Questions tagged [contact]

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

Filter by
Sorted by
Tagged with
1
vote
0answers
22 views

Contact duplicate rule condition is not working on Lead convert (Apex)

I have written custom Lead Convert apex class and vf page. I have a duplicate rule "active" on contact. The issue i am facing - When i try to convert a lead, contact duplicate rule's ...
0
votes
0answers
5 views

How to create a territory field in Contact object which reflects the assigned territory of the Account?

As i can see a territory field is there in the Opp level which reflects the assigned territory of the Account, i want to create a similar field in the Contact object which , when created any contact ...
1
vote
1answer
30 views

Changing owner for Account simply changes the owner of the associated opportunities and contacts without calling their triggers

When changing owner for an Account opens a pop up that says, The new owner will also become the owner of these records related to Think Big Corp that are owned by you. 1. Open opportunities 2. ...
0
votes
0answers
10 views

way to limit call log contacts to the selected account?

I'm wondering if it is possible to limit the list/search of account contact to the selected account when making a call log? Currently when I go to make a new call log, I select an account, then have ...
1
vote
1answer
24 views

Validation rule for age in years, months and days

I want to ensure that the age of my contacts be less than 20 years, 5 months and 15 days. Till 20 years and 5 months, I am able to write the rule by multiplying the years with 12 and adding the months ...
0
votes
1answer
64 views

Create Account Contact Relationship using AccountContactRelation object in Apex

I'm trying to create a relationship between Person Account and Contact. I'm doing it in Apex and using AccountContactRelation(ACR) object. I'm taking information from the Order and want to assign it ...
0
votes
1answer
14 views

Possible to enfore Shared Activities through managed package

I have an external application that depends on a user installing my managed package to create some custom fields etc. My external application creates calendar events and allows the user to add ...
0
votes
0answers
30 views

Error while creating a look up field on Property in Activity while following Trail of Admin Beginner - Create Object-Specific Quick Actions

I am following the trail for Admin Beginner and came across the error as "There were custom validation error(s) encountered while saving the affected record(s). The first validation error ...
0
votes
0answers
10 views

Cases that a contact is working on is not showing up when the contact is added through case team

User is able to add second contact in Team Case section in Case However, under the contact detail page, there is no Case in the Cases section I was wondering how to link the Team Case section with the ...
6
votes
0answers
39 views

Contact MiddleName interferes with FirstName functions in full and partial sandboxes

We have Middle Name enabled in production. In a full sandbox, when we try any standard workflow, Flow Get Records step or SOQL query that involves Contact.FirstName = 'some value', the query/function ...
0
votes
1answer
18 views

Make Opportunity SOQL subquery of Contacts return all opportunities in the contact's related list, not just primary ones?

I have Contacts who are associated with multiple Opportunities via multiple OpportunityContactRoles. Some of those OpportunityContactRoles have IsPrimary = true; others don't. In the Lightning UI, in ...
0
votes
0answers
34 views

Line Contact Key Updates in Group Connect

our requirement is we need to send a message when active in LINE account and should not send when not active using journey builder. In the journey, before we send LINE message we check the LINE status ...
0
votes
1answer
20 views

Contact being automatically created with an account

This is my first time working on Salesforce, and I have inherited some code. Basically, when an Account of a certain record type is created, it looks like there is some code/process set up to always ...
0
votes
1answer
41 views

Opportunity is not updated on contact detail page

I have a custom lookup on opportunity (Contact_Lookup__c) and a custom Field in contact(Total_no_of_Opportunities__c) and when opp is created, updated or delete the count will updated(...
0
votes
0answers
33 views

Unable to delete a contact from Salesforce

I have a user with custom profile and has access almost similar to System Admin. So when that user is trying to delete a contact, the following error is displayed on the screen Your attempt to delete ...
0
votes
2answers
56 views

How to remove Assign to Volunteer Project button in Standard Contact List View Page

I logged in to my developer org and upon checking the standard contact list view page, I noticed a button named Assign to Volunteer Project. It suddenly appeared among the list of buttons when it is ...
5
votes
0answers
48 views

Comments in Salesforce contact email address

According to https://help.salesforce.com/articleView?id=000321158&type=1&language=en_US&mode=1, Salesforce supports comments in email addresses Comments - denoted by matched parentheses - ...
0
votes
1answer
56 views

Finding a Standard Button (RequestUseSfdc) that is being excluded from page layouts?

In the metadata file for layouts, you'll see that standard buttons are only specified for those that shouldn't display: through a <excludeButtons> field. The description states: List of ...
0
votes
0answers
24 views

Lookup text field is returned as object in SOSL query

this query is run on the Contact object. I need to get the name of the Account which is assigned to current contact. the query works with simple SOQL: SELECT Account.Name FROM Contact LIMIT 1 Output ...
1
vote
1answer
25 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 ...
0
votes
2answers
26 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). ...
0
votes
1answer
64 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. ...
0
votes
1answer
19 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 ...
0
votes
0answers
17 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 ...
0
votes
0answers
25 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 ...
1
vote
1answer
30 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, ...
0
votes
1answer
42 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/...
3
votes
0answers
82 views

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 ...
0
votes
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 ...
0
votes
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 ...
0
votes
1answer
36 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 ...
0
votes
0answers
17 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 ...
0
votes
2answers
28 views

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, ...
0
votes
0answers
20 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. ...
0
votes
1answer
134 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 ...
0
votes
1answer
51 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: ...
1
vote
2answers
86 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 ...
0
votes
0answers
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.
0
votes
3answers
39 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 ...
0
votes
1answer
61 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 ...
0
votes
1answer
20 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 ...
0
votes
0answers
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 ...
0
votes
1answer
51 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 ...
1
vote
0answers
25 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-...
0
votes
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 ...
0
votes
1answer
90 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 ...
0
votes
0answers
39 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. ...
0
votes
1answer
30 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 ...
0
votes
1answer
94 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 ...
0
votes
2answers
428 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 ...

1
2 3 4 5
13