Questions tagged [contact]

A standard Salesforce object that represents a "person" or "individual" record

Filter by
Sorted by
Tagged with
0
votes
1answer
33 views

How to remove a record from being created using Before Insert?

I have an external application inserting Contact records into the Salesforce (SFDC) instance. Within the external application there is no way to conditionally remove any records from the list so they ...
0
votes
2answers
32 views

Process Builder— how to create OR update a contact based on if contact exists

I've attempted the flow using either account or contact objects. With account object I was stuck in that I could only create a new contact, not check if it exists and update accordingly. With contact ...
0
votes
0answers
12 views

Link Contact details to an Opportunity using a Global Action

I am converting a lead to a new Opportunity, new Contact and tying it to an existing Account. In this case I want to show relevant contact details on the Opportunity. Will I be able to do this using a ...
0
votes
1answer
29 views

Validation rule working when manually entering values but not working when import using dataloader

I have the following validation rule on contact: OR(AND(MailingCountry = "Other Locations", ISPICKVAL(other_locations__c, "")), AND(NOT(MailingCountry = "Other Locations")...
0
votes
0answers
16 views

How would I create contacts (sometimes multiple) from fields on an object? [closed]

I'm trying to create contacts on each of our company accounts that correspond to the data we've collected on our company object. For instance, each of our company objects have fields like: -primary ...
0
votes
1answer
27 views

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....
0
votes
1answer
31 views

Send Email quick action on Contact

I am trying to configure send Email quick action on Contact object. Although I have set the deliverability to the All emails and enable email-to-cases, it's not showing up on the page. Why it is not ...
0
votes
0answers
7 views

Merging Contacts- Switching the Direct Relationship Removes the Account from the Related Accounts?

In order to merge two Contact Records, both Contact Records must have the same Direct Account. When changing the Account Name (which drives the Direct status true/false) on one Contact Record to match ...
0
votes
1answer
15 views

Which Studio will help to enroll new customer through Social Media Sites

I have a requirement where we do not have any existing customer data, but we want to use Social Media sites to enroll new customer in our Account. Which Studio will help us achieve this task? Social ...
0
votes
0answers
17 views

DUPLICATES_DETECTED when creating a contact for the account [duplicate]

We have some accounts that start with "Business". And we already recorded their information in custom fields in the account object. Business first name, business last name, and email ...
1
vote
0answers
29 views

Contact duplicate rule condition is not working on Lead convert (Apex)

I have written custom Lead Convert apex class and vf page. I have a duplicate rule "active" on contact. The issue i am facing - When i try to convert a lead, contact duplicate rule's ...
0
votes
0answers
6 views

How to create a territory field in Contact object which reflects the assigned territory of the Account?

As i can see a territory field is there in the Opp level which reflects the assigned territory of the Account, i want to create a similar field in the Contact object which , when created any contact ...
1
vote
1answer
32 views

Changing owner for Account simply changes the owner of the associated opportunities and contacts without calling their triggers

When changing owner for an Account opens a pop up that says, The new owner will also become the owner of these records related to Think Big Corp that are owned by you. 1. Open opportunities 2. ...
0
votes
0answers
10 views

way to limit call log contacts to the selected account?

I'm wondering if it is possible to limit the list/search of account contact to the selected account when making a call log? Currently when I go to make a new call log, I select an account, then have ...
1
vote
1answer
24 views

Validation rule for age in years, months and days

I want to ensure that the age of my contacts be less than 20 years, 5 months and 15 days. Till 20 years and 5 months, I am able to write the rule by multiplying the years with 12 and adding the months ...
0
votes
1answer
102 views

Create Account Contact Relationship using AccountContactRelation object in Apex

I'm trying to create a relationship between Person Account and Contact. I'm doing it in Apex and using AccountContactRelation(ACR) object. I'm taking information from the Order and want to assign it ...
0
votes
1answer
14 views

Possible to enfore Shared Activities through managed package

I have an external application that depends on a user installing my managed package to create some custom fields etc. My external application creates calendar events and allows the user to add ...
0
votes
1answer
55 views

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 ...
0
votes
0answers
10 views

Cases that a contact is working on is not showing up when the contact is added through case team

User is able to add second contact in Team Case section in Case However, under the contact detail page, there is no Case in the Cases section I was wondering how to link the Team Case section with the ...
6
votes
0answers
42 views

Contact MiddleName interferes with FirstName functions in full and partial sandboxes

We have Middle Name enabled in production. In a full sandbox, when we try any standard workflow, Flow Get Records step or SOQL query that involves Contact.FirstName = 'some value', the query/function ...
0
votes
1answer
20 views

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 ...
0
votes
0answers
37 views

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 ...
0
votes
1answer
22 views

Contact being automatically created with an account

This is my first time working on Salesforce, and I have inherited some code. Basically, when an Account of a certain record type is created, it looks like there is some code/process set up to always ...
0
votes
1answer
44 views

Opportunity is not updated on contact detail page

I have a custom lookup on opportunity (Contact_Lookup__c) and a custom Field in contact(Total_no_of_Opportunities__c) and when opp is created, updated or delete the count will updated(...
0
votes
0answers
35 views

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 ...
0
votes
2answers
56 views

How to remove Assign to Volunteer Project button in Standard Contact List View Page

I logged in to my developer org and upon checking the standard contact list view page, I noticed a button named Assign to Volunteer Project. It suddenly appeared among the list of buttons when it is ...
5
votes
0answers
48 views

Comments in Salesforce contact email address

According to https://help.salesforce.com/articleView?id=000321158&type=1&language=en_US&mode=1, Salesforce supports comments in email addresses Comments - denoted by matched parentheses - ...
0
votes
1answer
70 views

Finding a Standard Button (RequestUseSfdc) that is being excluded from page layouts?

In the metadata file for layouts, you'll see that standard buttons are only specified for those that shouldn't display: through a <excludeButtons> field. The description states: List of ...
0
votes
0answers
24 views

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 ...
1
vote
1answer
31 views

Unable to automate a change of contact's device status with API in Marketing Cloud

We are trying to find a way to automate a change of a contact's device Status in MobilePush demographics in the Marketing Cloud. Theoretically, this should be possible with the Update contacts call in ...
0
votes
2answers
27 views

How to autopopulate 2 lookups at record creation?

In Classic, when we created custom object records from related Contacts or Accounts, it would automatically fill in that Account (from Account record), or Account and Contact (from Contact record). ...
0
votes
1answer
83 views

SFMC Duplicate Contacts Query

I am trying write a query that will result in duplicate SFMC contacts in a SFMC list. More specifically, I have 3 brands and each has a shared publication list then there is the All subscriber List. ...
0
votes
1answer
19 views

Unable to View Leads on Contact Object's Related Lead List

I have a custom field (Associated_Contact__c) on my lead object to create a relationship to an associated contact (via lookup field). The field is populating as expected, but when I look at the ...
0
votes
0answers
18 views

Why does SFMC Subscriber History Show Test Sends?

When I am looking at "Subscriber History" in Marketing Cloud I can see the test sends that I sent using the preview and test feature. If it was a test send why is it appearing under "Subscriber ...
0
votes
0answers
26 views

How is the section “All Contacts” populated in Salesforce Marketing Cloud? [duplicate]

I'll explain my doubts about All Contacts. I have a Synchronized Data Source Account and Synchronized Data Source Contact. In the Synchronized Data Source Contact there is the following filter: All ...
1
vote
1answer
30 views

add error from trigger when enabling partner user from contact

Is there is a way to stop / add error from contact trigger when a user try to create a partner user from contact ? I would like to add error in case certain field say firstname is missing on contact, ...
0
votes
1answer
46 views

Is there anyway to extract all contacts from my account via API call Rest or SOAP?

I'm trying to retrieve all contacts from my account in Marketing Cloud via API but I can't see the operation. I found this for REST API: https://developer.salesforce.com/docs/atlas.en-us.mc-apis.meta/...
3
votes
0answers
85 views

How to grant public visibility to all Contacts with private Accounts?

We want to activate Contact to Multiple Accounts but we have Accounts and Contacts visibility as private. If we activate this functionallity an User can't view all Contacts to relate them to an ...
0
votes
1answer
20 views

How to access the User object from Account object, via the Contact object. Error: No such column 'Users' on entity 'Contact'

I would like to write a SOQL query which goes from Account > Contact > User(s) Something like this: [SELECT PersonContactId, PersonContact.Users, PersonEmail FROM Account WHERE ...] But I get ...
0
votes
1answer
22 views

Setting Contact from Map.get() Returning Null - Debug Shows Contact

I have a Map that stores cases and existing contacts. I am populating the map and confirming so with debug logs. All of the debug logs show there is a returned Contact record when I use the .get ...
0
votes
1answer
38 views

Return a custom List of Contacts & Opportunity Contact Roles from Account

I am attempting to query a list of Contacts (associated to the account) & OpportunityContactRoles (if applicable). So when a user is on an Opportunity Record they are able to see a full list of ...
0
votes
0answers
18 views

How to compare MailingAddress of a Contact

There is a requirement to detect whether two contacts have the same mailingaddress. Rather than iterating over all the mailing address components (Street, State, PostalCode etc) is there any other ...
0
votes
2answers
46 views

How to give a community user, write permissions on his Contact object

I have created a community user and I need him to be able to update the related contact details. I'm using RestAPI to get and update the contact. In profile settings, I have given the profile Read, ...
0
votes
0answers
27 views

Best Practices to Upsert records from External Database to Salesforce using jitterbit

My task is to maintain data consistency between external database and salesforce. The external database is the source of truth for Contacts and Accounts, and the association between AccountContacts. ...
0
votes
1answer
161 views

How to make First Name field required and Last Name not required on User and Contact objects

Problem: I have a requirement to make First Name fields (On User and Contact objects) required and to make the Last Name fields on both objects not required. Given these are standard fields, I ...
0
votes
1answer
57 views

Marketing Cloud ContactID, where do I find this?

how do i access the "contactID" in SQL in the Marketing Cloud ? what data view is it in? when looking at contact builder I see data like this. Contact Contact ID: 1030837 Contact Key: ...
1
vote
2answers
108 views

Update Contact in Journey Builder - New Attribute Value

I wanted to know if I can use "update contact" to add a new attribute when the contact opens an email and change their status on the data extension as "Email Opened"? Please let me know if my question ...
0
votes
0answers
10 views

Partner users are getting this error when opening an Opportunity: “Requested Contact is currently not associated to any Opportunity”

But when I check the Opportunity record, it is associated to the correct Contact and the Opportunity has contact roles. The Opportunity was created using lead conversion process.
0
votes
3answers
39 views

Does not return contact ID to go to another page

When I check which value is returned at the click of a button, null always returns to me. And when I click on the button to go to another page, it always goes to another page (it makes no difference ...
0
votes
1answer
63 views

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 ...

1
2 3 4 5
13