Questions tagged [contact]

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

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17 views

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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11 views

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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16 views

Can I invoke a save contact or save account form from my web app

The web app I work on deals with person and company information. So, one of the use cases customers would like to see in the app is the ability to save a person into Salesforce as a contact and a ...
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19 views

Delete ContentDocument when ContentDocumentLink is deleted [closed]

I want to delete files which are related to contact through Apex or trigger handler. I'm trying to write the trigger on ContentDocumentLink but as few of the post shows delete operation doesn't work ...
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28 views

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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22 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
17 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
18 views

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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15 views

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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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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33 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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22 views

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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35 views

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
101 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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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
32 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
24 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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43 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
44 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
56 views

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
23 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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69 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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32 views

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
29 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
70 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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25 views

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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20 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
64 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
20 views

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
106 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
88 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
35 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
37 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
222 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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18 views

Merging Contacts- Switching the Direct Relationship Removes the Account from the Related Accounts?

In order to merge two Contact Records, both Contact Records must have the same Direct Account. When changing the Account Name (which drives the Direct status true/false) on one Contact Record to match ...
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1answer
23 views

Which Studio will help to enroll new customer through Social Media Sites

I have a requirement where we do not have any existing customer data, but we want to use Social Media sites to enroll new customer in our Account. Which Studio will help us achieve this task? Social ...
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19 views

DUPLICATES_DETECTED when creating a contact for the account [duplicate]

We have some accounts that start with "Business". And we already recorded their information in custom fields in the account object. Business first name, business last name, and email ...
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83 views

Contact duplicate rule condition is not working on Lead convert (Apex)

I have written custom Lead Convert apex class and vf page. I have a duplicate rule "active" on contact. The issue i am facing - When i try to convert a lead, contact duplicate rule's ...
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12 views

How to create a territory field in Contact object which reflects the assigned territory of the Account?

As i can see a territory field is there in the Opp level which reflects the assigned territory of the Account, i want to create a similar field in the Contact object which , when created any contact ...
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1answer
45 views

Changing owner for Account simply changes the owner of the associated opportunities and contacts without calling their triggers

When changing owner for an Account opens a pop up that says, The new owner will also become the owner of these records related to Think Big Corp that are owned by you. 1. Open opportunities 2. ...
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17 views

way to limit call log contacts to the selected account?

I'm wondering if it is possible to limit the list/search of account contact to the selected account when making a call log? Currently when I go to make a new call log, I select an account, then have ...
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1answer
46 views

Validation rule for age in years, months and days

I want to ensure that the age of my contacts be less than 20 years, 5 months and 15 days. Till 20 years and 5 months, I am able to write the rule by multiplying the years with 12 and adding the months ...
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1answer
412 views

Create Account Contact Relationship using AccountContactRelation object in Apex

I'm trying to create a relationship between Person Account and Contact. I'm doing it in Apex and using AccountContactRelation(ACR) object. I'm taking information from the Order and want to assign it ...
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1answer
16 views

Possible to enfore Shared Activities through managed package

I have an external application that depends on a user installing my managed package to create some custom fields etc. My external application creates calendar events and allows the user to add ...

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