Questions tagged [contact]
A standard Salesforce object that represents a "person" or "individual" record
750 questions
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2
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59
views
How to Create a Formula Field with the Date Format DD/MM?
How can I build a birthday field formula in the Contact object that uses the DD/MM format?
-1
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1
answer
55
views
HI, I want to retrieve the total number of contacts from Salesforce Marketing Cloud
I want to retrieve the total number of contacts from Salesforce Marketing Cloud. I would like to do this using SoQL and Automation Studio, so that every month I can insert the total number of MKT ...
0
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0
answers
102
views
How can I update a field on a Contact from its Converted Lead? It was missed in mapping
I have thousands of Contacts.
There were about 20 or so custom fields on the Lead that involved marketing.
These were mapped to Contact so they could be tracked all the way through. Two days ago sales ...
0
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0
answers
65
views
Search for a specific contact attribute API REST On Marketing cloud
I'm trying to find some contacts attributes of an specific contact (in the example Contact Key 123).
But I'm not able to run the payload. Getting 400 Bad Request
endpoint https://{{et_subdomain}}.rest....
0
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2
answers
83
views
Trigger to update mailing address of contact record when billing street of account record is updated no compilation error but contact not updating
public static void UpdateBillingAddress(Map<id, account> MapOFBillingAddresses)
{
list<contact> ContactBillingAdressUpdated = new list<contact>();
set<id> ...
- 21
-1
votes
1
answer
59
views
Best way to limit visibility of contacts
I am looking for the best way to limit the visibility of the "Contacts" object for some users. We are a secondment company that constantly has a flow of new contacts, but also contacts who ...
- 3,146
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1
answer
262
views
How to enable "IsPriorityRecord" field on contact
I can see a field called "IsPriorityRecord" in a customer org but not in my scratch org. Contact object field reference doc just states it was added in v59.0, can anyone please mention how ...
- 1,294
1
vote
1
answer
29
views
Creating a trigger that throws error if any contain email is used in lead record. Getting iisues in code [closed]
public class LeadTriggerHandler {
public static void CheckEmailExistinLead(list<Lead>ListofLead)
{
map<string,contact>ListOfMapRecords=new map<string,contact>();
...
- 21
0
votes
0
answers
198
views
Trying to assign a task created in a screen flow to a user
I am creating a screen flow that creates a new record for a task and assigns a contact (specified by the user of the screen flow) as the owner (OwnerId) of the task. The contact who will own the task ...
- 21
0
votes
0
answers
24
views
Choosing especific value from DataExtension to use on Jorney
I have an Data Extension that uses 2 primary keys. One is an identifier of the customer, the other one is the product id.
I have a status on this table and I use it on a journey that informs the ...
-1
votes
1
answer
42
views
fields on the New Contact button
How do I control what fields are visible in the + New Contact pop up that appears when you create a New Contact from the drop down beside the Object name on the main navigation (tabs) or the New ...
0
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0
answers
48
views
marketing cloud contact deletion mobile push
We are currently deleting contacts by the following rule.
(CustomerId - 12 digit numbers only)
SubscriberKey Like %-% (subscriber who cannot be defined) and DeviceID is NULL (Not App customer)
Msg ...
- 47
1
vote
1
answer
83
views
Deleted contacts not coming back in contact sync in SFMC
We have a contact sync set up in SFMC that brings over all records where "Emailable contact = true" (Emailable Contact parameters determined by us in a flow that marks that field true or ...
- 21
0
votes
0
answers
140
views
Get Records Element: Too many query rows: 50001 - Record-Triggered Flow
I was making a flow to update a custom field "Last Sales Task Date," which pulls the latest task date for a contact so long as it is not created by user 'Marketing Leads.' However, I'm ...
1
vote
0
answers
58
views
Individual Email Result not showned for specific profile users
I have a problem with the "Individual Email Results" box , in the Related tab of the Accounts (Contact) , when i login to Salesforce with users that haves a specific PROFILE (Profile1).
With ...
0
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0
answers
52
views
How to validate if indirect ACR still valid when Direct ACR has moved
After some guidance / Advice
Our Org is using ACR and we have enabled the setting "delete the relationship between the contact and the previous primary account"
Which basically means if the ...
- 427
1
vote
1
answer
100
views
Account's owner can edit unowned Contact even though Contact's OWD is private
I have a doubt regarding Salesforce Sharing mechanism. First Let's understand the configuration for my org
OWD for Account and Contact is private.
No Custom object in the org.
Two users (User A and ...
- 81
0
votes
1
answer
94
views
Get list of Accounts from Contact Email Address
Sorry, bit of a noob jumping in at the deep end.
My client has multiple contacts with the same email address. Each contact is linked to a different account.
Is it possible to get a list of all the ...
- 11
0
votes
1
answer
579
views
Assistance with Salesforce Rest API for Converting Leads to Contacts
I am a newcomer to Salesforce and have been successfully utilizing Salesforce Rest APIs. However, I have encountered a challenge that is causing some difficulties for me. Specifically, I am having ...
- 21
-1
votes
1
answer
209
views
Stop isDirect = True when creating an Contact from the Account's Contact related list
I observed that when creating a Contact from an Account's Contact's related list, it's automatically set as isDirect=True (easier to see this when viewing an Account record in Salesforce Classic). The ...
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2
votes
1
answer
889
views
Why is my flow not returning the same results live as when I debug it?
I need your help to point me towards what might be wrong with my flow...
I have created a screen flow that fetches a contract record's company account and all the contacts in that company who are ...
- 91
0
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1
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166
views
there must be only one primary contact on account by utilising isprimary checkbox
stuck in here What if someone uses dataloader and make 2 contacts for same account as primary, then my code is not working
public class Contactispr {
public static void Conta(List<Contact> ...
1
vote
0
answers
42
views
Sequential contact number in SFMC journey builder
I have a custom journey builder activity in which it would be helpful to have some Sequential contact number sent in inArguments for each contact that enters the activity (e.g. first contact that ...
- 21
0
votes
1
answer
1k
views
Person Account Custom Field
I have added a custom field called 'National ID' on the Contact Object. The field appears on the page layout for both objects in SetUP, but when I go to the Person Account detail page in the User ...
- 15
0
votes
1
answer
267
views
Prevent the merge of Contacts from different accounts
I have created a validation rule to prevent the merge of Contacts from different Accounts, but I get this error:
AND(
NOT(ISBLANK(PRIORVALUE(AccountId))),
NOT(ISBLANK(AccountId)),
PRIORVALUE(AccountId)...
- 17
-1
votes
1
answer
356
views
Unable to merge contacts which enabled as portal users
As a user, unable to merge contacts which enabled as a portal users, received following error
Error :You do not have permission to merge contacts enabled as portal users.
But able to merge contacts ...
0
votes
0
answers
71
views
Is there a way to insert a contact into a Data Extension from a previous Journey?
I would like to know how a contact can be introduced inside a new Data Extension after completing a Journey, without the need of having the subscriber key already inside that new Data Extension.
The ...
- 1
0
votes
0
answers
120
views
Update by SOQL Query in Apex Trigger is not sticking
I am trying to update a field in the related Account using a apex trigger on the Contact. Here is the code -
trigger AvoidMerge on Contact (before delete) {
for(Contact contact: trigger.old){
...
- 1
-1
votes
1
answer
361
views
How to convert contacts under an organisation to person accounts
I am currently working for an organisation which has put a bunch of clients under an organisation called 'individual', I am currently trying to convert these contacts to person accounts but unsure as ...
- 1
0
votes
0
answers
183
views
SFMCSdk: Sometimes contact key is not changed
I've faced an issue when integrated the SFMC SDK for Android (version is 8.0.9). Sometimes contact key is not changed for our users. The chance is 0.2%. The integration code is listed below:
...
0
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2
answers
31
views
Description Validation Rule Help
I have to create a validation rule "n/a should never be placed inside a description field" and cannot figure it out.
0
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0
answers
1k
views
Update lead/contact fields from Campaign Member triggered flow
I am creating a flow to update 2 fields on both lead/contact objects when a campaign member is added/updated. The 2 fields are "oldest campaign" and "newest campaign".
I created 2 ...
0
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0
answers
67
views
Sync Salesforce contact on iphone rubrica
I'm trying to Sync Salesforce contacts (or a custom obj that is our real contact) and some fields of this obj on the standard iPhone rubrica.
My main goal is: open my iphone standard rubrica and see ...
- 159
-1
votes
1
answer
296
views
Update Case Contact via API call, not working
How do I set the Case Contact fields via the API?
When I create a case in salesforce via the API. I have no issues creating it, except that the Contact Name/Email/Phone isn't being populated. I used ...
0
votes
1
answer
99
views
Journey builder "Error binding data bound member"
I'm facing the hard error situation from a Decision split activity in a Journey builder. (after activating a journey)
The criteria in this split is set by 'logged in' value, more specifically, the ...
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1
vote
0
answers
500
views
How to show Contacts of Account according to hierarchy on parent and child VF page? Also need test class help
my salesforce instance has a two level account hierarchy structure of Parent and child(ren). I would like to show a list of all contacts within the hierarchy. For example Parent A has two Children ...
- 11
0
votes
0
answers
1k
views
Is there a way to create an account-contact relationship on object creation?
I am trying to have the ability to create an account-contact relationship on account creation. I know you can establish this connection by using related lists, and after account creation I can go to ...
- 1
0
votes
0
answers
49
views
How do I change contact record type on the "All Contacts page"? In edit mode there is a lock symbol on this field
How do I change contact record type on the "All Contacts page"? In edit mode there is a lock symbol on this field. I only have 2 record types for contacts - Customers and business contacts. ...
- 1
0
votes
3
answers
789
views
Contacts Delete - doesnt work System.DmlException: Delete failed. First exception on row 0 with id
I am trying to delete contacts that match certain conditions, using Developer console >> DEbug >> open execute anonymous window, but it throws an error
List<Contact> contacts = [
...
- 388
0
votes
1
answer
409
views
Update Portal Contact Account Id
In a experience site by self registration a user and a contact is created, an account (B) is also created but the contact is initally linked to a default Account (A) for new Users. After that I need ...
- 13
0
votes
1
answer
462
views
Update Lead/Contact record email values to Null in Journey Builder
I'm going through a process where I take a segmented amount of records that are in the 'Held' status in all subscribers and update their Email fields in Sales Cloud to NULL values so they can be ...
- 13
0
votes
1
answer
90
views
How can I create a field for contacts that references a custom checkbox that I have for tasks?
When I create a new task I have a custom field I added to the layout that is a checkbox saying Demo presented. This works fine.
I then need to create a field for Contacts that will check if I have a ...
- 1
1
vote
1
answer
96
views
How to keep AllSubscribers email address up to date when unique identifier is a subscriberkey
Background: In our use-case, a unique identifier of a customer is a SubscriberKey. We DO NOT HAVE salesforce.com connected to SFMC. SFMC is running independent.
We get all contacts in a ...
- 353
0
votes
1
answer
166
views
Primary user Checkbox ticked for Contact with highest Commission
I'm new to Salesforce and Apex. I need help setting a trigger which checks Contacts under a specific Account. The Contact with the highest Total Commission value is marked as Primary user by ticking ...
- 3
0
votes
0
answers
56
views
Add contact in OpportunityContactRole whenever a new contact relationship is added to AccountContactRole
I am new to salesforce and I am developing below functionality:
I want to add a contact in OpportunityContactRole when a new contact is added to AccountContactRole.
I have created below code:
trigger ...
0
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0
answers
52
views
Unable to update Contact field on Candidate record
In my dev org, as part of an HR app, I've got a 'Candidate Test' object.
I added a 'Contact' master-detail relationship to link the candidate to an existing Contact.
I used a master-detail ...
- 1
0
votes
1
answer
2k
views
CANNOT_REPARENT_RECORD: Before you can make this contact private, you must remove its relationships to other accounts
I'm receiving the following error when trying to update an existing Contact's AccountId to null
This has been working fine in the past but now it gives me the following error:
CANNOT_REPARENT_RECORD: ...
- 935
-1
votes
1
answer
78
views
Contact to contacts
I'd like to be able to relate a contact to multiple contacts. For example, John is a student, and I want him linked with Teacher A and Teacher B, etc.
I created a custom object "Teachers" ...
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0
votes
1
answer
637
views
Modify ContactId on an Opportunity via API
Question
Is it possible to modify ContactId field on an Opportunity? I get a field security error, but I did not find an option to change the security level of the field.
Motivation
I have records ...
- 101
0
votes
1
answer
169
views
Loop over RetrieveSalesforceObject to find a record not opted out
It's my first time posting here so forgive me if it's not following the community's standards.
I'm looping over the Contact Salesforce Object, that in case more than one record with the same email ...
