Questions tagged [contact]
A standard Salesforce object that represents a "person" or "individual" record
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Multibrand Parent & Child BUs - Contact management & profile center
A potential client has a Parent BU, in which seats the data of one of their brands, and a Child BU in which seats the data of the other brand.
They currently have an issue of unsubscription, since ...
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548
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Transfer Contact along with Account when Ownership changes
Background: when an Account is transferred manually, Salesforce takes care of also transferring all contacts to the new owner. However, when this happens using a mass upload, we can’t accomplish this
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Account Related Contacts in same Custom table in LWC in accordian manner
I have designed an Account and its Contacts relationship in lightning Collapsible and Accordion style where data should should be in same table columns. The data is not populating correctly since it ...
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Contact Deletion - How to prevent contacts from reentering a Journey?
I intent to delete a number of contacts from "All Contacts" list. At the same time, I have Journeys, which had contacts injected more than 6 months in the past and I would like to prevent ...
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IF rule on a checkbox field, but the condition is on the Contact field
Here's the dilemma,
I have a few contacts related to each opportunity. Each contact has their own Contact Role, let's say Sales, Tech, and Product.
I have a checkbox field for Sales, Tech, and Product,...
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Subscriber Contact Attribute Missing in Parent
Some of Subscribers in our Parent account don't have any contact attributes and shown as Unspecified Contact but child accounts have either mobile or email address for these Subscribers. May I know ...
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Contact count is much higher than number of emailable contacts
Our contact count in SFMC is being reported at twice the number of actual contacts we are syncing over two sendable synchronized data extensions (contact and lead). I've checked everywhere I can (...
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What kind of objects are account and contact?
If you look at the ERD's of Sales & Service cloud then Account & Contact are shown in black and white. They do not belong to Sales Cloud or to Service Cloud. But to what "package" do ...
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Contact delete in Marketing cloud- Which account id we have to use if we have multiple business units in payload
Need a clarification in contact delete by lust reference.
We have a parent BU (business unit) at the top of the tree, and one of the other BUs is TEST.
In TEST we have created an Installed Package ...
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Alternative of contact to contact relation usecase in salesforce
I have a business case wherein I have to create a contact-to-contact relationship.
here is the usecase in a diagram
I could think of only the below options to resolve this issue.
option 1. Convert ...
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173
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Cannot add a contact related to account without Direct checkbox
I want to add a contact, related to an account, as the contact of an opportunity, but I can only select the related contacts that have the checkbox “Direct” active. This checkbox I cannot see, edit or ...
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Contact deletion error: duplicate value found: <unknown> duplicates value on record with id: <unknown>
As the title states, I get this error message when attempting to delete certain contacts:
duplicate value found: duplicates value on record with id:
There are questions/google search results for ...
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141
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REQUIRED_FIELD_MISSING when saving data
Hello I'm getting this error when saving data from a form to database. This field isn't a field from My contact I just add it to try to solve the issues, but nothing happens.
11:32:59:059 FATAL_ERROR ...
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284
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Unable to create record in Community
I have the following objects Contact (looks up to) -> Account, Project, Project Role (looks up to Contact and Project)
A portal user has the following access to the objects:
Account (Public Read-...
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Limit visibility of related Contacts in an Experience site to only some related Account users
I would like to limit visibility of some of the contacts related to any given account to only some of the users related to that account.
So if Account A has 2 related experience users, Sally and Jim (...
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Unit Test - Query to fetch Event.who.name
I have an issue for my unit test where i seem to not being able to query the who.name from the Event record. For some reason, even after inserting the Event and querying it, it still gives me that the ...
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Record id and contact id?
I have a record id. How can I use that in an an Apex function to retrieve the contact id?
Background: I have a react app that I have embedded using lightning container static resource (aura component)...
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365
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SOQL - Get Contact with More than N (7) Activity in Last-x-Month
I am to prepare a query in SOQL which will return me only contacts that have more than 7 activities in last 12 months.
I am able to fetch the contacts but not sure how I can use "ActivityHistory&...
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reference to account not found in query result sfdx
I am running the following sfdx command to export Accounts, Contacts, and Opportunities. However, I am running into the following error messages below.
Question:
How can I export the Accounts, ...
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473
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Get a count of values selected in a multi-select picklist on all contacts
I have a multi-select picklist (colors__c) in my contact object (with 20 records). Let us say the picklist has 4 values (red, blue, green, yellow). And I have a separate object (object__c), which ...
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Query Activities associated with Contacts
I am building a lightning component on Account that takes the Account ID and returns the contacts and the most recent task associated with it.
@AuraEnabled
public static list<Contact> ...
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How to create an individual account for an existing household account?
How can I add an individual account to an existing Household Account?
I tried to create an individual Account + Contact and link them together (Household>Contact>Individual) but I am stopped by ...
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370
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load contacts by first name, last name, email or phone
I have a spread sheet from the business to load contacts and a related child object to contact. The business wants to load the contacts by the below matching criteria.
First Name, Last Name, Phone
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How do I update a subscriber's email address in Marketing Cloud when the corresponding Contact mail is changed?
The case is the following:
Contact located in Salesforce Service is added with "[email protected]" mail.
Salesforce Service is connected to Marketing Cloud.
Note: Subscriber Key is Salesforce ...
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105
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Changing the Contact's(lookup) field using trigger
in case of update or insert of new Object__c, my trigger needs to update the Object__c.Contact.Title in case that the Object__c.Title__c is different . at the moment im changing the entire contact and ...
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958
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Contact is not getting created from Pre-Chat form
I am having a problem with my pre-chat questions not creating a Contact if no match is found for the Contact. The Chat starts fine and the Case is created, but the Contact is not created and the Case ...
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364
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Unable to update contacts using TaskRelation object after being removed from Task
Below summarizes the issue I am encountering around Tasks with contacts associated.
Scenario 1: When a contact is removed from an existing task, the removed contact should look up all associated tasks ...
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368
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ContactId of Case not populating at times
I use postman as a rest client to post a case with supplied email field populated, in the apex class what we do is we check if a contact exists with the email of the supplied email of the case, if it ...
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Web-to-lead conversion to account and contact creating duplicates via APEX
Lead conversion with following APEX code.
Database.LeadConvert leadConvert;
leadConvert = new database.LeadConvert();
leadConvert.setLeadId(leadId);
leadConvert....
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Error while creating a look up field on Property in Activity while following Trail of Admin Beginner - Create Object-Specific Quick Actions
I am following the trail for Admin Beginner and came across the error as "There were custom validation error(s) encountered while saving the affected record(s). The first validation error ...
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Make Opportunity SOQL subquery of Contacts return all opportunities in the contact's related list, not just primary ones?
I have Contacts who are associated with multiple Opportunities via multiple OpportunityContactRoles. Some of those OpportunityContactRoles have IsPrimary = true; others don't. In the Lightning UI, in ...
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Line Contact Key Updates in Group Connect
our requirement is we need to send a message when active in LINE account and should not send when not active using journey builder.
In the journey, before we send LINE message we check the LINE status ...
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1k
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Unable to delete a contact from Salesforce
I have a user with custom profile and has access almost similar to System Admin. So when that user is trying to delete a contact, the following error is displayed on the screen
Your attempt to delete ...
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Lookup text field is returned as object in SOSL query
this query is run on the Contact object. I need to get the name of the Account which is assigned to current contact.
the query works with simple SOQL:
SELECT Account.Name FROM Contact LIMIT 1
Output ...
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417
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How to restrict all the Contact Name fields using validation rule?
Tried creating a validation rule as below,but i still can edit the suffix, salutation on page layout.
how to restrict salutation,Suffix, do they have any api names for this or should i consider ...
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68
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Date based entry event not working
I've set-up a data based entry event as can be seen in the picture.
When I run a similar query it gives me the people who have their birthday today.
But the entry event is not doing anything, it is ...
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1k
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Send email notification to contact when posted to chatter
I have an action in a scheduled flow, that post to chatter for a certain Contact. Previously, when I used the ID of a User instead of a Contact, when posted to chatter, an email was received.
Can I ...
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1k
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Contact Email field not queryable in SOQL
I'm querying contact email field in apex class and saving the return record inside a list. but when I debug the list queried then it does not show the email field.
Below is the SOQL which I'm using ...
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910
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MobilePush - Track Push Notifications' Opens
One of our customers has asked a detailed report of users who opened a push notification. Is there such a report or some sort of a data view to query from? would be very helpful. Thanks!
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Add Contact records to custom object with auto-complete search
The ContentNote object has a list of Contact records on it and you are able to add multiple Contacts to the note at the same time using an auto-complete search feature.
I have a custom object that I ...
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Populate fields from Contact onto Opportunity when a "New Opportunity" button on contact is Clicked
I created a button on Contact which is supposed to create a new opportunity, populate fields and create an Opportunity Contact Role on Opportunity when a Sales Rep clicks on New Opportunity Button.
...
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Navigate to page on contact creation
I need to navigate to a custom VisualForce page after a user creates a contact.
The page needs to take the contact Id as I'll be using it associate the contact with an opportunity and an account.
...
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Contact permission sets with Platform license?
I have the executive contact object created in staging sandbox. The contact object is set to private. I created a General Contacts permission set and assigned it to everyone to allow them to view '...
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Unable to read Contacts email address from site page ( in manage package)
I want to query contacts email address when logged in from a site, but I am unable to read the value of the email field of contact object. Is there any limitation for site user which will not allow ...
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Processing CampaignMember object without hitting governor limits
Campaign is used to create parent campaign which is assigned to each term. Each parent gets set of child campaigns with parentId=null (that's how we distinguish between parent and child campaigns)
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535
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Using DLRS to roll up to the Contact from an Opportunity
I am attempting to roll up the total giving amount from the opportunity object onto the Contact record using DLRS. Attached is a screen shot of the rollup summary I built. I did not get any errors ...
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468
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Email Alert on status field selection. Flow Trigger to compare last modified date
I have a requirement to send email alert when seminar attendee(custom object) is selected as contact (look up object) and seminar status as "attended". But when same contact is selected for another ...
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108
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Rollup on Contact based on custom object
I have a object Donations which is a part of managed package that holds multiple donations made by a contact. Donations object has a look up relationship to Contact. I tried using DLRS on Contact to ...
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Report on accounts in campaigns
This is basically the same question as Campaign and account reports, i.e. how to create a report using the objects accounts and campaigns. My understanding is that the following four objects are ...
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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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