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#Account Object0 discussing

Why I coun't able to Delete an Account record (Which I created). and i have been encountered with below message! 

 

How should i delete? if needed. ( Im the  record owner, admin everything), what permission i need when i am the only administrator. : ( #Trailhead Challenges #Trailhead #Account Object@* Salesforce Developers * @Benazir Beham

Why I coun't able to Delete an Account record (Which I created). and i have been encountered with below message! How should i delete? if needed.

6 comments
  1. Jun 26, 2023, 12:34 PM

    Hi @prasanth sai ,

     

    I'm glad to hear that the issue you were facing has been resolved. If you're interested in exploring more about the Account object in Salesforce, I have a suggestion for you. Checking out the website at https://arrify.com/ultimate-guide-on-account-in-salesforce/ would be a great idea! It provides a comprehensive guide on the Account object in Salesforce, covering everything you need to know. Enjoy exploring the complete guide on Account in Salesforce! 

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I need to customize Standard Relationship Map component to hide add relationship standard button in FSC for certain user. Here is attached screenshot.

Things i tried to achieve this:-

1) i  tried to edit the record page for this standard component but we can hide only it's related account & related contact . 

2) I tried to tweak CRUD object permission for it related object like Account,Account-Account relationship object but no luck.

3) I checked standard permission set 'Financial Services Cloud Standard' for user to disable/hide this standard button but din't find anything related to it.

 

So my question is can we customize this standard Relationship Map component to hide this add relationship button on household Account's record. if it is then any help will be appreciated.

4 comments
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Hi everyone,

We need to create a Salesforce flow so that form fills that include company name as text can be converted to an account look-up/create and connect to contact. We have the text field on the contact object, where to pull information from, already created.

 

Here’s a YouTube video (https://www.youtube.com/watch?v=oKnpF12VfzQ), we were trying to follow to create the flow, however, we ran into the error in the flow that says that the required field Account Name is missing.

 

Could someone, please, help to solve the problem?

 

Many thanks!

2 comments
  1. May 7, 2021, 2:55 PM

    Mathew,

    That an auto-launched flow that is going to be triggered once the contact object is created/updated and the company name field is filled. So the Account should be created, and the Account Name should be pulled from the Contact object filed “Company Name”. Do you need me to provide some more details?

    Thanks!

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Hi,

I have created a real-time Roll-up on Account to show the SUM of Amount(Opportunity Field) when Stage = 'Closed Won'

However, When I am adding/updating Opportunity Stage field. Value is not updating in Account field.

I have checked the Documentation and found the below statement.

By default, your rollups from Account, Attachment, Task, Contact, and Event records are enabled for real-time.

How Can I fix it. Please help

 

Thank you

2 comments
  1. Apr 28, 2021, 1:24 PM

    Hello Anurag,

    In order for a Rollup to be in real-time it is the source object that needs to be enabled for real-time. When it is you should see a lighting bolt in the run mode column for the Rollup on the All Rollups page.

    If you still need to deploy the trigger you can do so using the Enable Real Time Rollups tab.

    If you have any issues with the deployment process please feel free to reach out to

    support@passagetech.com and we will be able to provide further assistance.
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We are trying out dynamic actions on the account object and having issues with some of the buttons that were on the page layout converting.  Does anyone know how to convert the following:

  • Visualforce custom buttons
  • Url link custom buttons
  • Printable View
  • Related Campaigns

Thanks in advance.

7 comments
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I am trying to changed the related list layout for the account object (person account and standard) to enhance list within app builder to ensure that the related list takes up the entire width of the page. When i click save i receive the error message in the screenshot, has anyone encountered? How did you manage to resolve this? 

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Hi everyone, i am a junior admin needs to create a shared field between account and contact,

i manage to create in the contact object a custom picklist field called "contact type" and i want to connect it to the account object as a read only field. can it be done? 

Thanks much !

6 comments
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Hello everyone

This is my very first post here.

 

Not sure if it is ok to just throw a question here, so I hope you can help me or put me in the right direction. 

 

This is the situation

Our Accounts have a parent-child (Customer-Location) schema.

The Account object has 2 custom fields int CustomerId and int LocationId. On a Customer, the CustomerId corresponds to its Id.

On a Location, the CustomerId corresponds to its Parent.CustomerId and LocationId is its Id.

We have a layout to create new locations.

You can fill in some fields and choose its parent (Customer) from a list.

 

Now, the Location needs to inherit a few values from its parent. Let's say the Account.CustomerId__c. The Location.CustomerId__c by default needs to take its parent's CustomerId__c value. So, that the user does not need to go look for the CustomerId and type it in.

 

My question:

Is there a way I can assign that value to Location.CustomerId__c when the Parent is selected from the list?

 

That before saving the new Location Account for the first time.

 

Thank you

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Hello, everyone! My goal is to create and update a field in the Account object according to the Opportunity Product. I've created a lookup field in Opportunity Line Item (Opportunity Product) with Account relationship. After that, I've created the text field "Won Products" in the Account. For updating this field (collect Won Products) I created the Flow. As a result field updates but with one Product Code value. I need to get the all values of Won Products in this field. Maybe I chose not the correct type for the field, does anybody have any ideas?

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Hello Stuart, 

 

There is a peculiar issue which happens within our salesforce production org. Wanted to get your opinion on it. 

 

  1. When we try to update a custom object through the custom API and a sales user simultaneously works on an Account which may be related to the custom object, we keep getting this error as part of the API response ""errors":[{"statusCode":"UNABLE_TO_LOCK_ROW","message":"unable to obtain exclusive access to this record or 11 records: "
  2. This also happens when we do upserts on Account object which triggers rollups helper or process builder for the same object (row) which happens concurrently, and when we do upsert on Account object and end user also accessing the same row simultaneously. 

 

Is there a way we can handle these concurrent requests better and any best practice we can refer to avoid the "unable to lock row" error?  

2 comments
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