Questions tagged [contact]

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

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7 views

Related Contacts in the Products

I have Four Objects(Account, Case, Product & Contact). All three Object is associated with the Account & we are fetching Product details in the Case Object base on the Contact Object. ...
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28 views

MobilePush Contacts Registered As “Opted Out”

We are trying to opt in contacts to MobilePush in order to send them push notifications. Usually it works pretty well, but now contacts who register in our app are being inserted as contacts who "...
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334 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 ...
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1answer
67 views

Journey Builder: Merged contact should not re-enter the journey

I have created a journey builder to send welcome email based on registration Criteria : Registration date Stamped in contact record It will send welcome email through JB Now when in ...
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1answer
417 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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1answer
23 views

Contact from Partner User are hidden from Partner Executives

Here's my setup I create a new Dev Org. I did made Contacts Private internally and externally. I went in the Community Settings and set Number of partner roles to 3 I enabled Partner Relationship ...
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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
365 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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Does Apex lead conversion trigger Contact before/after insert triggers? [duplicate]

I have some updates I'd like to make on converted leads. I had it in my lead code - first convert the lead, then query for the converted contact and update. However, that was triggering ...
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20 views

Populate fields from Contact onto Opportunity when a “New Opportunity” button on contact is Clicked

I created a button on Contact which is supposed to create a new opportunity, populate fields and create an Opportunity Contact Role on Opportunity when a Sales Rep clicks on New Opportunity Button. ...
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24 views

How to send emails to filtered attribute groups

I used the Data Designer to link Contacts to some other information in a few Data Extensions. The links were done by primary key (1:1), either Subscriber Key or Email Address (both unique to contact). ...
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4k views

trigger to find change in contact role for an opportunity

We have a scenario where we have contact roles added to an opportunity. We need to know if a contact role for a contact has changed for an opportunity. E.g John doe was an executive sponsor first for ...
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3answers
38 views

Extra decimal is showing in my Point_Balance data point in my email should be, e.g. Point_Balance = 567 instead of 567.0

How to remove ".0" in data point that reflects in emails from Journey Builder that uses Contact Object from Salesforce to inject customers in the Journey. The proper value should be, e.g. 567 instead ...
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351 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 ...
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395 views

update contact customfield when opportunity is created or updated

I am quite new to Sales force I need to update a custom field on contact using total_amount_c when ever any opportunity is created or updated with stage 'Closed-Won' , opportunity amount value is ...
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1answer
31 views

Salesforce is adding a sandbox name at the end of contact's emails

For some reason, Salesforce is adding a sandbox name at the end of all contact's email address'. So for example if my contact's email is anita@gmail.com and it ends with anita@gmail.com.full. Any ...
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149 views

Fire Journey Builder when Contact Object is Updated

In Journey Builder where the Entry Object is Contact, i have setup event criteria to fire journey upon Creation or Updating a Contact. But once activated, the journey only fires up when a Contact is ...
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1answer
466 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
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1answer
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Compile Error: static can only be used on methods of a top level type at line 8 column 18

The following is some code that was given to me to try but it has issues that I am having trouble with. With the code, I am trying to mark a checkbox = True, if the email address of a contact (any ...
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1answer
587 views

Field Formula to Count Contact Number of Cases

I have done some researching and just trying to verify that this is not possible to count the number of cases a contact has created with a formula field. Is the only option a trigger? I'm assuming I ...
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2answers
486 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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3answers
70 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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21 views

Navigate to page on contact creation

I need to navigate to a custom VisualForce page after a user creates a contact. The page needs to take the contact Id as I'll be using it associate the contact with an opportunity and an account. ...
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37 views

Can't delete contact because it is associated with case

I've deleted all cases, but when I try to delete contact I have this error: System.DmlException: Delete failed. First exception on row 0 with id 0032v00002mQCIEAA4; first error: DELETE_FAILED, Your ...
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1answer
413 views

Unable to add photoURL through REST API

I am trying to create an contact through REST API and gave PhotoURL with value as twitter photo url. Now, I got the below response. I am unable to find settings to enable this option. Can anyone ...
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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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403 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 ...
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3answers
458 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 ...
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1answer
960 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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Sending Email from Case to a contact on which you don't have access

I promise all the following questions are very closely related to answer the question What happens when the case owner tries to send email from Case (via feed) if the case owner does not have access ...
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2answers
411 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
417 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 ...
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16 views

What is a “pending connection” that might be preventing me from deleting a contact and account?

As I'm trying to do some cleanup in a customer's org, I face the following problem when deleting an account: Your attempt to delete Mr. Robert Jefferson could not be completed because it is ...
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2answers
669 views

Update Account Field from Contact Field

I am trying to automatically update an account level field once an associated contact's field is updated. The use case is someone completes a Pardot web form to register their products. This data goes ...
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1answer
59 views

Trigger ---I want to delete the contacts in bulkify , but it fails to delete contacts over 600 , error: cpu time timit exceeds [closed]

public class AccountContactHandler2 { //trigger AccountContacttrigger2 //---------------After insert ----------------- public static void createContact(List<Account> acc ){ ...
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Contact permission sets with Platform license?

I have the executive contact object created in staging sandbox. The contact object is set to private. I created a General Contacts permission set and assigned it to everyone to allow them to view '...
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1answer
15 views

Unable to read Contacts email address from site page ( in manage package)

I want to query contacts email address when logged in from a site, but I am unable to read the value of the email field of contact object. Is there any limitation for site user which will not allow ...
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2answers
1k views

On Account Owner change Contact owner is getting updated without any automation

Today I noticed in my salesforce org when i change Account Owner, All the related contact owners are changing automatically. I tried to search in whole org to find if any process is running behind to ...
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1answer
98 views

LWC - How does @api Contact work?

Getting my feet wet in Lightning Web Components, and I'm trying to follow the developer guide, but I'm completely drawing a blank on how contact data is populated with @api contact; I deployed the ...
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1answer
30 views

Get list of contacts associated with an opportunity

I created a ruby on rails service that emails a list of contacts when an opportunity is closed. To do this, I am trying to get all contacts associated with the Opportunity that was just closed. ...
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1answer
554 views

Convert a Lead and associate it to an existing contact in Lightning

When converting a lead in Salesforce classic, after clicking 'Convert' I am given the chance to attach it to an existing contact (from a drop down) from possible duplicates. This step is missing ...
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1answer
648 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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1answer
26 views

How to create a related list for Orders associated with a Contact record that appears on the Contact page?

I notice that there isn't an Orders related list that can be displayed on the Contact layout/page via the Customer Authorized By Lookup field on the Orders object. Is there a way to create a custom ...
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1answer
68 views

Why is the LastName field required for the contact? What is the best approach to import contacts that only have the first name?

The reason for this question is that I have a spreadsheet with lots of contacts to import, but some of them only have the first name. The LastName, being mandatory, will make my job harder. I have ...
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1answer
32 views

Create a Community User & Contact, then assign to an existing Account

I am a little bit new to salesforce & APEX AND need help with the following, I want to create bulk community users & then assign them to existing accounts through APEX code/classes (for ...
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22 views

Processing CampaignMember object without hitting governor limits

Campaign is used to create parent campaign which is assigned to each term. Each parent gets set of child campaigns with parentId=null (that's how we distinguish between parent and child campaigns) ...
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1answer
646 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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1answer
690 views

Opportunity Contact Role pass to Contact Object

I have been able to get a trigger to work that either updates a checkbox on the Contact Object based on whether an Opportunity is Open or not (based on the Stage Name). This checkbox updates Pardot. ...
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2answers
2k views

Lead Status Converted Value to Contact Status

We have a converted Lead Status value "Sales Accepted", which we have in a custom Contact Status field on the Contact level as well. When a Lead is converted, where do the Converted values get mapped ...
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1answer
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Is Contact othergeocodeaccuracy a legitimate field?

Many of our Continuous Integration builds just failed with hundreds of this error: System.QueryException: No such column 'othergeocodeaccuracy' on entity 'Contact'. Our code does describe calls ...