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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48 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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1answer
646 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
51 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 ...
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Only Account Team members should be visible in user selection while creating Opportunity Team Member based on custom picklist field value on Account

If Picklist value of Field A on Account Object is "Secured" Only ATMs should be visible in User lookup field (on OTM Object) while creating OTMs
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1answer
353 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
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
557 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
37 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 ...
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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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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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2answers
19 views

Account object Validation rule where field can be Active/Inactive multiple times

We want to flag up to the user if and when Volunteer status changes from Inactive to Active and vice versa the validation should work. At the moment we did a version before the validation rule did ...
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1answer
19 views

notes and attachment not appearing account

In my accounts, I can see files but not notes and attachments. In my other environment I can see it. Where is the setting to make it appear ? In layout I cannot see it either With my apex class I am ...
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2answers
495 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
20 views

Can't Convert to String some special Chars

I have a file to insert Accounts ,but some fields like account name have values with special characters like 'ñ' ,and Im having this error "BLOB is not a valid UTF-8 string" when I execute this query: ...
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3answers
65 views

Create sObject dynamically

I ve tried this script to create accounts from excel file and it works,but if this file had more fields ,I would have to store their values one by one.Is there a way to do this mapping using something ...
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1answer
124 views

Can't select from Accounts in Trigger

I am implementing a trigger to convert Lead records that have a status of 'Qualified'. I was able to get a trigger working except it was creating new accounts for every lead converted, which we didn'...
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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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0answers
16 views

Data does not show with Related Lookup Custom to Account

Inside Setup->Object Manager, I have created 2 custom tables (Driver__c and Vin__c) I went into my Driver__c table, created a new Lookup(Account) field and set a Filter that links Driver__c....
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18 views

External URL Link extremely low

I have currently implemented a button on the account page with a formula that opens a URL based on an external customer ID (Magento). Functionality works great but when I use the button the new window ...
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3answers
430 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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12 views

Creating a “Products Used” grid on Account object - need help linking products to the grid

I am creating a 3 x 4 tile grid that will list 12 banking products (checking account, mortgage, credit card, etc.) and will place this on the account object. The idea is that if a client has the ...
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1answer
355 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
20 views

How to select a full account [duplicate]

I would like to create a variable called acc and to select a full account that is inside my accounts: Something like : Account acc = [select account from account where name='p2']; That would save ...
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1answer
776 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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1answer
46 views

How can I display the asterisk missing in first name and title after I made them mandatory

I want to make "salutation" and "first name" fields mandatory in the account creation form. I've added validation rules and it works but I can't see the asterisks and it's not intuitive for the ...
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2answers
24 views

Attempt to de-reference a null object error while accessing field in the Account object

I have a Quote__c object which has a field named FieldTpReferAccount__c which refers to Account. The Account object has a custom field named FieldInAccount__c. I need to update FieldInAccount__c in ...
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36 views

Restricting picklist values on Opportunity, when field is a formula text

I have a situation not sure how to solve. Trying to make a pick list field with 4 choices for all users except Administrator and 2 specific users. There will be 15 other choices for Administrator ...
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0answers
12 views

Einstein Dashboard Account Default

So I am trying to implement a dashboard for my sales account that has specific data based on which account the dashboard is inserted to. My problem is that I am not sure how to specify which data is ...
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1answer
36 views

Account owner not able to add Account Team

I'm facing a issue where an Account Owner is not able to add Account Team Member. He is able to see all the users but still after clicking Add Team Member button, option to select user is not visible. ...
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2answers
3k 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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3answers
470 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
83 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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1answer
448 views

Mass reassign / upsert account team member

Is there any possibility that we can mass "Upsert" account team member? We have sales reps changing from different accounts, so how do we change assignments for all sales reps as an account team ...
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1answer
537 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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1answer
43 views

Variable does not exists?

I cannot compare the value of two different list field(ie name) Getting me error Variable does not exist: Name List<Account> actLst = new List<Account>(); Set<String> ...
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2answers
432 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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1answer
24 views

Formula field to count total Accounts linked to Campaign via Contact

Is it possible to count the total number of Accounts (via Contacts) within a Campaign? I would like a field that says something like 'Accounts in Campaign' alongside the other similar fields shown ...
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21 views

Need to remove View Relationship button from the Contact related list on Account

Picture Showing View Relationship button Hi, I have a related list of Contacts on Account and I am seeing this view Relationship button, any idea how to remove this?
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0answers
17 views

What is a “pending connection” that might be preventing me from deleting a contact and account?

As I'm trying to do some cleanup in a customer's org, I face the following problem when deleting an account: Your attempt to delete Mr. Robert Jefferson could not be completed because it is ...
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2answers
684 views

Update Account Field from Contact Field

I am trying to automatically update an account level field once an associated contact's field is updated. The use case is someone completes a Pardot web form to register their products. This data goes ...
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0answers
36 views

mass merge accounts - tool suggestion anyone?

We have 2 sets of accounts in one org and would like to merge them. They are currently separated by Account Record Types, so I'm really asking if there is a way to merge 2 record types into one. We'd ...
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2answers
2k views

On Account Owner change Contact owner is getting updated without any automation

Today I noticed in my salesforce org when i change Account Owner, All the related contact owners are changing automatically. I tried to search in whole org to find if any process is running behind to ...
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1answer
573 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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1answer
660 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
83 views

Data import from data loader: maintaining the hierarchy on Account records

I have some accounts where ParentId is null which I want to populate. Here is my csv sample data So I want the record to be associated with Account1 which has ExternalId__c as "4ab1dc5e-24cc-1405". ...
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55 views

How can I display account hierarchy from community (customer account portal)?

I launch a community with the customer account portal template. The account hierarchy is launched in Salesforce. But when I switch to the community, I don't see the account hierarchy, and the button ...
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1answer
555 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
24 views

How to Add fields to step1 in Merge my accounts screen?

On click of "Merge Accounts" action link from account page it will take us to merge/accmergewizard.jsp wizard where we can Merge Accounts by Finding Accounts. On click of Find Accounts button you will ...
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2answers
80 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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2answers
7k 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 ...