Questions tagged [contact]

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

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89 views

Trigger to update fields upon updates to formula fields in Contacts and Accounts [closed]

I am very new to Salesforce and I need to write a trigger which should fire on few formula field updates and should update the other fields in contacts and accounts. So something like this: Trigger ...
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2answers
83 views

Updating a field on Account level, from field on Contact

This sounds like it should be super simple; and I can't believe I can't find documentation to support my assumption. I have a field, MDID (managed department ID) on the contact level, and I'd like ...
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1answer
63 views

How to using formula field for contact custom field allow only two digit numbers?

I created one formula field in contact object. When I give text with numbers(Before text and numbers(Ex: tsdhsgj12) or after text and numbers(Ex: 12gsdjgsjgfs)) in the input contact custom filed, it ...
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180 views

Accountshare record automatic deletion

We have a trigger on accountcontactrelationship object which inserts an accountshare record as our account object is private. Accountshare record is inserted based on the accountcontactrelationship ...
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1answer
46 views

PHP - Many To Many Relationship

Before I begin my question, I'd just like to give a brief background on what I am doing and what I am looking to achieve. FYI: I am a newbie with this Salesforce stuff. I have connected my site with ...
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1answer
27 views

Had a user put parentheses in a last name for a contact and the contact wouldn't update after that

Ran into this in production. We have a contact for our patients and the customer entered "Smith (Jones)" as the contact name. This created a contact successfully, but when they tried to edit the ...
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1answer
90 views

Installed apps frequently fail with similar error

My organization would like to perform actions in Salesforce that are not included in the base functionality, so we would like to install Apps. Obviously we use well reviewed (4+ stars, many reviews, ...
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2answers
178 views

SOQL: Left join Contact fields to custom object

So i have a custom object which has in of one of the fields( Creator__c ) the Id of the person who created it which is also the Contact Id, and i'm trying to get the contacts first and last name field ...
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2answers
2k views

getting error while inserting AccountContactRelation record in test class

@isTest public class GetAcconRelTest { @isTest static void test(){ List<Account> ActList = new List<Account>(); List<Contact> contList = new List<Contact&...
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1answer
2k 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....
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100 views

Update Parent account in Account lookup on account contact relationship object

As per my company business process we have all customer account as per Geo location. Parent account will be head office and branch offices are child accounts. Now, our requirement is all contact ...
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2answers
83 views

Can I update a Contact in Salesforce from their actions in an email I send from Marketing Cloud?

I would like send an email from Marketing Cloud asking for the subscriber to click on a link. Once that link is clicked, I want to update a checkbox field in the subscriber's Contact in Salesforce. ...
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1answer
124 views

Invalid conversion from runtime type Relatie_Contact__c to Contact

I get the error:Invalid conversion from runtime type Relatie_Contact__c to Contact for my testclass. I have looked trough some similar questions but could find the answer for my case I have the ...
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1answer
1k views

Can a community user edit their own contact record?

Can a community user edit their own contact record? I've seen few question on the stack exchange it self about community user's editing their own contact record's details directly. Somehow could't ...
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1answer
48 views

How can a trigger distinguish a contact field was updated during lead conversion?

My organization protects certain fields on Contacts of Record Type X from being edited, as these contacts are imported from an external system. In addition to using locked-down page layouts, we have a ...
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2answers
825 views

SOQL to find contacts related to specific opportunities

I need a query that returns me all contacts that were involved in an opportunity but ignore the ones that were involved in a opportunity recently (10 last days). I tried using a subquery, like this: ...
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1answer
109 views

trigger to populate contact's email based on the name field (look up field)

Trying to figure something out. Working on this but its not working. I have two fields in this one object under the account. One field is a contact name look up and the other is the email of the ...
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1answer
183 views

Non-profit Starter Pack -> Contact field question

In the Non-profit Starter/Success Pack version, Contacts has a checkbox field called Private. What is the semantic meaning of this field? Related to this question, I have searched for a listing of ...
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2answers
486 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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1answer
92 views

My Unresolved Items are not visible

I had to transfer all the data from an old Salesforce environment to a new one via the Data Loader but on my new environment all the data such as Emails, Tasks etc is missing from My Unresolved Items....
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0answers
254 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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0answers
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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3answers
314 views

Creating groups in a Wrapper class's list of Contact records?

I have implemented a table of Contacts with adjacent checkboxes using this Salesforce Wrapper Class. In the table, the contacts are just individual Contact users with their email ids. Command button ...
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1answer
191 views

Why does my soql return accounts which have no contacts

I have a requirement where I need to soql contacts from account I wrote an soql which should only return account with contacts. Instead I also get accounts without contacts, why?: [SELECT id, Name, (...
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1answer
3k views

How to personalize contact first name in marketing cloud email

I am sending marketing cloud email to 1 record in sales cloud which consist of 2 contacts. i am using content builder to send email but personalizing first name using ampscript (%%FirstName%%) is not ...
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2answers
411 views

child count of related parent

By using inner query its working but the question is soql work on 50,000 records only if one Account has suppose 60,000 Contact(child) records then it'll not work. so how i can count no. of child ...
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1answer
30 views

Populate Primary Point of Contact Field ( Business Account ) from Contact Object

I am using PHP cURL to populate data in the Customer, and the Account Object. I am working to link the two objects together via Contact Role. In which object field do I need to assign a value to in ...
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1answer
374 views

Customer Community User cannot create Contact

When Customer Community Users are trying to create a contact, they are facing an error: Cannot Assign Portal Customer or Contact to Portal User You cannot assign a Portal Customer or ...
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1answer
64 views

Display contacts with same user firstname and lastname

Hi I want to display/list all contacts (Duplicates) who have the same first user name and last user name in my standard report, how can I do this? Do I have to use a formula field for this ? Ex:- ...
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0answers
85 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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2answers
1k views

Create a Report of All Clients with no Contacts

I need to create a Standard SF Report to display all Clients with no Contacts ? How can I check the criteria in the Report ? I tried few things but it didn't work. Any help on this is appreciated
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1answer
364 views

Changed a picklist field to not have a default value, but it still populates new contacts with one

I modified an existing Contact picklist field to no longer have a default value (it previously did). However, new Contacts still get set with a default value and I'm not sure why. Here's the field ...
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1answer
52 views

How do I change the default view on my contacts object?

This might be a very easy answer, but none of the solutions I have found seem to work for me because they're all from around 2013. I am using Salesforce Lightning and every time I go to my Contacts ...
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1answer
521 views

One contact with multiple records in journey [duplicate]

My goal is to send an invitation email via journey to all records who qualifies for certain event. Sending DE "ContactToOnlineEvents" has got two primary keys; Subscriber ID linked to Contact Key and ...
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2answers
2k views

Email Template merge fields (Account.Name)

I have a lookup field of Account in the object Lead -- Hotels__c I have also a lookup field of Contact in the object Lead -- Applicant__c When trying to merge the {!Account.Name} in the HTML Email ...
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1answer
448 views

Journey Builder - SF Event Campaign as Entry Event [duplicate]

We are trying to configure a Journey using SF campaign as Entry Event.The Campaign Members with Status "Approved" enter the Journey and a "Save The Date" email is sent.This is working fine but we need ...
1
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1answer
67 views

Journey Builder: Merged contact should not re-enter the journey

I have created a journey builder to send welcome email based on registration Criteria : Registration date Stamped in contact record It will send welcome email through JB Now when in ...
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1answer
125 views

How to create a Contact associated with an Account by external ID?

I'm trying to create a Contact trough a REST API. I want it to be linked with an Account. At this point I don't know the AccountId, however, I do know a value of ext_id__c which is a custom field ...
1
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2answers
601 views

Send an email to a contact when a lead is converted

I'm trying to send an automated email to the contact created when a lead is converted. I'm trying to use workflow but with no succes Here's the image of the workflow I created but with no success. I ...
0
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3answers
458 views

Can you update an Account field via a VF page using a Contact standard controller?

I have a visualforce page using the Contact standard controller that's displaying a mix of Contact and Account fields. I have some of the Contact fields configured so you can update them directly from ...
1
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1answer
127 views

How to Create EventRelation using REST API

I'm trying to create an EventRelation using the REST API, but it does not seem to be working. Here are the details of the request: URI: /services/data/v37.0/sobjects/EventRelation/ With the ...
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1answer
578 views

How to get full image URL of PhotoUrl in Contacts using jsforce

I use nodejs/jsforce to connect to Sf API. In the "Contacts" one of the fields is retrieved as a string path PhotoUrl:"/services/images/photo/003o.....AAV" But that's not very handy if I want to ...
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0answers
497 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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1answer
144 views

Marketing Cloud Connect Syncing Email sent from ET back to a Contact Email Send Related list

We are currently sending emails through Exact Target utilizing a data extension that passes subscriber ID and email address as attributes. Is it possible to pass this back to the SFDC Contact Object ...
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1answer
2k 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 : ...
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1answer
28 views

combining salesforce and website tracking data

I'm using heapapp for user analytics. https://heapanalytics.com/ Specifically heap allows me to understand how an individual user is using my website. I'd like to correlate this with data inside ...
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1answer
26 views

Validation rule against Contact card

Can someone help me with validation rule against Contact. We have a contact named 'Anonymous Contact' which we are using in several process builders etc.. and I would like to do a validation rule ...
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1answer
89 views

Revert Changes in sandbox org

While working on a functionality I updated all the contact names in my org with a particular name. Can I revert back all the changes and get back the previous contacts? If so, how?
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1answer
456 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" ...