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This is covered in SFDC Help: Show 'Last Activity' on object detail page layout Basically, you just create a formula field. LastActivityDate is available in Reports and API, not the UX Create a Custo …

Assign that user a Permission Set License = Salesforce API Integration Create a Permission Set containing CRUD for Account and FLS for the relevant fields (Read on the fields to fetch, Read/Edit for fields … Additional such users are cheap ($120/year c.a. 2024) This way, your integration user can only see Accounts it should see and only fields on that account that it should see/update. …

available to the Account record. … You'll need application logic to populate this field when a new Portal user is created but since there's a relationship between User->Account already, you can exploit that …

The Address object is a child of Location and Location is an object used by Field Service Lightning Location Represents a warehouse, service vehicle, work site, or other element of the region where y …

You add roles for Partner using Classic (at least as of V57 - Spring 23)

List Views don't allow filtering to be done on parent fields. What you'll need to do is create a formula field on Event such as AccountFieldX__c which is defined as Account.AccountFieldX__c Events sup …

Assuming the input is always a NANP (North America Numbering Plan) phone number and entered with 10 digits Let's make the flow field called phoneRaw Create a formula element in the flow called phoneF …

let's say you start with this: Account Winner Oppo 100 Closed Oppo 101 Open Account Loser Oppo 200 Open Oppo 201 Closed after merge of loser into winner you will have: Account Winner Oppo 100 … Closed Oppo 101 Open Oppo 200 Open Oppo 201 Closed merge basically reparents all children of the losing Account into the winning account …

Then, using Edit on the Opportunity, assign the Account (as Account is required on the standard edit page) The above works fine as long as these Opportunities don't need editing via their detail page … prior to account assignment …

ticket, including Experience Cloud user who is associated with a Contact) As for Platform License - these are Platform Starter and Platform Plus licenses From a development/configuration point of view, Account …

Include in your deployment the master-detail field, even though it didn't change. You can read the background on this here from Gearset, a vendor DevOps tool

In addition to DavidCheng suggestion, If you map the value of Lead.BusinessType to a field in Account, say Account.Business_Type__c (via Lead Mapping), then you can either use Before Save Flow to coerce …

You are missing a WHERE filter for the records in the trigger context trigger myTrigger on Contact(after update) { for(Contact cont : [SELECT id, Account.My_Field__c FROM C …

To ensure you are updating existing Accounts/Contacts on Lead Conversion leadConvert.setAccountId(acctIdToUse); leadConvert.setContactId(contactIdToUse); Now, how you determine the acctIdToUse and co …

A good pattern to follow when writing a testmethod is the Given-When-Then pattern // Given a mock Account // When Account Updated // Then Verify Contact created then fill in the details // Given … a mock Account Account mockAccount = new Account(...); insert mockAccount // When Account Updated Test.startTest(); update mockAccount; Test.stopTest(); // Then Verify Contact created Contact[] results …