Questions tagged [contact]

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

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2answers
4k views

Creating a Person Account in Salesforce using the REST API

I have 2 questions here. I have Person Account in salesforce, so if via API if I create a contact , it just creates a contact and not an account, on the other hand If I create an account in ...
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0answers
11 views

How can I edit the fields in a 'pop-up' window when creating a new contact from a list view or related tab on the account?

I'm currently trying to figure out how to edit the fields on the pop-up window for creating a new contact. Currently, there is a required field labaled 'Name' that actually prompts 3 additional fields ...
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0answers
29 views

“Recently viewed” list views

In the Contacts tab, annoyingly, there are 2 standard list views: (1) Recently Viewed and (2) Recently Viewed CONTACTS 🤨. Most of you wouldn't have even noticed this. For list view number (2), can we ...
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0answers
17 views

How to choose which columns show when adding Contacts as Campaign Members?

Title says it all: How to choose which columns show when adding Contacts as Campaign Members?
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2answers
917 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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0answers
18 views

How to reflect contracts of child account into parent account so that those contracts can be renewed from parent account? [closed]

I need to update the Contracts of the child account to the parent account so that we can renew the contract from Parent account. So that the contracts can be renewed at top Account level. How to ...
1
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1answer
23 views

New Line Apex Trigger on Contact Page (Not Visualforce)

For this trigger: trigger CompileQuickNotes on Contact (before update) { for( Id accountId : Trigger.newMap.keySet() ) { if( Trigger.oldMap.get( accountId ).Log_Notes__c != Trigger....
2
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1answer
861 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 ...
2
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1answer
723 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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3answers
13k views

Replace new line character in textArea field in Apex

In original Contacts, Tim Barr for example, I see that his address is written in the Street field like this : 2335 N. Michigan Avenue, Suite 1500 Chicago, IL 60601, USA I tried to remove the new ...
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1answer
2k views

batch apex to update mass accounts and contacts

I have to write a batch apex which will update few fields in all the contacts and accounts. There are few mappings which will be done cross object - like few fields from contacts will update theie ...
2
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1answer
1k views

Contacts with Multiple Accounts /Multiple Email addresses

I have a user requirement where a contact may need to be associated to multiple Accounts and store multiple email addresses based on the Accounts they are working for. For Example, Joe Blogs who ...
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1answer
26 views

Exporting Contacts from a list of Accounts

We have a list of 10000 Accounts in CSV format that we are updating through Data Loader. We also want to update all the related Contacts. What would be the best way to do this? The last time i did ...
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2answers
2k 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 ...
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1answer
53 views

Before Trigger on Contact update

My requirement is very simple. Whenever a contact filed (Building_Number__c) is updated, update the related account field (block_number__c). I have written code below code for that. My questions are ...
1
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1answer
968 views

Object Specific Publisher Action for New Contact from Case Object

I am implementing Case Feed and want to add an object specific Publisher Action "New Contact". I understand that this should be with a Visualforce page but am not sure how . . . Also, the newly ...
0
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2answers
45 views

Trigger and its test class

I am new to Salesforce. I have written a trigger to update contact based on account field. The Trigger code is below. trigger Update_contact_based_on_acc on Account (before update) { List<...
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4answers
1k 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 ...
3
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1answer
44 views

Does locking of account lock related contact during insert?

I have a WSDL Apex service that consumes XML and creates a series of objects. XML received and parsed, queries for and finds a single account "Potential Customer" to relate potential customer ...
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1answer
350 views

Data Designer - Link Data Extension to Contact Model via “Domain” link

I have a data extension, which contains useful attributes at a domain level (e.g. # of products owned on a given domain, account level, etc) and I'm trying to link this into the data model via data ...
1
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1answer
11 views

Invoke Email to Case and Email Service with One Inbound Email

Based on the documentation, it appears there is no way to simultaneously execute an email service and the email to case standard service. When defining email services, note the following: An email ...
4
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1answer
498 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
20 views

Solution for storing joint attributes in Contact record

I am looking for some advice here to solution the below requirements. I have contacts who will support multiple groups every time there is some changes in the group members last name. For example: ...
3
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2answers
3k 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 ...
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1answer
1k views

create EmailMessage[] for contact

is this possiblity to create EmailMessage[] for contact? for case i have created and worked but when created for contact mail failed see commented code String con_Email = envelope.fromAddress; ...
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1answer
502 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
22 views

How we write trigger on campaignMember, When we added any contact A into the campaignMember [closed]

How we write a trigger on campaignMember. When we added any contact A into the campaign member. I need to add all contact into the campaign member who is associated with the account of contact A. ...
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3answers
35 views

Change Quick Link FIelds on Account Record

When I'm in the Account record, I hover over the related Contacts in the "Quick Links" view. Is there a way to change which fields appear when I hover? I'm not finding anything obvious in Object ...
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1answer
26 views

How to Allow Duplicate Contacts when Saving on Overridden Contact Edit Page

I am creating a Visualforce page that will override the Contact New and Edit pages. I know that when a duplicate (based on Email or SSN) Contact is saved from the standard Contact page, the user has ...
1
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1answer
35 views

Not able to insert data successfully

I am trying to create a lightning component through which I would be able to insert both Account and Contact data together. But I am not able to do so. Can anyone kindly let me know why this is ...
2
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2answers
2k 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
534 views

create Activity(Task) when email comes into salesforce

i'm trying to create activity for contact using process builder that when email comes into salesforce create the activity of contact but its not working
1
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1answer
373 views

Ongoing association between Contact and Opportunity after Opportunity Contact Role deleted?

I have Salesforce integrated with HubSpot for my client and noticed some odd behavior going on with HubSpot smartlists with criteria for including Contacts who are associated with Opportunities via ...
2
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3answers
665 views

Query All contacts for mass contacts delete

I need to delete 2M Contacts from All contacts. Actually, my colleague synced the Contact object from Salesforce without checking the box "only import contact with email address". I checked it later ...
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0answers
12 views

Send email from opportunity contact role?

Is it possible to create a button on the contact listed in the Contact Roles related list on an opportunity? I want to send an email to that person and have the email show up on the opportunity page, ...
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2answers
432 views

Check a checkbox if a Contact has an associated Opportunity or Meeting

This is my first time trying to code a trigger in Salesforce. I have a checkbox labeled "Priority Contact," and I'd like the checkbox to be checked for all contacts that have at least one Opportunity ...
3
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2answers
572 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 ...
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1answer
20 views

Contact Email field not queryable in SOQL

I'm querying contact email field in apex class and saving the return record inside a list. but when I debug the list queried then it does not show the email field. Below is the SOQL which I'm using ...
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1answer
1k 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. ...
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1answer
2k 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 ...
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3answers
510 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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2answers
561 views

child count of related parent

By using inner query its working but the question is soql work on 50,000 records only if one Account has suppose 60,000 Contact(child) records then it'll not work. so how i can count no. of child ...
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1answer
57 views

Import Contacts Error - “RestrictedContactStatus” ERROR

We have an automation that daily imports email contacts from salesforce (from the synchronized Contact_Salesforce table) into marketing cloud's 'All Subscribers' list. The issue is that some contacts ...
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1answer
441 views

Creating a new contact directly from Side Panel of Service Cloud Console

according to this release note from SF it should now be possible to create a new contact and assign it to the case right from the side panel of the service cloud console. I followed all the steps, but ...
1
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1answer
27 views

SOQL: Delete Opportunities before deleting Contacts

I have about 1200 orphan Contacts (not related to any Account). I want to delete these Contacts, however they have related Opportunities. So obviously, I need to first delete these opportunities. ...
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0answers
120 views

Retrieve Salesforce Object with an encrypted parameter

i am trying to use the ampscript function DecryptSymmetric, in order to decrypt a parameter, combining with the ampscript function RetrieveSalesforceObjects from Marketing Cloud retrieving information ...
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0answers
12 views

Can I add a column to list contact affiliations in a report?

Using the Nonprofit Success Pack I'm working on a "Contacts with Relationships and Related Contact" Report. Because the Primary Affiliation acts like a field on the contact I'm able to easily add it ...
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0answers
54 views

MobilePush - Track Push Notifications' Opens

One of our customers has asked a detailed report of users who opened a push notification. Is there such a report or some sort of a data view to query from? would be very helpful. Thanks!
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1answer
31 views

How to display contacts as they relate to accounts on a custom object [closed]

I am a newbie in salesforce I have a custom object say X which has master detail relationship with Account. Now I want to display the list of contacts related to account under the custom object X. ...
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0answers
24 views

Individual <> Contact Relationship

I'd like to set up validation rule logic so that if Data Loader loads or updates a contact with the same email as an Individual with 'shouldForget' checked (on the Individual record), then throw an ...