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Questions tagged [contact]

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

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6 views

Insufficient access rights error when Customer Community users edit contacts

We're running into an issue where Customer Community users cannot edit contact records, even though this page says they can: https://help.salesforce.com/articleView?id=users_license_types_communities....
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1answer
34 views

Help fixing trigger/class for Campaign lookup fields

I have a couple of custom Campaign lookup fields on the Contact object called First Campaign and Most Recent Campaign. These lookup fields need to get populated with the ID of the appropriate ...
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2answers
48 views

Does contact deletion in marketing cloud also removes email tracking data?

I want to delete few contact in SFMC. I know how to delete contacts but just want to know if other related data like email open rates, email sends reports will remain in the system or not.
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2answers
64 views

Contact Trigger Help

I currently have a class that populates the related lists of all child records with a contact role based on the creation of a contact on the parent record. An issue I ran into is that whenever the ...
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0answers
18 views

Using DLRS to roll up to the Contact from an Opportunity

I am attempting to roll up the total giving amount from the opportunity object onto the Contact record using DLRS. Attached is a screen shot of the rollup summary I built. I did not get any errors ...
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1answer
42 views

Email Alert on status field selection. Flow Trigger to compare last modified date

I have a requirement to send email alert when seminar attendee(custom object) is selected as contact (look up object) and seminar status as "attended". But when same contact is selected for another ...
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0answers
10 views

Salesforce Contacts sync with Azure Active Directory Guest Users

We have a bunch of customer-facing web apps that use Azure AD B2C authentication, customers are set up as guest users in our AD tenant and of course we track them in Salesforce as contact records. ...
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1answer
37 views

Rollup on Contact based on custom object

I have a object Donations which is a part of managed package that holds multiple donations made by a contact. Donations object has a look up relationship to Contact. I tried using DLRS on Contact to ...
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1answer
46 views

“Too Many SOQL Queries” in flow where I need to work with 5000 records

I have a few thousands Contacts and a few thousands Accounts. I need to update a custom field of all my Accounts with Emails of related Contacts. In my flow I get "Error Occurred: Too many SOQL ...
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2answers
217 views

Not all records returned in SOQL Query

I have a query that I'm using to export data: SELECT c.Id, c.SystemModstamp, ... FROM Contact c WHERE c.SystemModstamp > start AND c.SystemModstamp < end AND c.Id > string ORDER BY c.Id ASC ...
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1answer
94 views

Enable Partner User Not available on Contacts

I cannot see Enable Partner User option on Contact detail page under Manager External User Button. There are Partner Community Licenses available but still I cannot see enable partner user option ...
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9 views

How to enable/display Gmail lnk/image after gmail Contact in Lightning

How to enable/display Gmail lnk/image after gmail Contact in Lightning . Lightning. Whereas this is working fine in classic.
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1answer
37 views

Can primary key & field mapped with SubscriberKey can be different in a data extension in marketing cloud?

We've created a custom object "Enquiry" in sales cloud which is child object of "Lead" object. (i.e. Lead represent a unique user) We've also deployed marketing cloud which is in sync with sales ...
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1answer
26 views

Trigger for First/Most Recent Campaign on Contacts

trying to write a simple trigger for populating a couple of custom lookup fields on Contacts. We have 2 custom fields called "First Campaign" and "Most Recent Campaign". I'm trying to get "First ...
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0answers
14 views

How to update community user username based on the email

I have a community with community users created from contacts. I want to have a process which updates user record if a related contact record is updated. It works for Email, Phone and other fields, ...
2
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1answer
66 views

Delete all records in All Subscribers List at once

We're doing some data cleanup here and need to delete all records from the All Subscribers List. I've seen several suggestions regarding exporting all the records from All Subscribers to a CSV, then ...
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1answer
44 views

Report on accounts in campaigns

This is basically the same question as Campaign and account reports, i.e. how to create a report using the objects accounts and campaigns. My understanding is that the following four objects are ...
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1answer
20 views

How to associate a contact with an opportunity using Restforce or REST API?

I tried submitting a ContactId with the Opportunity, but received ERROR: INVALID_FIELD: No such column 'ContactId' on sobject of type Opportunity Is there any documentation?
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0answers
21 views

Allow customer user to create case on behalf of other contacts

I've a requirement to allow customer users to create cases on behalf of other contacts from different accounts. Account are shared via apex sharing/manually. User is able to select contact in lookup ...
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1answer
39 views

Cannot get salutation field from contact via REST API

I am using force toolkit for .net to get contact fields. I make a soql query like: SELECT Id, FirstName, LastName, Salutation FROM Contact One of my contact has a salutation field set to Mr. like ...
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0answers
44 views

payload issue while run project in mulesoft(anypoint connector)

I am creating contact from anypoint studio(mule soft). I have setup http listner, Transform message,salesforce. when i run this project it's showing some weired error which i am unable to recognized. ...
3
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1answer
90 views

Custom time field not visible in process builder

I would post my question to the Salesforce community but I am unable to login there for the last couple of days for an unknown reason. Today I create to near-identical custom fields on the contact ...
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1answer
46 views

Communities and household contact

I am currently working in a Communities environment using the NonProfit Success Pack and had a question. Will creating a contact also create a 1:1 Household contact?
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1answer
56 views

How to use the isUpdate() trigger handler on lookup relationship?

I have a custom object Hire_Form__c that has a contact lookup. It has the following fields: First Name Last name Email Phone Status (In Progress , Completed , Rejected) Candidate (Contact Lookup) ...
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1answer
89 views

Trigger Exception on data Loader

I have written a trigger to create/update a contact when account is created/updated. Every account will have one contact associated with it. When i try to load the data from data loader in to account ...
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2answers
14 views

Enabling Contacts with multiple Accounts: how is the primary Account determined?

Just curious: we are considering enabling this feature. We have Contacts that are going to be related to multiple Accounts. Which one will Salesforce pick as the primary Account? Edit: reading the ...
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1answer
14 views

Formula for a field

How can I create the following formula field (with API name Username) on Contact? First letter of FirstName + LastName + Number, such that if the combination is not unique, the number would make it ...
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2answers
24 views

Event with Multiple Leads and Contacts on it

I'm looking for a way to represent something like a seminar where they are many attendees that are clients. Some of these clients will be represented by Contact records and some Lead records. I'd ...
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2answers
467 views

The length of the first and last names

There is a Name field of type Name in Contact object. It consists of FirstName and LastName. I can query those two fields using Apex. Even though I cannot find any proofs in Object Manager of that, I ...
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1answer
46 views

Contacts with MiddleName values and queries

As per this previous question, I believe that Salesforce (still!) has a bug in querying Contact instances when middle names are enabled and set. If I have a Contact with FirstName "Mohammed", ...
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1answer
68 views

Contact's past activities aren't appearing on opportunity

I'm having some issues when it comes to activities that are related to contacts, that are not appearing on the opportunity said contact is on. In the specific example that was brought to my attention,...
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0answers
60 views

SOQL query results differ on selecting from varying columns

I'm querying on Contact object where the results are varying on Bulk API vs querying on developer console. Total records on Contact is 997820. Query on developer console: select count(id) from ...
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1answer
22 views

Bulk export opportunities related to multiple contacts

I have a list of ~200 different contacts (and their SF IDs) and I'd like to get a CSV of all their associated opportunities from SF. The only way I know how to do so is to create an Opportunities ...
1
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1answer
42 views

What is relationship between Contact and Lead?

I was inserting contact in Salesforce, before inserting contact I usually check if that contact exists in Salesforce or not by the email, If I found the 0 records with this email in Salesforce then I ...
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0answers
20 views

How to handle Group emails as contact records

Good afternoon SFDC Exchange, Sorry to bother you, and ask such basic questions but would love to know your solutions on how to handle group “emails” as contact records. For example I have my own ...
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1answer
86 views

Apex Triggers Copy Primary Contact Role into lookup field in the opportunity page

I copy this formula and it works great when the lookup field is null but if I want to change the Primary contact Role the lookup field does not change (it keeps the first contact Role assigned) Can ...
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0answers
18 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 ...
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1answer
27 views

I can not link Note to a contact

I am writing a very simple plugin which creates Contact and associate a note to it. I noticed that to add a note to a contact, I should first create the contact after that add the note here is my ...
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2answers
38 views

How to set the RecordTypeID

Im trying to set the RecordTypeId of a contact to a certain value if the contact was created by a specific user. Im getting the error: A value cannot be stored to RecordTypeId in type Contact. ...
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1answer
23 views

Replace Contact object with External object

I'm pretty new to sales force and have a question in reference to data sync. I have a prime contact that is related to many several table and contains fields that are not available on contact. These ...
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1answer
7 views

Filter results in a Lookup Filter Field's search results

Custom Contact Field "Active" = Data type Checkbox. "Active" is filterable in Contact Search Layouts. If "Active" which is only a checkbox, & is a filter option in the Case>Contact Name>Lookup, ...
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1answer
28 views

Is there a way to make “Inactive” contacts unselectable in a Search?

Per a different question, we've clarified that there is no way to to make "InActive" contacts, stop appearing in a search. I lieu of that, this question is different but on the same topic. Is there ...
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3answers
195 views

Remove Inactive Contacts from appearing in Search?

Is there a way to remove "Inactive" contacts from appearing in a Search? This is in regards to Case>New>Contact Name>Look up:
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1answer
108 views

Need to set Shipping Address to Billing Address when Account Type is A or B

I'm really new to this platform (one week barely, although the programming logic is the same for everything) and I'm not able to solve this. I have added two new choices to the Type picklist of the ...
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0answers
31 views

Preferred Contact Method on Lead/Contact?

I need to assign a preferred contact method(email/phone/etc) to a Lead and Contact(after the lead gets converted). Is there a standard field/object that holds that information or should I create a new ...
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1answer
15 views

Tracking detail in marketing cloud and salesforce

Is it possible if we send an email from salesforce and we can check the status of that send in marketing cloud my tracking ? Salesforce and marketing cloud is connected.
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0answers
40 views

Lightning Google Contact Sync Details Missing

I've installed Google Contact Sync for Lightning, but can't seem to bring over more info that the contact name. Shouldn't email be automatically syncing? And is there a way to map more fields? Update ...
2
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1answer
130 views

Contact Sharing Rules - No Account

When a contact does not have an account assigned, it is not visible to users, even if there is a contact sharing rule active that shares the contact to their role. As as admin, I have looked at the ...
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1answer
27 views

How do I find Account Owner from Contact [closed]

I have Contact Id and I want to find email of Account Owner not Owner of contact.Can you please provide me ref that what is the relation of contact with Account and how do we get Account Owner from ...
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1answer
217 views

Marketing Cloud - Contacts vs Subscribers, and limits of

I'm working on a Marketing Cloud implementation and am confused around the limit of Contacts associated with the customer's edition of Marketing Cloud. The customer's "Contact" limit is 75,000. Does ...