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Questions tagged [contact]

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

0
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1answer
20 views

Trigger for First/Most Recent Campaign on Contacts

trying to write a simple trigger for populating a couple of custom lookup fields on Contacts. We have 2 custom fields called "First Campaign" and "Most Recent Campaign". I'm trying to get "First ...
0
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0answers
10 views

How to update community user username based on the email

I have a community with community users created from contacts. I want to have a process which updates user record if a related contact record is updated. It works for Email, Phone and other fields, ...
2
votes
1answer
31 views

Delete all records in All Subscribers List at once

We're doing some data cleanup here and need to delete all records from the All Subscribers List. I've seen several suggestions regarding exporting all the records from All Subscribers to a CSV, then ...
0
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1answer
31 views

Report on accounts in campaigns

This is basically the same question as Campaign and account reports, i.e. how to create a report using the objects accounts and campaigns. My understanding is that the following four objects are ...
0
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1answer
15 views

How to associate a contact with an opportunity using Restforce or REST API?

I tried submitting a ContactId with the Opportunity, but received ERROR: INVALID_FIELD: No such column 'ContactId' on sobject of type Opportunity Is there any documentation?
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0answers
18 views

Allow customer user to create case on behalf of other contacts

I've a requirement to allow customer users to create cases on behalf of other contacts from different accounts. Account are shared via apex sharing/manually. User is able to select contact in lookup ...
2
votes
1answer
29 views

Cannot get salutation field from contact via REST API

I am using force toolkit for .net to get contact fields. I make a soql query like: SELECT Id, FirstName, LastName, Salutation FROM Contact One of my contact has a salutation field set to Mr. like ...
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0answers
11 views

payload issue while run project in mulesoft(anypoint connector)

I am creating contact from anypoint studio(mule soft). I have setup http listner, Transform message,salesforce. when i run this project it's showing some weired error which i am unable to recognized. ...
2
votes
1answer
29 views

Custom time field not visible in process builder

I would post my question to the Salesforce community but I am unable to login there for the last couple of days for an unknown reason. Today I create to near-identical custom fields on the contact ...
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1answer
44 views

Communities and household contact

I am currently working in a Communities environment using the NonProfit Success Pack and had a question. Will creating a contact also create a 1:1 Household contact?
1
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1answer
40 views

How to use the isUpdate() trigger handler on lookup relationship?

I have a custom object Hire_Form__c that has a contact lookup. It has the following fields: First Name Last name Email Phone Status (In Progress , Completed , Rejected) Candidate (Contact Lookup) ...
0
votes
1answer
73 views

Trigger Exception on data Loader

I have written a trigger to create/update a contact when account is created/updated. Every account will have one contact associated with it. When i try to load the data from data loader in to account ...
0
votes
2answers
12 views

Enabling Contacts with multiple Accounts: how is the primary Account determined?

Just curious: we are considering enabling this feature. We have Contacts that are going to be related to multiple Accounts. Which one will Salesforce pick as the primary Account? Edit: reading the ...
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1answer
13 views

Formula for a field

How can I create the following formula field (with API name Username) on Contact? First letter of FirstName + LastName + Number, such that if the combination is not unique, the number would make it ...
1
vote
2answers
14 views

Event with Multiple Leads and Contacts on it

I'm looking for a way to represent something like a seminar where they are many attendees that are clients. Some of these clients will be represented by Contact records and some Lead records. I'd ...
2
votes
2answers
443 views

The length of the first and last names

There is a Name field of type Name in Contact object. It consists of FirstName and LastName. I can query those two fields using Apex. Even though I cannot find any proofs in Object Manager of that, I ...
1
vote
1answer
36 views

Contacts with MiddleName values and queries

As per this previous question, I believe that Salesforce (still!) has a bug in querying Contact instances when middle names are enabled and set. If I have a Contact with FirstName "Mohammed", ...
0
votes
1answer
41 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
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0answers
53 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 ...
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1answer
19 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
36 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 ...
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0answers
10 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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1answer
44 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
16 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 ...
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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 ...
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2answers
34 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
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1answer
23 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 ...
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votes
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, ...
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1answer
25 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 ...
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3answers
110 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
65 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
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0answers
23 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
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1answer
14 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.
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0answers
40 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
73 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
25 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
115 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 ...
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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.
3
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0answers
33 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
26 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 "...
2
votes
0answers
31 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
161 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 ...
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votes
2answers
31 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 ...
1
vote
1answer
41 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
213 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
165 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 ...
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votes
0answers
14 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. ...