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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Account Related Contacts in same Custom table in LWC in accordian manner

I have designed an Account and its Contacts relationship in lightning Collapsible and Accordion style where data should should be in same table columns. The data is not populating correctly since it ...
0 votes
1 answer
674 views

Report on accounts in campaigns

This is basically the same question as Campaign and account reports, i.e. how to create a report using the objects accounts and campaigns. My understanding is that the following four objects are ...
-1 votes
0 answers
17 views

How to restrict creation of more than on record of custom object added in related list of Account

I have custom object which is a lookup to account and placed in Related-List of Account and I want to throw error when user trying to create more than one record. Please suggest Options
-3 votes
1 answer
48 views

how to restrict the deletion of account if they have contact in lookup without coding [closed]

if account and contact in lookup ralationship and if i dont want to delete the Account, and i want to restrict the deletion of account, so how can you do that.Without coding and without cheked Box.
0 votes
1 answer
42 views

How to assign the lead owner data to contact in a trigger?

I'm trying to create a trigger that creates an account and contact when the lead status is changed to a given value. The contact value needs to come from the Lead Owner User. How can I achieve that? ...
0 votes
1 answer
679 views

Recurring Task Closed(Completed)

I have one question related to the salesforce standard functionality Recurring Task. I have created one custom field "status" on the standard object Account and it has two value 1) Open 2) Completed. ...
-1 votes
0 answers
11 views

How to get territory fields in account? [closed]

I have a custom field "Code__c" in territory and i need that field are stored in account field when territory is associeted with the account. How i can do it ?
0 votes
2 answers
1k views

Account name read only on case creation from account

I have a scenario like when Case is creating from the Account Page, Account Name will be appear as readOnly with Account name. User will not be able to select other Account from Case page layout. ...
-1 votes
1 answer
22 views

How to relate two accounts?

My scenario that i want to achieve is to relate two accounts via a relation ship: I'm on an account, and I have to have a related list wich is "Account relationship" In this related list : ...
0 votes
0 answers
7 views

Sharing set on Account to share contacts- controller by parent

We have scenario to display all contacts of account to all users under the same account.OWD for external/internal access for contact is set as 'Controller by Parent'.OWD for account is Private. I ...
1 vote
1 answer
887 views

Best way to prevent reassignment of tasks on account ownership change?

I was hoping to see if anyone had found a good solution for preventing open tasks from being reassigned when an account's owner changes. I've seen some options as triggers, but the few I've tried ...
-1 votes
0 answers
21 views

can we filter Account records while creating a partner record in salesforce

HOW TO FILTER OUT THE specific accounts in partner record creation.
1 vote
1 answer
1k views

Contact information from AccountContactRelation

Given a contact ID, I'm looking to get all the contact's information as well as their associated account name (if they have one associated account) or the name of the direct account if they have ...
0 votes
1 answer
22 views

Not Able to Create The Master Detail Relationship Field on Invoice Object

I am facing this error.... My goal is to create the relationship between Account and Invoice Object..
-1 votes
2 answers
24 views

Need a validation rule for two different account types

I have two account types, Provider and Partner. My task is to forbid to create or change the record without entering a special code in a custom field. For Partner it should start from PRT, for ...
0 votes
2 answers
35 views

Cannot get account name from list account id

Below is my code to get account name from list account id. But when I debug, result returned is null. please kindly show me my error on my code. Code: List<PicChangeHistory__c> lstAccIds = [...
0 votes
1 answer
42 views

Insufficient Privilege's on Contact

I have a contact that is acting like it's a private Contact even though it's related to an Account. Users are able to access the Account without any issues, but the Contact continues to give an ...
0 votes
1 answer
2k 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 ...
0 votes
1 answer
592 views

Get latitude and longitude from a zip code without using Google API?

Is there a method to obtain the latitude and longitude from a zip code input without requiring a Google API key? I tried to use this MapAnything enpoint method but it didn't work: https://help....
0 votes
0 answers
67 views

Address State and Country not visible on the records

Dear friends I have an interesting problem. The address fields are not correct visible on the records. On the account page I see all address fields, but on the Address record and Service Territory I ...
0 votes
0 answers
42 views

Strange error : INVALID_FIELD, All accounts must have the same current owner and new owner.: [OwnerId]

We have a scenario in which when a custom object owner gets updated we will cascade that to all accounts related to that object via a junction object. Code is very simple. if (!studentClassRoomList....
0 votes
0 answers
12 views

Access note created by senior user under account

One of my colleague is facing issue with in the client's org. Like below: There are two users(JuniorUser, SeniorUser) with same profile(UserProfile1) with Salesforce license. JuniorUser reports to ...
0 votes
1 answer
53 views

Create custom field name with two underscores in account object in salesforce

I want to create a custom field. The requirement says the custom field name must have double underscores (__). The field name should be qidc__onekeyid_ims But Salesforce is giving errors. The ...
0 votes
1 answer
502 views

How to display the related list "Last Modified Date'' in Account object without trigger

We have a need where the Related List Last Modified Date to be displayed in their respective Account Object without using any Triggers. Its like whenever there is a change in Last Modified Date of ...
0 votes
0 answers
17 views

Opportunities report from campaign contacts at account level

Is it possible to bubble up contacts on a campaign to the account level and report opportunities closed at the said account(s) back to a campaign? Currently, I have campaigns to contact to opportunity ...
1 vote
0 answers
114 views

Sharing Contracts with Account Teams

I currently use my sharing settings to hide "deactivated" accounts - so I set them to private and only show the accounts where my deactivated flag = false. Since sharing settings have contracts ...
0 votes
2 answers
279 views

How to query related Contact from Account by Id in "after insert, before update" trigger?

I need to query the related Contact after a new Account is inserted and before it is updated, but I am encountering an error: System.QueryException: List has no rows for assignment to SObject. I've ...
1 vote
1 answer
525 views

How do I export all Controlling Field Industries & the dependent Sub-Industries?

Is it possible for me to extract a list of each industry and then be able to see each sub-industry (dependent field) ? I know I can get printable views of both fields but I want to be able to show in ...
1 vote
1 answer
18 views

Salesforce: Best approach to create opportunities via API without Salesforce Account ID

We have the following situation: We are planning to integrate our 3rd party Webshop with Salesforce. We are going to use a middleware. Each order from the webshop should create an opportunity in ...
0 votes
0 answers
17 views

How to display accounts of a user in which he is a account team member in alookup field?

I have a custom lookup field which is related to account. I want to select only the accounts that I am a team member of. Those accounts have to be shown how to give this filter?
0 votes
1 answer
2k views

How to create a report getting "Account with Contacts and Account Team Members" information in it

I want to create a report in which it should be retrieving the account team members with his/her related accounts and contacts. I tried custom report type and joined reports. But couldn't get the ...
2 votes
1 answer
18k views

how to get account Name in contact query

I am fetching account name in this query. public class contactcon{ List<contact> con = [Select id,name,accountName from contact]; }
0 votes
1 answer
32 views

What kind of objects are account and contact?

If you look at the ERD's of Sales & Service cloud then Account & Contact are shown in black and white. They do not belong to Sales Cloud or to Service Cloud. But to what "package" do ...
-2 votes
1 answer
58 views

Apex trigger running twice

For the Account object, we have two user defined fields: User_type__c and Account_Type__c. On the entry screen User_type__c is a dropdown box where the user selects a value. Upon clicking save, the ...
0 votes
1 answer
103 views

Deployment : Deploy standard quick action which is creating member plan record

We are trying to deploy a quick action(Add_Benefit_Plan ) which is present on Account Object. Action Type of this quick action is 'Create Record'. This quich action create the Record in Member Plan (...
0 votes
1 answer
563 views

Defaulting Account name in Contact

Can we default Account field's name in Contact object? My requirement is I want to set the Account's value (in Contact) to the logged in user's Company name. I tried this code but it didn't worked. ...
0 votes
1 answer
1k views

Transfer Account Owner, Keep Account Team

I want to retain the Account Team whenever the OwnerId changes, as per this post. After we make the checkbox named "Keep Account Team" to be true, we can change the ownership of accounts while ...
1 vote
1 answer
21 views

How to connect Candidate(FLS) button to specific account record type?

In my org we have a few account record types. The button Candidates(positioned as action on account layout) works perfectly for just one record type and I want it to work with other ones too(I am ...
-1 votes
1 answer
42 views

Trigger to fetch unrelated object record [duplicate]

How to update unrelated object feild when opportunity is created with related account which has same name email phone as in lead
8 votes
2 answers
2k views

Test class showing error : Converted Account empty for a Converted Lead.: [ConvertedAccountId]

I need to write as test class to cover public without sharing class CMassConvert { public boolean hasErrors; public String errorMsg {get; set;} //constructora public CMassConvert() {}...
-2 votes
1 answer
310 views

I want to update an related Account Country field when a new Contact is Created with country field value,

I am new to Salesforce. I am trying to update the Account country field, when a new Contact is inserted or update related to it. I understand this, but the condition is: "if first Contact ...
2 votes
1 answer
5k 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 ...
0 votes
1 answer
869 views

SOQL to get primary contact ID for Account in NPSP

I want to get the name of the contact in the lookup field npe01__One2OneContact__c on Account object. How do I get the contact name using a SOQL query?
2 votes
0 answers
52 views

Custom setting insertion contributing to Lock Row exception which finally causes to ConcurrentLongRunning Transactions

We recently faced ConcurrentLongRunning exceptions in our org. We resolved a few rest entry points which SF Support team suggested but few I am not sure if SF Support team analysis is correct. We have ...
0 votes
0 answers
28 views

Can't access RecordTypeId of Account object

I'm not sure why I can't access the RecordTypeId or any sort of recordtype field of the Account object. //error at select Account[] accs = [SELECT RecordTypeID, TYPE FROM Account]; Schema....
0 votes
1 answer
116 views

How to use FIELDS(ALL) with SOQL PushTopic

I'm trying to test out creating a PushTopic within the developer console using API v54.0. I want to create a PushTopic to retrieve all fields inside the Account object when a create, update, delete or ...
0 votes
0 answers
82 views

Auto populate account owner after account name is chosen when creating new opportunity

I need to create a screen flow for creating a new opportunity, and I want when I choose the account name, the opportunity owner field to show the owner of the account, or if not showing to have only ...
0 votes
0 answers
34 views

Alternative of contact to contact relation usecase in salesforce

I have a business case wherein I have to create a contact-to-contact relationship. here is the usecase in a diagram I could think of only the below options to resolve this issue. option 1. Convert ...
2 votes
1 answer
96 views

When to use Account vs. AccountChangeEvent

I'm playing around with creating a Apex Trigger for a use case where after a change has been committed on an Account sObject, it sends a Json of the Trigger.new to a HTTP Endpoint. I've used Account ...
0 votes
2 answers
373 views

How do I give Internal Users visibility to the 'Community Members' Related List on Accounts?

I need to give a certain group of internal users Read-Only access to each Account's Community Members. Ideally, I'd like to use a Permission Set to do this. Although I've added the 'Community ...

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