Questions tagged [contact]
A standard Salesforce object that represents a "person" or "individual" record
741
questions
-1
votes
0
answers
17
views
CANNOT UPDATE ACTIVATE ENTITY
I'm using salesforce Bulk API to update the records in salesforce from the GCS bucket . I'm getting the below error . I need to know whether this error is related to saleforce or it is from our side . ...
- 1
-1
votes
1
answer
33
views
Person Account Custom Field
I have added a custom field called 'National ID' on the Contact Object. The field appears on the page layout for both objects in SetUP, but when I go to the Person Account detail page in the User ...
0
votes
1
answer
37
views
Prevent the merge of Contacts from different accounts
I have created a validation rule to prevent the merge of Contacts from different Accounts, but I get this error:
AND(
NOT(ISBLANK(PRIORVALUE(AccountId))),
NOT(ISBLANK(AccountId)),
PRIORVALUE(AccountId)...
- 13
-1
votes
1
answer
36
views
Unable to merge contacts which enabled as portal users
As a user, unable to merge contacts which enabled as a portal users, received following error
Error :You do not have permission to merge contacts enabled as portal users.
But able to merge contacts ...
0
votes
0
answers
57
views
Is there a way to insert a contact into a Data Extension from a previous Journey?
I would like to know how a contact can be introduced inside a new Data Extension after completing a Journey, without the need of having the subscriber key already inside that new Data Extension.
The ...
- 1
0
votes
0
answers
60
views
Update by SOQL Query in Apex Trigger is not sticking
I am trying to update a field in the related Account using a apex trigger on the Contact. Here is the code -
trigger AvoidMerge on Contact (before delete) {
for(Contact contact: trigger.old){
...
- 1
0
votes
0
answers
41
views
Salesforce Marketing Cloud Contacts Configuration ContactID Mapping
I would like to understand the pros and cons as well as use cases for the Salesforce Marketing Cloud Contacts Configuration ContactID Mapping
Especially for this part: "Unless you plan to link ...
- 47
-1
votes
1
answer
58
views
How to convert contacts under an organisation to person accounts
I am currently working for an organisation which has put a bunch of clients under an organisation called 'individual', I am currently trying to convert these contacts to person accounts but unsure as ...
- 1
0
votes
0
answers
23
views
Loyalty API's "Get Member Details" returns unsuccessful response with no explanation whenever Contact is involved
TL;DR is title basically.
What I'm trying to do is simply:
Create an "Update Member Details" loyalty process from template. Activate it without any modification. Note: It includes updates ...
- 13
0
votes
0
answers
75
views
SFMCSdk: Sometimes contact key is not changed
I've faced an issue when integrated the SFMC SDK for Android (version is 8.0.9). Sometimes contact key is not changed for our users. The chance is 0.2%. The integration code is listed below:
...
0
votes
0
answers
22
views
How is ContactId determined in Visit object on Consumer Goods Cloud?
I'm new to Consumer Goods Cloud and I would like to ask you about a doubt I haven't been able to discover.
I have not understand how is the "Contact" (ContactId) standard Lookup field ...
0
votes
0
answers
18
views
Why is my new active duplicate rule not taking precedence over an older and now deacivated duplicate rule?
I'm attempting to use Contact merge app with the non-profit success pack, however upon using contact merge, duplicate contacts appear with the duplicate rule ID being "Name and DOB check". ...
0
votes
2
answers
30
views
Description Validation Rule Help
I have to create a validation rule "n/a should never be placed inside a description field" and cannot figure it out.
0
votes
0
answers
375
views
Update lead/contact fields from Campaign Member triggered flow
I am creating a flow to update 2 fields on both lead/contact objects when a campaign member is added/updated. The 2 fields are "oldest campaign" and "newest campaign".
I created 2 ...
0
votes
0
answers
42
views
Sync Salesforce contact on iphone rubrica
I'm trying to Sync Salesforce contacts (or a custom obj that is our real contact) and some fields of this obj on the standard iPhone rubrica.
My main goal is: open my iphone standard rubrica and see ...
- 149
-1
votes
1
answer
72
views
Update Case Contact via API call, not working
How do I set the Case Contact fields via the API?
When I create a case in salesforce via the API. I have no issues creating it, except that the Contact Name/Email/Phone isn't being populated. I used ...
0
votes
0
answers
22
views
Contact MailingAddress not geocoding after Data Integration rule turned on
I'm trying to goecode the MailingAddress for our Contact objects but the Lat/Long fields stay blank after turning on the Data Integration Rule. I've provided valid postcode, country, city and street ...
- 1
0
votes
1
answer
59
views
Journey builder "Error binding data bound member"
I'm facing the hard error situation from a Decision split activity in a Journey builder. (after activating a journey)
The criteria in this split is set by 'logged in' value, more specifically, the ...
1
vote
0
answers
256
views
How to show Contacts of Account according to hierarchy on parent and child VF page? Also need test class help
my salesforce instance has a two level account hierarchy structure of Parent and child(ren). I would like to show a list of all contacts within the hierarchy. For example Parent A has two Children ...
- 11
0
votes
0
answers
389
views
Is there a way to create an account-contact relationship on object creation?
I am trying to have the ability to create an account-contact relationship on account creation. I know you can establish this connection by using related lists, and after account creation I can go to ...
- 1
0
votes
0
answers
29
views
How do I change contact record type on the "All Contacts page"? In edit mode there is a lock symbol on this field
How do I change contact record type on the "All Contacts page"? In edit mode there is a lock symbol on this field. I only have 2 record types for contacts - Customers and business contacts. ...
- 1
0
votes
3
answers
379
views
Contacts Delete - doesnt work System.DmlException: Delete failed. First exception on row 0 with id
I am trying to delete contacts that match certain conditions, using Developer console >> DEbug >> open execute anonymous window, but it throws an error
List<Contact> contacts = [
...
- 331
0
votes
1
answer
147
views
Update Portal Contact Account Id
In a experience site by self registration a user and a contact is created, an account (B) is also created but the contact is initally linked to a default Account (A) for new Users. After that I need ...
- 3
0
votes
0
answers
51
views
Are some of the Standards fields on Contact accessible only via API or SOQL or Reports?
When you go to Setup > Object Manager > Contact > Fields and Relationships, the following Standard Contact Fields are not available. As a result, these cannot be added to page layouts.
Last ...
- 845
0
votes
1
answer
195
views
Update Lead/Contact record email values to Null in Journey Builder
I'm going through a process where I take a segmented amount of records that are in the 'Held' status in all subscribers and update their Email fields in Sales Cloud to NULL values so they can be ...
- 13
0
votes
1
answer
55
views
How can I create a field for contacts that references a custom checkbox that I have for tasks?
When I create a new task I have a custom field I added to the layout that is a checkbox saying Demo presented. This works fine.
I then need to create a field for Contacts that will check if I have a ...
- 1
1
vote
1
answer
74
views
How to keep AllSubscribers email address up to date when unique identifier is a subscriberkey
Background: In our use-case, a unique identifier of a customer is a SubscriberKey. We DO NOT HAVE salesforce.com connected to SFMC. SFMC is running independent.
We get all contacts in a ...
- 317
0
votes
0
answers
32
views
Partner Community Users cannot create contact record - INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY
We have Partner Communities in my Salesforce org and have following test data
Profile : partner user
Account : recordtype : AccRT1 ,AccRT2(partner enabled account)
Opportunity: e.g. Opp1 is created ...
- 23
0
votes
1
answer
144
views
Primary user Checkbox ticked for Contact with highest Commission
I'm new to Salesforce and Apex. I need help setting a trigger which checks Contacts under a specific Account. The Contact with the highest Total Commission value is marked as Primary user by ticking ...
- 3
0
votes
0
answers
43
views
Add contact in OpportunityContactRole whenever a new contact relationship is added to AccountContactRole
I am new to salesforce and I am developing below functionality:
I want to add a contact in OpportunityContactRole when a new contact is added to AccountContactRole.
I have created below code:
trigger ...
0
votes
0
answers
46
views
Unable to update Contact field on Candidate record
In my dev org, as part of an HR app, I've got a 'Candidate Test' object.
I added a 'Contact' master-detail relationship to link the candidate to an existing Contact.
I used a master-detail ...
- 9
0
votes
0
answers
178
views
Marketing Cloud Contact Clean Up - SQL / Script - How to test # of contacts without deleting?
We are trying to cleanup our contacts in Marketing Cloud. I have created Data Extensions for capture the contacts below:
Contacts to Delete (capture subscribers in our database for 30 days and have ...
- 1
0
votes
0
answers
92
views
How to export ContactID list using email addresses and Dataloader
I am very, very new to Salesforce and DataLoader, so I apologize in advance if my question is very basic.
Objective: Obtain ContactID's based on CSV list of emails
I have a large list of emails, and I ...
0
votes
0
answers
94
views
Filter available Case Contacts from the Account Contact relationship table
We would like to filter Contacts available to a Case to be based on an Account-Contact association to the Account referenced in the Case.
Example: Contact Bob is associated to Accounts A, B, C, D. ...
0
votes
1
answer
839
views
CANNOT_REPARENT_RECORD: Before you can make this contact private, you must remove its relationships to other accounts
I'm receiving the following error when trying to update an existing Contact's AccountId to null
This has been working fine in the past but now it gives me the following error:
CANNOT_REPARENT_RECORD: ...
- 877
-1
votes
1
answer
60
views
Contact to contacts
I'd like to be able to relate a contact to multiple contacts. For example, John is a student, and I want him linked with Teacher A and Teacher B, etc.
I created a custom object "Teachers" ...
- 1
0
votes
1
answer
326
views
Modify ContactId on an Opportunity via API
Question
Is it possible to modify ContactId field on an Opportunity? I get a field security error, but I did not find an option to change the security level of the field.
Motivation
I have records ...
- 101
0
votes
1
answer
100
views
Loop over RetrieveSalesforceObject to find a record not opted out
It's my first time posting here so forgive me if it's not following the community's standards.
I'm looping over the Contact Salesforce Object, that in case more than one record with the same email ...
0
votes
1
answer
297
views
Email Alert Related Contact
Can I define to which email adress the email gets sent if I choose the related contact in the email alert?
What email field of the related contact will the system choose ?
Unfortunately I cannot test ...
- 1
2
votes
2
answers
297
views
Why is this SOQL search case-sensitive?
I have a simple SOQL query of the Contact standard object:
https://myinstanceurl.sandbox.my.salesforce.com/services/data/v54.0/query?q=SELECT+FirstName,LastName,MiddleName,Suffix+FROM+Contact+WHERE+...
0
votes
1
answer
1k
views
Default Value On A Custom Field
I created a custom percent field on the contact record page and entered in a default value in the "general options" section, but the default value will not auto-populate when I go to the ...
0
votes
1
answer
132
views
How to trigger contact to enter journey when SalesCloud data is modified
I'm building a journey that sends emails to different contacts once one of the two conditions is modified.
However, after I modified the 1st condition in SalesCloud, the contact did not enter the ...
0
votes
2
answers
131
views
Trigger on Task Object to Increase the value of a numeric field on Contact
I am very new to Apex and trying to write a trigger on Task. I appreciate if you can help..
I have a picklist field on Task(name: Result__c), let's say with values A,B,C. If I choose A or B when I ...
- 1
0
votes
1
answer
17
views
Conditionally copy data from either Contact or Opportunity during Opportunity Contact Role creation behaves differently when creating Opp from Contact
Conditionally copying data from either Contact or Opportunity during Opportunity Contact Role creation behaves differently when creating Opportunity from Contact (Opportunity Contact Role is inserted ...
-1
votes
1
answer
121
views
Creating a contact with a custom record type from a household
I have a set of custom record types for Contacts. From the Manage Household function, I would like to create a Contact record with an ability to choose one of the custom record types for Contacts.
How ...
0
votes
0
answers
424
views
For report can't access Contact data for Campaign object that has lookup to Contact
We wanted to repurpose the standard object "Campaign" so that it could be used to track what we call "ELAW Fellowships".
We added a new lookup field in campaign that does a lookup ...
-2
votes
1
answer
110
views
Formula on contact to see if the first name is only 1 character long [closed]
We currently have a formula text field with the below formula:
IF( FirstName =".", text(Salutation) &" "& LastName , FirstName )
but we want to add that if the first name ...
- 108
0
votes
1
answer
238
views
HasOptedOutOFEmail cannot be updated by a flow?
For a flow on the Contact object, I can select the HasOptedOutOFEmail field in decision nodes (so for reading its value), but I cannot select it in an update-record node.
I have checked the Field ...
- 3,984
0
votes
1
answer
493
views
Unable to add a cross-filter to a report
I am trying to create a report of Accounts with no Contacts. No matter what I try, though, I am unable to add a cross-filter to make this happen. In fact, none of the filter options from the dropdown ...
- 1
1
vote
0
answers
76
views
Is it possible to change the contact field on all cases from a lookup to a non-linking text field?
We are cleaning up old contacts and running into the issue of being blocked by linked helpdesk cases.
We no longer use Salesforce as a helpdesk but would like to keep record of cases in case we need ...
- 11