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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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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34
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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
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48
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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 ...
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43
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Cannot create a custom record (FieloPLT__Member__c) with account lookup (FieloPLT__Account__c) referencing Person Account Record Type
When creating a record of type Sobject Fielo Member (FieloPLT__Member__c) referencing a person account from experience site, catching an exception after execution of DML operation.
Resulting in next ...
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2
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35
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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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32
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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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43
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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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40
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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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33
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Account upload from one Salesforce instance to another
How can this be uploaded without mapping all the fields from source instance? Without any errors?
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34
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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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21
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Latest Activity on Account if Assigned to user is not User B
I'm trying to see if it's possible to create something that will show me the most recent activity on the Account. Currently we are using a custom field that references the LastActivityDate field and ...
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146
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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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104
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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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36
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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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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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63
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Identify child records that were re-parented due to Account merge
When an account, Account B gets merged into Account A, the child opportunities are reparented to Account A. I want to identify which opportunities belonged to Account B before the merge. I tried using ...
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Related Lists: Account to Account
is there a way to link Account records to each other via Related List (or something similar)? Here's what we're trying to achieve: my organization (a nonprofit) works with other organizations in ...
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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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What happens if I accidentally clicked on Enable connected campaigns and engagement history?
I accidentally clicked on the checkbox under connector settings > campaign tab, and then unticked it in account engagement. For context, this is a new org and it's connector has not been unpaused. ...
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29
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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 ...
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167
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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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219
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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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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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500
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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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When user email is changed copy it to Account
I have a requirement to copy the User email to the Account when it is changed, now the issue is when a portal user changes the email, it is not updated in the User until the user verifies by clicking ...
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37
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Cant edit "Related To" field on task action
When creating a task on a person account, the Related To field can't be edited for some reason
I see that in the New Task action I made the Relationship Field is set to "Related To" and I ...
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104
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How to stop redirecting our Salesforce users clicking on an a URL for an activity record to an account record
I'm building an internal interface for day-to-day work processes on a platform outside of Salesforce that uses data from our Salesforce.
I've created a button on that external platform that should ...
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135
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Salesforce Data Model for Account addresses
I'm confused about Salesforce's direction on setting up a many-to-many relationship between Accounts and addresses.
Typically, a many-to-many relationship requires a junction object between the two ...
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118
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Account sharing with implicit portal rootcause
I have two customer accounts lets say A & B. The OWD is Private.
Now there are two managers (say xyz and jkl) with same role (say manager).
xyz is owner of acc A
jkl is owner of acc B.
We have a ...
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338
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How to customize the Partner object in Account
I'm creating a relationship between "person account" and "person account" using the Partner object in the related list, and I don't know how I can add a new role for partner. In ...
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219
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Report that displays only accounts that have open opportunities which have different opportunity owners
I am trying to clean up accounts on our org. We want to achieve the goal of that all accounts will have only one opportunity owner. To do this we need to clean up accounts that have more than one open ...
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3
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231
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How to update a picklist field from all existing Accounts based on another field condition? (With no Apex)
Hi and thanks for reading!
I have created a flow that updates the Account 'Giving Circles' picklist field based on the Account's Total Gifts.
For example:
If Account_Total_Gifts__c is between 1000 and ...
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226
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Return the name of the account with account id
Would you help me please~
I want to return the name of the account with the string parameter (Account's ID) handed over from JS!
I converted the id of the account to string in JS and handed it over to ...
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My accounts in drop down
How do we enable my accounts to be a pick list in accounts in lighting?
I am assuming we need to add the option behind the scenes. Right now the account defaults on everyones to ALL ACCOUNTS.
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43
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Add contact in OpportunityContactRole whenever a new contact relationship is added to AccountContactRole
I am new to salesforce and I am developing below functionality:
I want to add a contact in OpportunityContactRole when a new contact is added to AccountContactRole.
I have created below code:
trigger ...
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45
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Can we make a Custom Tab Disappear if there is no Data in it on Account Record Page?
I have created a Custom Tab in salesforce on Account Record Page and inside it, I have my custom LWC Components. The use case I am looking forward to is to make that tab disappear when a certain ...
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159
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Validation on account object if duplicate name is there don't allow to hit save button
So in my case duplicate account is not getting created but it is not throwing error.
Apex class
public class AccountController {
@AuraEnabled
public static string createAccount(...
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490
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Hide accounts with certain record type from everyone except a public group
Do you know how can I hide Account records from a certain record type even from the owner and to make them visible only to a public group, this is the ORG conf:
Accounts -> Private, Grant access ...
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2
answers
111
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Flows won't take a formula correctly
hope someone can help me understand what am I missing here.
I have a pretty simple requierement. We have a flow that, among other things, creates a record for a custom object type ("Provider ...
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1
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135
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Identifying Leads for which Accounts already exist (without a conversion relationship)
It happens that Leads are created, for which an Account already exists. How can I identify these Leads?
The combination of Name and Postalcode is sufficiently identifying a match for us.
What I tried: ...
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88
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Remove address field on account switcher modal
I'm fairly new to salesforce development and trying to find a way to customize the account switcher modal to hide the address field as indicated in the screenshot.
Is there a way to remove the address?...
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1
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How Do I change the Fields shown when Creating a New Account
I want to change the Fields asked for when Users try and create a New Account to very specific fields not related to what they see in their Page layout.
I read somewhere that it was through creating ...
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Create a global number sequence for Lead and Account
I want to create a global numeric sequence that works for both the Lead and Account object, because we will integrate Salesforce with an ERP that works with leads and accounts in the same object, ...
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285
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SOQL Syntax to Return Opportunity Data via Account Object
I'm trying to write SOQL to access fields from both the Account and Opportunity objects from the Account object. Specifically I'm trying to retrieve the Id and Name fields from Account while also ...
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71
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How to Filter Events by Account Properties in Salesforce Events?
I am having some trouble trying to create a list view filter in the Events object in Salesforce. I am trying to find a field that is on the Account object to use in my filter on the Events object ...
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100
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Installing NPSP into a pre-existing Salesforce Org
I am installing NPSP into a pre-existing org which uses the standard Account model. The idea is to install NPSP + related products (i.e Accounting Subledger, V4S) into a pre-existing org. It is ...
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Reporting on Tasks
I am trying to display only Accounts that do not have tasks with the word "review" in the subject. I am unable to do this correctly with the following filters:
The report results will ...
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2
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71
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Salesforce Code Coverage for Batch Class - not running execute function
I wrote these test class for a batch class and for some reason I cannot get it to run the execute function when running the batch class. I am only getting 28% coverage. Any ideas?
Batch class:
global ...
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3
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953
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Cloning a record using Clone() method in apex not working
I am trying to clone a record using below code in apex. A new record is getting created but all the fields are empty. How to clone a record with all the fields values populated from the source record ...
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