Questions tagged [contact]

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

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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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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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470 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" ...
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1answer
18 views

Exposing the value of a Lookup relationship's element

I have a Lookup in my custom object to a Contact object exposed in Visualforce. The user selects a contact by doing a lookup: <apex:page standardController="Software_Activation__c" extensions="...
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1answer
34 views

How to upload contacts from mobile application using API?

I would like to export the contacts to salesforce from my own mobile application. Is there any API for exporting the contacts to salesforce? Can I do this via mobile application? Or else do I need to ...
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1answer
434 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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1answer
785 views

Create leads or contacts from marketing cloud with landing pages smart capture

Can anyone guide me on how can we generate leads or contacts in Salesforce through a smartcapture form with hidden fields like record type? I only have landing pages in web studio.
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3answers
54 views

Show list of child records in table view?

I have a custom object that links to "Contact" and would like to display the list of all related records of the custom object in the "Contact" list view. Is this possible? So if I had, for example: ...
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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 ...
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1answer
29 views

Is it possible to make a graph that shows number of contacts over time?

We want to add to a dashboard a graph showing how many contacts are in a report over time. So in May there were 12,000, in June 13,000, in Aug 12,500. I can create the report that shows how many ...
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1answer
1k views

Change Layout of New Contact?

I am pretty new to Salesforce and am trying to set it up for my organization. I am trying to change the "New" link for each of the entity types so that the layout the user sees is different from the ...
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233 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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1answer
346 views

No such column 'ReportsTo' on entity 'Contact'

How can i get the ReportsTo field in Contact Record in Apex? When i run the query below i get the error No such column 'ReportsTo' on entity 'Contact'. contacts = [SELECT id, name,email,Title,...
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1answer
89 views

How to transfer the contacts from one account to another account without duplicates

I want to transfer the contacts from account AA to account BB without duplicates. If Account AA have Dup2,Dup3,Dup4,Dup2,Dup3,Dup4,Dup2,Dup3 and Dup4 contacts, for the first time We need to transfer ...
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1answer
716 views

Unknown property 'ContactStandardController.Account'

I hava a visualforce page in which standardController is Contact. <apex:page standardController="Contact"> </apex:page> <script> var company = {!URLENCODE(Account.Name)};//...
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3answers
86 views

How to get ids of duplicate names in contact

I have an account record named with sForceTest1. The sForceTest1 account have dup1,dup2,dup3,dup1,dup2 and dup3 contacts, By seeing those contacts, you can known that sForceTest1 have duplicate ...
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1answer
447 views

How to enable customer user for existing contact using apex?

For the community self registration page if the user enters the detail, I want to check if the contact already exist on the basis of email entered by user. If it does, I want to create user for that ...
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56 views

Get Count of contacts from case related Account Objects?

I'm having a field on case object. I should populate the value of a Related Account related Contact records. Can I do this without writing a trigger? Rollup Summary field isn't enabled in the case ...
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1answer
57 views

Making sense of lead source for attribution

I am trying to make sense of the relationships between the lead source fields in the lead/contact, account and opportunity objects. Basically, my objective is to be able to analyse opportunities by ...
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3answers
1k 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....
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1answer
42 views

I need a suitable app to transfer contacts from outlook to salesforce automatically

I have to connect emails to salesforce , so that the contacts will be migrated to salesforce from emails (outlooks) I would like to find out which apps are suitable for this I need a way that any new ...
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101 views

Delete Contacts Failing

I am pretty new to Salesforce and have been tasked with deleting all data and starting new. As I understand it, the best/only way to do this is to use the Data Loader or the Mass Delete in the web app....
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1answer
101 views

Adding new field need to update all the old records with default value

I am adding a new custom drop down field to contact. Options are YES Or No, The default value will be Yes. however I need all the old records to have the yes value as well. I tried to do it using ...
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1answer
1k views

Cannot insert contact without account?

I am trying to test a trigger which works on Account Contact Relationship so I want to perform the following: Insert an account Insert a contact Insert an account contact relationship (my trigger ...
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1answer
569 views

Convert a Lead and associate it to an existing contact in Lightning

When converting a lead in Salesforce classic, after clicking 'Convert' I am given the chance to attach it to an existing contact (from a drop down) from possible duplicates. This step is missing ...
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2answers
186 views

How to show contact related to an Account in community?

We have a community user say "U1" which is having a internal contact say "C1" in salesforce and that contact is related to an Account say "A1". So when user "U1" login into the community and go to ...
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25 views

Custom Button Changing Value on Originating Record

I've built the below-code for a URL Opportunity Custom Button to parameterize the Opportunity with Contact-based data. What I'd like to do here is to, upon clicking, change a Contact field. (This ...
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1answer
2k views

Use input field value from standard controller extension property

I am trying to get an input field value to reference a standard controller extension property. Here is my controller extension: public class LicenseActivationController { private final Contact ...
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1answer
20 views

lead + contact relation \ how to maintain life cycle in 3rd party app

in my 3rd party app I'd like to maintain the "life-cycle" of every prospect. Is there a way to "understand" from contact, which lead ID it was before (for example, "history" purposes)
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2answers
39 views

Null Account in insert procedure in Contact

I'm trying to add an Account id to Contact but when I do the insert and than I check the Contact just created it appear null. I'm using the following code: Account Acc = [SELECT id FROM Account ...
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2answers
224 views

Counting Contacts with Events

I'm looking to count the number of contacts that have a certain event associated with them. I've come up with this formula, but it returns an error based on 'semi-joins'. I'd love some advice on this ...
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2answers
660 views

Apex Code to check if there is an existing contact that matches first name + last name + email address

I am learning Apex Development. We have a Developer interview and we are planning to ask him/her to code for the below-mentioned question. > For a given contact record, check if there is an ...
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2answers
851 views

get all task related to contact in developer console [closed]

create List of contact and want to fetch all the task related to contact List<Contact> conList = [SELECT Id From Contact limit 5]; System.debug('--Task details with id ---' + conList); But ...
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1answer
474 views

create Activity(Task) when email comes into salesforce

i'm trying to create activity for contact using process builder that when email comes into salesforce create the activity of contact but its not working
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1answer
1k views

Checkbox on Contact & Lead List View in Lightning

In the contact & lead list view checkboxes are coming in Lightning. Checkboxes are only coming on these two object's list view and not on other objects. Is there any setting for it ?
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1answer
1k views

create EmailMessage[] for contact

is this possiblity to create EmailMessage[] for contact? for case i have created and worked but when created for contact mail failed see commented code String con_Email = envelope.fromAddress; ...
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1answer
390 views

Case Object cannot show Case Owner, Contact Name, Account Name correctly

I used a VF Page and created a button that used this VF Page. Is anybody know why the value of Case Owner doesn't show correctly, my code is like this: <apex:outputText value="{!Case.Owner}" /> ...
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1answer
44 views

Create a new contact record when any update made on contact's Address fields

I have a workflow which updates the Salesforce contact address fields like Address1,Address2,City,State and Postal Code when user edits the fields from UI.My requirement is 'When a user tries to edit ...
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2answers
69 views

Send public forms to your Contacts

Is there a way to send a 'form' to your Contacts (not registered as Users), get their reply and update their respective contact record based on the replies. Has anyone done this before? Till now I ...
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1answer
68 views

Apex Iterating through Contact's Opportunities Strange Error

Im getting the following error: The configuration of your org has changed, please reload the page. Missing dependent object: Field: Opportunity.ContactId This happens in the for loop declaration ...
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1answer
371 views

Create a Lookup field on AccountContactRelation object

Does anybody know why it is not available the option to create a lookup field on AccountContactRelation object? I've tried to google it but I didn't find anything related. Best Regards, Saulo
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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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1answer
105 views

Contact auto-create trigger : name parsing issue

We have the following Case Trigger, to auto-create a Contact upon case creation: trigger CaseAutocreateContact on Case (before insert) { Map<String, Case> suppliedEmailCases = new Map<...
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1answer
114 views

User Record and Contact Record - Documentation?

What automation is there for a User record in regards to a linked Contact (and Account)? In fact, what use is the Contact lookup on User and where is it relevant? I cannot find any relevant ...
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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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2answers
653 views

ContactAccessLevel is 'Read' on AccountShare object but user cannot access the contact still?

I have a user who is trying to view a "Contact A" related to "Account A" and here are the settings. User has read access for the "Account A" and all the contacts related to "Account A" as per the ...
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1answer
113 views

How can I update the Account Name field for a contact using the data import wizard?

I'm trying to do bulk update/inserts using the data import wizard, and everything seems to work except that the "account name" field will not be populated when the data is imported. New contacts ...
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1answer
80 views

Can we remove 'Open Calendar' link from Account/Contact/Lead list views? if yes, how?

I want to remove open Calendar link available on Account/Contact/lead list views:
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1answer
169 views

A better way to manage Lead Sources for Segmenting?

We have historically been using the LeadSource field on Leads and Contacts as a key value for creating ad hoc segments in our marketing automation tools (eg Hubspots, marketos of the world) but now we ...