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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
893 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
158 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
423 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
71 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" ...
0
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1answer
380 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
3
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1answer
3k views

Get account by user id

I need select account by id. I do: List<User> u = [SELECT Name, Contact.Account.Id FROM User WHERE Id = :UserInfo.getUserId()]; System.debug('accId = ' + u[0].Contact.Account.Id); if(!u....
6
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2answers
227 views

how to add lastmodifieddate in aggregate list

AggregateResult[] groupedResults; if(Schema.Account.getSObjectType().getDescribe().isAccessible()) groupedResults = [SELECT Name, FROM Account where Name like :sql or name IN:sql1 Group By Name ...
0
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1answer
237 views

Validation Rule for Account is not working as expected

I have 3 fields on Account Object.First field is checkbox,second field is Lookup fields and third field is Picklist. While creating an account if I dont provides any input to any of those fields,it ...
3
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1answer
117 views

User Record and Contact Record - Documentation?

What automation is there for a User record in regards to a linked Contact (and Account)? In fact, what use is the Contact lookup on User and where is it relevant? I cannot find any relevant ...
1
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1answer
912 views

Create Task on account as soon as created on Case

I have got requirement where I want to create task on Account object as soon as someone creates on case record. In general I want to list all tasks from several Cases under one account. Is there any ...
0
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1answer
119 views

How can I update the Account Name field for a contact using the data import wizard?

I'm trying to do bulk update/inserts using the data import wizard, and everything seems to work except that the "account name" field will not be populated when the data is imported. New contacts ...
1
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3answers
209 views

Didn't understand relationship error - Similar relationships, different behaviours

We have two objects which has lookups to Account object. Objects are as follows Issue (audit_breach__c) - R/S name Issues Audit (audit__c). - R/S name Audits Were trying to do the following SOQL on ...
0
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1answer
61 views

Image attached to Account object to be used in email sent from Marketing Cloud

We are using the Marketing Cloud Connector and need to have Salesforce users attach an image to the Account object (logo). The URL from that image needs to be passed in the synchronized data extension ...
3
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1answer
565 views

Q: Does anyone use service accounts?

We're in the process of switching our security model to include the use of service accounts. Unfortunately, in the past we had an administrator put all of these accounts in his name. When he left, we ...
0
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1answer
122 views

Add Field to Step 2 of Merge Accounts

How do you add fields to the Merge Account comparison page on Step 2 of Account Merging? There are several fields that we have on Accounts that are not shown in this page. Can anyone shed some light ...
1
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1answer
84 views

Can we remove 'Open Calendar' link from Account/Contact/Lead list views? if yes, how?

I want to remove open Calendar link available on Account/Contact/lead list views:
-1
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1answer
196 views

i want to edit the empty field on the vf page named as notes

I have created the vf page on account in which account name and account number are read only and there is child object of account named as notes in which there is field notes which is editable on Vf ...
1
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0answers
141 views

Cannot convert unconverted lead

When trying to convert a lead which hasn't been converted I get one of the two following errors: Error: System.DmlException: Update failed. First exception on row 0 with id 00QN0000005zrQtMAI; ...
0
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1answer
163 views

dataloader showing cpu time limit exceeded

I am facing one issue while using dataloader. I was upserting single Account records which has 2811 contacts using dataloader. But while upserting its throwing CPU time limit exceeded error. Then i ...
0
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1answer
214 views

Cannot find Account Name Field in Dataloader.io while trying to Update Opportunity Account Name

I cannot locate the Account Name field within DataLoader.io in order to change the account of about 270 opportunities: Any advice much appreciated.
0
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1answer
43 views

Hover Details Expand to All or 10 Records

I'd like for an Account-based Related List Hover Detail to include more than 5 records for users. How can I accomplish this? For myself, I see the complete list, or at least 12, for the records I was ...
0
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1answer
23 views

Report of Opportunity Based Data OR Filter In Specific Accounts via Custom Field Value

We have a great deal of our Accounts with at least one Opportunity that we can use a standard Opportunity report with, along with a subset of Accounts that do not have an Opportunity, which we cannot ...
0
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2answers
194 views

Prevent Child Record Deletion?

I am trying to write a trigger for if we delete Account record corresponding contact record should not be deleted. I have the code to pass the error but not deleting. trigger notdeleteconatct on ...
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0answers
31 views

Was there any changes made for this Functionality in Salesforce winter 17 release?

I had a Custom Link created through Apex and it will display in the Account detail page. Previously i could copy the Link and use it. However after Winter 17 release I could not do it. Please find ...
0
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1answer
71 views

SFAccountManager file missing

I am currently trying to update old version of Salesforce sdk to newer versions. The old version had SFAccountManager in SalesforceSDKCore and in the newer versions it is missing. Is this file ...
2
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2answers
2k views

How to update a record but not overwrite a specific field

I have an Account(Name='Hello') and the following code // First get an Account with its Name field and some other fields Account acc = [SELECT Id, Name, Otherfields FROM Account WHERE Id = ...]; // ...
1
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1answer
847 views

ENTITY_IS_LOCKED exception during test class [duplicate]

I'm getting this weird exception during test class. The test class is related to Contract object, and I'm almost sure that nothing was changed lately regarding. Also I searched my whole code, to find ...
0
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1answer
99 views

When I use apex:inputField (lookup type) on public site for Account, No records appears on the popup window. Where to look for?

When logged in When I'm logged into salesforce, it shows available records, Following is From Public site. When I click Look up button on Account field, No records found due to one of the following: ...
0
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1answer
295 views

Self registration error message

I want to implement a self registration process for communities. The problem is when I submit my entries in the registration form, the error message "Your request cannot be processed at this time. ...
0
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1answer
39 views

Access based on Record Type

I have 2 record types for accounts - RT1 and RT2. And I have one profile - Sales Reps This profile should have Read/Write access on RT1 and only Read Access on RT2. Accounts OWD is Private. How can ...
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2answers
48 views

Limiting Protected Accounts for Users

Edited Code - trying to limit 1000 Protected Accounts per user. Protected Accounts are identified by a checkbox field.
1
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1answer
149 views

Resize Visualforce Page Component on Account Page Layout

I have the below Visualforce Page component. It works properly but I would like to make it larger on the Account Page Layout. I would like to increase the height on it, but am not sure how to ...
0
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1answer
60 views

Count the number of converted leads in the particular Account sobject

I try to a trigger that counts the number of converted leads on the particular account on using number field named Number_of_converted_Leads__c in an account. So I wrote the following in trigger: ...
3
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2answers
540 views

SOQL Query to get Accounts that have been refreshed since x time

I have a connected app that will pull data from a salesforce Object. In order to do so, am executing the following query (and sending it through the REST API as form-url-encoded): SELECT Name,Id,...
1
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1answer
675 views

Contact information from AccountContactRelation

Given a contact ID, I'm looking to get all the contact's information as well as their associated account name (if they have one associated account) or the name of the direct account if they have ...
0
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2answers
846 views

“Enable As Partner” option not available for Account in Lightning view

"Enable As Partner" option not available for Account in Lightning view. Is this not supported in Lightning right now?
4
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1answer
496 views

Nesting Parent-Child Relationship Query

In my data structure I have a several custom objects that form a relationship to the Standard Salesforce Account Object. I have three custom objects: L_Account L_Contact L_Enrollment L_Enrollment -...
1
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1answer
2k views

How to remove item from localStorage

I need one help. I am using next and previous custom buttons on account detail page to navigate through selected account record from list view without going back to list. For this, i stored selected ...
3
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2answers
3k views

Deserializing an Account throws an error

I have this very simple example that serializes and deserializes the first Account found: System.debug((Account) JSON.deserialize( JSON.serialize([SELECT Id, Name FROM Account LIMIT 1]), ...
0
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1answer
90 views

I have a list of account names & ID's and I need to get all the contacts associated with them, how?

I'm putting together a document for migration purposes and have a list of companies/accounts, I need to get all the contacts associated with these accounts but I am not sure how to proceed. Please can ...
0
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1answer
27 views

If i delete Account record Contact should be deleted automatically…Is below code correct actually i'm getting error

trigger r4 on Account(before delete){ for(Account c:Trigger.Old){ Contact cc=new Contact(); if(cc.isDelete=='True'){ List<Contact> c3=[Select Id,LastName from Contact where Id IN:cc....
0
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1answer
75 views

How to pass one lookup value to another lookup

I have a custom object which is having lookup to both leads and accounts. I have a custom button on lead object which creates custom object record. When i try to populate account lookup in lead object ...
0
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1answer
587 views

how to export Accounts with activity history?

I have tried with exporting accounts with activity history using reports. but, is there any other way to do the same.? i see there is no correct data exported. could you please suggest on this?
2
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2answers
357 views

Does Salesforce strictly enforce the picklist as an ENUM?

If I look here: https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_objects_account.htm I read this: AccountSource -- The source of the account record. For example, ...
1
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0answers
125 views

How do I export all Controlling Field Industries & the dependent Sub-Industries?

Is it possible for me to extract a list of each industry and then be able to see each sub-industry (dependent field) ? I know I can get printable views of both fields but I want to be able to show in ...
1
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1answer
45 views

How can we perform specific actions on only the first Opportunity of an Account ,rest of the opportunities will be treated differently?

I have a requirement where I am supposed to perform a certain action on only the first opportunity of an Account,subsequent Opps being treated differently. What I've done is created a checkbox on ...
1
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1answer
563 views

How to add an account, if doesn't exist, from a trigger on Lead?

Following this answer: https://salesforce.stackexchange.com/a/85662/20466, I was able to "Automatically map Account Look up field on Lead". But that only maps company/accouunt if it already exists. Is ...