Questions tagged [contact]
A standard Salesforce object that represents a "person" or "individual" record
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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 ...
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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 ...
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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 ...
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Add Contact as Contact Role from Specific Field
I am trying to build a flow that looks up if a certain field (Last Touch Contact - LookupField on the Opportunity object) is populated with a Contact and add this Contact as a Contact Role on the ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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. ...
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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: ...
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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" ...
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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 ...
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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 ...
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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 ...
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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+...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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141
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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 ...
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167
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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 ...
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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 ...
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Conditional form in the contact detail section
We use salesforce for some projects at work, and I believe we do it on a very basic level. The whole system was created before me but I find it to be very inefficient and I would like to improve it ...
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What happens to a lookup field in leads when it gets converted to contacts?
I am creating a referral program within salesforce.
I have a customer object called donor referral with these fields: first, last, email, phone, Qualified status reached (checkbox)
And with that, I ...
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How to create (formula?) field in Account that pulls through a field from Duplicate Record Set object
I have a Roll-Up Summary field that I created in my Duplicate Record Set object that returns a Date, and I'm trying to create a field on the Account object that returns the value of that Roll-Up ...
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Update DateTime Field in Data Extension to Current DateTime Via REST API
Is there any way to have SFMC Rest API update the existing records DateTime to the current DateTime? (The Data Extension field type has it set to use the current date as the default.)
Data Extension ...
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How can i open a case page or a contact page from an aura component
I have an aura lightening component that i am rendering in the utility bar, which i am rendering in a lightning app.
If i have a salesforce case record id, or contact record id, is it possible to open ...
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Multibrand Parent & Child BUs - Contact management & profile center
A potential client has a Parent BU, in which seats the data of one of their brands, and a Child BU in which seats the data of the other brand.
They currently have an issue of unsubscription, since ...
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Transfer Contact along with Account when Ownership changes
Background: when an Account is transferred manually, Salesforce takes care of also transferring all contacts to the new owner. However, when this happens using a mass upload, we can’t accomplish this
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How to email and add subscribers (leads / prospects) when unique identifier is not available for subscriber key
Currently, we are going through the process of migrating from emailaddress to unique identified ID for our subscribers as SubscriberKey in SFMC.
We have unique identifier for all our existing ...
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Account Related Contacts in same Custom table in LWC in accordian manner
I have designed an Account and its Contacts relationship in lightning Collapsible and Accordion style where data should should be in same table columns. The data is not populating correctly since it ...
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Contact Deletion - How to prevent contacts from reentering a Journey?
I intent to delete a number of contacts from "All Contacts" list. At the same time, I have Journeys, which had contacts injected more than 6 months in the past and I would like to prevent ...
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how to restrict the deletion of account if they have contact in lookup without coding [closed]
if account and contact in lookup ralationship and if i dont want to delete the Account, and i want to restrict the deletion of account, so how can you do that.Without coding and without cheked Box.
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How to identify and delete a Contact who has moved from "Account A" To Account "B" & Delete "Account A" from AccountContactRelation object
I need some advice
In our SF org we have enabled AccountContactRelation feature (which allows a contact to be linked to multiple accounts)
What i have found is, when "Contact 123" is moved ...
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Sharing set on Account to share contacts- controller by parent
We have scenario to display all contacts of account to all users under the same account.OWD for external/internal access for contact is set as 'Controller by Parent'.OWD for account is Private. I ...
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Change the format of all Contacts phone numbers to 1234567891
Some of the phone numbers of Contacts are formatted as (123) 456-7891
I need to change the format of all phone numbers to 1234567891.
I don't want to create another formula field that contains the ...
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IndividualId as a SubscriberKey in Salesforce Marketing Cloud
I want to ask your advice in organizing a new Marketing Cloud org. Our business process is organized in a way that we have Leads and later they are converted into Person Accounts. We track the ...
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IF rule on a checkbox field, but the condition is on the Contact field
Here's the dilemma,
I have a few contacts related to each opportunity. Each contact has their own Contact Role, let's say Sales, Tech, and Product.
I have a checkbox field for Sales, Tech, and Product,...
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Triggers on contact to update decsiption field of its parent account
i am new to sales-force triggers
i need help for writing this trigger i tried to wrote but whenever i am inserting new contact for the same parent the account descriptions is getting over written with ...
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Use 'ContactEmail' field of Case in Lightning email template
I need to use the value of the "ContactEmail" field in a Case Lightning template. I wrote it manually, but the merge is not working. I even tried a classic template and it didn't work either....
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Subscriber Contact Attribute Missing in Parent
Some of Subscribers in our Parent account don't have any contact attributes and shown as Unspecified Contact but child accounts have either mobile or email address for these Subscribers. May I know ...
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Contact count is much higher than number of emailable contacts
Our contact count in SFMC is being reported at twice the number of actual contacts we are syncing over two sendable synchronized data extensions (contact and lead). I've checked everywhere I can (...
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Insufficient Privilege's on Contact
I have a contact that is acting like it's a private Contact even though it's related to an Account.
Users are able to access the Account without any issues, but the Contact continues to give an ...
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Tracking number of contact attempts based on Tasks under Contact
I need to update a custom field called Contact Attempts on the Contact sobject with a numerical value equal to the number of all Tasks associated with the Contact. Any time a Task is added or deleted, ...
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