

I'm playing with a trigger exercise, that consists of creating a trigger to create 10 Opportunities whenever a account with more than 100 employees are created. I made the following: trigger ...
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1answer
42 views

Changing owner for Account simply changes the owner of the associated opportunities and contacts without calling their triggers

When changing owner for an Account opens a pop up that says, The new owner will also become the owner of these records related to Think Big Corp that are owned by you. 1. Open opportunities 2. ...
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15 views

way to limit call log contacts to the selected account?

I'm wondering if it is possible to limit the list/search of account contact to the selected account when making a call log? Currently when I go to make a new call log, I select an account, then have ...
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1answer
49 views

Delete Account Error “Cascade deleting too many records”

I would like to delete an account record. But It show to me error here: I also delete all related record with this account. When I check detail record. It don't have any Activity record. What's ...
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73 views

Call apex to Validate user input - Flow

I have a screen flow for Account, where user is prompted to fill in some fields, press next and then the flow saves the account record. Also, i have implemented a trigger to perform my custom ...
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1answer
297 views

Create Account Contact Relationship using AccountContactRelation object in Apex

I'm trying to create a relationship between Person Account and Contact. I'm doing it in Apex and using AccountContactRelation(ACR) object. I'm taking information from the Order and want to assign it ...
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1answer
22 views

Apex - send Account Unlock email

Is there a way to trigger the account unlock emails via Apex? I'm trying to setup a self-service solution where users can enter their username via a form and get the account unlock email, instead of ...
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1answer
30 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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