I have a contact in SalesForce, she works for a PE group, and is attached to one customer, but is also helping answer questions for another customer. I tried to add her in the second customer's contacts, and it said she was a duplicate, but I can't figure out how to attach her to both accounts. Any direction on where I can learn to do that? Thank you!!
Contacts can be connected to accounts directly (parent-child, via Contact.AccountId lookup) and indirectly (many-to-many, AccountContactRelation). It's useful when contact has multiple functions, for example being Director in 1 company and VP of Sales in another.Check the page layout, you might have to add a related list.
https://trailhead.salesforce.com/en/content/learn/modules/accounts_contacts_lightning_experience/understand-account-and-contact-relationships-lightning might be a good start
Related
On Account object we have a related list called contact.If we want to add contact we can use Contact related list. then contact related list will created. But on the contact i could n't find the Acccount name in Account related list on Contact. Both Accounts and contacts are m-m relationship
Your question is bit weird. And it's not really programming-related. If my answer doesn't help you - try asking again at https://salesforce.stackexchange.com/
The default setup in Salesforce is that Accounts and Contacts are in 1:n relation. So you have related list of 0,1 or more Contacts under Account. But when you're on Contact there's only 1 Account to choose from. And it's the "Account Name" field, a lookup (foreign key), not a related list with exactly 1 item on it.
You're 1 click away from viewing the Account. If that's not enough, if you really want to display Account data on Contact - there are options such as formula fields or adding "record detail" component to the page and making it use Account Name instead of this Contact. You can see it on the right side in my screenshot:
When you make new Contact you can select existing Account or click "New" in the lookup and create one on the fly. But relation is still 1:n, A contact will have 0 (possible but an edge case and generally bad idea) or 1 account.
Then there's a special table called AccountContactRelation. It's used to model "one guy working in multiple companies, for example being director in company XYZ small local branch and at the same time - head of accounting in company XYZ headquater". If you want that, a real m:n relation - you might have to enable few things in Setup and configure your Salesforce like this training course: https://trailhead.salesforce.com/en/content/learn/modules/admin_intro_accounts_contacts/admin_intro_accounts_contacts_relationships
But on the contact i could n't find the Acccount name in Account
related list
So... if you already have the "Contacts to Multiple Accounts" enabled and added to page layouts and stuff - then perhaps it's as simple as checking the Contact page layout and editing the related list to include Account Name. But I have a feeling you skipped few steps on the way.
I have a hasMany through schema for volunteers who make up teams. It's like this:
Volunteers belong to many Teams
Teams belong to many Volunteers
Both through a table of Memberships.
The reason why I used a through table is because I need to select certain volunteers as team leaders in certain teams they participate in. The field is boolean --TINYINT(1)-- and part of my join table. This is similar to CakePHP documentation's example of starred, I assume, on which an element is selected as highlighted.
Now, I am wondering on how to select volunteers as team leaders on an form in a way that I can load the list of associated volunteers (or during the selection page) and then mark a checkbox for 'team leader' for each name, or a widget that allows me to select only from the reduced list of volunteers already members of this team. So far, I have decided to leave the associated volunteer selection in the team edit page:
<?php echo $this->Form->control('volunteers._ids'); ?>
Which is pretty easy and straightforward, but from here, But I can't seem to find a way to generate the selection box for the already-reduced list of volunteers. I've found everywhere for an example of this, but I probably don't have the skill level to make a good search, as I'm not sure how to word my question, I guess.
Can you please help me out? I understand that a through table has a belongTo relation, but I don't know whether CakePHP generates the list of inputs for me, or whether I need to create a loop (which would mean that I need to add something on the controller to do so).
Thank you!
I am building a simple tech blog and this is my database.
Because I don't really have a lot of experience I am looking to get some feedback if its an OK schema.
I will have 5 categories: Computer, mobile , laptop , tablet and General.
For users I will only have an admin to begin with and maybe I will add users later.
User will only be able to comment/share on the posts nothing more.
Only admins will be able to create posts etc.
Guests will only be able to browse the site and share posts.
I would like to add a feature to be able to count how many shares have been made for a specific post but later.
Also I might add sub categories to each category (for this I think that I need another table to track those).
Any help is appreciated, thanks in advance.
In my view, you should add a comments table; in your database a Post can have only one comment.
Comments should have this fields at minimum: id, body, post_id, user_id, because they belong to a Post and to a User.
In the posts table add fields: user_id and category_id because each post belongs to a User and to a Category; and remove the comment field because a post can have many comments.
I'm making a report that is a registration form to be printed.It prints customer information in the boxes, and it also lists the available licenses that can be purchased. Right now my problem is that each customer's info is displayed first, then at the end the licenses are displayed just once. I want it to print both the customer and license tablixes on each page. Any ideas?
I think you need to use one tablix and setup parent (customer info) and child groupings. Your being a little vague. Do you have two tablixes and customer info in one with license in another?
I'm a noob, development wise and logistically-wise.
I'm developing a site that lets people take a test...
My client wants the ability for a user with the roll/privledge "admin" (a step below a super-admin) to be allowed to create users and only see/edit the users that they create...
The users created in that "category" or group need some information that their superior provides.
For example, I log in as a "manager", I have the ability to invite people to take the test, and manage those people. Before adding those people, I will have filled out a short survey about myself...
Right now, the users that are invited will be asked some of the same questions as the manager. I'd like to cut down the redundancy by using the information put into the database by the manager and apply it to the invited users.
How do I set up my database to work with this criterion? I'm a little confused about how to do this! Let me know if I can add more details...
(This is a mysql and php app)
I am sure there are several ways to do this but here is one that comes to mind.
In the "users" database, I am sure you have a column to specify which manager is assigned to the user by some kind of user key. Well If this field has a value, then pull the info from that users (manager user) record.
Example:
table 'users'
key----name------managerid-----questionone------questiontwo----
1-------randy-----0------------------california----------c++--------------
2-------bob--------1------------------nevada------------------------------
Since record(key)1 has managerid == 0 then use questiontwo record to answer "Question 2".
Since record(key)2 has managerid == 1 then pull questiontwo from record(key)1 and use that for answer to question two.
You could either insert this information into the record or use it from the manager record dynamically as needed, which thought the space is still being used in the database, would be helpful since manager data might be updated and you might not want to have to update all records with that share the managerid wheh info is changed.
Make sense?