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Accounts are your organization’s customers, competitors, and partners. Each account stores information such as name, address, and phone numbers. For each account, you can store related information such as opportunities, activities, cases, partners, contracts, and notes.

3 votes
Accepted

Account Handling Scenario

Choose which type of relationship will be your primary relationship (either Contact -> Household Account or Contact -> Corporate Account), and use Contact Roles for the secondary relationship. … This would leave you with something like this: Mike Account Jon Account \ / <-- Contact's Account Mike Contact Jon Contact …
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1 vote
Accepted

I have a list of account names & ID's and I need to get all the contacts associated with the...

This report will have one line per contact, which means that the same account will appear on multiple rows if they have multiple contacts. … , if the account has no contacts, it won't appear in the report. …
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2 votes

Duplicate Account Name not allowed

Add a workflow field update to the workflow rule that copies the value of the account name into the field Unique Account Name. Activate this workflow rule. … Perform a data loader operation once against all accounts to populate account names. …
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4 votes

can you have a lookup search contacts and accounts?

Custom polymorphic lookups are not supported by the platform at this time. Go vote for the idea now. Unless, of course, you have Person Accounts enabled, which lets you lookup contacts and person acc …
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9 votes

Account ID to unique Integer?

You can't have a "15-digit integer" that covers all possible Id values. This is because there are 629 possible values in an Id (per object type per pod, plus reserved space), while there's only 1016-1 …
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1 vote
Accepted

Trigger.oldMap return error "Variable does not exist"

You need to cast to the appropriate type before you can use actual fields: newAH.New_Owner__c = ((Account)acc).OwnerId; It's this reason why developers recommend passing in a trigger variable … : public static void afterInsertHandler(Account[] newRecords) { Which is then called from the trigger: AccountTriggerHandler.afterInsertHandler(Trigger.new); …
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2 votes

Make Account Number unique

You can't do this with a VLOOKUP, but you can easily do this with a custom field. Create a new Text field, mark it as Unique, and then create a Before Save Flow that copies the standard field to the c …
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5 votes
Accepted

When to use Account vs. AccountChangeEvent

You should use the Account trigger when you need synchronous code. … Validating data, preventing deletion, performing immediate field updates, etc on the Account itself must be done in an Account trigger. …
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1 vote
Accepted

Field update workflow not updating field value

In lieu of using a formula field, which would probably work in most cases, you can use a Process Builder on the Account to update the Customer of the Week record. …
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5 votes
Accepted

Is it possible to turn-off verifications related to a user logging in from a new IP address?

You may either add a range, or multiple ranges, to your org's network access list, or add IP login restrictions to that user's profile. You can't disable this feature entirely.
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0 votes

Picklist to enter text if value does not exist in the predefined list

No, it is not possible to do this with standard configuration. It would necessarily require code in order to make this happen.
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2 votes

Can I use partner account fields in a report?

From there, you can add all of the account fields you desire. Use the Joined Report type. … This configuration will let you link opportunity partners to additional account data. …
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4 votes

SOQL Query for first Contacts

You'd can use a sub-query for this: Account[] al = [SELECT (SELECT Name FROM Contacts ORDER BY CreatedDate ASC LIMIT 1) FROM Account WHERE Id = :selectedAccounts]; Each Account record in al will …
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1 vote

Block removal of account team members on owner change via UI

As far as I'm aware, the only solution would be to add an account trigger to copy the account team back on to the account when the owner changes. …
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1 vote
Accepted

Use different object label for different record type

I want to create Supplier and supplier contact, they are really account and contact. No. You'll probably want to just build a new object from scratch. …
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