Questions tagged [contact]

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

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16
votes
5answers
3k 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 ...
11
votes
1answer
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 ...
9
votes
2answers
1k views

Updating Contact Email from User Email Update

Is there anyway I can update a contact email when the user's email is updated? I though this can be done via User trigger easily, but the problem is whenever the email gets updated from the User page,...
8
votes
2answers
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 ...
8
votes
3answers
7k 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 ...
8
votes
2answers
3k views

Accounts with many-to-many relationship with accounts — how to create a report on contacts

I'm setting up an org that has a many-to-many relationship between "buyers" and "sellers." I'm using the Account object for both buyers and sellers and set the Type field picklist to have the choices ...
7
votes
2answers
892 views

Campaign to contact record record field update

Is there a way to trigger a field update such that when the information about a campaign member is modified in the campaign object, it updates a field of the same member's contact record?
7
votes
1answer
968 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: ...
7
votes
3answers
2k 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 ...
7
votes
2answers
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 ...
7
votes
1answer
826 views

Mass email a group of contact

I created a custom object named ContactGroup where I can add Contact. A Contact can have many ContactGroup and a ContactGroup can contain many Contact (so this is a n-n relationship). Now I would ...
6
votes
3answers
997 views

How to query Account object with minimum number of children?

There is a scenario where I need to query the Account records that has the associated contacts >= 100, Since accounts and contact are not Master Detail relation ship I could not create roll-up summary....
6
votes
2answers
246 views

Not all records returned in SOQL Query

I have a query that I'm using to export data: SELECT c.Id, c.SystemModstamp, ... FROM Contact c WHERE c.SystemModstamp > start AND c.SystemModstamp < end AND c.Id > string ORDER BY c.Id ASC ...
6
votes
2answers
4k 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 ...
6
votes
1answer
818 views

Event on SFDC Public Calendar not showing on Contact Activities list

I have a public calendar to which everyone in the org has Show Detail access. When I add a new event to the calendar and set the "WhoId" equal to a Contact, the event does not show up on the Open ...
6
votes
4answers
2k views

Limit for Related Look-up Lists

Suppose let's say I have 100 custom objects, and they all have a look up relation with Contacts. Are so many related lists supported? If so, can anyone give the max number of look-up lists supported ...
5
votes
2answers
12k 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 ...
5
votes
2answers
525 views

SOQL: Accessing Contact Email Addresses through Junction Object

I have the following many-to-many relationship, linking "Contact" and "Distribution_List__c" with the "Distribution_List_Junction__c" object: Contact - Distribution_List_Junction__c - ...
5
votes
3answers
346 views

Is it possible to aggregate data from contacts to accounts?

Is it possible that when looking on the account tab, I will see it's contacts related lists of: Email Status, Activity History, etc? The idea is that each contact has its own list of actions, but ...
5
votes
2answers
3k views

How can I show all contacts by default?

When I click on the contacts tab I want by default to show all contacts? How Do I Do this?
5
votes
4answers
4k views

Make contact firstname and lastname mandatory

This is a generic question. I was trying to make the first name and last name field of contact mandatory. Currently only the first name is mandatory. I tried doing this from the page layout. Now I ...
5
votes
2answers
3k views

API: Retrieve Record Types for Contact

I'm trying to retrieve a list of all record types relating to the Contact object in Salesforce using the Enterprise WSDl in C#. Currently I am setting a Contact object like this: var contact = new ...
5
votes
1answer
866 views

Stop Salesforce Standard UI Phone Number field formatting (on blur)

I would like to stop Salesforce from formatting phone number fields on blur when editing contact records through the standard UI. If I enter a mobile number (e.g. 0400 000 000) into the edit UI for ...
5
votes
1answer
2k views

Donation roll-ups are not working on Contact and Household

I'm acessing salesforce with a NSPS org. I have add manually some donations through the contact page but those won't sum up on the rool up fields in the contacts neither on households. I just ...
5
votes
1answer
234 views

Question about Person Account and renaming fields

I'm tryng to help implement a system that tracks patients and physician information (and other stuff). I really hope someone that has experiecnes implementing Person Accounts can help me here. My ...
5
votes
1answer
421 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 ...
5
votes
0answers
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 ...
4
votes
1answer
649 views

How to efficiently combine 2 Lists<Contact> if the same Contact is in both

I have 2 lists of Contacts, which may both contain the same Contact(s) or they may not. I have a method that combines the lists, meaning if a Contact is in both lists it will take the Contact's ...
4
votes
1answer
3k 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 ...
4
votes
2answers
7k 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" ...
4
votes
1answer
167 views

Custom Button Issue

Is this correct way ? I am trying to "View all cases which are related to the Contact I have on my current Case" (Sibling Cases - Case records who shares same Contact as parent/lookup). Example : ...
4
votes
3answers
619 views

Contact is no longer valid with your selections

I Have two Lookup Fields on my XYZ Object Account(Controlling Lookup Field) Contact (Lookup Filter: "Contact:Account Id" equals "Account Id",as selected in above field) when i select "MyAccount" &...
4
votes
2answers
1k 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: ...
4
votes
1answer
3k views

Linking a contact to user

I am trying to link a contact to a user object in test case. However, it seems that user.contact = contact doesn't work and user.contactId = contact.id will cause an error saying contactId field is ...
4
votes
2answers
4k views

Auto Populate a Lookup Field based on a field value

We have a custom object "OrderItem__C". This custom object has a lookup field to standard contact object. It also has a field called "Shipping_customer_number__c". We have this same field(...
4
votes
1answer
1k views

salesforce REST Api UPSERT on Salesforce ID?

Every attempt I make to UPSERT via REST results in a 405 error which reads: "errorCode": "METHOD_NOT_ALLOWED", "message": "HTTP Method 'PATCH' not allowed. Allowed are GET,HEAD,POST" I've tried to ...
4
votes
2answers
2k views

Upper / Lower case

I need some help. Aim - If a user enters the first name in caps lock, I want a formula to keep the first letter as a capital and then the rest being lower case. (However there are some additional ...
4
votes
1answer
2k views

SOQL Contact to Lead Query Help

Quick Information: Using SOQL via the Enterprise SOAP API This is a .NET 4.5 application, C# This is in my Salesforce sandbox I'm using Force.com Explorer I'm new to StackExchange AND Salesforce. Be ...
4
votes
0answers
62 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 ...
4
votes
1answer
413 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" ...
4
votes
2answers
967 views

Can Cases associated with Contacts via Contact Roles display on the Cases related list on the Contact record?

I have enabled the "Contact Role" related list on both Opportunities and Cases. When I add a contact, and specify a role for an Opportunity, the corresponding related list on the Contact's record (...
3
votes
2answers
2k views

Standard Lookup field doesn't show all Contacts

I have an ordinary master-detail relationship, where Contact is the master and Example__c is the detail. I have a number of Contacts in the system, and have full CRUD permissions on all of them. The ...
3
votes
2answers
636 views

Multiple Contact 'types' on a Custom Object: Model with junction object or specific lookup relationships?

Probably a general schema design question: I have a Custom Object that will have several related Contacts. The contacts are grouped into types, for example "Agents", "Applicants", "Referees", etc; ...
3
votes
2answers
3k 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 ...
3
votes
3answers
139 views

copying field from contact to account

I have a requirement where a field on contact named contact region when inserted/updated, there is a same field on account which needs to be populated with the same value. The code works fine when ...
3
votes
2answers
177 views

Does contact deletion in marketing cloud also removes email tracking data?

I want to delete few contact in SFMC. I know how to delete contacts but just want to know if other related data like email open rates, email sends reports will remain in the system or not.
3
votes
1answer
1k views

When one merges accounts, contacts or leads what happens to lookup relationships?

I imagine if the lookup relationship points to the merge winner, then nothing changes, but what happens if the lookup points to the merge loser? Does the lookup afterwards get automatically updated to ...
3
votes
1answer
933 views

Export to excel file problem with displaying information

Following is my page <apex:page controller="contactquery" contentType="application/vnd.ms-excel#SalesForceExport.xls" cache="true"> <apex:pageBlock title="Export Results" > <apex:...
3
votes
2answers
4k views

How to create a Partner community User

I am following this article for creating a partner community user here: I created a contact, then when I go to the contact detail page there is no button or link displaying "Manage External User". Is ...
3
votes
1answer
2k views

Join Custom object with regular object

I'm very new with Salesforce. I've been reading this page trying to figure out how to do joins. All the objects were created before I jumped on this project. I have one custom object called : ...