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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2answers
3k views

When Merging Accounts, how may I distinguish child records of the “losing account”?

When merging accounts, I want to be able to update the owner of the re-parented opportunities, and custom objects under account to the owner of the "winning" account. My current trigger runs "after ...
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2answers
2k views

Custom Account Ownership Change

Solution Needed: Allow all users to "Change" ownership of their Account but circumvent moving open opps, contacts, and open activities to the new Account Owner (default salesforce functionality). We ...
5
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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 ...
5
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1answer
2k 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 ...
2
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1answer
229 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 ...
4
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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 ...
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2answers
2k views

Duplicate Account Name not allowed [duplicate]

There is an Standard Object is Account. I need to not allowed a duplicate Account Name Object. I know the Custom Object to handled but I need to Standard Object.
10
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1answer
3k 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 ...
6
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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 ...
2
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1answer
585 views

View Custom Object Field on Account Layout

I've created a custom object, customObjectA. One of those fields in the object has a Account(lookup) and another text field, lets call it fieldA. I'd like to have fieldA appear on the Account layout ...
2
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1answer
890 views

Can I use partner account fields in a report?

I am creating an "Opportunities with Products" report. Is there any way I can use more partner fields than what are exposed by default? I presume the answer is no, but, I wanted to ask just to be ...
4
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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 ...
8
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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 ...
1
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1answer
118 views

Contacts of an Account

I have to code a APEX method which receives through parameter an Account object. I don't (and don't want to) know if this account is already persisted in SFDC database. I just want to iterate on some ...
2
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3answers
513 views

Need to Create a page to display all the account records existing the instance.

Need to Create a page to display all the account records existing the instance. It should display 20 records in one page and should have NEXT & PREVIOUS button to navigate to other records. but ...
0
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0answers
205 views

Opportunity Owner being notified through email on inserting opportunities

When I am creating a new Opportunity with one of my user's as owner of it, they were getting one email per new Opportunity creation being their Owner. The email looks like this: Chirag Verma to ...
3
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1answer
412 views

Customizing the Detail Account Page

i am asked to create a customize standard account page and to add a component as shown in figure he want to show some logos in account information as shown in the image.is this possible and how to ...
15
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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 ...
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 ...
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2answers
158 views

Aggregate information from multiple contacts into an account

is it possible to create a custom object which will take information from all contacts under an account and aggregate information into that account record? Here's what i'm trying to do specifically... ...
1
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1answer
188 views

referencing a Contact's Account type

I want to reference a Contact's Account so I can do something like: contact.Contact_Type__c = contact.Account__r.Type; Account__r is not available of course. How can I reference the Account to get ...
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 ...
1
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2answers
777 views

Campaigns and Person Accounts - Rollup

I have searched Google; searched AppExchange; asked the two people in my office who would remotely have a clue - no go. We need to basically create ROLLUP SUMMARY FIELDS on the Campaign object... ...
2
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1answer
544 views

Questions regarding lookup, contacts, and custom objects

In reference to a previous question located here, I have a new problem. Our marketing department had an issue with assets being tied to a particular contact record as it was causing issues with ...
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0answers
1k views

Can't set RecordType

I'm writing a tool to sync data from a data source into Salesforce. I'm trying to set the RecordTypeId on the Account object which I can do successfully in code, but doesn't appear in Salesforce when ...
5
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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 ...
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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 ...
1
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1answer
118 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
16k 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
301 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
265 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
votes
1answer
745 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
4k 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
439 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
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2answers
414 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
567 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
129 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
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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. ...