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Update Task field from related contact
I need to copy a field to the Task Object from its related contact.The Contact field "Activity Conversion Days" is a number field which gets updated based on a workflow rule. I want to copy dat field to task. I have created a number field in thr Task object with the same name. I tried creating a Process but I am getting errors. Can someone please help me with this. Also this is the first time I am using Process Builder and Flows. I am attaching a screenshot of the Process and Flow I have created.



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- Preeti Shetty
- March 06, 2017
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Update a number field based on a date/ time field
I have a custom Object with field "date/time of call" I want another number field to populate based on the time in this field irrespective of the date. For eg - Date / time of Call is 26/6/2016 8.00 AM it should populate 1 for 9 am - 2 10am - 3 .... 5 pm - 10 and so on Attached below for your reference -

So if the Date/Time field is 26/5/2016 4.30 PM , Time of Day field should return 9.
So if the Date/Time field is 26/5/2016 4.30 PM , Time of Day field should return 9.
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- Preeti Shetty
- June 01, 2016
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Update Account from Contact
I have a custom Object called "Novanet" with lookup fields "Contact" and "Account ". Can you help me with a trigger which will Update the Account from the Contact attached.
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- Preeti Shetty
- May 25, 2016
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Create url to push data into Salesforce
Our organisation is using Novanet VoIP. We want to integrate this with our Salesforce. We have created a object Novanet related to Accounts and contacts with the following fields -
Novanet Name
Date/Time of call
Call Duration
Account
Contact
Owner
We are currently using data loader to feed novanet call data into Salesforce. Can someone help me create a url which will directly create a record on Salesforce when calls are made from Novanet.
Thanks.
Novanet Name
Date/Time of call
Call Duration
Account
Contact
Owner
We are currently using data loader to feed novanet call data into Salesforce. Can someone help me create a url which will directly create a record on Salesforce when calls are made from Novanet.
Thanks.
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- Preeti Shetty
- March 28, 2016
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Add to campaign button to update contact fields
Hi All,
In contacts I have two custom text fields called Secondary Source and opportunity Source. When I add the contact to a campaign I want the secondary source to be populated to the name of the campaign and Opportunity Source to be populated to the field campaign type (which is picklist field). Everytime I add the contact to a new campaign the source field should get updated. Is this possible??
In contacts I have two custom text fields called Secondary Source and opportunity Source. When I add the contact to a campaign I want the secondary source to be populated to the name of the campaign and Opportunity Source to be populated to the field campaign type (which is picklist field). Everytime I add the contact to a new campaign the source field should get updated. Is this possible??
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- Preeti Shetty
- August 07, 2015
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Email template to include any field change value
Hi,
Is there anyway to include anyfield cahnge in an email template. In Cases when a user updates any field (not a specific field) an email alert should be sent wherein the email template should specify which field has changed. There are many fields in cases, so the email template should specify only the one which has been changed or edited.
Please let me know how can we do this.
Is there anyway to include anyfield cahnge in an email template. In Cases when a user updates any field (not a specific field) an email alert should be sent wherein the email template should specify which field has changed. There are many fields in cases, so the email template should specify only the one which has been changed or edited.
Please let me know how can we do this.
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- Preeti Shetty
- July 15, 2015
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System.NullPointerException: Attempt to de-reference a null object contact id
Hi All ,
I am getting the following error while deploying a trigger
System.DmlException: Insert failed. First exception on row 0; first error: CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY, ActivityTrigger: execution of AfterInsert caused by: System.NullPointerException: Attempt to de-reference a null object Class.ActivityTriggerHandler.getContactIds: line 17, column 1 Class.ActivityTriggerHandler.updateCallCount: line 7, column 1 Trigger.ActivityTrigger: line 3, column 1: []
Stack Trace: Class.TestUpdateAccountEngScore.myUnitTest: line 61, column 1
This my trigger handler -
I am getting the following error while deploying a trigger
System.DmlException: Insert failed. First exception on row 0; first error: CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY, ActivityTrigger: execution of AfterInsert caused by: System.NullPointerException: Attempt to de-reference a null object Class.ActivityTriggerHandler.getContactIds: line 17, column 1 Class.ActivityTriggerHandler.updateCallCount: line 7, column 1 Trigger.ActivityTrigger: line 3, column 1: []
Stack Trace: Class.TestUpdateAccountEngScore.myUnitTest: line 61, column 1
This my trigger handler -
public class ActivityTriggerHandler { private final String SUB_CATEGORY_CALL = 'Call'; private final String SUB_CATEGORY_UPDATE = 'Update'; private final String CONTACT_API = 'Contact'; public void updateCallCount(List<Task> taskList) { Set<Id> contactIdSet = getContactIds(taskList); List<Contact> contactList = [SELECT Call_Count__c FROM Contact WHERE Id IN :contactIdSet]; updateContacts(contactList); } private Set<Id> getContactIds(List<Task> taskList) { Set<Id> contactIdSet = new Set<Id>(); for(Task t : taskList) { if(t.Sub_Category__c == SUB_CATEGORY_CALL | t.Sub_Category__c == SUB_CATEGORY_UPDATE) { Id whoId = t.WhoId; if(whoId.getSObjectType().getDescribe().getName() == CONTACT_API) contactIdSet.add(whoId); } } return contactIdSet; } private void updateContacts(List<Contact> contactList) { for(Contact con : contactList) { if(con.Call_Count__c == NULL || con.Call_Count__c == 0) con.Call_Count__c = 1; else if(con.Call_Count__c >= 1) con.Call_Count__c = con.Call_Count__c + 1; } update contactList; } }and this is my trigger
trigger ActivityTrigger on Task (after insert, after update) { ActivityTriggerHandler handler = new ActivityTriggerHandler(); handler.updateCallCount(Trigger.New); }Please help me resolve this.
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- Preeti Shetty
- July 01, 2015
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Update contact field from activity.
I have a field called "Call_Count__c" which is a number field in Contact. I want that when some one logs a call and if the Subject Category is "Call" or "Update" the Call Count field should increase by 1. for eg if value in call count field is 3 it should become 1. Please help me with a trigger for this.
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- Preeti Shetty
- June 24, 2015
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- 2
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What will be the impact of Salesforce Single Sign On for my Organisation?
Hi,
In my organisation there are around 150 salesforce users. Some ids are group ids i.e. a team of 4 - 5 members using the same id for eg crm@zycus.com. How would the members using group ids access salesforce? Also after the implementation of SSO will I have to change the passwords of all users individually? What are the steps after the implementation of Single Sign On?
In my organisation there are around 150 salesforce users. Some ids are group ids i.e. a team of 4 - 5 members using the same id for eg crm@zycus.com. How would the members using group ids access salesforce? Also after the implementation of SSO will I have to change the passwords of all users individually? What are the steps after the implementation of Single Sign On?
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- Preeti Shetty
- January 29, 2015
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Update contact field from activity.
I have a field called "Call_Count__c" which is a number field in Contact. I want that when some one logs a call and if the Subject Category is "Call" or "Update" the Call Count field should increase by 1. for eg if value in call count field is 3 it should become 1. Please help me with a trigger for this.
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- Preeti Shetty
- June 24, 2015
- Like
- 2
- Continue reading or reply
Update Task field from related contact
I need to copy a field to the Task Object from its related contact.The Contact field "Activity Conversion Days" is a number field which gets updated based on a workflow rule. I want to copy dat field to task. I have created a number field in thr Task object with the same name. I tried creating a Process but I am getting errors. Can someone please help me with this. Also this is the first time I am using Process Builder and Flows. I am attaching a screenshot of the Process and Flow I have created.



- Preeti Shetty
- March 06, 2017
- Like
- 0
- Continue reading or reply
Add to campaign button to update contact fields
Hi All,
In contacts I have two custom text fields called Secondary Source and opportunity Source. When I add the contact to a campaign I want the secondary source to be populated to the name of the campaign and Opportunity Source to be populated to the field campaign type (which is picklist field). Everytime I add the contact to a new campaign the source field should get updated. Is this possible??
In contacts I have two custom text fields called Secondary Source and opportunity Source. When I add the contact to a campaign I want the secondary source to be populated to the name of the campaign and Opportunity Source to be populated to the field campaign type (which is picklist field). Everytime I add the contact to a new campaign the source field should get updated. Is this possible??
- Preeti Shetty
- August 07, 2015
- Like
- 0
- Continue reading or reply
System.NullPointerException: Attempt to de-reference a null object contact id
Hi All ,
I am getting the following error while deploying a trigger
System.DmlException: Insert failed. First exception on row 0; first error: CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY, ActivityTrigger: execution of AfterInsert caused by: System.NullPointerException: Attempt to de-reference a null object Class.ActivityTriggerHandler.getContactIds: line 17, column 1 Class.ActivityTriggerHandler.updateCallCount: line 7, column 1 Trigger.ActivityTrigger: line 3, column 1: []
Stack Trace: Class.TestUpdateAccountEngScore.myUnitTest: line 61, column 1
This my trigger handler -
I am getting the following error while deploying a trigger
System.DmlException: Insert failed. First exception on row 0; first error: CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY, ActivityTrigger: execution of AfterInsert caused by: System.NullPointerException: Attempt to de-reference a null object Class.ActivityTriggerHandler.getContactIds: line 17, column 1 Class.ActivityTriggerHandler.updateCallCount: line 7, column 1 Trigger.ActivityTrigger: line 3, column 1: []
Stack Trace: Class.TestUpdateAccountEngScore.myUnitTest: line 61, column 1
This my trigger handler -
public class ActivityTriggerHandler { private final String SUB_CATEGORY_CALL = 'Call'; private final String SUB_CATEGORY_UPDATE = 'Update'; private final String CONTACT_API = 'Contact'; public void updateCallCount(List<Task> taskList) { Set<Id> contactIdSet = getContactIds(taskList); List<Contact> contactList = [SELECT Call_Count__c FROM Contact WHERE Id IN :contactIdSet]; updateContacts(contactList); } private Set<Id> getContactIds(List<Task> taskList) { Set<Id> contactIdSet = new Set<Id>(); for(Task t : taskList) { if(t.Sub_Category__c == SUB_CATEGORY_CALL | t.Sub_Category__c == SUB_CATEGORY_UPDATE) { Id whoId = t.WhoId; if(whoId.getSObjectType().getDescribe().getName() == CONTACT_API) contactIdSet.add(whoId); } } return contactIdSet; } private void updateContacts(List<Contact> contactList) { for(Contact con : contactList) { if(con.Call_Count__c == NULL || con.Call_Count__c == 0) con.Call_Count__c = 1; else if(con.Call_Count__c >= 1) con.Call_Count__c = con.Call_Count__c + 1; } update contactList; } }and this is my trigger
trigger ActivityTrigger on Task (after insert, after update) { ActivityTriggerHandler handler = new ActivityTriggerHandler(); handler.updateCallCount(Trigger.New); }Please help me resolve this.
- Preeti Shetty
- July 01, 2015
- Like
- 0
- Continue reading or reply
Update contact field from activity.
I have a field called "Call_Count__c" which is a number field in Contact. I want that when some one logs a call and if the Subject Category is "Call" or "Update" the Call Count field should increase by 1. for eg if value in call count field is 3 it should become 1. Please help me with a trigger for this.
- Preeti Shetty
- June 24, 2015
- Like
- 2
- Continue reading or reply