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Questions tagged [individual]

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Query Accounts from Individual in a Parent-to-Child SOQL query

This is a case in Salesforce: There is a lookup relationship from Account to Individual, both standard objects. How to write a parent-to-child SOQL query where Individual is the parent and Account is ...
Gnopor's user avatar
  • 151
1 vote
1 answer
425 views

IndividualId as a SubscriberKey in Salesforce Marketing Cloud

I want to ask your advice in organizing a new Marketing Cloud org. Our business process is organized in a way that we have Leads and later they are converted into Person Accounts. We track the ...
Kirill Rozhkov's user avatar
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2 answers
1k views

What is IndividualId and MasterRecordId?

So I've set up Marketing Cloud Connect between my Marketing Cloud instance to my Sales Cloud instance. Then I went to Contact Builder > Data Sources, and then proceeded to "Set up object" ...
compski's user avatar
  • 1,352
0 votes
1 answer
39 views

How do I populate individual dates using addDays() onto a series of child records?

To give you some context, I'm writing a trigger between a parent-child relationship ("Event" - "Day"). When entering number of days into the Event__c object, I would like to ...
Nauman Husnani's user avatar
0 votes
1 answer
649 views

How to give dynamic record access level using roles?

I have the a role hierarchy like this: manager suboridinate   profiles       profiles ----------- ChildRole1.1 | ...
nSv23's user avatar
  • 554
0 votes
0 answers
61 views

Create Individual as Site/Community GUEST user

I want a Community public page to create a Lead, and I want to capture a consent checkbox, which should live on the Individual object. The guest profile does not include the Individual object, and I ...
DavidSchach's user avatar
  • 5,928
1 vote
0 answers
124 views

Individual <> Contact Relationship

I'd like to set up validation rule logic so that if Data Loader loads or updates a contact with the same email as an Individual with 'shouldForget' checked (on the Individual record), then throw an ...
Nivi's user avatar
  • 97
2 votes
1 answer
168 views

In Winter '20 the Individual to ContactPointTypeConsent is not navigable anymore. Is this a defect or intended behaviour?

We have a lightning component showing the consents an Individual has given on the Contact Record Page. After the Winter '20 release we observe a regression, the consent information of the Individual ...
Magnus Kreth's user avatar
1 vote
1 answer
45 views

Can you know use Individuals in Journey Builder with API Update

A general question, the latest release of SFMC has updated the API that journey builder uses with Salesforce. As such, you should now in theory be able to inject an "Individual" into a Journey just ...
user avatar
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0 answers
38 views

Salesforce documentation, how to write a test class for below code [duplicate]

I am trying to make a simple test class to get the code coverage. This is the class of the documentation in Salesforce which must be tested. Has anyone a sample for me :) ? Best regards. Constantin ...
Con's user avatar
  • 7
0 votes
1 answer
98 views

Add Individual Object in unlocked package

Does anyone know if Individual Object is supported in Unlocked Packages? I tried to look in the list of available features, similar to what is necessary for Person Accounts, but I did not find ...
Ivano Guerini's user avatar
0 votes
1 answer
135 views

Test Coverage for Individual Object

We may all know that Salesforce introduced the Individual object in 2018 because of the introduction of GDPR. Here what I need is I need to create a test class for the Individual object because I ...
Hariprasath's user avatar
2 votes
1 answer
536 views

How do I inject an Individual into a Marketing Cloud Journey?

I want to inject an 'Individual' from the Sales Cloud Individual Object into a Marketing Cloud Journey. Currently I can only seem to inject Users, Contacts or Leads. Does anybody know how to allow ...
Alasdair Russell's user avatar
1 vote
1 answer
295 views

describeSObject for Individual object

Is it possible to call the describeSObject method for the Individual object?I am using the Partner-Connection-API com.sforce.soap.partner.DescribeSObjectResult describeSObject(java.lang.String ...
noBillSide's user avatar
4 votes
2 answers
6k views

How do you populate data on the new Individual Object?

As part of the gearing up to GDPR, Salesforce is releasing the new Individual object that is associated with Contacts and Leads. There are instructions in the release notes that point to turning the ...
SeanGorman's user avatar
  • 1,015