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
29 views

Allow access to a user-type custom object

I have a custom object called 'Advisor' and for every single record, I would like to allow authentication access for that one Advisor to log in and view their record and make changes. For example, ...
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1answer
65 views

Report on accounts in campaigns

This is basically the same question as Campaign and account reports, i.e. how to create a report using the objects accounts and campaigns. My understanding is that the following four objects are ...
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1answer
42 views

Restrict Account Creation Access?

I'm trying to restrict access for Account Creation. I'd rather do this with a permission set but I don't think that's possible. Is there a way to only show the NEW button for XYZ profile? We still ...
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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 ...
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32 views

Is it possible to get Einstein analytics for a particular account and also place a dashboard for that account on that record page?

I'm trying to learn Einstein Analytics and I was wondering if its possible to create a dashboard for a particular account and place that dashboard on that record page that shows analytics for that ...
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1answer
129 views

Grouping Account Kanban List View by Owner

One of my Users created a Kanban List View for Accounts which grouped them by Owner. The original problem was that there were several (deprecated) Record Types that were splitting the records up. I ...
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1answer
67 views

Communities and household contact

I am currently working in a Communities environment using the NonProfit Success Pack and had a question. Will creating a contact also create a 1:1 Household contact?
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1answer
157 views

Change Account Currency with Apex?

We use our homebrew shop system together with Salesforce and Financialforce. Invoices are created and send by our shop system. After an invoice is created it will be transmitted to related Salesforce ...
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2answers
41 views

Enabling Contacts with multiple Accounts: how is the primary Account determined?

Just curious: we are considering enabling this feature. We have Contacts that are going to be related to multiple Accounts. Which one will Salesforce pick as the primary Account? Edit: reading the ...
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1answer
265 views

How to redirect to the standard Lightning Account Hierarchy page? [closed]

How can I add a button to the custom lightning component, which will be hidden is Account is not a part of hierarchy and, if visible, will redirect to the standard Lightning Account Hierarchy page for ...
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2answers
115 views

Building a Salesforce Form using Sites that is Time-bombed

Project Build a form off salesforce that can be sent to clients to collect information. Sent by email through salesforce as a button available to sales users off the account record Requirements ...
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2answers
90 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 ...
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1answer
311 views

Contact's past activities aren't appearing on opportunity

I'm having some issues when it comes to activities that are related to contacts, that are not appearing on the opportunity said contact is on. In the specific example that was brought to my attention,...
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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 ...
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0answers
34 views

How can I select Contact's details from Account Relationship on a Case?

The Case object has standard fields for Contact Phone/Email/Mobile which cannot be edited (I presume they're formula fields from the Contact object). The problem I have is our Contacts often have ...
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3answers
31 views

How to get personal account Id in SOQL or rest request?

I need to load account ID of my current user. I try: SOQL SELECT Name, ID FROM Account where Name = 'myMailUsedForLogin'; and result is: Sorry, no records returned. I think I should load current ...
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1answer
20 views

How do I pull a field in to a report from an associated record ( Accounting Seed )

I have a salesforce report ( Accounting Seed ) that includes a number of fields. When you click on the actual entry, you can get details including a reference to an other associated record ( it is ...
2
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1answer
542 views

Need to set Shipping Address to Billing Address when Account Type is A or B

I'm really new to this platform (one week barely, although the programming logic is the same for everything) and I'm not able to solve this. I have added two new choices to the Type picklist of the ...
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1answer
86 views

Opportunity and Account Relationships

We know that deleting the Account deletes the related opportunities(considering Master details relationships). However, if I delete an opportunity related to Account, will it cause the update of its ...
2
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1answer
373 views

Contact Sharing Rules - No Account

When a contact does not have an account assigned, it is not visible to users, even if there is a contact sharing rule active that shares the contact to their role. As as admin, I have looked at the ...
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1answer
59 views

How do I find Account Owner from Contact [closed]

I have Contact Id and I want to find email of Account Owner not Owner of contact.Can you please provide me ref that what is the relation of contact with Account and how do we get Account Owner from ...
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1answer
270 views

APEX Trigger Update Case.AccountId with Account.Id

I have a trigger that will look at the subject, parse out the customer number which I can match and get the Account.Id value. Once I have the value I want to update the Case.AccountId field with the ...
2
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1answer
552 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 ...
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1answer
33 views

test class of account entitlement passed but zero coverage

`public class AccountEntitlementTriggerHandler { //VARIABLES Map<Id,Entitlement> entitlementMap {get;set;} List<Entitlement> entList {get;set;} public void OnAfterUpdate(Map<Id,...
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1answer
35 views

Is it possible to have record type pop up before account creation on a visualforce page?

The wording of the question may be a little weird, but I am designing a search system that will search additional databases to add companies from there to Salesforce. If the company is not found in ...
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1answer
39 views

NPSP - Account: Restrict records view based on profile

We have a project, where we wants to use 1 profile (lets say "Tester") among others to only see Organization records, when he is browsing all Accounts records (as Tester). So far I made a change in ...
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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?
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1answer
247 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 ...
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2answers
31 views

How can I stop a user from creating opportunity for a certain account

There are accounts that was tagged as out of scope and need not to be used in an opportunity. But we cannot set this as inactive since we still have remaining transactions.
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1answer
26 views

Do you know which field does hold account picture?

I am wondering if there is any field which holds account picture field ?
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1answer
102 views

Create Approval Process on Account Team

Is there anyway to create an approval process on Account Team. So that the account team members will be requested through an approval process and their mangers can approve them so that they can be ...
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1answer
26 views

Want to summarize Contact Status on Account

Let's say hypothetically an Account has 3 Contacts related to it. Each Contact can have a status of 1 through 5. If the sales reps are doing what they should, that status should always go up, but I ...
2
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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 ...
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1answer
85 views

Account roles are not getting created on enabling the account as a partner

I have an integration project that is stuck due to the limitation I am facing with my Salesforce instance. On enabling Account as a Partner, the roles are not getting assigned. I can't see the role ...
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2answers
91 views

SOQL Query for first Contacts

I have a list of accounts and want to get first contact of each account, like: SELECT Id FROM Contact WHERE AccountId = xxx LIMIT 1 I can get all contacts with: List<Account> al = [SELECT Id ...
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1answer
220 views

SOQL to get primary contact ID for Account in NPSP

I want to get the name of the contact in the lookup field npe01__One2OneContact__c on Account object. How do I get the contact name using a SOQL query?
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1answer
28 views

Custom Field on Lead Mapped to Custom Field on Account

New Admin here, so forgive what is probably a simple solution. On the Accounts Page Layout, I have a section called “Competitive Information” with four custom fields. I have been asked to make these ...
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3answers
140 views

copying field from contact to account

I have a requirement where a field on contact named contact region when inserted/updated, there is a same field on account which needs to be populated with the same value. The code works fine when ...
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2answers
36 views

Expected values are not correct for map

when i query and put in list and put key as a account and values as a contact its working, but when i declared its showing error "Invalid initializer type List found for Map>: expected a Map with the ...
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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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1answer
768 views

How to create a report getting “Account with Contacts and Account Team Members” information in it

I want to create a report in which it should be retrieving the account team members with his/her related accounts and contacts. I tried custom report type and joined reports. But couldn't get the ...
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0answers
50 views

Inserting Accounts and Contacts (that look up to the Account) in the same class

I'm trying to insert Accounts and Contacts in the same class. I'm inserting the account first, then inserting contacts, based on the account name. The account field in contacts is not getting ...
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2answers
2k views

On Account Owner change Contact owner is getting updated without any automation

Today I noticed in my salesforce org when i change Account Owner, All the related contact owners are changing automatically. I tried to search in whole org to find if any process is running behind to ...
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1answer
347 views

SOQL to get LastLogin of user who is contact for an Account

Am new to apex development. I have worked as admin. In account there are internal contacts and external contacts, external means customer will add a contact to account by just giving name and email ...
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1answer
25 views

Contact Merge Showing this error

I was trying to merge two contacts which throw this error.
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1answer
2k views

Query all contacts in account related to opportunity

I am trying to pull a list of all contacts in accounts with certain opportunities. My initial query looks like this: Select Id, Name , Account.id From Opportunity WHERE RecordType.Name IN ('1A,'1B')...
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1answer
216 views

Batch apex for account merge DML operation

I have a requirement where I need to merge accounts if a particular field 'vendor_code__c' value is duplicate across the accounts.There is also 2 condition that the :- 1st condition Account of record ...
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1answer
18 views

How can you view an email for the contact on an opportunity ? (salesforce classic)

I would like to see the email associated with the account when I search opportunities - is this possible? Thank you!
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 ...
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2answers
61 views

In csv file getting system.Address[getCity=xxx] how can i handle this

I'm working on csv files for specific standard object. In this i'm querying the fields dynamically in batch class and it was created a .csv file in my document folder but when i was open my csv file ...