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
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 is one ...
6
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1answer
635 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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2answers
2k 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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2answers
928 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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6answers
15k 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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2answers
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?
2
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1answer
307 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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1answer
835 views

How do we fix [Attempting to update (as part of an upsert) parent field Account__c with new value XXXXXXXX, current value is XXXXXXX]?

Whenever i was trying to upload records, I received the below error. Attempting to update (as part of an upsert) parent field Account__c with new value XXXXXXXX, current value is XXXXXXX Can any ...
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1answer
1k views

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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1answer
2k 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 ...
2
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1answer
2k 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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3answers
2k 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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3answers
7k views

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 ...
5
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1answer
16k 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 ...
3
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1answer
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,...
2
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1answer
1k 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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2answers
2k 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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1answer
290 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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2answers
9k 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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1answer
76 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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5answers
1k 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 ...
5
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2answers
890 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 ...
5
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1answer
2k views

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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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 ...
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3answers
2k 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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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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1answer
1k 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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1answer
1k 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. ...
2
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2answers
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. ...
2
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1answer
211 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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1answer
206 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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3answers
959 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 ...
2
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1answer
2k 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 ...
2
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1answer
718 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 ...
2
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1answer
1k views

Allow communities user to see multiple Accounts

I have multiple Accounts associated with a single Contact in Salesforce, and I want to see if I can give a User access to these multiple accounts in communities. For now, I can only see the directly ...
2
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2answers
727 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. ...
2
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2answers
1k 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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1answer
117 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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2answers
1k 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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2answers
5k 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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2answers
915 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 ...
0
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1answer
479 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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1answer
355 views

Account vs Custom Object

My Client is mainly into Service oriented and wants to store Vendor Companies under Custom Object and Partner Companies under Account object.We could use record types and store both Vendors and ...
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1answer
123 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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1answer
27 views

Error trying to remove account from list

When I run the button this error appears: Cannot modify a collection while it is being iterated. public void removerConta() { List<ContaVinculada> listContasRemover = new List<...
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1answer
737 views

Defaulting Lead.company

Can we set a default value of the company field of Lead to logged in User's company field so that at the time of conversion, Account name becomes User's company name. I tried Workflow with Field ...
0
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1answer
477 views

How to set Account Team Owner?

I need to write custom change owner functionality. I have a checkbox Keep Account Team - Transfers all account team members on the account to the new owner. How to create this functionality? There is ...
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1answer
2k views

Filter Account Lookup by Record Type to match correlated Opportunity Record Type

Notice: The below question does not address the issue we were trying to solve. The real issue had to do with a Visualforce component (see the update). Jenny B's answer provides good information for ...
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1answer
94 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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3answers
551 views

How to stop users from deleting Activities?

We have accounts OWD set to Private and OWD for Activities set as Controlled by Parent but people can still delete their activities on the Account for example if a call doesn't go well. How can I ...