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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1answer
619 views

how to export Accounts with activity history?

I have tried with exporting accounts with activity history using reports. but, is there any other way to do the same.? i see there is no correct data exported. could you please suggest on this?
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7 views

Pulling an Account to Relate To (REST API/MVC)

I am currently working on making a form. I have a method build out that gets the subject from this Event object, and it puts it in a dropdownlist, this works fine, BUT, now I need to find a way to ...
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1answer
33 views

How to show Contracts of Account according to hierarchy on VF page?

Account is one object and Contract is another object. I want to show Contracts of all Child Accounts on Ultimate Parent Account. Below is the code for same. Controller public with sharing class ...
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1answer
30 views

identify account by custom field from connected app to correctly update custom fields in account

I have the following situation/challenge: Custom field data from an external "Connected App" is transferred via Javascript to the account (custom fields) you came from before. This means that you have ...
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1answer
34 views

How to know my account type? Marketing cloud

I have access to a MC org and I would like to know if the tenant types. How to know my account type? I cannot find it under setup. Sorry for the dummy question but I am new to MC. Thank you
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1answer
25 views

Anyone explain on higher level on the process of Account merge?

After the account merge process, -> All the custom and standard field values will be copied from loser to winner. -> How its happening? through trigger? Thanks in advance
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22 views

Error occurs 'An unresolvable error occurred and your changes could not be saved' in mobile App salesforce'

I tried to edit account records and saved it, getting an error'An unresolvable error occurred and your changes could not be saved'. This is happening only in mobile App but not in salesforce website. ...
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1answer
736 views

Error trying to update a Person Account

I get following error message: INVALID_FIELD_FOR_INSERT_UPDATE, Account: bad field names on insert/update call: Name: [Name] even though I am not trying to update Name in my Person Account record. ...
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1answer
168 views

Account roles are not getting created on enabling the account as a partner

I have an integration project that is stuck due to the limitation I am facing with my Salesforce instance. On enabling Account as a Partner, the roles are not getting assigned. I can't see the role ...
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10 views

Account roles view as a tree

Let's say I've enabled Parnter Account for some particular account in my org. Then I 've added some Contatcs and assingned them e.g. User and Manger Roles. But unfortunately I can see this roles in a ...
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1answer
721 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 ...
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2answers
4k views

Creating a Person Account in Salesforce using the REST API

I have 2 questions here. I have Person Account in salesforce, so if via API if I create a contact , it just creates a contact and not an account, on the other hand If I create an account in ...
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1answer
602 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 ...
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1answer
136 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 ...
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1answer
38 views

Updating Accounts without the ID

What would be the most efficient way to update an excel sheet with 400 accounts that do not have an ID nor external ID of accounts that exist in the system. There are about 40,000 accounts in ...
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2answers
63 views

Impossible to patch Account

Is there a configuration to allow patching in SalesForce ? I tried to patch the Account on Postman, no success. I also tried on Workbench, no success. My Url (on workbench): /services/data/v47.0/...
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1answer
551 views

SOQL to get LastLogin of user who is contact for an Account

Am new to apex development. I have worked as admin. In account there are internal contacts and external contacts, external means customer will add a contact to account by just giving name and email ...
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1answer
54 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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1answer
2k views

batch apex to update mass accounts and contacts

I have to write a batch apex which will update few fields in all the contacts and accounts. There are few mappings which will be done cross object - like few fields from contacts will update theie ...
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1answer
1k views

Contacts with Multiple Accounts /Multiple Email addresses

I have a user requirement where a contact may need to be associated to multiple Accounts and store multiple email addresses based on the Accounts they are working for. For Example, Joe Blogs who ...
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1answer
788 views

How to enable Person Accounts in a Dev org.?

I followed the below Account setting feature to enable Person Account. This seems not getting saved even though I have followed all 3 guidelines. Then found this article explaining why we Cannot save ...
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1answer
27 views

Exporting Contacts from a list of Accounts

We have a list of 10000 Accounts in CSV format that we are updating through Data Loader. We also want to update all the related Contacts. What would be the best way to do this? The last time i did ...
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2answers
2k views

Email Template merge fields (Account.Name)

I have a lookup field of Account in the object Lead -- Hotels__c I have also a lookup field of Contact in the object Lead -- Applicant__c When trying to merge the {!Account.Name} in the HTML Email ...
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1answer
1k 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() {}...
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1answer
125 views

Cannot deactivate record type because it is referenced by other entities

I am attempting to deactivate an account record type in my Salesforce org, which is not referenced by any Profiles, Apex Classes, or Flows/Process Builders. When I attempt to deactivate, I receive the ...
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2answers
45 views

Trigger and its test class

I am new to Salesforce. I have written a trigger to update contact based on account field. The Trigger code is below. trigger Update_contact_based_on_acc on Account (before update) { List<...
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2answers
559 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. ...
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1answer
46 views

Does locking of account lock related contact during insert?

I have a WSDL Apex service that consumes XML and creates a series of objects. XML received and parsed, queries for and finds a single account "Potential Customer" to relate potential customer ...
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0answers
18 views

Multiple Account Set up

We have multiple business units in our Org and the existing setup is set in a way by consultants that every account in Salesforce will have a unique Business Unit. For Example Business Unit XYZ will ...
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1answer
375 views

Visual Work Flow Account Hierarchy

I have a visual work flow on Accounts and I need to evaluate whether a field on the parent, sibling, or child accounts related to the account the flow was launched on is blank or not. I'm looking at ...
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2answers
38 views

Trigger to update Account on updating contact

Can someone please tell why below sample code is not working Trigger UpdateParent on contact (After Update){ List<Account> acc = new List<Account>(); for(Contact c : Trigger....
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1answer
125 views

Account Contact Role - enforcing users to at least set a primary contact role

I have done a code that will not allow the users to convert an account to partner and set the field Type to a particular value. So far all is working as expected. However, the user can still take out ...
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1answer
22 views

How we write trigger on campaignMember, When we added any contact A into the campaignMember [closed]

How we write a trigger on campaignMember. When we added any contact A into the campaign member. I need to add all contact into the campaign member who is associated with the account of contact A. ...
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3answers
42 views

Change Quick Link FIelds on Account Record

When I'm in the Account record, I hover over the related Contacts in the "Quick Links" view. Is there a way to change which fields appear when I hover? I'm not finding anything obvious in Object ...
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1answer
40 views

I have written a trigger and class to first create an account and then 10 identical opportunities. It is working but only creating 1 opportunity

trigger IdenticalopportunityAccount on Account (after insert) { List<opportunity> oppt = new List<opportunity>(); for(Account acctOpp1 : Trigger.new) { if(acctOpp1....
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2answers
131 views

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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3answers
514 views

How to display recordtype name on page loading

I am having a custom button in account object in which a VF Page is called and in that VF page i need to display all the record type of the account object as picklist. Here is my code. But i'm facing ...
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1answer
35 views

Not able to insert data successfully

I am trying to create a lightning component through which I would be able to insert both Account and Contact data together. But I am not able to do so. Can anyone kindly let me know why this is ...
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1answer
380 views

Setting value of AccountId / ContactId on AccountContactRelation by trigger using external ID

I have created a custom field on my AccountContactRelation called SurrogateId__c and I set configured it to be an External Identifier. When I create an AccountContactRelation from an external ...
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1answer
964 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 ...
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2answers
4k views

I'm getting DUPLICATES_DETECTED errors when creating accounts that are not duplicates, via REST

When creating new accounts by posting to /services/data/v36.0/sobjects/Account/ I'm getting DUPLICATES_DETECTED where there are no duplicates. When posting this JSON, this account is created {"...
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0answers
25 views

when hierarchy is enabled can i update all child account records when a parent account is updated?

Both Parent and the Child are technically Account. Can i use Process Builder to update a field on all the child records when a field on parent account is updated? We have Hierarchy enabled and also ...
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1answer
582 views

Visualforce State and Country Picklists - Standard Fields

Question Can a Visualforce Page be built so it displays the actual picklist values and dependencies for fields which incorporate State and Country Picklists? I tried using Field Sets as well as hard-...
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0answers
17 views

Cannot delete an account

When I try to delete an account, it gives me the following error: Your attempt to delete Sample could not be completed because it is associated with the following insurance policy participants.: null,...
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0answers
16 views

Account Hierarchy - deploy by ant & metadata API

I would like to know if its possible to deploy Account Hierarchy(Lightning) by ant & metadata API, I found nothing about this on metadata api document, and it is not mentioned as unsupported ...
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3answers
521 views

Can you update an Account field via a VF page using a Contact standard controller?

I have a visualforce page using the Contact standard controller that's displaying a mix of Contact and Account fields. I have some of the Contact fields configured so you can update them directly from ...
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1answer
607 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 ...
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2answers
582 views

child count of related parent

By using inner query its working but the question is soql work on 50,000 records only if one Account has suppose 60,000 Contact(child) records then it'll not work. so how i can count no. of child ...
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0answers
49 views

An error has occurred in the following section: [Exception, TransferRequiresCrudReadException]. Salesforce.com has been notified of this error

When I am updating account owner AAA to BBB, i am facing below error. I have checked profile level, Role level and share settings. Every level i have configured perfectly. But i created test account ...
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4answers
111 views

To fire trigger only when there is change in field of IsActive__c of account [closed]

Hi all I have written a trigger but i want it to fire only when there is update in IsActive field else it should not fire so please could you help me This is my trigger public static void ...

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