Questions tagged [contact]

A standard Salesforce object that represents a "person" or "individual" record

Filter by
Sorted by
Tagged with
-2 votes
1 answer
22 views

Formula on contact to see if the first name is only 1 character long

We currently have a formula text field with the below formula: IF( FirstName =".", text(Salutation) &" "& LastName , FirstName ) but we want to add that if the first name ...
-1 votes
0 answers
17 views

Contact with unknown source in SFMC

Hi there are few contact in SFMC without email address but just with Sales cloud contact ID. We don't have any automation set up or contact sync in SFMC.
0 votes
1 answer
90 views

HasOptedOutOFEmail cannot be updated by a flow?

For a flow on the Contact object, I can select the HasOptedOutOFEmail field in decision nodes (so for reading its value), but I cannot select it in an update-record node. I have checked the Field ...
0 votes
1 answer
30 views

Unable to add a cross-filter to a report

I am trying to create a report of Accounts with no Contacts. No matter what I try, though, I am unable to add a cross-filter to make this happen. In fact, none of the filter options from the dropdown ...
  • 1
1 vote
0 answers
20 views

Is it possible to change the contact field on all cases from a lookup to a non-linking text field?

We are cleaning up old contacts and running into the issue of being blocked by linked helpdesk cases. We no longer use Salesforce as a helpdesk but would like to keep record of cases in case we need ...
0 votes
0 answers
24 views

Conditional form in the contact detail section

We use salesforce for some projects at work, and I believe we do it on a very basic level. The whole system was created before me but I find it to be very inefficient and I would like to improve it ...
  • 1
0 votes
2 answers
26 views

What happens to a lookup field in leads when it gets converted to contacts?

I am creating a referral program within salesforce. I have a customer object called donor referral with these fields: first, last, email, phone, Qualified status reached (checkbox) And with that, I ...
-1 votes
0 answers
21 views

How to generate a customer ID?

I need to generate/assign a unique ID for contacts in the Contact object. This ID should be a unique one. Is there any way I could enable this in salesforece? Cheers/
  • 1
0 votes
0 answers
29 views

How to create (formula?) field in Account that pulls through a field from Duplicate Record Set object

I have a Roll-Up Summary field that I created in my Duplicate Record Set object that returns a Date, and I'm trying to create a field on the Account object that returns the value of that Roll-Up ...
3 votes
1 answer
66 views

Update DateTime Field in Data Extension to Current DateTime Via REST API

Is there any way to have SFMC Rest API update the existing records DateTime to the current DateTime? (The Data Extension field type has it set to use the current date as the default.) Data Extension ...
user avatar
0 votes
1 answer
27 views

How can i open a case page or a contact page from an aura component

I have an aura lightening component that i am rendering in the utility bar, which i am rendering in a lightning app. If i have a salesforce case record id, or contact record id, is it possible to open ...
0 votes
1 answer
27 views

Multibrand Parent & Child BUs - Contact management & profile center

A potential client has a Parent BU, in which seats the data of one of their brands, and a Child BU in which seats the data of the other brand. They currently have an issue of unsubscription, since ...
0 votes
1 answer
43 views

Transfer Contact along with Account when Ownership changes

Background: when an Account is transferred manually, Salesforce takes care of also transferring all contacts to the new owner. However, when this happens using a mass upload, we can’t accomplish this ...
  • 3
1 vote
1 answer
77 views

How to email and add subscribers (leads / prospects) when unique identifier is not available for subscriber key

Currently, we are going through the process of migrating from emailaddress to unique identified ID for our subscribers as SubscriberKey in SFMC. We have unique identifier for all our existing ...
  • 131
0 votes
0 answers
30 views

Function remove contact list from table and Query

how to create a helper function that allows me to delete a contact? here is my code: <aura:component controller="ContactController" implements="force:appHostable,flexipage:...
0 votes
1 answer
826 views

Account Related Contacts in same Custom table in LWC in accordian manner

I have designed an Account and its Contacts relationship in lightning Collapsible and Accordion style where data should should be in same table columns. The data is not populating correctly since it ...
0 votes
0 answers
31 views

Contact Deletion - How to prevent contacts from reentering a Journey?

I intent to delete a number of contacts from "All Contacts" list. At the same time, I have Journeys, which had contacts injected more than 6 months in the past and I would like to prevent ...
  • 1
-3 votes
1 answer
222 views

how to restrict the deletion of account if they have contact in lookup without coding [closed]

if account and contact in lookup ralationship and if i dont want to delete the Account, and i want to restrict the deletion of account, so how can you do that.Without coding and without cheked Box.
0 votes
1 answer
71 views

How to identify and delete a Contact who has moved from "Account A" To Account "B" & Delete "Account A" from AccountContactRelation object

I need some advice In our SF org we have enabled AccountContactRelation feature (which allows a contact to be linked to multiple accounts) What i have found is, when "Contact 123" is moved ...
  • 501
0 votes
0 answers
45 views

Sharing set on Account to share contacts- controller by parent

We have scenario to display all contacts of account to all users under the same account.OWD for external/internal access for contact is set as 'Controller by Parent'.OWD for account is Private. I ...
0 votes
2 answers
318 views

Change the format of all Contacts phone numbers to 1234567891

Some of the phone numbers of Contacts are formatted as (123) 456-7891 I need to change the format of all phone numbers to 1234567891. I don't want to create another formula field that contains the ...
  • 37
0 votes
1 answer
53 views

IndividualId as a SubscriberKey in Salesforce Marketing Cloud

I want to ask your advice in organizing a new Marketing Cloud org. Our business process is organized in a way that we have Leads and later they are converted into Person Accounts. We track the ...
0 votes
1 answer
62 views

IF rule on a checkbox field, but the condition is on the Contact field

Here's the dilemma, I have a few contacts related to each opportunity. Each contact has their own Contact Role, let's say Sales, Tech, and Product. I have a checkbox field for Sales, Tech, and Product,...
  • 1
0 votes
1 answer
47 views

Triggers on contact to update decsiption field of its parent account

i am new to sales-force triggers i need help for writing this trigger i tried to wrote but whenever i am inserting new contact for the same parent the account descriptions is getting over written with ...
0 votes
0 answers
34 views

Use 'ContactEmail' field of Case in Lightning email template

I need to use the value of the "ContactEmail" field in a Case Lightning template. I wrote it manually, but the merge is not working. I even tried a classic template and it didn't work either....
  • 1
0 votes
0 answers
42 views

Subscriber Contact Attribute Missing in Parent

Some of Subscribers in our Parent account don't have any contact attributes and shown as Unspecified Contact but child accounts have either mobile or email address for these Subscribers. May I know ...
  • 1
0 votes
1 answer
194 views

Contact count is much higher than number of emailable contacts

Our contact count in SFMC is being reported at twice the number of actual contacts we are syncing over two sendable synchronized data extensions (contact and lead). I've checked everywhere I can (...
0 votes
1 answer
154 views

Insufficient Privilege's on Contact

I have a contact that is acting like it's a private Contact even though it's related to an Account. Users are able to access the Account without any issues, but the Contact continues to give an ...
0 votes
1 answer
69 views

Tracking number of contact attempts based on Tasks under Contact

I need to update a custom field called Contact Attempts on the Contact sobject with a numerical value equal to the number of all Tasks associated with the Contact. Any time a Task is added or deleted, ...
  • 5
0 votes
0 answers
1k views

Apex Trigger - Write a trigger on contact to prevent duplicate records based on Contact Email & Contact Phone

I am trying to make trigger with best practice i.e. by creating Handler class. I am not getting what should be done in this scenario. I have written some code as per my understanding. Kindly check and ...
  • 3
0 votes
2 answers
1k views

How to query related Contact from Account by Id in "after insert, before update" trigger?

I need to query the related Contact after a new Account is inserted and before it is updated, but I am encountering an error: System.QueryException: List has no rows for assignment to SObject. I've ...
  • 5
0 votes
0 answers
27 views

Is "log in to Community as user" counted for the Last Login detail of the User record?

I'm currently observing the behavior of Last Login field of the User object. And using "log in to Community as user" and waiting for more than 60 seconds in the site, the Last Login field is ...
0 votes
0 answers
56 views

Update Contact Activity Summary Journey Builder Data View

I would like to check with you all if there is a way to get the Contact ID of the Update Contact Acitivty Summary in Journey Builder throug a query. Contacts are updated based on the email address ...
  • 135
0 votes
1 answer
81 views

What kind of objects are account and contact?

If you look at the ERD's of Sales & Service cloud then Account & Contact are shown in black and white. They do not belong to Sales Cloud or to Service Cloud. But to what "package" do ...
  • 149
0 votes
0 answers
14 views

Cannot Create a account for particular contact as community User [duplicate]

{"message":"An error occurred while trying to update the record. Please try again.","detail":"Failed to create Account for Contact HBHBHB NBB. Operation not valid ...
0 votes
1 answer
172 views

merge contacts with different currency values

I've got two contacts that I can't merge and here is the message I receive from Salesforce The selected records have different currency types. To merge them, first edit their currency types to be the ...
  • 1
-2 votes
1 answer
908 views

I want to update an related Account Country field when a new Contact is Created with country field value,

I am new to Salesforce. I am trying to update the Account country field, when a new Contact is inserted or update related to it. I understand this, but the condition is: "if first Contact ...
1 vote
1 answer
172 views

Can you merge a new contact with an existing experience contact

Can you merge a new contact with an existing experience contact where the contact on the experience user get replaced by the new contact. I understood that it is not possible to update the contact on ...
  • 2,206
0 votes
0 answers
75 views

Contact delete in Marketing cloud- Which account id we have to use if we have multiple business units in payload

Need a clarification in contact delete by lust reference. We have a parent BU (business unit) at the top of the tree, and one of the other BUs is TEST. In TEST we have created an Installed Package ...
  • 1
0 votes
1 answer
332 views

Count the number of contacts in each Business Unit

I have 2 BUs in the Marketing Cloud and each has its own contacts. My issue is that my client wants to retrieve the number of contacts in each BUs, because each BU has its own budget and can only ...
0 votes
1 answer
124 views

How to get all MetadataComponentDependency records for Contact object

I'm trying to use the Tooling APi to get the 'Where is this used?' data for all Contact custom fields, but I dont know how to filter on only custom fields for the Contact object, I have this so far: ...
  • 17
0 votes
0 answers
69 views

Alternative of contact to contact relation usecase in salesforce

I have a business case wherein I have to create a contact-to-contact relationship. here is the usecase in a diagram I could think of only the below options to resolve this issue. option 1. Convert ...
  • 207
0 votes
1 answer
60 views

Cannot add a contact related to account without Direct checkbox

I want to add a contact, related to an account, as the contact of an opportunity, but I can only select the related contacts that have the checkbox “Direct” active. This checkbox I cannot see, edit or ...
0 votes
1 answer
40 views

Validation rule to be adjusted

Hello after adjustment of validation rule when I am creating contact with one of the profiles from the validation rule and insert mobile phone the validation rule still doesn't allow me to create a ...
0 votes
1 answer
43 views

How remove multiple spaces from old contacts?

I have a problem with integration when a contact have multiple spaces, I already did a validation rule to not save if has, but I desactivated and put on a trigger of before insert and update with a ...
0 votes
1 answer
97 views

Set Event WhoId field to only accept Contacts

I think this is not possible but a customer of mine is asking I cannot find anything related to this topic so Is it possible to only accept Contacts on WhoId Event field as default? Regards,
  • 791
1 vote
0 answers
165 views

SOQL - Contact Mailing Address

I am trying to run a SOQL query in the dev console to get resultant records where a Contact's MailingStreet matches a particular LIKE query but can't seem to get any results even when I know it ought ...
-2 votes
1 answer
169 views

write a batch class for updating the Age of contact in a custom field

I have proceeded this way to get the age by decrementing the year of birthdate from current year.Is this the right way? global class AgeInputBatch implements Database.Batchable<sObject>{ ...
0 votes
0 answers
183 views

Contact deletion error: duplicate value found: <unknown> duplicates value on record with id: <unknown>

As the title states, I get this error message when attempting to delete certain contacts: duplicate value found: duplicates value on record with id: There are questions/google search results for ...
0 votes
1 answer
500 views

Batch class for deleting child record when parent record is deleted

I have written this code for deleting child records when parent record gets deleted. But when i execute this i dont get any error nor the records are getting deleted. Kindly help me where i have done ...
  • 1

1
2 3 4 5
15