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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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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 ...
Minz's user avatar
  • 101
0 votes
1 answer
40 views

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 ...
denvergreene's user avatar
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1 vote
0 answers
21 views

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 ...
Daniele Donnarumma's user avatar
0 votes
0 answers
20 views

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 &...
Gops's user avatar
  • 375
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0 answers
38 views

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 ...
Masond3's user avatar
  • 427
0 votes
1 answer
34 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 ...
Sam Britton's user avatar
0 votes
1 answer
47 views

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 ...
Gnopor's user avatar
  • 151
0 votes
1 answer
47 views

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 ...
Scarunicorn's user avatar
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0 answers
106 views

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 ...
Umer Aziz's user avatar
0 votes
0 answers
88 views

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" ...
user120752's user avatar
-1 votes
1 answer
53 views

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 ...
MarkL's user avatar
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0 answers
46 views

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. ...
TSmith's user avatar
  • 5,032
-1 votes
1 answer
71 views

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 ...
ash's user avatar
  • 1
0 votes
0 answers
30 views

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 = ...
AlwaysThinkin's user avatar
0 votes
1 answer
374 views

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 ...
Miguel Diaz's user avatar
0 votes
2 answers
121 views

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 ...
Pasan Eeriyagama's user avatar
0 votes
0 answers
233 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 ...
Oupat's user avatar
  • 733
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0 answers
177 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 ...
Brindha Sharadha's user avatar
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0 answers
29 views

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 ...
Victoria Flores 's user avatar
0 votes
1 answer
73 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 ...
Maxence Karoutchi's user avatar
0 votes
1 answer
217 views

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. ...
Fabien Braconnier's user avatar
0 votes
2 answers
71 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 ...
Ивелина Иванова's user avatar
0 votes
2 answers
183 views

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 ...
Peppo's user avatar
  • 101
-4 votes
1 answer
35 views

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 ...
HARSHA VARDHAN's user avatar
0 votes
0 answers
106 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 ...
Jessica Kaiser's user avatar
-1 votes
1 answer
140 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 ...
Tuấn Trần quốc's user avatar
1 vote
1 answer
752 views

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. ...
Mehedi's user avatar
  • 409
-2 votes
2 answers
72 views

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?
QueenB's user avatar
  • 11
2 votes
0 answers
101 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 ...
Balaji Pooruli's user avatar
0 votes
0 answers
23 views

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 ...
Hulk Buster's user avatar
1 vote
1 answer
465 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.
Andrew L.'s user avatar
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0 votes
2 answers
454 views

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 ...
Jack Odell's user avatar
0 votes
0 answers
112 views

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 (...
Amax1's user avatar
  • 121
0 votes
2 answers
1k views

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 ...
KonJfK's user avatar
  • 1
0 votes
0 answers
108 views

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 ...
Krish's user avatar
  • 1
2 votes
2 answers
202 views

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 ...
Rechu's user avatar
  • 452
0 votes
0 answers
59 views

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 ...
SEuser's user avatar
  • 1,855
1 vote
0 answers
397 views

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 ...
Jason Jones's user avatar
0 votes
0 answers
815 views

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 ...
Jarod's user avatar
  • 1
0 votes
1 answer
701 views

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 ...
Emmanuel_M's user avatar
0 votes
1 answer
1k views

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 ...
Juan Ge's user avatar
  • 13
-2 votes
1 answer
63 views

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 ...
Anzar's user avatar
  • 954
0 votes
0 answers
161 views

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 ...
amenayang's user avatar
1 vote
1 answer
384 views

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 ...
BobMount's user avatar
1 vote
1 answer
346 views

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 ...
ABC's user avatar
  • 111
-1 votes
1 answer
760 views

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 ...
sirps's user avatar
  • 9
-1 votes
1 answer
440 views

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 ...
Timmy's user avatar
  • 11
0 votes
3 answers
527 views

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 ...
Nacho Zve De La Torre's user avatar
0 votes
1 answer
587 views

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 ...
Yeonbi Ji's user avatar
-1 votes
1 answer
52 views

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.
Bob Ferron's user avatar

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