Questions tagged [contact]

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

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9 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 ...
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23 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). ...
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1answer
38 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. ...
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1answer
17 views

Unable to View Leads on Contact Object's Related Lead List

I have a custom field (Associated_Contact__c) on my lead object to create a relationship to an associated contact (via lookup field). The field is populating as expected, but when I look at the ...
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16 views

Why does SFMC Subscriber History Show Test Sends?

When I am looking at "Subscriber History" in Marketing Cloud I can see the test sends that I sent using the preview and test feature. If it was a test send why is it appearing under "Subscriber ...
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23 views

How is the section “All Contacts” populated in Salesforce Marketing Cloud? [duplicate]

I'll explain my doubts about All Contacts. I have a Synchronized Data Source Account and Synchronized Data Source Contact. In the Synchronized Data Source Contact there is the following filter: All ...
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1answer
27 views

add error from trigger when enabling partner user from contact

Is there is a way to stop / add error from contact trigger when a user try to create a partner user from contact ? I would like to add error in case certain field say firstname is missing on contact, ...
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1answer
38 views

Is there anyway to extract all contacts from my account via API call Rest or SOAP?

I'm trying to retrieve all contacts from my account in Marketing Cloud via API but I can't see the operation. I found this for REST API: https://developer.salesforce.com/docs/atlas.en-us.mc-apis.meta/...
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How to grant public visibility to all Contacts with private Accounts?

We want to activate Contact to Multiple Accounts but we have Accounts and Contacts visibility as private. If we activate this functionallity an User can't view all Contacts to relate them to an ...
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1answer
19 views

How to access the User object from Account object, via the Contact object. Error: No such column 'Users' on entity 'Contact'

I would like to write a SOQL query which goes from Account > Contact > User(s) Something like this: [SELECT PersonContactId, PersonContact.Users, PersonEmail FROM Account WHERE ...] But I get ...
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1answer
22 views

Setting Contact from Map.get() Returning Null - Debug Shows Contact

I have a Map that stores cases and existing contacts. I am populating the map and confirming so with debug logs. All of the debug logs show there is a returned Contact record when I use the .get ...
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1answer
33 views

Return a custom List of Contacts & Opportunity Contact Roles from Account

I am attempting to query a list of Contacts (associated to the account) & OpportunityContactRoles (if applicable). So when a user is on an Opportunity Record they are able to see a full list of ...
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14 views

How to compare MailingAddress of a Contact

There is a requirement to detect whether two contacts have the same mailingaddress. Rather than iterating over all the mailing address components (Street, State, PostalCode etc) is there any other ...
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How to give a community user, write permissions on his Contact object

I have created a community user and I need him to be able to update the related contact details. I'm using RestAPI to get and update the contact. In profile settings, I have given the profile Read, ...
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14 views

Best Practices to Upsert records from External Database to Salesforce using jitterbit

My task is to maintain data consistency between external database and salesforce. The external database is the source of truth for Contacts and Accounts, and the association between AccountContacts. ...
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1answer
49 views

How to make First Name field required and Last Name not required on User and Contact objects

Problem: I have a requirement to make First Name fields (On User and Contact objects) required and to make the Last Name fields on both objects not required. Given these are standard fields, I ...
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1answer
41 views

Marketing Cloud ContactID, where do I find this?

how do i access the "contactID" in SQL in the Marketing Cloud ? what data view is it in? when looking at contact builder I see data like this. Contact Contact ID: 1030837 Contact Key: ...
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2answers
51 views

Update Contact in Journey Builder - New Attribute Value

I wanted to know if I can use "update contact" to add a new attribute when the contact opens an email and change their status on the data extension as "Email Opened"? Please let me know if my question ...
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10 views

Partner users are getting this error when opening an Opportunity: “Requested Contact is currently not associated to any Opportunity”

But when I check the Opportunity record, it is associated to the correct Contact and the Opportunity has contact roles. The Opportunity was created using lead conversion process.
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3answers
35 views

Does not return contact ID to go to another page

When I check which value is returned at the click of a button, null always returns to me. And when I click on the button to go to another page, it always goes to another page (it makes no difference ...
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1answer
54 views

How to restrict all the Contact Name fields using validation rule?

Tried creating a validation rule as below,but i still can edit the suffix, salutation on page layout. how to restrict salutation,Suffix, do they have any api names for this or should i consider ...
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0answers
11 views

Date based entry event not working

I've set-up a data based entry event as can be seen in the picture. When I run a similar query it gives me the people who have their birthday today. But the entry event is not doing anything, it is ...
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5 views

Deleting a contactkey - does it remove it from a data extension

Was wondering what exactly happens when deleting a contact from all contacts. Does it remove them from a data extension as well? And will it remove their "send" history and metrics? I understand ...
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1answer
25 views

Create Account and Contact at the same time with Bulk API

I'd like to create an account and then a contact in the same call using bulk api. I've used composite api calls to create an account and contact in the same API request. I would now like to do the ...
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19 views

Importing mobile numbers into mobile connect

There are three different starting points on how a subscriber can opt-in through a mobile opt-in message. They are a lead and are added as a separate contact in Mobile Connect when they text the opt-...
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1answer
25 views

Multiple contacts for a single person? [closed]

I'm integrating Salesforce with a system that will act as the source of employee records. In the source system, each employee human can be represented by multiple employee records - one per ...
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1answer
63 views

Batch class to update Contacts in Opportunities' Opportunity Contact Role

I have a requirement where I check for all Contacts related to Opportunities via Opportunity Contact Role junction object. For an Opportunity in particular stage, I update related contacts' with ...
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28 views

Person Accounts - what are the implications for Marketing Cloud Connect?

I'm working on a new account (two months old) and don't currently have Person Accounts enabled, but my audience is largely B2C so I can see why having Person Accounts would be a sensible approach. ...
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1answer
24 views

Send email notification to contact when posted to chatter

I have an action in a scheduled flow, that post to chatter for a certain Contact. Previously, when I used the ID of a User instead of a Contact, when posted to chatter, an email was received. Can I ...
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1answer
34 views

Update subscriber fields in All Subscribers List

In Service Cloud I have specific fields on the Contact for bounces. But when the Contact changes his/her email address these fields are refreshed. I want to update the All Subscribers list status ...
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2answers
233 views

SOQL Query for Contacts (Related to the Account) & Opportunity Contact Roles - In a LWC (Lightning Web Component)

For a given opportunity I would like a list of all contacts related to that opportunities Account & all of the opportunitycontactroles. For example: if account a has three contacts and two of ...
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0answers
18 views

map.remove() isn't removing the records from a map [duplicate]

When I update a contact in Salesforce, I want to update the contact's related object's records (Contact Information object) address if it exists else insert a record. I am using the below code but ...
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1answer
105 views

Lead ID - Contact ID - MC Connect

I use Lead Id and Account Id (for converted leads) as the main subscriber key, but there are some cases where they might use Contact ID as the key. These Id values are different in Sales Cloud for a ...
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1answer
57 views

Delete contacts through rest api

I am trying to automate the deletion of contacts based on a data extension. I am using this script but it keeps giving me the error "ERROR: Error has occurred". Any idea what I might be doing wrong? ...
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1answer
51 views

Which ID do I need to use as Subscriber Key in Marketing Cloud to keep in sync with Service/Sales Cloud?

I'm currently about to start an IP warm-up for Marketing Cloud and I have done the following: Imported my warm-up dataset to Service Cloud (to obtain Contact ID) Exported the dataset from Service ...
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1answer
22 views

How to control the fields displayed on Contact merge

I have an existing org, which is using a standard merge on Contact Object. My issue is that, while choosing the values which are to be reflected on the parent Contact, only 5 fields of the Contact ...
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1answer
53 views

Can't save Object from API as new contact in lightning component

I need to save the data filled through API as a new Contact but i receive the follow msg when i press the "save" button: This page has an error. You might just need to refresh it. Action failed: c:...
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1answer
52 views

How to merge multiple RetriveSalesforceObjects call into one rowset variable in ampscript

I have to retrieve Contact records, from CRM using AMPScript, based on the mobilePhone field. Now the data could be stored in international format or without the country code. In order to do so I had ...
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1answer
69 views

Does contacts of type "HiddenTriggeredSend” count against contact limit?

Does anybody know if contacts of type "HiddenTriggeredSend”" count against the limit of contacts purchased? We are not sure as the contact appears twice in 'All contacts' list but the All contacts ...
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17 views

Store Multiple Contact emails

I saw on the Spring '20 release that we will now be able to add multiple emails or phone numbers to an account or contact. I logged into my Spring '20 Sandbox but do not see this feature. Anyone else ...
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16 views

How can I edit the fields in a 'pop-up' window when creating a new contact from a list view or related tab on the account?

I'm currently trying to figure out how to edit the fields on the pop-up window for creating a new contact. Currently, there is a required field labaled 'Name' that actually prompts 3 additional fields ...
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44 views

“Recently viewed” list views

In the Contacts tab, annoyingly, there are 2 standard list views: (1) Recently Viewed and (2) Recently Viewed CONTACTS 🤨. Most of you wouldn't have even noticed this. For list view number (2), can we ...
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0answers
23 views

How to choose which columns show when adding Contacts as Campaign Members?

Title says it all: How to choose which columns show when adding Contacts as Campaign Members?
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1answer
24 views

New Line Apex Trigger on Contact Page (Not Visualforce)

For this trigger: trigger CompileQuickNotes on Contact (before update) { for( Id accountId : Trigger.newMap.keySet() ) { if( Trigger.oldMap.get( accountId ).Log_Notes__c != Trigger....
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1answer
27 views

Exporting Contacts from a list of Accounts

We have a list of 10000 Accounts in CSV format that we are updating through Data Loader. We also want to update all the related Contacts. What would be the best way to do this? The last time i did ...
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1answer
64 views

Before Trigger on Contact update

My requirement is very simple. Whenever a contact filed (Building_Number__c) is updated, update the related account field (block_number__c). I have written code below code for that. My questions are ...
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2answers
52 views

Trigger and its test class

I am new to Salesforce. I have written a trigger to update contact based on account field. The Trigger code is below. trigger Update_contact_based_on_acc on Account (before update) { List<...
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1answer
66 views

Does locking of account lock related contact during insert?

I have a WSDL Apex service that consumes XML and creates a series of objects. XML received and parsed, queries for and finds a single account "Potential Customer" to relate potential customer ...
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1answer
23 views

Invoke Email to Case and Email Service with One Inbound Email

Based on the documentation, it appears there is no way to simultaneously execute an email service and the email to case standard service. When defining email services, note the following: An email ...
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0answers
21 views

Solution for storing joint attributes in Contact record

I am looking for some advice here to solution the below requirements. I have contacts who will support multiple groups every time there is some changes in the group members last name. For example: ...

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