Questions tagged [contact]

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

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114 views

Query Regarding Account Data Skew

We are facing an issue in Accounts. Sometimes we are getting an error like 'Unable to lock row' while saving/updating data. Is it related to Account Data Skew issue? But in our org, no Account has ...
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64 views

SOQL query results differ on selecting from varying columns

I'm querying on Contact object where the results are varying on Bulk API vs querying on developer console. Total records on Contact is 997820. Query on developer console: select count(id) from ...
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1answer
435 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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92 views

Unsubscribe MobilePush Contacts with Automation

I need to unsubscribe multiple Contacts from Push Messages with the help of external attributes. It is to be done within an Automation. The only way I see I can do this is the following: Get ...
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2answers
500 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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234 views

Invalid Page on clicking 'Save and New' button in SFDC Community

I have one doubt please help me where I'm missing ... In my contact object, the standard New button is overridden by a Visualforce page. It is working fine in SFDC Classic. Now I have a community (...
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63 views

Donations (NPSP) duplicating to cloned contact records

We are using the clone function to duplicate contacts. We noticed when we do this and then add a donation record to one of the contacts (the original contact we cloned from for example), the donation ...
3
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1answer
309 views

Trying to update a contact field if that contact is added to the contact roles related list on an oppt'y

Here is my scenario. At my non-profit client, they enter opportunity records beneath the Account record. They then add the specific Contact they are working with, beneath the contact roles related ...
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17 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 ...
2
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35 views

Cannot insert Contact with REST API if a Lead with the same e-mail address exists

I noticed in the UI that when I try to insert a contact with an e-mail address that a lead already has, I get a warning (before I click save and insert the contact) saying that this is a possible ...
2
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1answer
221 views

Contact status “HiddenTriggeredSend”

Does anyone have a clear picture of all the possible ways how Contacts can enter this Hidden Triggered Send state and if deleting them is the only way to 'resolve' this issue? MC Developer Support ...
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264 views

How to enable community user to view/edit their Contact fields?

We need to enable community users to be able to edit their contact fields through My Profile. But it's showing only User details. To cater that I tried building a lightning component to read user Id ...
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54 views

Why are Notes being created when I import contacts & accounts using Import Wizard?

I have been uploading mass contacts and account records (as CSV files) to Salesforce using the Import Wizard. All seems to be going fine, apart when I look at the Notes & Attachments for each ...
2
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1answer
23 views

Are Lead Fields Static after conversion to Contacts?

I'm currently trying to build a few custom attributes within the Lead object so that the following happens: Year Entered for Job is a text field Years since entering the work field is a number field ...
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121 views

OpportunityContactRole security

In a nutshell, how from the REST API (outside the Apex wall here), can I tell I can create/edit/remove an OpportunityContactRole from scratch. Part I of the answer is I believe the ...
2
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0answers
170 views

Hiding activity and attachments for a profile

I want to hide notes and attachments, Activity of Account and Contact object for a specific profile. Ie., that profile can view all the accounts and contacts but they cant able to see the attachments ...
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394 views

ORA-20025 converting lead to contact

I am trying to convert lead to contact and I get this error: ORA-20025 common.exception.SfdcSqlException` ORA-06512: at "SNEEZY.CACCESS", line 2399` ORA-06512: at "SNEEZY.CACCESS", line 585` ORA-...
2
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1answer
755 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
666 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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0answers
92 views

How to make the WhoId on an Event take me to the member and not the lead/contact object

I have an application that dynamically handles CRUD operations for Salesforce data. For foreign key values on an object, I read the first three letters of the ID to determine the object type being ...
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1k views

Using a Lookup Relationship in a Formula Field

I want to update a field on the the account object based on a field being updated on the contact object, in this case a date / time field. So far, I have setup a lookup relaionship field on the ...
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0answers
50 views

I want to automatically add all new leads or contacts to a general introduction campaign

I know how to import lists of leads or contacts in to a campaign. However I want figure out how to set it up so that if a new lead or contact is created in salesforce - either by import or ...
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2answers
50 views

SQL Query to Identify All Contacts?

I am looking for a way to identify all contact within Marketing Cloud who don't have an email or sms activity within the past 2 years. I've already done a data extract to get that activity but I want ...
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3answers
126 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 ...
1
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1answer
28 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
21 views

Is it possible to create a contact attribute to store time in contact builder?

I'm trying to add an attribute to store time. And then start journey on that specific time. Is it possible in Journey Builder? Currently I can only see data type Date, Text, Number, Boolean etc But I ...
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0answers
14 views

Is there a standard lightning solution to email all contacts from a case?

What is the Lighting standard solution to email all or selected contacts from the contact roles list on a case? In classic, the contact roles list has a standard send an email button. When pressed, ...
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2answers
99 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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1answer
82 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", ...
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44 views

Address fields not auto populating upon Contact creation in Lightning View

When I am creating the Contact from Account Related list mailing address is getting auto populated but when I create the Contact from Contact Tab is not getting auto populated.Any help please?
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1answer
90 views

SFMC Connector 'test/seed' Contacts

When the Connector is installed, so all Contacts are brought in through Synchronized Data Extensions... What is the best way to configure 'test/seed' records? Would you create 'dummy' records in CRM ...
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37 views

Custom field population on new Contact

I'm having some issues creating a new contact with apex code. Basically whats happening is that I have a bunch of values getting passed from a lightning component, which should populate in to a new ...
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0answers
283 views

Remove Google Maps Hyperlinks from Addresses, Contacts and Accounts

We have a request to remove all Google Maps hyperlinks on our addresses, so that users can copy addresses more easily. Is there a way to remove these hyperlinks? I've already turned of Google Maps ...
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0answers
57 views

Visual flow is not saving address to record in Lightning Experience

I have a visual flow that captures input values of basic address info: Street, City, State, Zip. I am writing them into a "Create New Contact" record but I am having an issue where only the zip code ...
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1answer
154 views

Using BulkAPI, how to populate multiple objects? (Account, Contact, Opportunity)

My company is loading 3rd-party data into SalesForce using the BulkAPI (Python). This data is loaded into 3 SalesForce objects: Account, Contact, and Opportunity using 'upsert' method with Account ...
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29 views

Have built unauthenticated update-details pages for my Salesforce Contacts. Should I use them?

I'm looking for a means that Contacts in my database can easily update their own fields and child records on a highly customised interface. I believe the best and cheapest solution is to build an ...
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89 views

Native multi select lookup field

I know this is possible using javascript/jquery but I would like to use the native salesforce functionality as it is cleaner and more dynamic. I want to have a single lookup field which is capable of ...
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0answers
501 views

Journey Builder: Failed - ExactTarget.JourneyBuilder.Events.Event.FilterResult: Error binding data bound member

I created a Journey Builder Interaction The Event Source for the interaction is "Date Based Event" but i have this error message: Failed - ExactTarget.JourneyBuilder.Events.Event.FilterResult: ...
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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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0answers
116 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
218 views

SFMC Mobile push filtering logic issue

Seems that the SFMC creates the broadcasting list on contact basis instead of device basis. So if the user has several devices connected to him in the SFMC service then the filtering function opts all ...
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0answers
51 views

SalesforceIQ List import “Cannot import into this field”

I added custom fields to the Contact Properties. The fields vary between multi-select, single select, and some text. I'm trying to add new contacts to a List via csv Import including the custom ...
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0answers
131 views

Is there a way to give soft credit to all Affiliated Contacts (NPSP)?

My organizations receives donations from both individuals and foundations. When a foundation donates, I want to give soft credit to everyone associated with the foundation (founders, employees, board ...
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1answer
657 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
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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0answers
36 views

How to remove “Reports” & “Tools” from the Contact, Account, & Opportunity homepages? Question on previous post

I just joined so I don't have access to comment on the link below. I created custom Contact and Opportunity home pages to get rid of the reports, links and Recently Viewed list. It works fine in the ...
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2answers
47 views

Apparently a record is getting deleted twice

I have the following AFTER DELETE trigger: trigger ContactMergeTrigger on Contact (after delete) { List<Merge__c> newMergeRows = new List<Merge__c>(); for(Contact contact : ...
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1answer
97 views

Find string in a field, find account with same first and last name like that string and add that entire field to activity history field

Here's the problem: Every time a contact gets updated, I need to go to Notes&Attachments of that contact and fetch JUST the first line of the BODY field for every individual entry if it ...
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0answers
92 views

Help creating a test class for automating contact creation

I'm very new to Salesforce, Apex, and programming in general. I'm having trouble creating a test class for my class and trigger. I've looked through similar questions, but they all seem to be far ...
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55 views

How to set a default Account within a contact record for a user profile?

I am wondering if there is a way to set the default Account ID within a Contact record for a specific user profile? I have tried workflow rules (doesn't allow field updates against lookup), I ...