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 Activity or Object Activity in Journey Builder has limits to update like Data Loader?

I have the Marketing Cloud Connector working fine and I have a little issue to start to use the Journey Builder to update the records in CRM. In first moment i want to udpate 1 million records to ...
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2 votes
1 answer
2k views

How to recreate Contact, Account, & Opportunity homepages with Visualforce pages?

An answer, from this question, "How to remove Reports & Tools from the Contact, Account, & Opportunity homepages?," suggest the following: If you are open for writing Code then here ...
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7 votes
1 answer
924 views

Account lookup on Opportunity not filtered correctly from Visualforce page

Visualforce Our organization uses a Visualforce page to override the New Opportunity action. Below is a functional sample of the Visualforce page that specifies the Account lookup field and ...
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3 votes
2 answers
3k views

Auto Increment Number Based on Another Field

Our customer number ranges are different for each company we acquire. For example, company A has a customer number range that falls between 100,000-199,999. Company B has a number range that may fall ...
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  • 145
2 votes
2 answers
4k views

Evaluate Current User for Flow - 15 - 18 digit User ID

I need to evaluate the current user running a flow. Someone suggested I use the Global Variable {!User.Id}, but it's returning a 15 digit Id. I need to compare the current user with the Account owner. ...
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0 votes
2 answers
2k views

rest API for Querying on Account

I am new to APIs'. I have a requirement as follows. 1) Account has a field called entity ID which is unique. 2) Other system will use my API to query for the Accounts which have entity ID. So how to ...
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7 votes
6 answers
20k views

Run Trigger As A Specific User (or Profile)?

Is this possible? I'm not finding help, Google or otherwise, for this. Situation: A trigger runs and cycles through groups of Opportunities. Some of these Opportunities are Closed Won, and most ...
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6 votes
1 answer
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Account Owner changes Opportunity Owner?

Q1: When I change the owner of an Account record to UserA, the associated Opportunity record's owner is set to UserA automatically. Is it a native behavior? (I checked all the workflows and account ...
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  • 1,077
4 votes
1 answer
1k views

Identify Marketing cloud account (user) details - Journey builder custom activity

I am working on custom activity where I need to identify the account (user) details from which the request came to the custom activity REST APIs. I thought setting "useJwt": true in the config.json ...
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  • 225
3 votes
2 answers
2k views

Customer community plus users can see contacts in list views, but not the actual records

My customer community plus users can view contact fields as expected in related lists and list views, but when they click on a contact to view the full record, they see a permission denied message. ...
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  • 51
2 votes
1 answer
605 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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  • 107
2 votes
2 answers
2k views

How to remove "Reports" & "Tools" from the Contact, Account, & Opportunity homepages?

Attempting to remove the "Reports" & "Tools" items from the homepages of Contact, Account, & Opportunity - is this possible, and if so, how?
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1 vote
1 answer
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Error: Unknown component apex:map - Account.BillingStreet

I'm creating a new page and when I try to save the page, I'm getting the error message on this line.... <apex:map.... the error is not clear and I have no idea what is causing this error. {!...
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  • 6,614
5 votes
1 answer
5k views

Fuzzy Matching for Duplicate Address Checks

A good duplicate checker - for checking if the same address has already been entered - needs to take into account misspellings or spelling variations. We have implemented our own APEX methods which ...
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  • 1,645
3 votes
1 answer
4k views

Account Hierarchy - Trigger - Update All Accounts in Hierarchy

I have following requirement in hand - Update each account's field count__c in the Account Hierarchy. where count__c = Count_of_Custom_Object_Records on Account + count from all Accounts who are ...
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2 votes
1 answer
2k views

How do I roll up an Account Hierarchy and keep all children in sync?

Problem My org has many extremely complicated account hierarchies because of our client type. I have an ask: to stamp all accounts with sum of all of the accounts sales volumes in the hierarchy on ...
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2 votes
1 answer
3k views

Assign account to Territory Rule in apex code

We have an issue with Accounts in wrong territories. Basically, we have an apex controller for Cases which modifies the account field that we are using to manage territories, but reading this link ...
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2 votes
3 answers
5k views

Get 10+ Level Hierarchy Relationship

I have an account A10 its parent Id is A9 further A9 has parentId A8 and it goes on and on say upto A1. Is there any way to get all the parent accounts ? A10 -> A9 -> A8 -> A7 -> A6 -> A5 -> A4 -> A3 ...
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  • 912
8 votes
4 answers
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Contacts without Accounts: Is it possible, and if not, why?

Context: My understanding is that historically Salesforce was built to manage Business-to-Business (B2B) contacts, and the idea that the data model would not be built for contacts without accounts ...
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  • 1,598
5 votes
1 answer
18k views

Apex - Example Of Creating Case Record When Field On Account Equals "xxx"?

Continuing my quest to get Apex and Triggers under my belt: Can someone offer either sample code or links to samples where (such as) when Account.ABCD now equals "Go", create a Case Record and write ...
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  • 4,584
3 votes
1 answer
4k views

How to display Location part of Address field type

Is there any way to display Geolocation part of Address field type in edit or display mode? Account object contains specific BillingAddress field of Address type (is in beta). Also, as mentioned here,...
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2 votes
2 answers
4k views

Evaluate the current User in a visual workflow

I created a Visual Workflow that launches after a user clicks a custom button on the Account page. I'm wondering if I can use Decision logic to evaluate certain attributes for the logged in user and ...
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1 vote
2 answers
10k views

Primary Contact for Account

Is there any OOTB way of having a Primary Contact for an Account? One idea is to create a custom lookup field for Primary Contact on Account object. However, it will need validation such as the ...
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  • 4,532
1 vote
1 answer
557 views

Didn't understand relationship 'Attachment' in FROM part of query call

I am trying to get all Accounts that has attachmentss. These accounts are of a particular record type, and has a certain value in Manufacture__c field This is what i tried list<Account> acc = [...
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1 vote
1 answer
620 views

How to create marketing cloud account

How to create marketing cloud account like salesforce developer edition .if is it possible ?. could you please send me for creating marketing cloud account links.
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  • 157
-1 votes
2 answers
97 views

Dataloader Upserting: the Child overwrites the parent

I'm using Dataloader to Upsert a Child Account to Parent Account using an external ID. When the Upsert is complete, the Child overwrites the parent, it's not not connecting the Child Account to the ...
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  • 45
6 votes
3 answers
3k views

Account Trigger find Ultimate Parent Account

There is a field on Account called Account.Ultimate_Parent__c. I want to update(through trigger) this field with correct value whenever Account.Parent field is Changed. Although, Ultimate Parent ...
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  • 297
6 votes
2 answers
1k views

Show html email status under account

Is it possible to show html email status along with activity history related list in accounts? Right now i have to click on the contact then only i can see the html status. What i have tried: Adding ...
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6 votes
5 answers
2k views

Why Account Assignment Rules removes Account from Territory?

I have a Territory Account assignment rule with a simple condition. If the Account Country = United States and State = XYZ, assign to a territory. The assignment rule works fine and there are accounts ...
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  • 1,744
4 votes
3 answers
4k views

Map of Accounts indexed by Opportunity Id

I'm writting a code at Opportunity's before insert trigger. There, I want to create a Map of Account's related to all Trigger.new oportunities indexed by theirs opportunity ID. I expect that each Map ...
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  • 843
4 votes
2 answers
12k views

Trigger to update opportunity stage based on Account Status

I have a trigger that updates/ inserts opportunities when the account is created. This was implemented by a third party. Now I would like to update the opportunities to Cancelled when the Account ...
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  • 53
3 votes
1 answer
2k views

How to Map Opportunity Owner to Account Owner

I'm trying to find a way to map the opportunity owner field to the account owner field when a new opportunity is created. So if an opportunity is created by Jon for Account XYZ, which is owned by Jill,...
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  • 33
3 votes
4 answers
3k views

Need a custom field Grand parent Account which has highest level of account heirarchy

I need to create a custom field "Grand parent account" which has the highest level of account hierarchy. Maximum child records can be up to 500 as per salesforce. So,how can i get grand parent account ...
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3 votes
2 answers
6k views

Deserializing an Account throws an error

I have this very simple example that serializes and deserializes the first Account found: System.debug((Account) JSON.deserialize( JSON.serialize([SELECT Id, Name FROM Account LIMIT 1]), ...
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  • 1,966
2 votes
1 answer
2k views

How to create report with nested accounts and custom object?

I want to create a report that shows me details from all involved objects. The main object is an account (Record Type: 1). Each account is connected to one account (Record Type: 2) via a lookup. ...
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  • 917
2 votes
1 answer
803 views

Disable custom list button if no object selected

I added a custom account list button via SalesForce setup. So, when I click on Accounts tab, then on All accounts on selectList, I have all my accounts and on the top my custom button. I want to ...
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  • 3,516
2 votes
1 answer
414 views

Unable to access LastViewedDate on Account object SQL [duplicate]

I am trying to get the list of last 10 accounts viewed. The code seems to be working in sandbox and workbench but when I try deploying it in production, I get the error: No such column 'LastViewedDate'...
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  • 689
2 votes
2 answers
2k views

OutputText value calling a @readOnly method

I want to display the total number of Accounts in an <apex:outputText>. For that, I did : VF : <apex:outputText value="{!$totalAccounts}"/> Controller : public Integer ...
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  • 3,516
2 votes
1 answer
263 views

Need Child Account Trigger Help

I am trying to update all child accounts to have the same Order Manager(lookup to Contact) as their parent. The caveat is that I only want to do this for accounts that arent parented by my two top ...
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  • 21
2 votes
3 answers
6k views

Account Team Member lost when Account Owner changes

Not sure if this is a valid question. But, somehow, my understanding is that when the Account's owner is updated, the Account Team Members are lost and not preserved. I was planning some work around ...
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  • 1,621
1 vote
2 answers
2k views

How to track the creation and last edited date of a custom field - best practice

Here i have issue regarding workflow or trigger.On Account level i have 2 fields.. 1) Account note - text field 2) Account note modified date - date field I want the Account Note Modified Date ...
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  • 445
1 vote
3 answers
481 views

Unexpected token 'BillingState'

My Code is: public with sharing class AccountTriggerHandler { public static List<Account> CreateAccounts(){ return [SELECT Id, Name FROM Account WHERE ShippingState == BillingState];...
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1 vote
2 answers
2k views

Before Trigger is not picking up BillingCountry on the Account Object

My class is suppose to pick up The Billing Country and Billing Postal Code and populate the state based on those two fields, however when debugging the before trigger It doesn't pick up the Billing ...
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1 vote
1 answer
152 views

Co-owner field in Account

I have a field called Co-ownere in "Account" Object where I need to query from the field. In the field I have 2 owner value seperated with ';'. So I want to know What I need to do So that I can ...
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  • 1,400
1 vote
2 answers
2k views

Changing Person Account RecordType to Business Account RecordType

I am investigating possibilities for changing the RecordType of an Account from Person to Business Account. The reasoning for this is that I have a third party system which syncs Accounts with ...
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  • 255
1 vote
2 answers
6k views

Trigger to update parent record based on child

I created a custom field on Account Create_contact__c which should be checked if any contact is inserted related to that account. I did write the following trigger to achieve this but ended up with ...
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  • 2,168
0 votes
1 answer
599 views

Campaign and account reports

Is it me or everyone face issues when it comes to reporting on accounts from campaign ? I am trying to see all the accounts related to a campaign I do not see a report where I can pull campaigns ...
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  • 16.5k
0 votes
1 answer
131 views

How can I find the # of activities logged to a Relationship Group (Wealth Management App) in the last 12 months?

My organization uses the Salesforce for Wealth Management App, which uses an object called 'Relationship Groups.' Relationship Groups are connected to Accounts (Person Accounts, in this case) via a ...
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  • 1,873
0 votes
0 answers
37 views

Create Field that Updates Automatically Each Time an Account is Merged

I'm currently having an issue with a trigger for a scheduled process on our Opportunity object. The trigger fires both before and after any updates to an opportunity, which causes a scheduled job to ...
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0 votes
1 answer
239 views

Remove "Create New Account: xxx" from picklist

I have the following code on my Apex component as part of a custom lead conversion process. The user can select an account here OR create a new account. I want to remove the "Create New Account: xxx" ...
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