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Questions tagged [contact]

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

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19 views

Processing CampaignMember object without hitting governor limits

Campaign is used to create parent campaign which is assigned to each term. Each parent gets set of child campaigns with parentId=null (that's how we distinguish between parent and child campaigns) ...
4
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1answer
32 views

Is Contact othergeocodeaccuracy a legitimate field?

Many of our Continuous Integration builds just failed with hundreds of this error: System.QueryException: No such column 'othergeocodeaccuracy' on entity 'Contact'. Our code does describe calls ...
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26 views

Issue while Creating “High Volume Customer Portal” profile users

I am trying to create a new user on a button action from Contact screen to create a "High Volume Customer Portal" community user. This action will trigger a apex logic to create the user with ...
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1answer
18 views

Is it possible to create a contact attribute to store time in contact builder?

I'm trying to add an attribute to store time. And then start journey on that specific time. Is it possible in Journey Builder? Currently I can only see data type Date, Text, Number, Boolean etc But I ...
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1answer
48 views

HTTP request to return a list of Contacts

I would like to change the following method within this class: public class ApexCalloutsDemo { public static HttpResponse makeCallout() { Http http = new Http(); HttpRequest ...
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0answers
12 views

Is there a standard lightning solution to email all contacts from a case?

What is the Lighting standard solution to email all or selected contacts from the contact roles list on a case? In classic, the contact roles list has a standard send an email button. When pressed, ...
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1answer
68 views

Delete Contacts from 'All Contacts'

We are trying to delete contacts from Marketing Cloud All Contacts. Is it sufficient to delete a contact from Sendable DE to delete it from All Contacts. Or do we need to call the Delete API? Also, ...
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0answers
16 views

Community user to view related Accounts(Contacts with multiple account)

Let's say contact is associated with multiple accounts. Account X is direct account and Account Y is in-Direct Account. Whereas the Contact is a community user with Customer Community User profile. ...
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1answer
25 views

Email to Case create contact from reply-to address [closed]

I have a contact form on our website that is generating an email to support@domain.com. We are setting the from email address to no-reply@domain.com and the reply-to email address to the customer's ...
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1answer
38 views

Contact not appearing on salesforce marketing cloud for Mobile Push

I have created marketing cloud android sdk bindings for xamarin. I have all the required information to configure sdk to my app. I have set custom contactKey but it's not showing on marketing cloud ...
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0answers
18 views

Insufficient access rights error when Customer Community users edit contacts

We're running into an issue where Customer Community users cannot edit contact records, even though this page says they can: https://help.salesforce.com/articleView?id=users_license_types_communities....
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1answer
39 views

Help fixing trigger/class for Campaign lookup fields

I have a couple of custom Campaign lookup fields on the Contact object called First Campaign and Most Recent Campaign. These lookup fields need to get populated with the ID of the appropriate ...
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2answers
72 views

Does contact deletion in marketing cloud also removes email tracking data?

I want to delete few contact in SFMC. I know how to delete contacts but just want to know if other related data like email open rates, email sends reports will remain in the system or not.
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2answers
70 views

Contact Trigger Help

I currently have a class that populates the related lists of all child records with a contact role based on the creation of a contact on the parent record. An issue I ran into is that whenever the ...
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0answers
31 views

Using DLRS to roll up to the Contact from an Opportunity

I am attempting to roll up the total giving amount from the opportunity object onto the Contact record using DLRS. Attached is a screen shot of the rollup summary I built. I did not get any errors ...
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1answer
46 views

Email Alert on status field selection. Flow Trigger to compare last modified date

I have a requirement to send email alert when seminar attendee(custom object) is selected as contact (look up object) and seminar status as "attended". But when same contact is selected for another ...
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0answers
21 views

Salesforce Contacts sync with Azure Active Directory Guest Users

We have a bunch of customer-facing web apps that use Azure AD B2C authentication, customers are set up as guest users in our AD tenant and of course we track them in Salesforce as contact records. ...
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1answer
37 views

Rollup on Contact based on custom object

I have a object Donations which is a part of managed package that holds multiple donations made by a contact. Donations object has a look up relationship to Contact. I tried using DLRS on Contact to ...
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1answer
117 views

“Too Many SOQL Queries” in flow where I need to work with 5000 records

I have a few thousands Contacts and a few thousands Accounts. I need to update a custom field of all my Accounts with Emails of related Contacts. In my flow I get "Error Occurred: Too many SOQL ...
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2answers
228 views

Not all records returned in SOQL Query

I have a query that I'm using to export data: SELECT c.Id, c.SystemModstamp, ... FROM Contact c WHERE c.SystemModstamp > start AND c.SystemModstamp < end AND c.Id > string ORDER BY c.Id ASC ...
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1answer
97 views

Enable Partner User Not available on Contacts

I cannot see Enable Partner User option on Contact detail page under Manager External User Button. There are Partner Community Licenses available but still I cannot see enable partner user option ...
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0answers
10 views

How to enable/display Gmail lnk/image after gmail Contact in Lightning

How to enable/display Gmail lnk/image after gmail Contact in Lightning . Lightning. Whereas this is working fine in classic.
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1answer
41 views

Can primary key & field mapped with SubscriberKey can be different in a data extension in marketing cloud?

We've created a custom object "Enquiry" in sales cloud which is child object of "Lead" object. (i.e. Lead represent a unique user) We've also deployed marketing cloud which is in sync with sales ...
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1answer
28 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 ...
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0answers
18 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
94 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 ...
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1answer
48 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 ...
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1answer
29 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
26 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
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1answer
54 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
110 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. ...
3
votes
1answer
199 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 ...
0
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1answer
55 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
65 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) ...
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1answer
113 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 ...
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2answers
18 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
15 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
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2answers
37 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
510 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 ...
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1answer
54 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", ...
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1answer
121 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,...
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0answers
61 views

SOQL query results differ on selecting from varying columns

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
22 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
58 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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1answer
119 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
24 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
27 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
68 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. ...
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1answer
24 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 ...