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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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17
votes
7answers
363 views

How can I build an app for a company that has two very distinct types of customers?

I am working on building an app for a startup company on the Force.com platform, and I am struggling to find the best way to set up and distinguish between two very distinct customer types. The ...
15
votes
2answers
8k views

How can i add a field to upload account picture in salesforce

I have seen a image like field in the account detail page , but it says to add the picture thru some social account. Is there any possibility to add a field to upload a picture and show it in the ...
10
votes
1answer
2k views

How to convert Person (consumer) Account to Business Account and keep the same URL

The backstory: The org I am working in allows Person (consumer) and Business records to be created by users and a host data push process in Account. As a result, today we have a large number of each ...
8
votes
3answers
8k 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 ...
8
votes
2answers
3k views

Accounts with many-to-many relationship with accounts — how to create a report on contacts

I'm setting up an org that has a many-to-many relationship between "buyers" and "sellers." I'm using the Account object for both buyers and sellers and set the Type field picklist to have the choices ...
8
votes
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() {}...
7
votes
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 ...
7
votes
4answers
5k views

Transfer Account ownership without changing opportunity owner

Need to maintain opportunity ownership when an account owner is changed using the change owner link. Our sales staff are creating accounts and working prospects using opportunities. Once the account ...
6
votes
3answers
1k views

How to query Account object with minimum number of children?

There is a scenario where I need to query the Account records that has the associated contacts >= 100, Since accounts and contact are not Master Detail relation ship I could not create roll-up summary....
6
votes
2answers
2k views

How do I find merged Records?

How do I find the accounts that were merged after the merge operation? Is there any flag being set after the merge process gets completed? For instance, does any field depict that this particular ...
6
votes
2answers
227 views

how to add lastmodifieddate in aggregate list

AggregateResult[] groupedResults; if(Schema.Account.getSObjectType().getDescribe().isAccessible()) groupedResults = [SELECT Name, FROM Account where Name like :sql or name IN:sql1 Group By Name ...
6
votes
1answer
6k views

IsPersonAccount field invalid when querying Account

I am using the Developer Console and Real Force Explorer to run what seems like a simple SOQL query: SELECT Id, ParentId, Name, Phone, IsPartner, IsPersonAccount FROM Account LIMIT 10 But I get an ...
6
votes
2answers
95 views

Revoke access to delete a specific Account record type

I have this apex trigger that revokes access to users from deleting all Accounts. I was wondering how to improve it to ignore or allow certain record type. The use case is, I want to allow users to ...
6
votes
2answers
95 views

How do I disable Accounts all together?

I am building an app and don't need accounts. I simply need Contacts. What I cannot figure out is how to disable them, so "account" doesn't show up as a required field in my contact page layout. ...
6
votes
1answer
646 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 ...
6
votes
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 ...
6
votes
1answer
1k views

Workflow on Last Activity Date

is it possible to set a workflow that would create a task or email alert if there was no activity e.g. for the last 180 days...? By activity I mean only logging a task or event not editing the account ...
6
votes
1answer
1k views

How can I trigger assignment rules to run for an account record or group of records?

Background I have a mobile app that is using the REST API to create new accounts in my Salesforce org. I am using territory management to assign my accounts out to my users. It looks like the ...
5
votes
3answers
8k views

Upload and attach a file to an account or opportunity

So I was wondering how I can attach a file to an account. Basically what we do is sell a product online that requires an agreement. When they buy the product, we generate a pdf of the agreement and ...
5
votes
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 ...
5
votes
2answers
905 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
votes
3answers
351 views

Is it possible to aggregate data from contacts to accounts?

Is it possible that when looking on the account tab, I will see it's contacts related lists of: Email Status, Activity History, etc? The idea is that each contact has its own list of actions, but ...
5
votes
1answer
82 views

Is it possible to turn-off verifications related to a user logging in from a new IP address?

I am creating temporary user accounts to train new users and am using a single email address to manage these accounts. The issue is that it appears Salesforce notices if a user is accessing the site ...
5
votes
1answer
1k views

How do I specify an account in the Related To field in a custom Global Action Predefined Field Value?

I have created a custom Global Action, and am trying to predefine a value for the Related To field. Related To appears in the picklist of available fields for Predefined Values, so it appears this is ...
5
votes
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 ...
5
votes
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 ...
5
votes
1answer
892 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 ...
5
votes
1answer
238 views

Question about Person Account and renaming fields

I'm tryng to help implement a system that tracks patients and physician information (and other stuff). I really hope someone that has experiecnes implementing Person Accounts can help me here. My ...
5
votes
1answer
83 views

B2B business has some individual clients: Person account, eponymous Account, or what?

I have a client who’s mostly B2B but has some clients who are individuals (he’s a lawyer). Should we represent the individuals who are clients using Person Accounts, Accounts with the same name as ...
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
votes
2answers
8k views

Retrieve a list of Cases from Accounts SOQL

I am trying to get a list of all Accounts with their related Cases. There is a lookup on the Case object to Account (AccountId). Right now I have to do two queries: List<Account> stores = [ ...
4
votes
3answers
3k 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 ...
4
votes
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 ...
4
votes
2answers
2k views

How to make a standard field to not be required

I have a standard Account filed which is required and I need to make it to be not required in particular layout. Could you please advise how this can be achieved? Regards, Dilyan
4
votes
1answer
5k views

Apex Trigger Creating Event on Account- Won't show in Open Activities

I've created an Apex trigger on a custom object that creates an event for an account. The trigger works, and I have the data, but I can't get it to show up under Accounts=> Choose Account=> Open ...
4
votes
1answer
496 views

Nesting Parent-Child Relationship Query

In my data structure I have a several custom objects that form a relationship to the Standard Salesforce Account Object. I have three custom objects: L_Account L_Contact L_Enrollment L_Enrollment -...
4
votes
1answer
90 views

can you have a lookup search contacts and accounts?

I have a custom object that contains a lookup field and I want to search on contact and accounts.
4
votes
3answers
4k views

Is there a way to determine how certain account has been created?

As you know Salesforce accounts could be created either as a result of lead conversion or directly, by creating a new account using account creation form (and, accordingly, bypassing lead creation ...
4
votes
1answer
1k views

Cyclic Trigger Calls

I am trying to stop a cyclic situation between two triggers. Trigger B is the primary - it runs when an Opp is edited (to put some data on the ACCOUNT). Trigger A was written so that if the Account ...
4
votes
1answer
730 views

Generic account owner considerations - record skew - customer portal accounts?

In our organization, accounts aren't owned, and teams are used to manage sharing of accounts. We're planning on having all accounts owned by a single generic user. According to the architect resources ...
4
votes
2answers
146 views

Cannot Delete Account - Where do merge validation rules live?

When I try to merge two accounts that have sales opportunities, I get the following validation exception: Cannot Delete Account Sales Opportunities Exist Based on the dearth of Google hits for ...
4
votes
1answer
3k 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 {"...
4
votes
1answer
3k views

Auto CC Outgoing Emails

Our customer service team regularly uses Service Console to communicate with a large number of clients. A handful of those clients ask that we CC all customer service / tech support related ...
4
votes
1answer
438 views

Prevent Duplicate History Record From Apex Trigger Modification

I want all of my Account billing addresses to be in uppercase. I have created a trigger like this: trigger CleanAccount on Account (before insert, before update){ for(Account a : trigger.New){ ...
4
votes
0answers
430 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
votes
2answers
307 views

How to fill new custom field on already existing accounts?

I need experts advice on the situation we have. We are creating a new datawarehouse and copy all the already existing accounts from salesforce to our new datawarehouse. The other systems in the ...
3
votes
2answers
6k views

Account hierarchy with variable levels of parents

We have a requirement for some account to have variable levels of parent accounts. Currently the salesforce account hierarchy only accommodates 2 levels of parents (grandparent, parent). Is there a ...
3
votes
3answers
923 views

How do I select all opportunities under an Account?

I wish to select all opportunities on an Account, how do I go about it? I have tried this: trigger StatusTrigger on Opportunity (after insert, after update, after delete) { Set<Id> ...
3
votes
1answer
2k views

Best way to get city, state, and zip fields onto Account object?

The Account object doesn't have city, state, or zip standard fields. I can create those in custom fields, but feel like there should be a better way to do that? We want to be able to pull a report ...
3
votes
1answer
105 views

Multiple Related Lists

My organization is trying to edit some of our related lists in a way that I'm not sure is possible. Essentially, we have a number of Opportunities and Cases associated with various Accounts. These ...