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.

171 questions with no upvoted or accepted answers
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votes
1answer
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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() {}...
5
votes
0answers
114 views

Query Regarding Account Data Skew

We are facing an issue in Accounts. Sometimes we are getting an error like 'Unable to lock row' while saving/updating data. Is it related to Account Data Skew issue? But in our org, no Account has ...
4
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0answers
421 views

Triggering on Account territory changes (ObjectTerritory2Association)?

Has anyone figured out a reasonable solution to detecting in real-time when an Account's Territory or Territories (stored in ObjectTerritory2Association) has been changed? We aren't allowed to create ...
3
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0answers
410 views

Problem while merging a standard account with a customer portal account

There are two accounts, one created by a standard user and another created by a customer portal user(Community User). Now I want to merge these accounts as they are duplicates but while merging ...
3
votes
1answer
210 views

How to change what fields are displayed in the Feed View?

In the Feed View of Account, we see this for all the cases related to the Account: How could we remove the fields 'Status' or e.g. 'Priority' from this mini view? I can't seem to find where to add or ...
3
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1answer
315 views

Android Push Notification set up questions

We have guys on our end trying to configure Push Notifications & they’ve asked me to reach out for an answer on the below: https://rink.hockeyapp.net/apps/01af36d7ba765d5231019c56880bbb9d/...
2
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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 ...
2
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0answers
145 views

Clone account with related lists

We need to change currency of around 300 accounts in our Salesforce/Financialforce system. That is not possible if accounts have posted invoices. So I have to clone accounts and adjust currency in new ...
2
votes
1answer
544 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 ...
2
votes
1answer
56 views

Geolocation of all leads and accounts in Sales Cloud

my fashion organization is planning to buy Sales Cloud. One of the requirements of the sales men is to see in a map (Google Maps style) all leads and accounts (with type = "store") and also the ...
2
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0answers
56 views

Grant Access Hierarchy

I have a query on Grant access hierarchy and sharing rule. I have in my system Accounts being shared to Users through Account Share , Group and Territory. Now, I have A1 account shared to T1 ...
2
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0answers
88 views

Can't Resume Flows

I have several Process Builders and a couple directly-written Flows in our Org. I'm currently data loading 275k records over the weekend. Estimates show it should be done (if I don't find it stopped ...
2
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0answers
54 views

Why are Notes being created when I import contacts & accounts using Import Wizard?

I have been uploading mass contacts and account records (as CSV files) to Salesforce using the Import Wizard. All seems to be going fine, apart when I look at the Notes & Attachments for each ...
2
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0answers
679 views

Relating Task to Multiple Accounts

Is it possible to relate a task to multiple accounts? I am not wanting to relate to multiple contacts within accounts. I want to pull agreement information into salesforce, and the relationship is ...
2
votes
1answer
160 views

Visual Workflow Display Text Not showing

I have a visual workflow with an input screen for users to enter in certain data. On this input screen I want to show a fields from the Account object as display text. The field exists on the Account ...
2
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0answers
169 views

Hiding activity and attachments for a profile

I want to hide notes and attachments, Activity of Account and Contact object for a specific profile. Ie., that profile can view all the accounts and contacts but they cant able to see the attachments ...
2
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0answers
845 views

Account Field History Exceeding limit

Did something change regarding standard object field history tracking? I just refreshed my sandbox, I'm tracking less than 20 fields on Account (currently 17). When I try to deploy account object ...
2
votes
0answers
505 views

How to use matching rules to analyse duplicate accounts?

We want to analyse all our existing Accounts data for duplicates using standard SalesForce features. Assuming the standard duplicate checks (with matching rules) only works when accounts are created ...
2
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0answers
327 views

Assign task to account team member

I have a custom object in a master detail relationship with account. A Workflow is fired on custom object record creation. One of this workflow action is to assign a task to the Account Team Member (...
2
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0answers
55 views

Disable Account&Contact autopopulate on Case for Partner Community

Currently when I create a Case using my Partner Community licensed user in our Communities my Contact is set as Contact on Case and my parent Account of that Contact is set as the Account on the Case. ...
2
votes
1answer
212 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 ...
2
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0answers
64 views

Effective way of searching for Account based on a set of attributes received from third party system?

I'm gonna try to keep this question from not being a discussion subject, as well as I can. The scenario I'm facing is that I have a system with multiple third party integrations which requests data ...
2
votes
0answers
1k views

Using a Lookup Relationship in a Formula Field

I want to update a field on the the account object based on a field being updated on the contact object, in this case a date / time field. So far, I have setup a lookup relaionship field on the ...
2
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0answers
901 views

Duplicate account IDs when using Database.convertLead()?

Does Database.convertLead() allow conversion of multiple leads to the same account at once? That seems like it should be no problem, but I'm getting strange errors in my unit testing. I wrote a lead ...
2
votes
1answer
228 views

Salesforce Console Change Closed Opportunity Owner

I'm looking into how to change the owner of an opportunity through the Salesforce Console and a custom trigger. As of right now I understand that in order to be able to change closed opportunities of ...
1
vote
1answer
19 views

Convert Lead to a Contact for an Account not owned by user

I am trying to design a method to allow sales people to convert leads to accounts not owned by them. The current settings for their profile only allows them to edit their own accounts. I cannot find ...
1
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0answers
43 views

Address fields not auto populating upon Contact creation in Lightning View

When I am creating the Contact from Account Related list mailing address is getting auto populated but when I create the Contact from Contact Tab is not getting auto populated.Any help please?
1
vote
1answer
245 views

Account team and sharing query

I am facing one issue while creating event on account. Its showing Insufficient Access Error on Account. The user is in account team with full acess on account. But still i am getting the error with ...
1
vote
1answer
154 views

Using BulkAPI, how to populate multiple objects? (Account, Contact, Opportunity)

My company is loading 3rd-party data into SalesForce using the BulkAPI (Python). This data is loaded into 3 SalesForce objects: Account, Contact, and Opportunity using 'upsert' method with Account ...
1
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0answers
132 views

How do I include Record Type in Account Name with NPSP using Household Account Model?

I would like to specify a custom Account Name that contains the Record Type in our NPSP deployment that uses Household Accounts model. We have four Contact record types so far: Volunteer, Client, ...
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0answers
229 views

How to display Account Name in a lookup field on Tasks? When task was created on a case

I have a custom lookup field called 'Account Name' on Task where I use a process builder to set its value to [Task].Accountid. This field is populated with Account name if Related To field of Task is ...
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0answers
17 views

Standard way to identify the child records of an Account in an Account Merge Process

This is a problem I am facing in the identification of the Child Records that gets moved into a Surviving account, out of the Standard Account Merge process. Is there a way of identification of suck ...
1
vote
2answers
49 views

How to update an account field based on owner deactivation date?

I'm a bit of a newb so forgive me but am trying to figure out how to do the following: (1) update an account custom field picklist value 30 days after an account owner is deactivated. We have a ...
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0answers
37 views

Restricting access to certain accounts

We have partners who need to log into Salesforce and view cases they have with accounts they own. The issue here is that they each own only three or four accounts, and can't, under any circumstances, ...
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0answers
62 views

What does “Default Account and Contract Access” in “Account Sharing Rule” do?

I stumbled upon this setting because of an exam question where they stated you could set permissions on related contacts of an account in a sharing rule for accounts. But it writes "contract" not "...
1
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0answers
66 views

Inserting an account using REST API when custom required fields have been added by the client

We have an application that creates accounts on Salesforce using REST API populating them with data from an external database. The problem we have encountered is that if the client (the owner of the ...
1
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0answers
34 views

Developer Account Registration

I have registered a new developer account. So i got an email asking me to activate. When I click the "Verify Account" in the email, network was cut for some reason. I click the "Verify Account" again ...
1
vote
2answers
92 views

How to save related case accountNumber field on Task Using Process Builder

I need to create a field in task where the value should be the task related case related Account Number. I want task.whatid.account.accountnumber something like this
1
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0answers
36 views

Creating Average MRR Field

We use Monthly Recurring Revenue in our Org, with the Billings containing the "Revenue Amount" in a custom Billings object related to the Account. What I'd like to do is write an Average MRR field ...
1
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0answers
140 views

Cannot convert unconverted lead

When trying to convert a lead which hasn't been converted I get one of the two following errors: Error: System.DmlException: Update failed. First exception on row 0 with id 00QN0000005zrQtMAI; ...
1
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0answers
31 views

Was there any changes made for this Functionality in Salesforce winter 17 release?

I had a Custom Link created through Apex and it will display in the Account detail page. Previously i could copy the Link and use it. However after Winter 17 release I could not do it. Please find ...
1
vote
1answer
657 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 ...
1
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0answers
122 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
0answers
733 views

Flow Lookup - Account Team Member

Cant see what I am doing wrong here - I have a flow that is supposed to be looking up to the Account Team Member Object - I am passing the the AccountID and TeamMemberRole - the flow never finds a ...
1
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0answers
505 views

FIELD_FILTER_VALIDATION_EXCEPTION, Competitor Required: Value does not exist or does not match filter criteria

we have lookup relationship called as 'Competitor' on opportunity object where it gives the account of record type competitor and in the filter criteria it gives only those competitor account whose ...
1
vote
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 ...
1
vote
0answers
36 views

How to remove “Reports” & “Tools” from the Contact, Account, & Opportunity homepages? Question on previous post

I just joined so I don't have access to comment on the link below. I created custom Contact and Opportunity home pages to get rid of the reports, links and Recently Viewed list. It works fine in the ...
1
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0answers
72 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 ...
1
vote
1answer
20 views

RecordTypeId in Account - there is one on an account that is not in the list in the UI

We have a client who's website we integrated with their Salesforce account. In order to login to their website, the website CMS user's email address has to match a contact in a valid Organization (...
1
vote
0answers
57 views

Stop at 1 level while traversing account hierarchy using parent accounts

I have an interesting requirement. The requirement is that if an account is a parent account and a custom field is changed say account manager field, then immediately update the children of the parent ...