Questions tagged [contact]
A standard Salesforce object that represents a "person" or "individual" record
45
questions
4
votes
2
answers
15k
views
Creating a link to a contact in aura component
I have the following code in aura component
<aura:component controller="contactSearch" implements="force:appHostable" >
<aura:attribute access="public" name="maxResults" type="Integer" ...
- 371
2
votes
1
answer
2k
views
How to recreate Contact, Account, & Opportunity homepages with Visualforce pages?
An answer, from this question, "How to remove Reports & Tools from the Contact, Account, & Opportunity homepages?," suggest the following:
If you are open for writing Code then here ...
- 1,628
9
votes
3
answers
6k
views
Avoiding creating duplicate Contacts in Marketing Cloud when using Sales Cloud records
We are creating a journey in Marketing Cloud, where we are using a Salesforce Data Event and the Lead object to inject new Leads into the Journey as Contacts.
The objective of the Journey is to ...
- 16.6k
8
votes
3
answers
5k
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 ...
- 4,433
4
votes
2
answers
2k
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 ...
- 43
3
votes
2
answers
3k
views
Customer community plus users can see contacts in list views, but not the actual records
My customer community plus users can view contact fields as expected in related lists and list views, but when they click on a contact to view the full record, they see a permission denied message. ...
- 51
3
votes
2
answers
6k
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 ...
- 427
2
votes
2
answers
2k
views
ContactAccessLevel is 'Read' on AccountShare object but user cannot access the contact still?
I have a user who is trying to view a "Contact A" related to "Account A" and here are the settings.
User has read access for the "Account A" and all the contacts related to "Account A" as per the ...
- 8,917
2
votes
1
answer
697
views
Give High Volume Customer Portal User access to Contacts
What I want to achieve
I want to be able have my high volume customer portal users access their own contact record or contacts related to the account linked to them. I want to make this work by ...
- 1,296
2
votes
2
answers
2k
views
How to remove "Reports" & "Tools" from the Contact, Account, & Opportunity homepages?
Attempting to remove the "Reports" & "Tools" items from the homepages of Contact, Account, & Opportunity - is this possible, and if so, how?
- 1,628
0
votes
2
answers
4k
views
Populate address field upon Contact lookup selection
I have about 2 weeks experience in Visualforce and Apex and I am having trouble with displaying an address field related to a contact object. I have a custom Order object called WIMS_Order_c. With a ...
- 107
17
votes
4
answers
4k
views
What is the downside to using a custom object instead of Contact for people-based data?
I am working on coaching application for a client and the coaches (Contacts in the current system) are portal users who need to save information about their customers.
So my plan was to make ...
- 3,692
11
votes
1
answer
2k
views
Overriding a standard button depending on whether user is licensed
I have Visualforce pages that I use to override the Contact Tab, View and Edit buttons. These pages are part of our package.
The client would like users who are not licensed to use our app to be ...
- 2,740
8
votes
1
answer
5k
views
Inserting Accounts and Contacts Simultaneously
Trying to insert a new Account and it's Contact (maybe multiple Contacts?) at the same time.
While researching this, I've come across various posts that are close to the solution, such as:
...
- 4,724
8
votes
4
answers
16k
views
Contacts without Accounts: Is it possible, and if not, why?
Context: My understanding is that historically Salesforce was built to manage Business-to-Business (B2B) contacts, and the idea that the data model would not be built for contacts without accounts ...
- 1,628
7
votes
3
answers
25k
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 ...
- 3,666
7
votes
2
answers
7k
views
deduping existng leads and contacts
We have a client of ours who has a lot of duplicate leads and contacts in their system. Now they finally decided to clean it up.
What are the options available to effectively dedupe existing records ...
- 12.3k
7
votes
2
answers
8k
views
web-to-lead contact form
I've set up a web-to-lead contact form in order to sync contact requests from the website with Salesforce CRM. The sync works fine: the filled fields from the website are showed in the CRM. I need to ...
5
votes
1
answer
860
views
attributeSetDefinitions REST-API returns 404 Not Found
I'm not able to get a attributeSetDefinitions response from the REST-API using eg. GET /contacts/v1/schemas/c064556a-71a2-e511-96fe-38eaa7142c61/attributeSetDefinitions.
I get a 404 Not Found.
I'm ...
4
votes
2
answers
3k
views
How to get Opportunities from Contacts
I am trying to get Opportunities from Contacts but hitting the below error:
Save error: The configuration of your org has changed, please reload the page. Missing dependent object: Field: ...
- 41
4
votes
1
answer
1k
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.
- 4,725
3
votes
1
answer
7k
views
Upsert Multiple Records with external ID with REST API
I am trying to update multiple contact records via the REST API that have an external Id CustomField__c.
Is there any way to do this?
I've tried using Workbench, hitting
(POST) /services/data/v39....
- 45
3
votes
2
answers
1k
views
Get list of contacts from search layout
When I select multiple clients on this list and click the Email Contacts button on this search page I want to open a visual force page with a special email form on it. How do I get the ids of all of ...
3
votes
2
answers
5k
views
Batch merging via Apex?
Hello and thank you in advance. I'm looking to merge about 2000 records (about 1000 merges in total). My question is whether there is a best practices for this type of task. I'm able to merge 1 set of ...
- 81
3
votes
2
answers
2k
views
Give High Volume Customer Portal User access to their own Contact Records
I have been working on setting up an force.com site that uses Overage Authenticated Website User Licenses to authenticate the users. I have been able to successfully give the users read/write access ...
- 1,675
2
votes
1
answer
4k
views
Contact Id on opportunities
So I am trying to create Opportunities for Contacts, but I can't seem to get the contact ID from the opp like I could Account Id's. Does anyone know if this is possible? I checked out the sobject ...
- 357
2
votes
1
answer
2k
views
Retrieving contactKey and contactID values using ExactTarget API
We're trying to understand how we can update a Data Extension from an event. I note that the contactEvents REST method lets you do this but requires a contactKey and contactID.
I note the Data ...
- 16.6k
2
votes
2
answers
11k
views
Primary Contact for Account
Is there any OOTB way of having a Primary Contact for an Account?
One idea is to create a custom lookup field for Primary Contact on Account object. However, it will need validation such as the ...
- 4,642
2
votes
1
answer
517
views
How do I use the REST API to update an Apex Trigger?
curl --location --request PUT 'https://ap17.salesforce.com/services/data/v48.0/sobjects/ApexTrigger/01q2x000000YiNcAAK' \
--header 'Authorization: Bearer 00D2....' \
--header 'Content-Type: ...
2
votes
1
answer
1k
views
Contacts with MiddleName values and queries
As per this previous question, I believe that Salesforce (still!) has a bug in querying Contact instances when middle names are enabled and set.
If I have a Contact with FirstName "Mohammed", ...
- 37.5k
2
votes
1
answer
2k
views
Follow Up Error! Insert Failed. portal account owner must have a role: []
Okay, after running into a plethora of errors, I tried attacking this a different way. This is the error I'm currently getting:
System.DmlException: Insert failed. First exception on row 0; first ...
- 193
1
vote
2
answers
2k
views
Update Contact in Journey Builder - New Attribute Value
I wanted to know if I can use "update contact" to add a new attribute when the contact opens an email and change their status on the data extension as "Email Opened"? Please let me know if my question ...
- 29
1
vote
2
answers
4k
views
Can we query hidden fields in apex?
There is a field named "Email Opt Out" in the contact object. Can we query this field and put in the filter condition if the "Email Opt Out" field does not have both "Field-Level Security" and "Field ...
- 979
1
vote
1
answer
41
views
One Primary Ownership on Property
I am trying to adapt this:
https://developer.salesforce.com/forums/?id=906F0000000BRKWIA4
to work on a custom object, rather than the accounts object.
Here is my apex:
trigger ...
- 355
1
vote
1
answer
1k
views
Delete Contacts from 'All Contacts'
We are trying to delete contacts from Marketing Cloud All Contacts. Is it sufficient to delete a contact from Sendable DE to delete it from All Contacts. Or do we need to call the Delete API?
Also, ...
- 422
1
vote
3
answers
3k
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 ...
- 1,375
1
vote
1
answer
2k
views
Run a trigger when disabling a customer user
I want to write a trigger that will mark a checkbox on the contact object once a user clicks on the 'Manage External Users'->'Disable Customer User'
This is the trigger I wrote, it does not run when ...
- 1,667
0
votes
1
answer
763
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 ...
- 5
0
votes
1
answer
699
views
Populating fields once a lookup is selected
I have a Contact lookup that the user selects:
<apex:page standardController="Software_Activation__c" extensions="SoftwareActivationController">
...
<apex:inputField id="contact" ...
- 131
0
votes
3
answers
1k
views
Contact Count Trigger
I am not getting any errors with the below code however, after doing some testing I found that recalculation is not taking place when a contact is deleted and field "Number of Contacts is not updating....
0
votes
2
answers
2k
views
Is there any way of retrieving all records from a data extension via REST API for Marketing Cloud?
I want to retrieve all contacts from a specific data extension via REST API but I don't find any documentation to do that.
Is there any way of retrieving all records from a data extension via REST API ...
- 215
0
votes
1
answer
3k
views
SFMC Duplicate Contacts Query
I am trying write a query that will result in duplicate SFMC contacts in a SFMC list.
More specifically, I have 3 brands and each has a shared publication list then there is the All subscriber List. ...
- 389
0
votes
2
answers
151
views
Contact Trigger Help
I currently have a class that populates the related lists of all child records with a contact role based on the creation of a contact on the parent record. An issue I ran into is that whenever the ...
user64312
-2
votes
1
answer
2k
views
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 ...
-3
votes
1
answer
3k
views
Error: Invalid identifier ' conList '. Apex identifiers must start with an ASCII letter (a-z or A-Z) followed by any number
trigger preventDuplication on Contact (before insert) {
List<Contact> conList = new List<Contact>();
conList = [SELECT LastName, Phone, Email FROM Contact];
for(Contact con : ...
