Questions tagged [contact]

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

Filter by
Sorted by
Tagged with
0
votes
3answers
32 views

Defining flow conditions - get parent object fields

I have a custom object 'Invoice' that has a lookup relationship with the Contact object. I want to create a flow that will have two conditions. Check if the Invoice status is 'Unpaid' Check the ...
0
votes
1answer
20 views

load contacts by first name, last name, email or phone

I have a spread sheet from the business to load contacts and a related child object to contact. The business wants to load the contacts by the below matching criteria. First Name, Last Name, Phone ...
0
votes
0answers
19 views

Phantom Contacts created and modified

This question is going to be a bit vague, because I really don't know what is going on. There are contacts being created or modified in my org by users who haven't logged in in a week. There are no (...
0
votes
1answer
23 views

How do I update a subscriber's email address in Marketing Cloud when the corresponding Contact mail is changed?

The case is the following: Contact located in Salesforce Service is added with "XXX@mail.com" mail. Salesforce Service is connected to Marketing Cloud. Note: Subscriber Key is Salesforce ...
0
votes
1answer
21 views

Changing the Contact's(lookup) field using trigger

in case of update or insert of new Object__c, my trigger needs to update the Object__c.Contact.Title in case that the Object__c.Title__c is different . at the moment im changing the entire contact and ...
1
vote
1answer
23 views

Getting an Error on a scheduled job, but can't find the error

We have a scheduled job on Contacts that runs once a week. We have a couple processes that are also on Contacts. We are in the process of transitioning Workflow Rules into our Processes. Some there ...
0
votes
0answers
20 views

Contact is not getting created from Pre-Chat form

I am having a problem with my pre-chat questions not creating a Contact if no match is found for the Contact. The Chat starts fine and the Case is created, but the Contact is not created and the Case ...
0
votes
1answer
36 views

Apex Trigger 'Expression cannot be assigned'

I am trying to update the 'Contact Status' value on my Contact object based on the following criteria: Contact Status is currently 'Sales Qualified' Related Opportunity is created within the last ...
0
votes
1answer
15 views

How can I obtain data such as name, ID, address, of the oldest contact of an account in case I have more than 1 contact?

Part of a requirement is to send the account contact details, but in case you have more than one contact you should take the oldest one ... How could you achieve this? Thanks for your help
0
votes
2answers
53 views

How to check object name by objectId?

trigger CreateTask on ContentVersion (after insert) { List<Task> insertTask = new List<Task>(); Task newTask = new Task(); Schema.DescribeSObjectResult k=Contact.sObjectType.getDescribe();...
1
vote
1answer
20 views

Get Contact ID from Mobile SDK on Android/iOS

I'm trying to pass the Contact ID to a dimension for tracking Analytics. How would I go about getting the Contact ID value from Salesforce? I'm using the MarketingCloudSDK pod
0
votes
1answer
45 views

Is there any way of retrieving all records from a data extension via REST API for Marketing Cloud?

I want to retrieve all contacts from a specific data extension via REST API but I don't find any documentation to do that. Is there any way of retrieving all records from a data extension via REST API ...
0
votes
0answers
20 views

Unable to update contacts using TaskRelation object after being removed from Task

Below summarizes the issue I am encountering around Tasks with contacts associated. Scenario 1: When a contact is removed from an existing task, the removed contact should look up all associated tasks ...
0
votes
1answer
28 views

Is it possible to avoid synchronizing certain contacts from Salesforce into Marketing Cloud?

Some contacts are not supposed to be reachable by Marketing Cloud. They are created for other, internal purposes, not related to marketing at all. Is it possible to avoid the synchronization of ...
1
vote
1answer
51 views

VF Page Error Message in Production

Years ago I wrote a VF page and a controller class to edit all contacts of an agreement in one form. The user can select contacts, their role and set a primary contact. If user clicks submit button ...
0
votes
0answers
21 views

ContactId of Case not populating at times

I use postman as a rest client to post a case with supplied email field populated, in the apex class what we do is we check if a contact exists with the email of the supplied email of the case, if it ...
0
votes
0answers
18 views

Account/Contact sharing issue

I am struggling to set up an account-sharing security environment for a Salesforce instance. The company has two groups of employees who share accounts and contacts intra-group, but not inter-group. ...
0
votes
1answer
49 views

How do I use the REST API to update an Apex Trigger?

curl --location --request PUT 'https://ap17.salesforce.com/services/data/v48.0/sobjects/ApexTrigger/01q2x000000YiNcAAK' \ --header 'Authorization: Bearer 00D2....' \ --header 'Content-Type: ...
0
votes
1answer
20 views

Having an error List index out of bounds while testing contact trigger

Here is my Test class for trigger , after query for cases we get an empty list: @isTest private class TestContacts1 { static testMethod void testAddNewContact(){ Contact cont=new Contact(...
0
votes
1answer
57 views

How to remove a record from being created using Before Insert?

I have an external application inserting Contact records into the Salesforce (SFDC) instance. Within the external application there is no way to conditionally remove any records from the list so they ...
0
votes
2answers
38 views

Process Builder— how to create OR update a contact based on if contact exists

I've attempted the flow using either account or contact objects. With account object I was stuck in that I could only create a new contact, not check if it exists and update accordingly. With contact ...
0
votes
0answers
15 views

Link Contact details to an Opportunity using a Global Action

I am converting a lead to a new Opportunity, new Contact and tying it to an existing Account. In this case I want to show relevant contact details on the Opportunity. Will I be able to do this using a ...
0
votes
1answer
34 views

Validation rule working when manually entering values but not working when import using dataloader

I have the following validation rule on contact: OR(AND(MailingCountry = "Other Locations", ISPICKVAL(other_locations__c, "")), AND(NOT(MailingCountry = "Other Locations")...
0
votes
1answer
30 views

Web-to-lead conversion to account and contact creating duplicates via APEX

Lead conversion with following APEX code. Database.LeadConvert leadConvert; leadConvert = new database.LeadConvert(); leadConvert.setLeadId(leadId); leadConvert....
0
votes
1answer
49 views

Send Email quick action on Contact

I am trying to configure send Email quick action on Contact object. Although I have set the deliverability to the All emails and enable email-to-cases, it's not showing up on the page. Why it is not ...
0
votes
0answers
10 views

Merging Contacts- Switching the Direct Relationship Removes the Account from the Related Accounts?

In order to merge two Contact Records, both Contact Records must have the same Direct Account. When changing the Account Name (which drives the Direct status true/false) on one Contact Record to match ...
0
votes
1answer
18 views

Which Studio will help to enroll new customer through Social Media Sites

I have a requirement where we do not have any existing customer data, but we want to use Social Media sites to enroll new customer in our Account. Which Studio will help us achieve this task? Social ...
0
votes
0answers
19 views

DUPLICATES_DETECTED when creating a contact for the account [duplicate]

We have some accounts that start with "Business". And we already recorded their information in custom fields in the account object. Business first name, business last name, and email ...
1
vote
0answers
41 views

Contact duplicate rule condition is not working on Lead convert (Apex)

I have written custom Lead Convert apex class and vf page. I have a duplicate rule "active" on contact. The issue i am facing - When i try to convert a lead, contact duplicate rule's ...
0
votes
0answers
8 views

How to create a territory field in Contact object which reflects the assigned territory of the Account?

As i can see a territory field is there in the Opp level which reflects the assigned territory of the Account, i want to create a similar field in the Contact object which , when created any contact ...
1
vote
1answer
39 views

Changing owner for Account simply changes the owner of the associated opportunities and contacts without calling their triggers

When changing owner for an Account opens a pop up that says, The new owner will also become the owner of these records related to Think Big Corp that are owned by you. 1. Open opportunities 2. ...
0
votes
0answers
12 views

way to limit call log contacts to the selected account?

I'm wondering if it is possible to limit the list/search of account contact to the selected account when making a call log? Currently when I go to make a new call log, I select an account, then have ...
1
vote
1answer
27 views

Validation rule for age in years, months and days

I want to ensure that the age of my contacts be less than 20 years, 5 months and 15 days. Till 20 years and 5 months, I am able to write the rule by multiplying the years with 12 and adding the months ...
0
votes
1answer
182 views

Create Account Contact Relationship using AccountContactRelation object in Apex

I'm trying to create a relationship between Person Account and Contact. I'm doing it in Apex and using AccountContactRelation(ACR) object. I'm taking information from the Order and want to assign it ...
0
votes
1answer
15 views

Possible to enfore Shared Activities through managed package

I have an external application that depends on a user installing my managed package to create some custom fields etc. My external application creates calendar events and allows the user to add ...
0
votes
1answer
86 views

Error while creating a look up field on Property in Activity while following Trail of Admin Beginner - Create Object-Specific Quick Actions

I am following the trail for Admin Beginner and came across the error as "There were custom validation error(s) encountered while saving the affected record(s). The first validation error ...
0
votes
0answers
10 views

Cases that a contact is working on is not showing up when the contact is added through case team

User is able to add second contact in Team Case section in Case However, under the contact detail page, there is no Case in the Cases section I was wondering how to link the Team Case section with the ...
6
votes
0answers
44 views

Contact MiddleName interferes with FirstName functions in full and partial sandboxes

We have Middle Name enabled in production. In a full sandbox, when we try any standard workflow, Flow Get Records step or SOQL query that involves Contact.FirstName = 'some value', the query/function ...
0
votes
1answer
33 views

Make Opportunity SOQL subquery of Contacts return all opportunities in the contact's related list, not just primary ones?

I have Contacts who are associated with multiple Opportunities via multiple OpportunityContactRoles. Some of those OpportunityContactRoles have IsPrimary = true; others don't. In the Lightning UI, in ...
0
votes
0answers
51 views

Line Contact Key Updates in Group Connect

our requirement is we need to send a message when active in LINE account and should not send when not active using journey builder. In the journey, before we send LINE message we check the LINE status ...
0
votes
1answer
23 views

Contact being automatically created with an account

This is my first time working on Salesforce, and I have inherited some code. Basically, when an Account of a certain record type is created, it looks like there is some code/process set up to always ...
0
votes
1answer
46 views

Opportunity is not updated on contact detail page

I have a custom lookup on opportunity (Contact_Lookup__c) and a custom Field in contact(Total_no_of_Opportunities__c) and when opp is created, updated or delete the count will updated(...
0
votes
0answers
37 views

Unable to delete a contact from Salesforce

I have a user with custom profile and has access almost similar to System Admin. So when that user is trying to delete a contact, the following error is displayed on the screen Your attempt to delete ...
0
votes
2answers
57 views

How to remove Assign to Volunteer Project button in Standard Contact List View Page

I logged in to my developer org and upon checking the standard contact list view page, I noticed a button named Assign to Volunteer Project. It suddenly appeared among the list of buttons when it is ...
5
votes
0answers
56 views

Comments in Salesforce contact email address

According to https://help.salesforce.com/articleView?id=000321158&type=1&language=en_US&mode=1, Salesforce supports comments in email addresses Comments - denoted by matched parentheses - ...
0
votes
1answer
110 views

Finding a Standard Button (RequestUseSfdc) that is being excluded from page layouts?

In the metadata file for layouts, you'll see that standard buttons are only specified for those that shouldn't display: through a <excludeButtons> field. The description states: List of ...
0
votes
0answers
26 views

Lookup text field is returned as object in SOSL query

this query is run on the Contact object. I need to get the name of the Account which is assigned to current contact. the query works with simple SOQL: SELECT Account.Name FROM Contact LIMIT 1 Output ...
1
vote
1answer
44 views

Unable to automate a change of contact's device status with API in Marketing Cloud

We are trying to find a way to automate a change of a contact's device Status in MobilePush demographics in the Marketing Cloud. Theoretically, this should be possible with the Update contacts call in ...
0
votes
2answers
27 views

How to autopopulate 2 lookups at record creation?

In Classic, when we created custom object records from related Contacts or Accounts, it would automatically fill in that Account (from Account record), or Account and Contact (from Contact record). ...
0
votes
1answer
162 views

SFMC Duplicate Contacts Query

I am trying write a query that will result in duplicate SFMC contacts in a SFMC list. More specifically, I have 3 brands and each has a shared publication list then there is the All subscriber List. ...

1
2 3 4 5
13