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Questions tagged [accountcontactrelation]

The tag has no usage guidance.

2
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0answers
44 views

How to update primary contact value for related tab in Accounts object?

I hope you can help with the following. I'm new to Apex (<1mth) and not sure if a Trigger should be used or process builder instead to have the primary contact update and displayed in the related ...
1
vote
2answers
73 views

Second Upsert does not update an AccountContactRelation

On AccountContactRelation we are using an external Id custom field Account_Contact_Id__c as the upsert field. The first upsert for a particular ACR is succeeding in creating the ACR. However, further ...
0
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0answers
79 views

Issue upserting Account Contact Relationship - INVALID_FIELD_FOR_INSERT_UPDATE:Unable to create/update fields: AccountId

I'm upserting Account Contact Relationships the first load, works fine and we are upserting on a customer external ID field. When the upsert is run a second time - we see this error in the logs: "...
1
vote
1answer
65 views

How to Delete AccountContactRelation Record with SOAP API Call?

We are planning to deepen out integration between Salesforce and a third-party tool. Within the tool we have multiple accounts related to one contact. To replicate the relations between these contacts ...
0
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0answers
34 views

Validation rule on Account Contact Relationship object

Can anyone please let me know how to write a validation rule on Account Contact Relationship object to hold only one primary role, contact to an Account
0
votes
1answer
64 views

What is the difference between ContactID and PersonAccountID

We have person Account enabled in our org and we would like to have Salesforce as the customer master DB. We thought of using one identifier across all the systems in our organisation. The previous ...
2
votes
0answers
149 views

using AccountContactRelation in apex

I want to use AccountContactRelation in Apex but get an error message when I try to run the code. For example when I try to run this code on Workbench: AccountContactRelation[] ACRs = new list<...
0
votes
2answers
146 views

How do I query an AccountContactRelation object based on its AccountId and Contact Id and assign it to a variable?

I need to update a field value on an AccountContactRelation record in an Apex class, so I need to get a reference to the record that gets created based on the Account and Contact I just created. So I'...
0
votes
0answers
24 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 ...
0
votes
1answer
71 views

Selecting opportunity contact role on related contact account

Part of our process before an opportunity is closed won, we need to create contact roles, until now if a contact is related to 2 different companies we create both accounts and we duplicate the ...
0
votes
1answer
206 views

Account Contact Relationship : Can we select Indirect Contacts in Account Contact Relation for case

Consider a given scenario where Case is assigned to an account ABC ABC is parent which has child as A,B, C Account Contact relationship object has below 4 records Contact Tom Account ABC Contact Kim ...
0
votes
1answer
180 views

How to populate Contact info to Case object when Account Lookup field is selected in Case

Scenario: A new Account Lookup field is created and on the Case object. then, once an Account is selected and saved – The Primary’ Contact name and email-address associated with the Account should ...
0
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0answers
14 views

How can I use a ContactRelation contact in an email template?

One of the common usages for us is defining a certain contact with a specific role for the accountrelation on the account (primary and not primary) We than need to send different email templates, in ...
4
votes
2answers
474 views

Uses for AccountContactRole vs AccountContactRelationship - pros and cons?

I'm having trouble wording this question, so please forgive if I don't do it well: I'm trying to evaluate the uses of AccountContactRole vs AccountContactRelationship, and I've made a list of pros ...
0
votes
0answers
31 views

How do I migrate setting Account Settings > Allow users to relate a contact to multiple accounts by ANT Migration Tool?

How do I migrate setting Account Settings > Allow users to relate a contact to multiple accounts by ANT Migration Tool? I guess these settings should be either in Account.settings or in ...
0
votes
1answer
141 views

AccountContactRelation SOQL returning null with dynamic filter values

I am trying to fetch AccountContactRelation recordsrelated to specific accountId from Lightning component via server side call. I am passing the AccountId as a param to the apex controller. But ...
-2
votes
1answer
436 views

How to Update AccountContactRelation table of a Contact

I am trying to update a Contact's(Primary) AccountContactRelation object with a list of Accounts that are from a list of selected Contacts(accounts tied to them). Here is my approach: public Contact ...
4
votes
1answer
119 views

How to Use Roles field filter for AccountContactRelations in Visual flow?

We are looking to migrate to the new AccountContactRelations. One process we need, is to query for a contact relationship with the account, where it's role is a specific value. When running Visual ...
0
votes
2answers
182 views

Can I modify the AccountContactRelations from the contact page?

We are launching the AccountContactRelations in our org (mainly because it's better and triggerable) Is there a way to manage/update the roles from within the Contact Edit page? So, when I create a ...
3
votes
0answers
70 views

Multiple-Account Contacts vs Duplicate Contacts

I have a client who wants to support multiple accounts per contact (right now the contacts are just duplicated for multiple accounts) While salesforce supports this feature out of the box, I have ...
1
vote
1answer
306 views

How can I add an additional lookup field to Account Contact Relationship object

We've historically had a custom "third party relationship" object in our Org to handle scenarios where a Contact belongs to one Account, but has a relationship with another Account (or child record ...
0
votes
0answers
150 views

Accountshare record automatic deletion

We have a trigger on accountcontactrelationship object which inserts an accountshare record as our account object is private. Accountshare record is inserted based on the accountcontactrelationship ...
-1
votes
2answers
1k views

getting error while inserting AccountContactRelation record in test class

@isTest public class GetAcconRelTest { @isTest static void test(){ List<Account> ActList = new List<Account>(); List<Contact> contList = new List<Contact&...
0
votes
0answers
93 views

Update Parent account in Account lookup on account contact relationship object

As per my company business process we have all customer account as per Geo location. Parent account will be head office and branch offices are child accounts. Now, our requirement is all contact ...
0
votes
1answer
96 views

Read and update database with REST api MobilePush

I am using Salesforce Marketing Cloud. I would like to use REST api to read data in MobilePush's database, and update the record in database. I read a document in: https://developer.salesforce.com/...
0
votes
1answer
185 views

Select/unselect Contact checkbox based on Account Lookup

There are 3 different checkboxes on the Contact object I have created to indicate 3 different types of Contacts (Primary, Billing, Alternate). I need to create corresponding lookups on the Account ...
3
votes
1answer
433 views

Merge duplicate Contacts across different Accounts does not create AccountContactRelation

In cleaning up our database and using the new AccountContactRelation to allow a Contact to link to multiple Accounts, I need to merge all the duplicated Contacts into one Contact with ...
0
votes
1answer
585 views

SOQL question: nested queries with AccountContactRelation

I'm having trouble with a nested SOQL query that hits Asset, Contact, and AccountContactRelation. There are two account record types related to contacts and I want to see both, but only one account ...
2
votes
2answers
471 views

Multiple Account association with Contact

From Summer 16 release, I can associate a single contact to multiple accounts. However,I am finding it hard to query(SOQL) and get all the related accounts for the contact. Has anyone done this ? ...
0
votes
1answer
747 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 ...