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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.

2 votes

Adding products to an account

If you really want to start adding Products from the Account itself you may have to go with another Junction Object called AccountProduct. … AccountProduct will have lookup to both Account and the Product.Depending on the functionality needed you may have to do lot of customization for your application . …
Mohith Shrivastava's user avatar
5 votes
Accepted

How to get the Billing or Shipping address in Account objects as a single data?

https://www.salesforce.com/us/developer/docs/api/Content/compound_fields_address.htm After v30 Sfdc introduced compound field.This is read only field which is available on Account object A sample SOQL … will be as below SELECT Name, BillingAddress FROM Account
Mohith Shrivastava's user avatar
1 vote

How to tell difference between standard field and custom field with same name?

One way to differentiate is not to keep the same labels as that of the Standard fields .Only changing labels will not affect anything than merge fields in email templates and other minor places .If th …
Mohith Shrivastava's user avatar
5 votes
Accepted

Get account by user id

Looking at the User object fields in SFDC ,AccountId and ContactId fields are populated only if your user is a portal/community user Also you can directly use the AccountId field instead of using th …
Mohith Shrivastava's user avatar
2 votes
Accepted

Evaluate the current User in a visual workflow

You should be able to use Global Variables for your scenario . Precisely you should be able to use {$!User.Id} to get the Id of the User executing the visual workflow. Note that global variables are …
Mohith Shrivastava's user avatar
0 votes

Access based on Record Type

In this case this will be an after insert and after update to further customize logic and add account sharing records. …
Mohith Shrivastava's user avatar
0 votes

Evaluate Current User for Flow - 15 - 18 digit User ID

Create a formula field on the Account record which will Convert your 18 digit to 15 digit .You can use LEFT function on the Account Object and store the 15 digit there as a formula field . …
Mohith Shrivastava's user avatar
0 votes
Accepted

Is it possible to create a view of contacts that's based on global tags from the accounts to...

One custom solution i can think is have a custom field on account and populate with specific code related to all products and then you can trigger emails through trigger to those contacts . …
Mohith Shrivastava's user avatar
1 vote

contact lookup list only for related account

http://blog.jeffdouglas.com/2011/08/12/roll-your-own-salesforce-lookup-popup-window/ If you are using visualforce page for this one workaround is to roll your own salesforce lookup popup window . Th …
Mohith Shrivastava's user avatar
1 vote

Account.MasterRecordId does not belong to SObject type Account

= null) { ids.add(value); } } return ids; } __ public inherited sharing class AccountTrigHand extends TriggerHandler { private final List<Account> newRecords; private final … Map<Id, Account> oldRecordById; public AccountTrigHand() { this.newRecords = (List<Account>) Trigger.new; this.oldRecordById = (Map<Id, Account>) Trigger.oldMap; } public override void afterDelete …
Mohith Shrivastava's user avatar