Questions tagged [contact]

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

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1answer
1k views

Disabling Partner Community User Visibility

I want to prevent community users that belong to same partner account from seeing their peers. For example, there is an account ABC and there are 2 Community Users from this account as primary and the ...
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2answers
771 views

MarketingCloud - Creating Contact via API problem

I've found a similar question, but I could not find any real solutions for the issue. We have a DataExtension with the following attributes: "ID" Number "Email" ...
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0answers
13 views

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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2answers
879 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 ...
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4answers
2k views

Formula Question: Record a date of first activity on contact object

I need to create a custom field on my Contact object that records the date of the very first call that has happened with a Contact record. I thought about creating a formula field on Contact, and ...
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2answers
507 views

Hide Contact records while set to "Controlled By Parent" OWD

Disclaimer: We are required to set the org-wide default for contacts to "Controlled By Parent" for reasons unrelated to our issue. I am trying to determine if there is a way to hide some Contact ...
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0answers
32 views

Add a Note to a contact in an account

In SalesForce when I navigate to an Account, and I scroll to contacts and I select see All. I am taken to a place where I can see a list of contacts associated with the account. The information in ...
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0answers
21 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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1answer
1k views

Changed a picklist field to not have a default value, but it still populates new contacts with one

I modified an existing Contact picklist field to no longer have a default value (it previously did). However, new Contacts still get set with a default value and I'm not sure why. Here's the field ...
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1answer
3k views

Assign a contact to an account

I'm using the following trigger in order to assign contact to the relevant account based on the email domain. This trigger affects every contact which is created in the system. I'd like to add a ...
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1answer
5k views

Create a Contact related to a Person Account

I'm currently unable to link a Contact with a Person Account as the lookup filter of the "Account Name" displays only the Business Accounts!?! And if I leave the Account Name field empty, the Contact ...
3
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1answer
213 views

How to grant public visibility to all Contacts with private Accounts?

We want to activate Contact to Multiple Accounts but we have Accounts and Contacts visibility as private. If we activate this functionallity an User can't view all Contacts to relate them to an ...
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2answers
61 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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1answer
32 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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1answer
20 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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3answers
1k 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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0answers
44 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. ...
0
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3answers
778 views

Can you update an Account field via a VF page using a Contact standard controller?

I have a visualforce page using the Contact standard controller that's displaying a mix of Contact and Account fields. I have some of the Contact fields configured so you can update them directly from ...
1
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1answer
114 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]"} ...
0
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1answer
692 views

SOQL to get primary contact ID for Account in NPSP

I want to get the name of the contact in the lookup field npe01__One2OneContact__c on Account object. How do I get the contact name using a SOQL query?
0
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1answer
46 views

Catch22 with almost-duplicate contacts (not recognized but can't change) [closed]

I have pairs of Contact records that ought to be merged. The dupes are obvious to humans (e.g. if one is Fred Hampton, the other might be Hampton Frederick or FredHampton FredHampton), but SF says We ...
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2answers
5k views

Change Marketing Cloud Subscriber Key

We're moving our usage of Salesforce Marketing Cloud over to a different Salesforce instance. Currently, the subscriber key for each user is their Contact Id, but that obviously won't work once we ...
0
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1answer
37 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', ...
3
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2answers
921 views

Merge duplicate Contacts across different Accounts does not create AccountContactRelation

In cleaning up our database and using the new AccountContactRelation to allow a Contact to link to multiple Accounts, I need to merge all the duplicated Contacts into one Contact with ...
1
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1answer
21 views

Allow users to perform a Job only after hours

I am trying to understand or come up with a solution for the issue we currently having in our Org. We have a situation that our Marketing users are adding the existing contacts to the Campaign which ...
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2answers
28 views

Remove contacts from campaign using an apex class

I'm having an issue trying to get contacts removed from a campaign. I think it may be because I'm looking for campaign members instead of contacts, but I'm not entirely sure. I have the class set to ...
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1answer
1k views

Contact information from AccountContactRelation

Given a contact ID, I'm looking to get all the contact's information as well as their associated account name (if they have one associated account) or the name of the direct account if they have ...
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3answers
3k views

Salesforce Contact multiple Emails - suggestions?

Looking for ideas on how to manage multiple emails in Salesforce. Think of the scenario where you have a contact that has a primary email address (say the work email address), but you want to ...
2
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1answer
2k views

Marketing Cloud - Lead becomes Contact

What happens when a lead becomes a contact inside Marketing Cloud? I read that "All open and closed activities from the leads are attached to the accounts, contacts, and opportunities." in Salesforce. ...
2
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1answer
1k views

how to upload contact/lead profile image through REST API?

I have byte array data of user image and what is best way to upload contact/lead profile photo and what is the REST API for uploading the same. I have also social site photo url. is there any API to ...
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0answers
34 views

reference to account not found in query result sfdx

I am running the following sfdx command to export Accounts, Contacts, and Opportunities. However, I am running into the following error messages below. Question: How can I export the Accounts, ...
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2answers
3k views

Email Template merge fields (Account.Name)

I have a lookup field of Account in the object Lead -- Hotels__c I have also a lookup field of Contact in the object Lead -- Applicant__c When trying to merge the {!Account.Name} in the HTML Email ...
4
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1answer
4k views

Apex Trigger - Update Lead If Contact with Same Email Already Exists

I have a trigger implemented that will change the lead status to converted if a contact is created with the same email address. I'm trying to create a new trigger that changes a lead status to ...
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2answers
235 views

How to avoid "insufficient access rights on cross-reference id" error when inserting a master detail child of Contact by a Community User?

I have a custom object, Ticket__c, that has a master detail field to Contact. I have a Digital Experience accessed by "Customer Community" licensed users. One of the pages provides access to ...
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2answers
157 views

Installed apps frequently fail with similar error

My organization would like to perform actions in Salesforce that are not included in the base functionality, so we would like to install Apps. Obviously we use well reviewed (4+ stars, many reviews, ...
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2answers
49 views

How can I convert existing Leads into Contact, Account, Opportunity Objects

public class LeadConvert { public void convertToAccount(){ account acc=new account(); contact con=new contact(); opportunity opp=new opportunity(); list<contact&...
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0answers
42 views

Get a count of values selected in a multi-select picklist on all contacts

I have a multi-select picklist (colors__c) in my contact object (with 20 records). Let us say the picklist has 4 values (red, blue, green, yellow). And I have a separate object (object__c), which ...
0
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1answer
37 views

De-duplicating emails before send

I am trying to write a query to avoid duplicate emails being sent out. I am using contact ID as subscriber key, so multiple contacts can share the same email address across the DB. I do not want to be ...
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0answers
19 views

Is it possible to store a DocuSign document on a contact's account?

I have a few DocuSign buttons on the contact object. Once the document is signed and completed, it is stored on the contact's record. Is it possible to have this store on the contact's related account ...
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0answers
54 views

Add criterias to exclude some records from the Salesforce global search

Is there a way to add criterias from the global Salesforce search to hide some records in the result? Contacts are public and reachable from accounts but some contacts don't have to found with a ...
0
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1answer
31 views

Contact Checkbox field based on Contact's Email Domain

I need to create a checkbox on Contacts that is automatically flagged when the contact has an email address that falls within a specified list of domains (i.e., "@xyz.com", "@abc.com&...
2
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1answer
42 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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1answer
20 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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0answers
67 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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2answers
2k 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 ...
0
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2answers
765 views

Updating a field on Account level, from field on Contact

This sounds like it should be super simple; and I can't believe I can't find documentation to support my assumption. I have a field, MDID (managed department ID) on the contact level, and I'd like ...
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0answers
26 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
18 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 ...
2
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4answers
4k views

How do you stop NPSP from automatically creating a Household when adding a Contact?

Households on my system are created before contacts due to our data sources and workflow. So when I add a contact I need it to auto link to an existing household/account (which I've got working). ...
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1answer
25 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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