Questions tagged [contact]

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

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1answer
17 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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12 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
21 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
38 views

Communities: accounts, users and contacts management [closed]

I am a new user which inherited an organization domain with created communities. I have several questions: Each community has accounts. Each account has contacts. Where can I see users? I am sys ...
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1answer
35 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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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
19 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
19 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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1answer
47 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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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
32 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
53 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
32 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
19 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
51 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
41 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
44 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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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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13 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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34 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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19 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
23 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
58 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
48 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
55 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
17 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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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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1answer
25 views

How we write trigger on campaignMember, When we added any contact A into the campaignMember [closed]

How we write a trigger on campaignMember. When we added any contact A into the campaign member. I need to add all contact into the campaign member who is associated with the account of contact A. ...
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3answers
87 views

Change Quick Link FIelds on Account Record

When I'm in the Account record, I hover over the related Contacts in the "Quick Links" view. Is there a way to change which fields appear when I hover? I'm not finding anything obvious in Object ...
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1answer
27 views

How to Allow Duplicate Contacts when Saving on Overridden Contact Edit Page

I am creating a Visualforce page that will override the Contact New and Edit pages. I know that when a duplicate (based on Email or SSN) Contact is saved from the standard Contact page, the user has ...
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1answer
35 views

Not able to insert data successfully

I am trying to create a lightning component through which I would be able to insert both Account and Contact data together. But I am not able to do so. Can anyone kindly let me know why this is ...
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13 views

Send email from opportunity contact role?

Is it possible to create a button on the contact listed in the Contact Roles related list on an opportunity? I want to send an email to that person and have the email show up on the opportunity page, ...
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1answer
24 views

Contact Email field not queryable in SOQL

I'm querying contact email field in apex class and saving the return record inside a list. but when I debug the list queried then it does not show the email field. Below is the SOQL which I'm using ...
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1answer
92 views

Import Contacts Error - “RestrictedContactStatus” ERROR

We have an automation that daily imports email contacts from salesforce (from the synchronized Contact_Salesforce table) into marketing cloud's 'All Subscribers' list. The issue is that some contacts ...
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1answer
34 views

SOQL: Delete Opportunities before deleting Contacts

I have about 1200 orphan Contacts (not related to any Account). I want to delete these Contacts, however they have related Opportunities. So obviously, I need to first delete these opportunities. ...
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Can I add a column to list contact affiliations in a report?

Using the Nonprofit Success Pack I'm working on a "Contacts with Relationships and Related Contact" Report. Because the Primary Affiliation acts like a field on the contact I'm able to easily add it ...
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76 views

MobilePush - Track Push Notifications' Opens

One of our customers has asked a detailed report of users who opened a push notification. Is there such a report or some sort of a data view to query from? would be very helpful. Thanks!
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1answer
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How to display contacts as they relate to accounts on a custom object [closed]

I am a newbie in salesforce I have a custom object say X which has master detail relationship with Account. Now I want to display the list of contacts related to account under the custom object X. ...
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25 views

Individual <> Contact Relationship

I'd like to set up validation rule logic so that if Data Loader loads or updates a contact with the same email as an Individual with 'shouldForget' checked (on the Individual record), then throw an ...
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1answer
38 views

Nonprofit Success Pack (NPSP): Filter Group

I'm attempting to create a rollup summary on the Account Object for related a field on related Contacts. I'm using NPSP-Customizable Rollup-Filter Groups. The end result will be the combined weights ...
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0answers
43 views

“Automatically Refresh Upon Sending” list function doesn't work

In Salesforce Marketing Cloud, the button "automatically refresh upon sending" present in every contact list doesn't stay on after clicking on "Change" and setting it to "On". After the page is ...
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1answer
44 views

Identifying Inactive Contacts

My question is not about how to deal with inactive contacts, but it is about how to identify inactive contacts. Our Org has 300k Contacts, about 50% of these are obsolete. I have created a check ...
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1answer
27 views

Does mass updating contact records has any effect on Flex queues or Queues

I have a requirement where I have to schedule a job daily to update records on the Contact object in batches via API(about 30,000 a day). Would that impact the Flex queue or Queues by any chance? Just ...
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1answer
130 views

How to use google lens to scan business cards and save the fields in salesforce lead and contact objects?

I am trying to understand how the Google lens for card scanner works? If there is a way to implement that which Salesforce. For example if you scan a card from mobile using Google lens card scanner ...
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1answer
62 views

How can I check whether we're using the new Contacts structure in Marketing Cloud?

Marketing Cloud Contact Builder documentation says 'Account administrators for current accounts can opt to use the new Contacts structure instead of the existing data structure present in their ...
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2answers
144 views

SQL Query to Identify All Contacts?

I am looking for a way to identify all contact within Marketing Cloud who don't have an email or sms activity within the past 2 years. I've already done a data extract to get that activity but I want ...
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1answer
314 views

GDPR: What happens to deleted contacts re-entered through imports

Our customers would love to have GDPR-compliant contact management on their Marketing Cloud. We have enabled Contact Deletion on the account via Contact Builder's Contact Configuration. The deleted ...
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1answer
20 views

Add Contact records to custom object with auto-complete search

The ContentNote object has a list of Contact records on it and you are able to add multiple Contacts to the note at the same time using an auto-complete search feature. I have a custom object that I ...
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1answer
146 views

MobilePush Contacts Registered As “Opted Out”

We are trying to opt in contacts to MobilePush in order to send them push notifications. Usually it works pretty well, but now contacts who register in our app are being inserted as contacts who "...

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