Questions tagged [contact]

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

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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 : ...
8
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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 ...
1
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1answer
118 views

Contacts of an Account

I have to code a APEX method which receives through parameter an Account object. I don't (and don't want to) know if this account is already persisted in SFDC database. I just want to iterate on some ...
2
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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 ...
3
votes
3answers
11k views

How to add Contacts in Salesforce via REST API

I want to add contacts in my salesforce account via REST api, I already found some code to access the REST API but i dont know how I will integrate it to my account since when i tried the sample codes ...
3
votes
1answer
52 views

Contact Status is missing trying to use them in a Workflow

I am using the NGO version of Salesforce to track candidate application. I would like to update the Lead status when a contact is created and also when Contact status changes. Is it possible to do ...
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 ...
2
votes
1answer
2k views

Report using lookup field

I have lookup field (which is lookup to a object c) on account and the loopup object (c) contain a field name stage. Now i need to create a report on account on the base of different stage. For ...
3
votes
2answers
909 views

Add contact to community

I have a community called developer in my org.I want to add a contact to this community.but when I click Members tab in community edit,I can only add a profile to community. So how do I add a contact ...
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 ...
3
votes
2answers
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 ...
2
votes
1answer
237 views

Contact Sharing based on child object

I have a number of Contacts in the system, and a child object, Company Profile, with a lookup to Contact. This object has a picklist, "Area". The idea is that each Contact should be shared with as ...
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 ...
2
votes
1answer
128 views

Salesforce API: Department field on Contact

I'm performing queries on the Contact object in Salesforce via the API, and I want to access the Department field. I'm using a query like this: SELECT Department FROM Contact WHERE Id='1234' Which ...
2
votes
1answer
2k 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 ...
1
vote
1answer
793 views

Merge Salesforce with Active directory

We are currently implementing Salesforce in our development. We have a list of all current employees in our business and I was asked to upload the contacts that are in a csv file that is pulled ...
1
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2answers
156 views

Aggregate information from multiple contacts into an account

is it possible to create a custom object which will take information from all contacts under an account and aggregate information into that account record? Here's what i'm trying to do specifically... ...
1
vote
1answer
187 views

referencing a Contact's Account type

I want to reference a Contact's Account so I can do something like: contact.Contact_Type__c = contact.Account__r.Type; Account__r is not available of course. How can I reference the Account to get ...
0
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2answers
850 views

Use a contact us form to send message to Salesforce.com

I've just logged onto Salesforce.com for the first time, intrigued by the web-to-lead feature mentioned on their pricing page. Is there a way to have a contact us form generate a new customer account ...
0
votes
1answer
2k views

Account Contact role

I'm working with a force.com org and I would like to write some application logic base on the contact role but in my Account page there is no such list available, I only see the regular contact list ...
2
votes
1answer
2k views

How to show custom contact fields for campaign members' page on the campaigns tab?

I would like to know how to show custom contact fields for campaign members' page on the campaigns tab?
5
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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?
1
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2answers
267 views

How can I change contact household via data loader or apex?

I'm working with a non-profit to migrating data into the npsp and we're about to load contact data in. Each records includes a custom field which is a relational key to a separate relationship table ...
2
votes
1answer
621 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 ...
2
votes
1answer
1k views

Using contains method on visualforce page

I am having a set of string. I need to check whether that set contains a particular value or not. I want to check it on visualforce page and without iterating over the set. Can i do this? Can i do ...
0
votes
2answers
3k 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 ...
2
votes
1answer
311 views

Why does a person's salutation not appear on the save account/contact page?

When I am selecting a record for an account or contact lookup on an edit page, the person's name is displayed with the salutation. However, the salutation does not actually appear on the saved page. ...
1
vote
1answer
510 views

Add contact to Salesforce 'Contact Manager' edition via API?

I'm new to Salesforce, and working on an integration task which involves adding contacts to Salesforce from an existing system and keeping them in sync (one way; contacts updated in existing system ...
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 ...
4
votes
2answers
991 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 (...
0
votes
1answer
1k views

SOQL with OpportunityContactRole

I am trying to get all the role from OpportunityContactRole into a list my code OppContactRole = new List<OpportunityContactRole>(); OppContactRole = [SELECT Role FROM OpportunityContactRole]; ...
3
votes
1answer
3k views

What does the Email-to-Case agent do when the email is on 2 different contacts?

As far as I can see, it does not try to associate the email to either contact, since it has no way of knowing which is the right contact. I can't find anything about this behaviour in the help docs ...
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 ...
1
vote
2answers
9k 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 ...
2
votes
2answers
65 views

Editing field value of a parent

I have my Case object linked to the Contact object with a lookup field (Contact__c). What is the best way to modify the value of a field in a Contact record from the Case record, when there's a ...
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 ...
2
votes
2answers
2k views

contact lookup list only for related account

I have a contact lookup so when i click on the lookup it opens a popup and i search for a particular contact. what i want is to restrict the result to display only contacts related to a account, for ...
2
votes
2answers
3k views

What is the expression to access User's Contact record fields in Visualforce?

What is the expression to access User's Contact record fields in Visualforce? I need in for Customer Portal.
0
votes
1answer
8k views

Relation between lead, Account, oppurtunity and contact

Please explain me the relation between these 4 sobjects. How lead, Account, Opportunity and Contact are related to each other.
1
vote
2answers
2k 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 ...
1
vote
2answers
69 views

Is it possible to create a view of contacts that's based on global tags from the accounts to which they belong?

I need to notify people at a set of accounts that a product they've purchased has been updated. This is not the long term solution that I want, but what I did for the time being was put global tags ...
2
votes
1answer
178 views

How to enter opportunities in NPSP's opportunity tab?

I am using the Non-Profit-Starter-Pack (NPSP) with the 1-to-1 model. I want to create an opportunity from the opportunity tab. I tried to insert a field for contact here, but cannot find it when ...
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 ...
6
votes
1answer
827 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 ...
1
vote
1answer
579 views

Display Self-Service fields on Contact Object

I would like to display Self-Service Portal fields on the contact object. I need the fields "IsActive" and "Last Login". Is it possible by trigger?
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 ...
1
vote
2answers
1k views

Dynamically determining if PersonAccounts exist in APEX [duplicate]

Possible Duplicate: What’s the best way to check if person accounts are enabled via Apex Code? I am wondering if there is a way to determine if PersonAccounts have been turned on in the ...
5
votes
3answers
348 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 ...
3
votes
1answer
357 views

Use data.com to cleanse/update the data uploaded via csv

If I am uploading a bunch of contacts (lets say 500 contacts) using the data loader, is it possible to update (cleanse) this data automatically using Data.com? If it is possible, how would I go about ...
7
votes
2answers
905 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?