I am trying to build a Flow to create records for contacts. I am going to create a button off of Accounts on the related list of Contacts.
Step 2 is where I am having an issue
1.) I created a Get Records - which gets the ID of accounts.
2.) I created a Screen:
I have a lookup field that I want to be defaulted to the parent.
I have the FieldAPIName as AccountID which is a Varialble I created that is stored from Step 1.
Label : Entity Name
Object API Name : Account
When I run the program I get the following error:
Looks like you don't have access to this field, or the object or field API name is not valid on this Lookup component. Contact your Salesforce admin for help.
Your source object is Contact and the field is AccountId.
Related
I'm trying to get updated account records from a Salesforce organization pushTopic subscription and trying to add the changes in another Salesforce organization. If the second organization already has the particular account, it should be updated else it should be create as new account. For this scenario I need to check the second organization account with first organization account records. How can we do it since Salesforce doesn't have unique key other than record id?
Create a big object which will hold the first organization record Id with the equivalent new org record Id. Through this, you will get to know the records which are already inserted.
If the record Id is not present in the big object which means that you need to create a new record and create one more big object record with a new record Id and old record Id (for further checking).
You can use custom object as well but the optimal solution could be creating a big object.
I am trying to find a solution of how to lookup a value on the Account Object and place it in a field on a record of a Custom Object.
Details below:
Objects
Accounts/ Organizations - This contains information on different projects supported by my origination. Key fields of note: Project Name(text) and Account Balance(text). There around 100 unique records in this object These field are manual led created.
Regrant Request - This object contains records that are generated via web form that the projects fill out to receive payment for expenses related to their project. Each Regrant Request record also contains the Project Name(text) Account Balance .
Desired Result:
When a new Regrant Request record is generated from the web form, it will take the value of the Project Name, match it with a record in the Accounts/Organization object. Once the link has been made, I would like to take the value of the Account Balance in the Accounts/ Organizations Object and copy to the Regrant Request record.
The problem that I am trying to solve is that in order a project to be paid the amount of money they request in the regrant request, they have to have enough funds. It would be great if I did not have to leave the regrant request record to find this value.
I know that I have to tie each regrant request record to an account id. That is stright forward but I am stuck on how to then get a value of field for said account id and then copy to a custom object.
any ideas would be extremely helpful!
I found out how to use zapier to do a search of the account object using the value of field inputted via the online form. So cool !
I want to update my contact object field - phone from the User object field -phone automatically. How to achieve this in Salesforce? Thanks
Use process builder, on update of User, update the phone of the linked contact.
I am trying to auto populate the Opportunity Owner name in to custom field(Manger) on the same page. But when i am trying it's getting only Id but not Owner Name. This logic i am implementing using Flow in the process builder. Can some one help on this.
In the flow i am using 'Record Lookup'(getting OwnerId and passing to Temp variable), Record Update(Assigning the temp variable to Custom field). But not luck.
Not sure why you would not want the Id. I personally would use the Owner field as a basis and just create a formula field called Manager with this formula: Owner.Name
If you still insist on getting the Owner Name from the flow, you would have to do a SOQL Select in the flow to search and save the Name first.
In force.com I have created a custom object named Sales_Agents. Is there a way to specify that the users I relate here are associated to an real force.com ID ? For instance, how do I create a lookup to a real user under my tenancy account ?
You can make a custom Lookup field on the Sales_Agents object that relates to the User object. You cannot however make a custom Lookup field on the User object that relates to the Sales_Agents object.
This is a platform limitation. There is an idea on the IdeaExchange that you can vote up, but I would not count on it being available any time soon.
Here is how to add a Lookup field to your custom object:
Setup -> Create -> Objects
Select Sales_Agents
In the Custom Fields & Relationships section click New
Select Lookup Relationship and click Next
Select User and click Next
Complete all steps in the new field wizard and click Save