Questions tagged [contact]

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

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11 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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27 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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16 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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17 views

How to reflect contracts of child account into parent account so that those contracts can be renewed from parent account? [closed]

I need to update the Contracts of the child account to the parent account so that we can renew the contract from Parent account. So that the contracts can be renewed at top Account level. How to ...
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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
26 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
53 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
45 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
44 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
11 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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20 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
22 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
34 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
26 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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12 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
20 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
57 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
27 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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54 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
31 views

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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24 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
30 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
41 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
26 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
25 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
104 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
60 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
108 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 ...
2
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1answer
300 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
18 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
73 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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1answer
26 views

Contact from Partner User are hidden from Partner Executives

Here's my setup I create a new Dev Org. I did made Contacts Private internally and externally. I went in the Community Settings and set Number of partner roles to 3 I enabled Partner Relationship ...
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22 views

Does Apex lead conversion trigger Contact before/after insert triggers? [duplicate]

I have some updates I'd like to make on converted leads. I had it in my lead code - first convert the lead, then query for the converted contact and update. However, that was triggering ...
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28 views

Populate fields from Contact onto Opportunity when a “New Opportunity” button on contact is Clicked

I created a button on Contact which is supposed to create a new opportunity, populate fields and create an Opportunity Contact Role on Opportunity when a Sales Rep clicks on New Opportunity Button. ...
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2answers
44 views

How to send emails to filtered attribute groups

I used the Data Designer to link Contacts to some other information in a few Data Extensions. The links were done by primary key (1:1), either Subscriber Key or Email Address (both unique to contact). ...
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3answers
45 views

Extra decimal is showing in my Point_Balance data point in my email should be, e.g. Point_Balance = 567 instead of 567.0

How to remove ".0" in data point that reflects in emails from Journey Builder that uses Contact Object from Salesforce to inject customers in the Journey. The proper value should be, e.g. 567 instead ...
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1answer
35 views

Salesforce is adding a sandbox name at the end of contact's emails

For some reason, Salesforce is adding a sandbox name at the end of all contact's email address'. So for example if my contact's email is anita@gmail.com and it ends with anita@gmail.com.full. Any ...
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1answer
122 views

Compile Error: static can only be used on methods of a top level type at line 8 column 18

The following is some code that was given to me to try but it has issues that I am having trouble with. With the code, I am trying to mark a checkbox = True, if the email address of a contact (any ...
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22 views

Navigate to page on contact creation

I need to navigate to a custom VisualForce page after a user creates a contact. The page needs to take the contact Id as I'll be using it associate the contact with an opportunity and an account. ...
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3answers
655 views

Query All contacts for mass contacts delete

I need to delete 2M Contacts from All contacts. Actually, my colleague synced the Contact object from Salesforce without checking the box "only import contact with email address". I checked it later ...
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66 views

Can't delete contact because it is associated with case

I've deleted all cases, but when I try to delete contact I have this error: System.DmlException: Delete failed. First exception on row 0 with id 0032v00002mQCIEAA4; first error: DELETE_FAILED, Your ...
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0answers
16 views

Sending Email from Case to a contact on which you don't have access

I promise all the following questions are very closely related to answer the question What happens when the case owner tries to send email from Case (via feed) if the case owner does not have access ...
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0answers
18 views

What is a “pending connection” that might be preventing me from deleting a contact and account?

As I'm trying to do some cleanup in a customer's org, I face the following problem when deleting an account: Your attempt to delete Mr. Robert Jefferson could not be completed because it is ...
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1answer
59 views

Trigger ---I want to delete the contacts in bulkify , but it fails to delete contacts over 600 , error: cpu time timit exceeds [closed]

public class AccountContactHandler2 { //trigger AccountContacttrigger2 //---------------After insert ----------------- public static void createContact(List<Account> acc ){ ...
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15 views

Contact permission sets with Platform license?

I have the executive contact object created in staging sandbox. The contact object is set to private. I created a General Contacts permission set and assigned it to everyone to allow them to view '...
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1answer
16 views

Unable to read Contacts email address from site page ( in manage package)

I want to query contacts email address when logged in from a site, but I am unable to read the value of the email field of contact object. Is there any limitation for site user which will not allow ...
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1answer
44 views

Get list of contacts associated with an opportunity

I created a ruby on rails service that emails a list of contacts when an opportunity is closed. To do this, I am trying to get all contacts associated with the Opportunity that was just closed. ...
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1answer
306 views

LWC - How does @api Contact work?

Getting my feet wet in Lightning Web Components, and I'm trying to follow the developer guide, but I'm completely drawing a blank on how contact data is populated with @api contact; I deployed the ...