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Questions tagged [contact]

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

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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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Simplest way to let user create only personal leads/contacts

Problem: In a complex org, I want to create a user who ONLY has sufficient access to use Salesforce as a personal CRM, creating leads and/or contact records without Accounts so these records don't ...
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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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Apex Trigger - Write a trigger on contact to prevent duplicate records based on Contact Email & Contact Phone

I am trying to make trigger with best practice i.e. by creating Handler class. I am not getting what should be done in this scenario. I have written some code as per my understanding. Kindly check and ...
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How to query related Contact from Account by Id in "after insert, before update" trigger?

I need to query the related Contact after a new Account is inserted and before it is updated, but I am encountering an error: System.QueryException: List has no rows for assignment to SObject. I've ...
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Is "log in to Community as user" counted for the Last Login detail of the User record?

I'm currently observing the behavior of Last Login field of the User object. And using "log in to Community as user" and waiting for more than 60 seconds in the site, the Last Login field is ...
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Update Contact Activity Summary Journey Builder Data View

I would like to check with you all if there is a way to get the Contact ID of the Update Contact Acitivty Summary in Journey Builder throug a query. Contacts are updated based on the email address ...
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What kind of objects are account and contact?

If you look at the ERD's of Sales & Service cloud then Account & Contact are shown in black and white. They do not belong to Sales Cloud or to Service Cloud. But to what "package" do ...
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Cannot Create a account for particular contact as community User [duplicate]

{"message":"An error occurred while trying to update the record. Please try again.","detail":"Failed to create Account for Contact HBHBHB NBB. Operation not valid ...
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50 views

merge contacts with different currency values

I've got two contacts that I can't merge and here is the message I receive from Salesforce The selected records have different currency types. To merge them, first edit their currency types to be the ...
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-2 votes
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I want to update an related Account Country field when a new Contact is Created with country field value,

I am new to Salesforce. I am trying to update the Account country field, when a new Contact is inserted or update related to it. I understand this, but the condition is: "if first Contact ...
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1 vote
1 answer
61 views

Can you merge a new contact with an existing experience contact

Can you merge a new contact with an existing experience contact where the contact on the experience user get replaced by the new contact. I understood that it is not possible to update the contact on ...
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Contact delete in Marketing cloud- Which account id we have to use if we have multiple business units in payload

Need a clarification in contact delete by lust reference. We have a parent BU (business unit) at the top of the tree, and one of the other BUs is TEST. In TEST we have created an Installed Package ...
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Count the number of contacts in each Business Unit

I have 2 BUs in the Marketing Cloud and each has its own contacts. My issue is that I want to retrieve the number of contacts in each BUs (no need to be exact, just an appropriate number would be ...
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42 views

How to get all MetadataComponentDependency records for Contact object

I'm trying to use the Tooling APi to get the 'Where is this used?' data for all Contact custom fields, but I dont know how to filter on only custom fields for the Contact object, I have this so far: ...
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Alternative of contact to contact relation usecase in salesforce

I have a business case wherein I have to create a contact-to-contact relationship. here is the usecase in a diagram I could think of only the below options to resolve this issue. option 1. Convert ...
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Cannot add a contact related to account without Direct checkbox

I want to add a contact, related to an account, as the contact of an opportunity, but I can only select the related contacts that have the checkbox “Direct” active. This checkbox I cannot see, edit or ...
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35 views

Validation rule to be adjusted

Hello after adjustment of validation rule when I am creating contact with one of the profiles from the validation rule and insert mobile phone the validation rule still doesn't allow me to create a ...
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31 views

How remove multiple spaces from old contacts?

I have a problem with integration when a contact have multiple spaces, I already did a validation rule to not save if has, but I desactivated and put on a trigger of before insert and update with a ...
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36 views

Set Event WhoId field to only accept Contacts

I think this is not possible but a customer of mine is asking I cannot find anything related to this topic so Is it possible to only accept Contacts on WhoId Event field as default? Regards,
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SOQL - Contact Mailing Address

I am trying to run a SOQL query in the dev console to get resultant records where a Contact's MailingStreet matches a particular LIKE query but can't seem to get any results even when I know it ought ...
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-2 votes
1 answer
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write a batch class for updating the Age of contact in a custom field

I have proceeded this way to get the age by decrementing the year of birthdate from current year.Is this the right way? global class AgeInputBatch implements Database.Batchable<sObject>{ ...
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Contact deletion error: duplicate value found: <unknown> duplicates value on record with id: <unknown>

As the title states, I get this error message when attempting to delete certain contacts: duplicate value found: duplicates value on record with id: There are questions/google search results for ...
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243 views

Batch class for deleting child record when parent record is deleted

I have written this code for deleting child records when parent record gets deleted. But when i execute this i dont get any error nor the records are getting deleted. Kindly help me where i have done ...
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246 views

making an LWC dynamic?

I have an LWC that i placed on the contact page and would like for it to display the contacts information, but have it change to whatever contact the user is currently viewing. so far,the card is ...
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42 views

Why do I NOT get an Owner.IsActive field when I Query Lead in my trigger (When Testing)?

In short: my Test Setup Method Creates Accounts/Contacts/Leads/Campaign/etc I connect all of this data in my Test Setup method. I update the data in my Test Method. I query the Contacts and Leads, ...
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52 views

REQUIRED_FIELD_MISSING when saving data

Hello I'm getting this error when saving data from a form to database. This field isn't a field from My contact I just add it to try to solve the issues, but nothing happens. 11:32:59:059 FATAL_ERROR ...
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29 views

Unable to create record in Community

I have the following objects Contact (looks up to) -> Account, Project, Project Role (looks up to Contact and Project) A portal user has the following access to the objects: Account (Public Read-...
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1 vote
1 answer
105 views

Error while updating a Contact attribute over rest call (SFMC)

I have a script that updates the MPD (MobilePush Demographics Attribute) on the AllContacts List. I do this with a PATCH call to the contacts endpoint (https://developer.salesforce.com/docs/marketing/...
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Einstein Data Capture not creating record

I'm using Einstein Data Capture and according to the documentation the event and contact record can be effectively created in salesforce and not just synchronized. Running some tests, I had moments ...
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1 answer
40 views

Set value immediately when creating Picklist Field on Existing Records

I'm trying to create a new Picklist Field. I know that I can assign a default value for it so that Newly Created Records would always have that value (unless manually changed). However, my concern is ...
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1 answer
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Restoring Contacts via developer console

I've deleted 260k contact records and want to undelete them via developer console. I tried this: undelete [SELECT Id FROM Contact WHERE IsDeleted = true ALL ROWS]; but when I click Execute I get the ...
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Display Contact.RecordTypeId in Label through SOQL Query

I'm making a query on Case Object to capture the cases created for a certain span of time. In this query, I'm including columns from the related Contact Record, and one of the things I need to capture ...
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1 answer
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Add new contact button in Einstein Activity Capture

Hello, I would like to add the "New Contact" button in Einstein Activity Capture on the user record. Currently, there is only have the "New Lead" button and I don't know what I ...
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Associate contact activity with lead

please tell me how it is possible to associate the activity of a contact with a lead or other contact in the code. My task is to convert a contact into a lead and I need to transfer all the ...
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32 views

Limit visibility of related Contacts in an Experience site to only some related Account users

I would like to limit visibility of some of the contacts related to any given account to only some of the users related to that account. So if Account A has 2 related experience users, Sally and Jim (...
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37 views

Unit Test - Query to fetch Event.who.name

I have an issue for my unit test where i seem to not being able to query the who.name from the Event record. For some reason, even after inserting the Event and querying it, it still gives me that the ...
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1 answer
105 views

Record id and contact id?

I have a record id. How can I use that in an an Apex function to retrieve the contact id? Background: I have a react app that I have embedded using lightning container static resource (aura component)...
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4 votes
1 answer
207 views

Do Contacts in the Auto-Suppression lists or Global Suppression List count towards Contact Limit?

Wondering if anyone knows if the contacts in Auto-Suppression lists count towards the Contact Limit.
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4 votes
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How to know the number of contacts per Business Unit?

I am on a multi org instance. From the Parent BU, I would like to know the number of contacts per child business unit. For the moment, I have not found a solution other than filtering on the attribute....
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Which Experience/Community Licenses Allow Contact Creation for Accounts owned by users without a Role?

We discovered that when logged into our Experience Site as a user with the Customer Community Plus license, Contacts could not be created for an Account unless that Account's owner had no user Role. (...
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Prevent Contact Activity from logging sent emails

Is it possible to prevent certain emails from being recorded in the Activity tab of a Contact. Our scenario is a Password Reset Email (not via User) containing a link, and we do not want that link to ...
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44 views

Issues Updating a Contact via API

I am new to SalesForce as a whole, let alone needing to use its API. We keep track of and manage Contact information in a Google sheet, so that NON-Sales reps who assist with post sales can reach out ...
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2 answers
120 views

SOQL - Get Contact with More than N (7) Activity in Last-x-Month

I am to prepare a query in SOQL which will return me only contacts that have more than 7 activities in last 12 months. I am able to fetch the contacts but not sure how I can use "ActivityHistory&...
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1 answer
84 views

How create notification after 3 days in ten o'clock? [closed]

I created process builder, but notification after 3 days, but I need afrer 3 days in ten 0'clock!
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1 answer
37 views

How to tell that the field "Name" is composed of other fields in the Contact object?

The Contact object has a field called "Name", the field is apparently composed of three other fields, "Salutation", "First Name" and "Last Name", which don't ...
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1 vote
1 answer
359 views

Not able to save contact record using apex controller in lwc

ERROR Message on Console after clicking the Create Contact button. {message: "Insert failed. First exception on row 0; first err…field names on insert/update call: phone: [phone]"} ...
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80 views

Loop must iterate over collection: Contact

I'm trying to executing this logic in my console. But getting an error. Please correct me List<Contact> conList = new List<Contact>(FirstName='Test', LastName = 'T', ...
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