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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30 views

What is the SOQL syntax for this join

What should be the syntax for this type of join? I need to: SELECT Id, Name, RecordTypeId FROM Account and: SELECT Id, Name FROM RecordType I need to join them on Account.RecordTypeId and ...
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0answers
283 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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1answer
1k views

Account detail page not showing Copy Billing Address to Shipping AddressAddress Information link in Ligthning

On Salesforce classic view the "Copy Billing Address to Shipping AddressAddress Information" link is displaying on address details section on Account object. But when I switch to lightning, it ...
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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 ...
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1answer
29 views

Test Method failing on account query

I have created a class-which consists of a query to account which I need to test, if it is working correctly. So I have created a test class. public class JSONSerialize { public void ...
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1answer
75 views

Hide Custom button on the basis of pick list value not working

I have created one Custom Button same name as "Submit For Approval" I have choose the behavior as "Execute JavaScript" I have created one extension class public class AccountExtensionController { ...
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1answer
20 views

Privileges Based On Custom Field

On accounts, we have custom fields for Sales Rep, and Secondary Sales Rep. How can we restrict access to read/write an account ONLY to users who match the strings in these fields? Are there any ways ...
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2answers
490 views

loop through accounts and update

I am currently updating contact related records on accounts which updates my contacts correctly. When i try this for account I get the error: Method does not exist or incorrect signature: void ...
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1answer
240 views

Why does my soql return accounts which have no contacts

I have a requirement where I need to soql contacts from account I wrote an soql which should only return account with contacts. Instead I also get accounts without contacts, why?: [SELECT id, Name, (...
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2answers
554 views

child count of related parent

By using inner query its working but the question is soql work on 50,000 records only if one Account has suppose 60,000 Contact(child) records then it'll not work. so how i can count no. of child ...
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1answer
2k views

How to test class that uses Event sObjects

I'm trying to write a unit test for a class that uses Event sObjects and I don't know how to create an Event variable and assign it an AccountId. Whenever I try to set the AccountId manually I get an ...
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2answers
337 views

Stop the transfer of Closed Opportunities when transfering Account Ownership

When i transfer any account closed opportunities are also changing to account owner.If opportunity owner is inactive in salesforce. But as per docs it is the salesforce standard functionality.So,we ...
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1answer
40 views

Accounts clean up using Cloudingo

I have a task in hand to clean up the accounts, basically, remove all the duplicates accounts, The tool my client asked to use is Cloudingo, I am very new to SF administration and Cloudingo, can ...
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1answer
1k views

Validation rule to check on Permission Set and User Profile

I want to create a validation rule on Account object, to lock client name changes by the 'Resource Manager'(This is a permission set). This validation rule should fire when the 'Business User' (This ...
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1answer
673 views

Why won't my Duplicate Rule fire?

I created a new Duplicate Rule for Account that should fire when an Account has the same (Name and Site) or (Name and Billing City). A custom matching rule was made however the rule still will not ...
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1answer
651 views

Prepopulating Account name on Opportunity VF page

This is my VF page on Opportunity. Whenever I create an opportunity on Account page related list, account name should be prepopulated, otherwise it should be input lookup field. VF page: <apex:...
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2answers
2k views

Email Template merge fields (Account.Name)

I have a lookup field of Account in the object Lead -- Hotels__c I have also a lookup field of Contact in the object Lead -- Applicant__c When trying to merge the {!Account.Name} in the HTML Email ...
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1answer
408 views

Identify Marketing cloud account (user) details - Journey builder custom activity

I am working on custom activity where I need to identify the account (user) details from which the request came to the custom activity REST APIs. I thought setting "useJwt": true in the config.json ...
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1answer
408 views

Account vs Custom Object

My Client is mainly into Service oriented and wants to store Vendor Companies under Custom Object and Partner Companies under Account object.We could use record types and store both Vendors and ...
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0answers
60 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 ...
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1answer
168 views

How to create a Contact associated with an Account by external ID?

I'm trying to create a Contact trough a REST API. I want it to be linked with an Account. At this point I don't know the AccountId, however, I do know a value of ext_id__c which is a custom field ...
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2answers
64 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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3answers
509 views

Can you update an Account field via a VF page using a Contact standard controller?

I have a visualforce page using the Contact standard controller that's displaying a mix of Contact and Account fields. I have some of the Contact fields configured so you can update them directly from ...
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1answer
53 views

Rename Account Detail Label near buttons and Custom auto number field

I want to rename Account Detail to Vendor Detail and not change the tab label. Also, there is auto number field on account, I want to rename it. And I cannot seem to find this field to rename in ...
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2answers
487 views

Conditional background color of the account object based on a custom field?

I would like to change the entire background color, or place a background image on all layouts of the account object based on a value in a custom field in said object. The use-case here is I want ...
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1answer
120 views

Edit read-only Account fields without a single line of apex or VF page code

I have a custom User Profile that has read-only access to Account fields, but I would like to make a custom button on Account detail page, that allows these Users specifically edit address fields (...
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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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3answers
383 views

How can I get lastname and personemail from account?

I want to know LastName and PersonEmail from account. So I made sql like this: [SELECT AccountNumber, LastName, PersonEmail, Phone, BillingPostalCode FROM Account] But it doesn't work properly and ...
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0answers
95 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 ...
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0answers
65 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 "...
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0answers
75 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 ...
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2answers
560 views

Event record AccountId field returning as Null

I have created a Event record under an Account as shown in below screenshot but when i try to fetch the accountId field through SOQL it returns as null though there is a value in the AccountId field. ...
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2answers
103 views

Display message on account page on top.

I have a account page in Salesforce where I want to display a text message on the top of the page. I tried to achieve the functionality but it always displays the message near the buttons. Below is ...
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3answers
500 views

How to display recordtype name on page loading

I am having a custom button in account object in which a VF Page is called and in that VF page i need to display all the record type of the account object as picklist. Here is my code. But i'm facing ...
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1answer
129 views

Why is Account Owner not always shown when merging accounts?

We're doing some account cleanups on our org by merging duplicate accounts. These accounts have different Account Owners. On the merge page, where you get to reconcile fields, sometimes the Account ...
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1answer
52 views

get the contact information on lead convert into account email template

I have created a workflow rule that works fine when an lead is converted into account. It sends an email towards a specific sales agent but without the full data needed. Email template example: ...
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1answer
36 views

Case notification issue

I have one requirement where I have to send email notification to account territory team of specific region (example West-WE) whenever case is opened for particular account of that region. Here only ...
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1answer
528 views

System.QueryException: No such column 'BillingStateCode' on entity 'Account'

I have enabled State and Country picklist feature and I am using this query in a web service class: SELECT BillingStateCode FROM Account But I am getting: No such column 'BillingStateCode' on ...
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1answer
199 views

Block Users from Enabling a Partner Account if Record Type is not Customer

Trying to create a validation to check if a partner account enabled is of any other record type than a specific value. Validation: AND( OR( RecordType.Name <> 'Legal Entity' , RecordType....
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1answer
7k views

INVALID_FIELD_FOR_INSERT_UPDATE, Account: bad field names on insert/update call: LastName, FirstName: [LastName, FirstName]ge

System.DmlException: Insert failed. First exception on row 0; first error: INVALID_FIELD_FOR_INSERT_UPDATE, Account: bad field names on insert/update call: LastName, FirstName: [...
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0answers
35 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 ...
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1answer
228 views

Recurring Task Closed(Completed)

I have one question related to the salesforce standard functionality Recurring Task. I have created one custom field "status" on the standard object Account and it has two value 1) Open 2) Completed. ...
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1answer
100 views

How to transfer the contacts from one account to another account without duplicates

I want to transfer the contacts from account AA to account BB without duplicates. If Account AA have Dup2,Dup3,Dup4,Dup2,Dup3,Dup4,Dup2,Dup3 and Dup4 contacts, for the first time We need to transfer ...
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1answer
1k views

Validation rule looking at prior value on related object

Related to my previous question: How to make accounts read-only / locked? I'm trying to prevent changes from being made to accounts with a certain record type. One possible change a user could make ...
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3answers
91 views

How to get ids of duplicate names in contact

I have an account record named with sForceTest1. The sForceTest1 account have dup1,dup2,dup3,dup1,dup2 and dup3 contacts, By seeing those contacts, you can known that sForceTest1 have duplicate ...
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1answer
436 views

How to make accounts read-only / locked?

It's a long story, but we have a group of account in SF that we'd like to make read-only. Ideally, these records would... Remain accessible to the same people they were before No longer be editable ...
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1answer
910 views

Entity is not api accessible entity name: AccountContactRelation

While writing a test class I was not able to define object of type AccountContactRelation and got error like Entity is not api accessible entity name: AccountContactRelation. However, in apex ...
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0answers
60 views

Get Count of contacts from case related Account Objects?

I'm having a field on case object. I should populate the value of a Related Account related Contact records. Can I do this without writing a trigger? Rollup Summary field isn't enabled in the case ...
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1answer
27 views

How to check values from child object

I was wondering what would be the most efficient way to do the following. The Account object is the parent of the Order object. The Order object has a field called 'Status'. The Status field, a ...
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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....