Questions tagged [contact]

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

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1answer
77 views

Cannot get salutation field from contact via REST API

I am using force toolkit for .net to get contact fields. I make a soql query like: SELECT Id, FirstName, LastName, Salutation FROM Contact One of my contact has a salutation field set to Mr. like ...
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268 views

payload issue while run project in mulesoft(anypoint connector)

I am creating contact from anypoint studio(mule soft). I have setup http listner, Transform message,salesforce. when i run this project it's showing some weired error which i am unable to recognized. ...
3
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1answer
333 views

Custom time field not visible in process builder

I would post my question to the Salesforce community but I am unable to login there for the last couple of days for an unknown reason. Today I create to near-identical custom fields on the contact ...
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1answer
64 views

Communities and household contact

I am currently working in a Communities environment using the NonProfit Success Pack and had a question. Will creating a contact also create a 1:1 Household contact?
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1answer
67 views

How to use the isUpdate() trigger handler on lookup relationship?

I have a custom object Hire_Form__c that has a contact lookup. It has the following fields: First Name Last name Email Phone Status (In Progress , Completed , Rejected) Candidate (Contact Lookup) ...
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1answer
168 views

Trigger Exception on data Loader

I have written a trigger to create/update a contact when account is created/updated. Every account will have one contact associated with it. When i try to load the data from data loader in to account ...
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2answers
35 views

Enabling Contacts with multiple Accounts: how is the primary Account determined?

Just curious: we are considering enabling this feature. We have Contacts that are going to be related to multiple Accounts. Which one will Salesforce pick as the primary Account? Edit: reading the ...
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1answer
17 views

Formula for a field

How can I create the following formula field (with API name Username) on Contact? First letter of FirstName + LastName + Number, such that if the combination is not unique, the number would make it ...
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2answers
83 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 ...
2
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2answers
634 views

The length of the first and last names

There is a Name field of type Name in Contact object. It consists of FirstName and LastName. I can query those two fields using Apex. Even though I cannot find any proofs in Object Manager of that, I ...
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1answer
69 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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1answer
256 views

Contact's past activities aren't appearing on opportunity

I'm having some issues when it comes to activities that are related to contacts, that are not appearing on the opportunity said contact is on. In the specific example that was brought to my attention,...
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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 ...
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1answer
24 views

Bulk export opportunities related to multiple contacts

I have a list of ~200 different contacts (and their SF IDs) and I'd like to get a CSV of all their associated opportunities from SF. The only way I know how to do so is to create an Opportunities ...
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1answer
80 views

What is relationship between Contact and Lead?

I was inserting contact in Salesforce, before inserting contact I usually check if that contact exists in Salesforce or not by the email, If I found the 0 records with this email in Salesforce then I ...
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0answers
21 views

How to handle Group emails as contact records

Good afternoon SFDC Exchange, Sorry to bother you, and ask such basic questions but would love to know your solutions on how to handle group “emails” as contact records. For example I have my own ...
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1answer
153 views

Apex Triggers Copy Primary Contact Role into lookup field in the opportunity page

I copy this formula and it works great when the lookup field is null but if I want to change the Primary contact Role the lookup field does not change (it keeps the first contact Role assigned) Can ...
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0answers
34 views

How can I select Contact's details from Account Relationship on a Case?

The Case object has standard fields for Contact Phone/Email/Mobile which cannot be edited (I presume they're formula fields from the Contact object). The problem I have is our Contacts often have ...
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1answer
29 views

I can not link Note to a contact

I am writing a very simple plugin which creates Contact and associate a note to it. I noticed that to add a note to a contact, I should first create the contact after that add the note here is my ...
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2answers
145 views

How to set the RecordTypeID

Im trying to set the RecordTypeId of a contact to a certain value if the contact was created by a specific user. Im getting the error: A value cannot be stored to RecordTypeId in type Contact. ...
0
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1answer
27 views

Replace Contact object with External object

I'm pretty new to sales force and have a question in reference to data sync. I have a prime contact that is related to many several table and contains fields that are not available on contact. These ...
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1answer
11 views

Filter results in a Lookup Filter Field's search results

Custom Contact Field "Active" = Data type Checkbox. "Active" is filterable in Contact Search Layouts. If "Active" which is only a checkbox, & is a filter option in the Case>Contact Name>Lookup, ...
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1answer
52 views

Is there a way to make “Inactive” contacts unselectable in a Search?

Per a different question, we've clarified that there is no way to to make "InActive" contacts, stop appearing in a search. I lieu of that, this question is different but on the same topic. Is there ...
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3answers
476 views

Remove Inactive Contacts from appearing in Search?

Is there a way to remove "Inactive" contacts from appearing in a Search? This is in regards to Case>New>Contact Name>Look up:
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1answer
449 views

Need to set Shipping Address to Billing Address when Account Type is A or B

I'm really new to this platform (one week barely, although the programming logic is the same for everything) and I'm not able to solve this. I have added two new choices to the Type picklist of the ...
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0answers
59 views

Preferred Contact Method on Lead/Contact?

I need to assign a preferred contact method(email/phone/etc) to a Lead and Contact(after the lead gets converted). Is there a standard field/object that holds that information or should I create a new ...
0
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1answer
21 views

Tracking detail in marketing cloud and salesforce

Is it possible if we send an email from salesforce and we can check the status of that send in marketing cloud my tracking ? Salesforce and marketing cloud is connected.
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0answers
40 views

Lightning Google Contact Sync Details Missing

I've installed Google Contact Sync for Lightning, but can't seem to bring over more info that the contact name. Shouldn't email be automatically syncing? And is there a way to map more fields? Update ...
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1answer
326 views

Contact Sharing Rules - No Account

When a contact does not have an account assigned, it is not visible to users, even if there is a contact sharing rule active that shares the contact to their role. As as admin, I have looked at the ...
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1answer
48 views

How do I find Account Owner from Contact [closed]

I have Contact Id and I want to find email of Account Owner not Owner of contact.Can you please provide me ref that what is the relation of contact with Account and how do we get Account Owner from ...
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1answer
594 views

Marketing Cloud - Contacts vs Subscribers, and limits of

I'm working on a Marketing Cloud implementation and am confused around the limit of Contacts associated with the customer's edition of Marketing Cloud. The customer's "Contact" limit is 75,000. Does ...
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0answers
82 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 ...
1
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1answer
38 views

What is “Field Based Page Assignment Criteria” in relation to a custom field?

I am attempting to delete a custom field from the Contact object and when I do, I get a message saying it cannot be deleted because it is referenced elsewhere on salesforce.com. The section listed is "...
2
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0answers
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 ...
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1answer
510 views

SOQL - Select only contacts that have related Opportunities

I have the following SOQL: SELECT Id, Name, (SELECT Id, Name FROM Opportunities) FROM Contact WHERE Email = 'test@test.com' I want to restrict this to return only those contacts for which the ...
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2answers
35 views

List has no rows for assignment to SObject errors

We have a controller code that was working normally last year for us. I took over this probject with no information from the last person to work on these. I am trying to solve an issue where the owner ...
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1answer
144 views

Validation Rule for Number only in Salesforce is throwing an error for (XXX) XXX-XXXX format

I have 3 phone fields in Salesforce Contact. I am supposed to prevent users from entering characters in the phone field. I have used the below validation rule ( Phone != null && ...
4
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1answer
675 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 ...
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1answer
40 views

Admin user does not have access to records on lightning

I'm having trouble accessing some activities objects from the account object page. I can access some activities but not others. The permissions error became a problem for our organisation yesterday. ...
2
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2answers
285 views

Delete an SObject by knowing only Id

Is it possible to delete an SObject by knowing only Id? Here is what I found: Id del = '003S00000099999'; // whatever ID you are deleting Contact ct = new Contact(Id = del); delete ct; So, is it ...
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2answers
81 views

Hide Contact records while set to “Controlled By Parent” OWD

Disclaimer: We are required to set the org-wide default for contacts to "Controlled By Parent" for reasons unrelated to our issue. I am trying to determine if there is a way to hide some Contact ...
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0answers
132 views

Cross Field Matching Rule - Duplicate Rules

On Contact record we have two email fields - Email and Personal_Email__c. We want to identify records as matches if any of the email address fields match any existing email addresses in those fields ...
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0answers
37 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?
2
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1answer
195 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 ...
1
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1answer
86 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 ...
0
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1answer
53 views

Avoid synchronizing required fields with marketing cloud connect

Is there away to avoid synchronizing required fields with Marketing Cloud Connect? We have our own custom fields to manage opt-outs, so to avoid confusion for the end users we would like to avoid ...
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2answers
294 views

Contact - Name is Null, but LastName initialised

Hi, In my understanding, we can set Salutation, FirstName and LastName for the Contact object ; The Name field is automatically updated by concatening these three fields (and this field isn't ...
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2answers
146 views

Get Contact by ID?

How do I get the Name of a Contact record based on its ID? Something like: getContactById('id').Name Unfortunately, the above does not work. Is there a repository of APEX functions? Where can I find ...
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0answers
148 views

Auto Populating lookup field

I have a lookup field to the Contacts object on Opportunities object which is to define the Primary Point of Contact (dont want to use Contact Roles). There is another lookup field on that Contact ...
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0answers
27 views

Contact functionality for Mailing's

I am evaluating code in my Salesforce Instance. I stumbled across some code in which is on Contact. With that said I am unsure of what MailingStreet, MailingCity, MailingPostalCode, MailingState and ...