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
466 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
50 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
399 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
105 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
301 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
88 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
61 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
66 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
454 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
96 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
427 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
117 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
46 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
35 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
460 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
174 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
6k 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
34 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
196 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
89 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
86 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
381 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
832 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
56 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
26 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....
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1answer
42 views

Sum of Cases on Account

I'm looking for easy way to create two Case related fields on the Account object: One should be a number, a sum of all Cases related to all the Contacts link to an Account The other should be an ...
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2answers
41 views

Exposing Vf Page on the Account Object

I am trying to create a simple VF page that creates a Physician's Note on save. I am having trouble exposing this VF page on the account object since the standard controller is set to ...
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1answer
354 views

Setting value of AccountId / ContactId on AccountContactRelation by trigger using external ID

I have created a custom field on my AccountContactRelation called SurrogateId__c and I set configured it to be an External Identifier. When I create an AccountContactRelation from an external ...
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1answer
1k views

Cannot insert contact without account?

I am trying to test a trigger which works on Account Contact Relationship so I want to perform the following: Insert an account Insert a contact Insert an account contact relationship (my trigger ...
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2answers
92 views

How to save related case accountNumber field on Task Using Process Builder

I need to create a field in task where the value should be the task related case related Account Number. I want task.whatid.account.accountnumber something like this
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2answers
184 views

How to show contact related to an Account in community?

We have a community user say "U1" which is having a internal contact say "C1" in salesforce and that contact is related to an Account say "A1". So when user "U1" login into the community and go to ...
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1answer
110 views

What is the importance of using Contact roles related list on Account layout? [closed]

Could anyone give the clarity on Contact roles? Basically why we add contact role related list in Account layout?
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2answers
39 views

Null Account in insert procedure in Contact

I'm trying to add an Account id to Contact but when I do the insert and than I check the Contact just created it appear null. I'm using the following code: Account Acc = [SELECT id FROM Account ...
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1answer
138 views

Validation error “Entity: bad value for restricted picklist field: AccountCleanInfo” when I try to create custom field

When I try to create a custom field Territory (lookup on a custom object Territory__c that has name and lookup on parent Territory__c) for Account I see validation error: "There were custom ...
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2answers
484 views

Batch class failed to update the Account name Field

We have a Account object and I did wrote a Batch class that will update the Account name with 'Mr.' in front of it. However it did not updated the Account records Name. Account Batch Code:- global ...
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2answers
1k views

I need to fetch all field and access from permission set for perticular Object

I am having one permission set and I want for Account object all field and their access like the below format: Field Name | Read Access | Edit Access
4
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2answers
141 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 ...
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2answers
306 views

SOQL or Report to identify the number of accounts without an opportunity closed within a year

I wanted to quickly identify which accounts have not been closed within a year. However the following will always return too many rows queried 50,000+. Is there a way to get a list of these records ...
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1answer
295 views

Want to restrict the duplicate account

Want to restrict the duplicate account. I tried with the below code. It is working fine on insert and not working on update. When I edit any account record it is giving error as duplicate. Can any ...
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1answer
855 views

Custom Account Hierarchy visualforce page

I'm trying to create a VF page to display Account hierarchy and the relative opportunities. Controller public class AccountHierarchyCtrl{ public MyAccount parentAcc {get;set;} public Map<...
2
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1answer
145 views

Changing Account Ownership via Apex [closed]

Is it possible to have the account team recalculated automatically whenever the owner is changed via Apex? I.e. remove the account team of the old owner and add the account team of the new owner. ...
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0answers
33 views

Account Profile Picture

I am not logged into any of the social networks on Salesforce, yet for some reason an account picture is being loaded on one of my accounts in Salesforce. Some of my colleagues can even see the real ...
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0answers
36 views

Creating Average MRR Field

We use Monthly Recurring Revenue in our Org, with the Billings containing the "Revenue Amount" in a custom Billings object related to the Account. What I'd like to do is write an Average MRR field ...
2
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2answers
74 views

Trouble making it so new User can only see one account and all data associated with it

I have a new user that I'm creating and this use should only be allowed to see ONE account and everything associated to that account. Is there any way to filter the permission/profile settings so that ...
3
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0answers
408 views

Problem while merging a standard account with a customer portal account

There are two accounts, one created by a standard user and another created by a customer portal user(Community User). Now I want to merge these accounts as they are duplicates but while merging ...
3
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1answer
70 views

Identify Accounts WITHOUT Specific TeamMemberRole?

For an output project using S-Docs I need to be able run a soql to identify when an Account does NOT have a TeamMemberRole of "Vice President of Sales" (anti-join) which will output a "Sales VP: N/A" ...
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1answer
370 views

Create a Lookup field on AccountContactRelation object

Does anybody know why it is not available the option to create a lookup field on AccountContactRelation object? I've tried to google it but I didn't find anything related. Best Regards, Saulo