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

0
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1answer
22 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,...
3
votes
0answers
47 views

Bulk SOQL query misses records

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 ...
0
votes
1answer
17 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
vote
1answer
28 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 ...
0
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0answers
9 views

Track Email send by Mass Emailing

I need to display the count of Contact and Leads which have read/opened the emails for a particular Campaign. How shall i implement this?
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0answers
24 views

Querying Salesforce Contact from within landing page using Ampscipt?

I'm using a landing page to provide an email preferences form for customers and I've been able to have it query and update a data extension fine with the assistance of this forum, but I've been asked ...
-1
votes
1answer
22 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
13 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 ...
0
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1answer
24 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 ...
0
votes
2answers
32 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. ...
0
votes
1answer
21 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 ...
0
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0answers
16 views

Salesforce Contact being fetched as Lead in CampaignMember

I am using Salesfroce Restforce for api calls in rails. I have added user as Contact in Salesforce. Now I have a scenario where I fetch All the campaignMember and Send them email according to user ...
1
vote
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, ...
0
votes
1answer
21 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 ...
1
vote
3answers
58 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:
1
vote
1answer
55 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 ...
0
votes
0answers
18 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 ...
0
votes
1answer
12 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.
0
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0answers
39 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
votes
1answer
51 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 ...
0
votes
1answer
24 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 ...
0
votes
1answer
69 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 ...
0
votes
0answers
17 views

In Contact Country not populating correctly through Import Wizard

I am trying to load contacts through Data import Wizard. i was giving Country as 'Italy', but Country is populated as 'United States' in Contact. Could you please help me.
2
votes
0answers
28 views

Unsubscribe MobilePush Contacts with Automation

I need to unsubscribe multiple Contacts from Push Messages with the help of external attributes. It is to be done within an Automation. The only way I see I can do this is the following: Get ...
1
vote
1answer
23 views

What is “Field Based Page Assignment Criteria” in relation to a custom field?

I am attempting to delete a custom field from the Contact object and when I do, I get a message saying it cannot be deleted because it is referenced elsewhere on salesforce.com. The section listed is "...
1
vote
0answers
25 views

Cannot insert Contact with REST API if a Lead with the same e-mail address exists

I noticed in the UI that when I try to insert a contact with an e-mail address that a lead already has, I get a warning (before I click save and insert the contact) saying that this is a possible ...
1
vote
1answer
125 views

SOQL - Select only contacts that have related Opportunities

I have the following SOQL: SELECT Id, Name, (SELECT Id, Name FROM Opportunities) FROM Contact WHERE Email = 'test@test.com' I want to restrict this to return only those contacts for which the ...
0
votes
2answers
30 views

List has no rows for assignment to SObject errors

We have a controller code that was working normally last year for us. I took over this probject with no information from the last person to work on these. I am trying to solve an issue where the owner ...
0
votes
0answers
8 views

Log email as activity in Salesforce1

I have a scenario where when an email is send from salesforce1 mobile to a contact, we need to log it as an activity. I am not sure how to do it. Can anyone has any idea to proceed. Regards
1
vote
1answer
27 views

Validation Rule for Number only in Salesforce is throwing an error for (XXX) XXX-XXXX format

I have 3 phone fields in Salesforce Contact. I am supposed to prevent users from entering characters in the phone field. I have used the below validation rule ( Phone != null && ...
4
votes
1answer
193 views

How to efficiently combine 2 Lists<Contact> if the same Contact is in both

I have 2 lists of Contacts, which may both contain the same Contact(s) or they may not. I have a method that combines the lists, meaning if a Contact is in both lists it will take the Contact's ...
1
vote
1answer
31 views

Admin user does not have access to records on lightning

I'm having trouble accessing some activities objects from the account object page. I can access some activities but not others. The permissions error became a problem for our organisation yesterday. ...
2
votes
2answers
158 views

Delete an SObject by knowing only Id

Is it possible to delete an SObject by knowing only Id? Here is what I found: Id del = '003S00000099999'; // whatever ID you are deleting Contact ct = new Contact(Id = del); delete ct; So, is it ...
0
votes
0answers
13 views

Send approval process updates through email to contact

We have a three level approval process for customer cases. I want to send an automated email to the customer when the case is approved for each step. The case record has a look up field to contact. ...
0
votes
2answers
33 views

Hide Contact records while set to “Controlled By Parent” OWD

Disclaimer: We are required to set the org-wide default for contacts to "Controlled By Parent" for reasons unrelated to our issue. I am trying to determine if there is a way to hide some Contact ...
0
votes
0answers
16 views

Cannot Inline Edit for Contacts - Can for Oganisations

A puzzler for me.. I can Inline Edit on Organisations, but not on Contacts.. We use multiple different record types but I'm unable to edit even when I filter the list by one specific Record Type (...
0
votes
0answers
45 views

Cross Field Matching Rule - Duplicate Rules

On Contact record we have two email fields - Email and Personal_Email__c. We want to identify records as matches if any of the email address fields match any existing email addresses in those fields ...
1
vote
0answers
13 views

Address fields not auto populating upon Contact creation in Lightning View

When I am creating the Contact from Account Related list mailing address is getting auto populated but when I create the Contact from Contact Tab is not getting auto populated.Any help please?
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0answers
25 views

Data Upload created records which are both Contacts AND Organisations - how do I resolve this?

Another puzzler.. I've uploaded some Contact records to a specific Record Type and they've been added as both Contacts and Organisations. They also have distinct account / org record types In the ...
0
votes
0answers
15 views

Changing and organisation's Record Type removes Contacts from Related view?

A puzzler. I've created some custom Record Types (Donors) for Organisations. When I change the Record Type, all the assosicated Contacts disappear from the related Contacts view. They are still ...
0
votes
0answers
11 views

Address data from Account not copied over to Contact in Lightning LEX compact mode. Any thoughts please?

Just cross-checked and found the account address data not copied over to contact address in the compact layout. But it does in other layout. Is that a normal behavior in LEX? In the below screenshot,...
2
votes
1answer
69 views

Contact status “HiddenTriggeredSend”

Does anyone have a clear picture of all the possible ways how Contacts can enter this Hidden Triggered Send state and if deleting them is the only way to 'resolve' this issue? MC Developer Support ...
0
votes
1answer
35 views

SFMC Connector 'test/seed' Contacts

When the Connector is installed, so all Contacts are brought in through Synchronized Data Extensions... What is the best way to configure 'test/seed' records? Would you create 'dummy' records in CRM ...
0
votes
1answer
34 views

Avoid synchronizing required fields with marketing cloud connect

Is there away to avoid synchronizing required fields with Marketing Cloud Connect? We have our own custom fields to manage opt-outs, so to avoid confusion for the end users we would like to avoid ...
0
votes
2answers
62 views

Contact - Name is Null, but LastName initialised

Hi, In my understanding, we can set Salutation, FirstName and LastName for the Contact object ; The Name field is automatically updated by concatening these three fields (and this field isn't ...
0
votes
2answers
49 views

Get Contact by ID?

How do I get the Name of a Contact record based on its ID? Something like: getContactById('id').Name Unfortunately, the above does not work. Is there a repository of APEX functions? Where can I find ...
0
votes
0answers
95 views

Auto Populating lookup field

I have a lookup field to the Contacts object on Opportunities object which is to define the Primary Point of Contact (dont want to use Contact Roles). There is another lookup field on that Contact ...
0
votes
0answers
23 views

Contact functionality for Mailing's

I am evaluating code in my Salesforce Instance. I stumbled across some code in which is on Contact. With that said I am unsure of what MailingStreet, MailingCity, MailingPostalCode, MailingState and ...
1
vote
1answer
121 views

What's the relationship between Sendable Data Extension and billable contact count?

If a Data extension in Marketing Cloud is marked as Sendable Data Extension, does this mean all the records within this sendable data extension will be calculated as billable contacts?