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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3answers
3k 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 ...
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0answers
69 views

Get related account of Account

I have co-owner field in account I am populating user id of other user . So basically It like sharing. My scenario is I have a table where accounts are populated. My req is I need to get allaccounts ...
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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 ...
8
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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() {}...
2
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1answer
4k views

Query Account history using API

Is there a way to query the account history using php and the API? I have some accounts that got updated unnecessarily and I need to view the history to programmatically update them all back to their ...
7
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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 ...
4
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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 ...
2
votes
2answers
291 views

Call an Opportunity Trigger from an Account Trigger (looping through all Opps)

This seems like a "relatively simple" venture to me, but at my experience level, I'm highly challenged to get it done. I've touched on a variation of it before. I have a lengthy Trigger (appx 500 ...
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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 ...
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 ...
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1answer
264 views

Should the undelete via Apex behave the same way as Recycle bin undelete

Does the undelete via Apex behave the same way as Recycle bin undelete?
5
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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
667 views

Parent Account not required

I understand that Parent Account field is required on Page Layout of Business Account record-type. However, we do not have business requirement of having Parent Account. Is there any workaround you ...
4
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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
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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){ ...
2
votes
2answers
2k views

contact lookup list only for related account

I have a contact lookup so when i click on the lookup it opens a popup and i search for a particular contact. what i want is to restrict the result to display only contacts related to a account, for ...
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 ...
2
votes
2answers
410 views

Task deletes with Opportunity with Opp deleted? (Parent/Grandparent relationship?)

I'd appreciate it if someone "in the know" could verify this and let me know if there is a way to RECTIFY this. A lead is created. A task is linked to that Lead. The lead is converted to an Account ...
0
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1answer
8k views

Relation between lead, Account, oppurtunity and contact

Please explain me the relation between these 4 sobjects. How lead, Account, Opportunity and Contact are related to each other.
0
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1answer
54 views

How do I associate an email address with an account?

I have emails associated only with accounts that I would like to import to salesforce. How does one add custom field to an account, and does this then appear in the import wizard?
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2answers
69 views

Is it possible to create a view of contacts that's based on global tags from the accounts to which they belong?

I need to notify people at a set of accounts that a product they've purchased has been updated. This is not the long term solution that I want, but what I did for the time being was put global tags ...
2
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1answer
558 views

How to link account to pricebook

I'm working on an application in which it should be possible to link an account to a pricebook. Because for different accounts, different prices may be appropriate. Is there a way to directly link an ...
0
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1answer
128 views

Write to Parent record without declaring it in an Apex Trigger?

In the following example, where it says "xxxxxx", is it possible to write to a field on ACCOUNT (parent) within this code, somehow referencing it from the Opportunity that is currently being touched? ...
3
votes
1answer
2k views

Account Merge - Opportunity is not updated / touched?

Could someone who knows better verify: I just tested and it seems to me that if I merge - Account 1 with 2 opps (destination) Account 2 with 3 opps ...that the resultant Account 1 with all ...
6
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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. ...
2
votes
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. ...
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 ...
0
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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 ...
2
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3answers
166 views

Updating a GROUP of accounts in lieu of ONE account (“update”)

I do not wish to paste the HUGE trigger this is related to (several hundred lines). However, a long time ago when it was first written, I believe it was MEANT to update "all accounts affected" with ...
5
votes
3answers
348 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 ...
7
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4answers
4k 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 ...
17
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7answers
362 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 ...