Questions tagged [contact]

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

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30 views

Loop must iterate over collection: Contact

I'm trying to executing this logic in my console. But getting an error. Please correct me List<Contact> conList = new List<Contact>(FirstName='Test', LastName = 'T', ...
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1answer
33 views

Catch22 with almost-duplicate contacts (not recognized but can't change)

I have pairs of Contact records that ought to be merged. The dupes are obvious to humans (e.g. if one is Fred Hampton, the other might be Hampton Frederick or FredHampton FredHampton), but SF says We ...
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1answer
20 views

Allow users to perform a Job only after hours

I am trying to understand or come up with a solution for the issue we currently having in our Org. We have a situation that our Marketing users are adding the existing contacts to the Campaign which ...
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2answers
20 views

Remove contacts from campaign using an apex class

I'm having an issue trying to get contacts removed from a campaign. I think it may be because I'm looking for campaign members instead of contacts, but I'm not entirely sure. I have the class set to ...
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29 views

reference to account not found in query result sfdx

I am running the following sfdx command to export Accounts, Contacts, and Opportunities. However, I am running into the following error messages below. Question: How can I export the Accounts, ...
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How can I convert existing Leads into Contact, Account, Opportunity Objects

public class LeadConvert { public void convertToAccount(){ account acc=new account(); contact con=new contact(); opportunity opp=new opportunity(); list<contact&...
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2answers
82 views

How to avoid “insufficient access rights on cross-reference id” error when inserting a master detail child of Contact by a Community User?

I have a custom object, Ticket__c, that has a master detail field to Contact. I have a Digital Experience accessed by "Customer Community" licensed users. One of the pages provides access to ...
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30 views

Get a count of values selected in a multi-select picklist on all contacts

I have a multi-select picklist (colors__c) in my contact object (with 20 records). Let us say the picklist has 4 values (red, blue, green, yellow). And I have a separate object (object__c), which ...
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1answer
26 views

De-duplicating emails before send

I am trying to write a query to avoid duplicate emails being sent out. I am using contact ID as subscriber key, so multiple contacts can share the same email address across the DB. I do not want to be ...
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18 views

Is it possible to store a DocuSign document on a contact's account?

I have a few DocuSign buttons on the contact object. Once the document is signed and completed, it is stored on the contact's record. Is it possible to have this store on the contact's related account ...
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1answer
25 views

Contact Checkbox field based on Contact's Email Domain

I need to create a checkbox on Contacts that is automatically flagged when the contact has an email address that falls within a specified list of domains (i.e., "@xyz.com", "@abc.com&...
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36 views

Add criterias to exclude some records from the Salesforce global search

Is there a way to add criterias from the global Salesforce search to hide some records in the result? Contacts are public and reachable from accounts but some contacts don't have to found with a ...
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1answer
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Which permissions scopes are needed for the Journey Builder API Contact Exit Request endpoint?

I'm using the contactexit endpoint with an access token generated by the server-to-server integration with the following scopes: { "grant_type": "client_credentials", "...
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1answer
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Query Activities associated with Contacts

I am building a lightning component on Account that takes the Account ID and returns the contacts and the most recent task associated with it. @AuraEnabled public static list<Contact> ...
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How to create an individual account for an existing household account?

How can I add an individual account to an existing Household Account? I tried to create an individual Account + Contact and link them together (Household>Contact>Individual) but I am stopped by ...
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25 views

Rollup Opportunity field to Contact on before insert trigger

I am an admin, new to Apex development. I will be uploading Opportunities periodically through Dataloader, all of record type "Outbound Call Opportunity." The file will contain the following ...
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1answer
18 views

How to identify contacts

I'm trying to set up some reporting in service cloud which shows the volumes of contacts/responses sent by the agents. A little bit about how the workflow is set up internally: cases come in and are ...
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1answer
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How to get custom field from Account on AfterUpdate trigger on Contact?

Is it possible to fetch custom Account fields when AfterUpdate on Contact runs? Example: trigger myTrigger on Contact(after update) { for(Contact cont : [select id, Account.My_Field__c ...
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Retrieving parent records based on child conditions

I have contact as a parent object and program (custom object ) as child object , the relationship is lookup. I have a requirement to generate report for the contacts that have specific programs , for ...
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21 views

Declarative lookup rollup summary not working

I want to count total number tasks where subject = 'Call' related to a contact. I am using declarative lookup rollup summary package for to create the rollup field. When I try to save the record, it ...
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1answer
44 views

SOQL To Get Opportunity, Account and Contact from one query to Opportunity Object

I'm wondering if it is possible to query the Opportunities object and return associated Account and Contact data. I so far have: SELECT Opportunity.Id, Opportunity.AccountId, Opportunity.Owner.Name, ...
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Einstein Activity Capture doesn't sync followed contacts

Hello, I use Eintein Activity Capture to sync contacts, emails and events with Oulook (I have more thant 100 000 contacts in Salesforce). In the advanced sync settings tab, I checked "Sync ...
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Contacts are not synchronized with Einstein Activity Capture

Hello, I test Einstein Activity Capture to synchonize contacts and emails between Salesforce and Outlook in a sandboxe. I followed the trailhead (https://trailhead.salesforce.com/en/content/learn/...
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1answer
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Disable contact birthday events with Einstein Activity Capture

is there a way to disable contact's birthday event with Einstein Activity Capture? Every day, I get a lot of event notifications in Outlook because of contact's birthdays. Thanks
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Lead conversion discrepancy

When converting a lead into an opportunity/contact, the following fields are not filled in the New opportunity, where this is information that is already available in the Lead details: Country, ...
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3answers
402 views

Defining flow conditions - get parent object fields

I have a custom object 'Invoice' that has a lookup relationship with the Contact object. I want to create a flow that will have two conditions. Check if the Invoice status is 'Unpaid' Check the ...
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1answer
28 views

load contacts by first name, last name, email or phone

I have a spread sheet from the business to load contacts and a related child object to contact. The business wants to load the contacts by the below matching criteria. First Name, Last Name, Phone ...
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1answer
21 views

Phantom Contacts created and modified

This question is going to be a bit vague, because I really don't know what is going on. There are contacts being created or modified in my org by users who haven't logged in in a week. There are no (...
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1answer
39 views

How do I update a subscriber's email address in Marketing Cloud when the corresponding Contact mail is changed?

The case is the following: Contact located in Salesforce Service is added with "XXX@mail.com" mail. Salesforce Service is connected to Marketing Cloud. Note: Subscriber Key is Salesforce ...
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1answer
21 views

Changing the Contact's(lookup) field using trigger

in case of update or insert of new Object__c, my trigger needs to update the Object__c.Contact.Title in case that the Object__c.Title__c is different . at the moment im changing the entire contact and ...
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1answer
25 views

Getting an Error on a scheduled job, but can't find the error

We have a scheduled job on Contacts that runs once a week. We have a couple processes that are also on Contacts. We are in the process of transitioning Workflow Rules into our Processes. Some there ...
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61 views

Contact is not getting created from Pre-Chat form

I am having a problem with my pre-chat questions not creating a Contact if no match is found for the Contact. The Chat starts fine and the Case is created, but the Contact is not created and the Case ...
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1answer
58 views

Apex Trigger 'Expression cannot be assigned'

I am trying to update the 'Contact Status' value on my Contact object based on the following criteria: Contact Status is currently 'Sales Qualified' Related Opportunity is created within the last ...
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1answer
16 views

How can I obtain data such as name, ID, address, of the oldest contact of an account in case I have more than 1 contact?

Part of a requirement is to send the account contact details, but in case you have more than one contact you should take the oldest one ... How could you achieve this? Thanks for your help
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2answers
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How to check object name by objectId?

trigger CreateTask on ContentVersion (after insert) { List<Task> insertTask = new List<Task>(); Task newTask = new Task(); Schema.DescribeSObjectResult k=Contact.sObjectType.getDescribe();...
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1answer
26 views

Get Contact ID from Mobile SDK on Android/iOS

I'm trying to pass the Contact ID to a dimension for tracking Analytics. How would I go about getting the Contact ID value from Salesforce? I'm using the MarketingCloudSDK pod
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1answer
108 views

Is there any way of retrieving all records from a data extension via REST API for Marketing Cloud?

I want to retrieve all contacts from a specific data extension via REST API but I don't find any documentation to do that. Is there any way of retrieving all records from a data extension via REST API ...
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Unable to update contacts using TaskRelation object after being removed from Task

Below summarizes the issue I am encountering around Tasks with contacts associated. Scenario 1: When a contact is removed from an existing task, the removed contact should look up all associated tasks ...
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1answer
31 views

Is it possible to avoid synchronizing certain contacts from Salesforce into Marketing Cloud?

Some contacts are not supposed to be reachable by Marketing Cloud. They are created for other, internal purposes, not related to marketing at all. Is it possible to avoid the synchronization of ...
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1answer
82 views

VF Page Error Message in Production

Years ago I wrote a VF page and a controller class to edit all contacts of an agreement in one form. The user can select contacts, their role and set a primary contact. If user clicks submit button ...
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ContactId of Case not populating at times

I use postman as a rest client to post a case with supplied email field populated, in the apex class what we do is we check if a contact exists with the email of the supplied email of the case, if it ...
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33 views

Account/Contact sharing issue

I am struggling to set up an account-sharing security environment for a Salesforce instance. The company has two groups of employees who share accounts and contacts intra-group, but not inter-group. ...
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1answer
91 views

How do I use the REST API to update an Apex Trigger?

curl --location --request PUT 'https://ap17.salesforce.com/services/data/v48.0/sobjects/ApexTrigger/01q2x000000YiNcAAK' \ --header 'Authorization: Bearer 00D2....' \ --header 'Content-Type: ...
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1answer
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Having an error List index out of bounds while testing contact trigger

Here is my Test class for trigger , after query for cases we get an empty list: @isTest private class TestContacts1 { static testMethod void testAddNewContact(){ Contact cont=new Contact(...
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1answer
197 views

How to remove a record from being created using Before Insert?

I have an external application inserting Contact records into the Salesforce (SFDC) instance. Within the external application there is no way to conditionally remove any records from the list so they ...
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2answers
224 views

Process Builder— how to create OR update a contact based on if contact exists

I've attempted the flow using either account or contact objects. With account object I was stuck in that I could only create a new contact, not check if it exists and update accordingly. With contact ...
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16 views

Link Contact details to an Opportunity using a Global Action

I am converting a lead to a new Opportunity, new Contact and tying it to an existing Account. In this case I want to show relevant contact details on the Opportunity. Will I be able to do this using a ...
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1answer
53 views

Validation rule working when manually entering values but not working when import using dataloader

I have the following validation rule on contact: OR(AND(MailingCountry = "Other Locations", ISPICKVAL(other_locations__c, "")), AND(NOT(MailingCountry = "Other Locations")...
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1answer
46 views

Web-to-lead conversion to account and contact creating duplicates via APEX

Lead conversion with following APEX code. Database.LeadConvert leadConvert; leadConvert = new database.LeadConvert(); leadConvert.setLeadId(leadId); leadConvert....
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1answer
442 views

Send Email quick action on Contact

I am trying to configure send Email quick action on Contact object. Although I have set the deliverability to the All emails and enable email-to-cases, it's not showing up on the page. Why it is not ...

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