Workflow to update Account and Contact Type based on Closed/Won Opportunity

Hi,
I’d like to create a workflow that updates the Account Type and Contact Type fields on the respective records from “Prospect” to “Customer” whenever a related opportunity is closed as Won. I've looked into using the JoinFieldValue function but I don't think that will work. Is there a way to do this?
Thanks.

Currently we do not have cross object workflows. I do not think this is possible. I understand its part of R17 roadmap. Bobb can you let us know if thats correct and what is the expected timeline on R17

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Hi All,
While configuring the Text Determination, how can we have different determination procedures for Accounts and Contacts. On the CRM back end side there is no distinction on the objtect type for account & contacts. Instead there is one for BP.
We defined a Text Det Proc for Object BUT000 (Business Partners) which gives us the same text types in both accounts and contact person screens in PCUI. But we want different text types. Can any one please advise.
Thanks in advance,
Raj K

Hello All,
Any suggestions in this matter would be greatly appreciated. Thanks,
Raj Kasa

Extractrion of account and contacts based on marketing attributes

Hi experts,
I need to extract account and contact based on marketing attributes from sap crm to a .csv file. i m writing a programme for it.
i have requirment where i need to exract all accounts in different file based on markting attributes and same requirement i mean i need to extract contact also based on same marketing attributes in different file. i know there is a table AUSP from whre we can pass bp_guid. but then how can i extract them in different files.
thnks in advance.

Based on Marketing attributes you will query AUSP table so you will get BP_GUID. Now based on BP Guid get the roles of the partners. If the partner is Account then read it into one table and if the partner is contact read it into another account. Using GUI_DOWNLOAD you can download both them into different files.

I am trying to update my husbands ipone with out deleting the information an his phone like his mail account and contacts can this be done ?

i am trying to update my husbands ipone with out deleting the information an his phone like his mail account and contacts can this be done

can this be done
Of course. That's standard behavior.

ACCOUNT AND CONTACTS BASED ON MARKETING ATTRIBUTES.

HI,
I have a requirement where i need to extract all bp and contact person based on some martketing attributes set , attributes and its value. So can somebody give me any table or FM to get all these detail.
thnks
vk

Hi,
You can use tables AUSP, CRMD_MKTBP_AUSP.
Function modules:
CRM_MKTBP_READ_AUSP_EX_DB
CRM_MKTBP_READ_AUSP_GUID
CRM_MKTBP_READ_BP_SEL_AUSP
Regards,
Anup

Mapping Error: INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY when attempting to Upsert from a Flat File source to SFDC Account and Contact target

I'm getting an INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY error when running a mapping that attempts to Upsert data from a Flat File to SFDC Account and Contacts. I also tried to split The error message for Account: WRITER_2_*_1> WRT_8164 [2015-07-26 08:49:57.707] Error loading into target [Account] : Error received from salesforce.com. Fields []. Status code [INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY]. Message [Please enter a value for Country].WRITER_2_*_1> CMN_1053 [2015-07-26 08:49:57.707] : Rowdata: ( RowType=1(update) Src Rowid=1 Targ Rowid=1 Upsert is based on the External ID: Account_External_ID__c The error message for Contact: WRITER_1_*_1> WRT_8164 [2015-07-26 08:49:55.305] Error loading into target [Contact] : Error received from salesforce.com. Fields []. Status code [INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY]. Message [Please enter a value for Country].WRITER_1_*_1> CMN_1053 [2015-07-26 08:49:55.305] : Rowdata: ( RowType=0(insert) Src Rowid=1 Targ Rowid=1 Upsert is based on the External ID: Contact_External_ID__c Any ideas on how to proceed?

Hello,Can you please help me understand that limitations of the free data loader? In this link - http://www.informaticacloud.com/editions-integration.html# - I see the below features listed.No-code, wizard driven cloud integrationMulti-tenant SaaS solutionDatabase and file ConnectivityFlexible schedulingBulk API support (for Salesforce.com)Unlimited rows/day24 jobs/day1 Secure AgentLimited to 1 userCommunity supportCloud Data MaskingQuestions:When I view licenses in my free data loader, under Feature Licences, it shows the License type for Salesforce Connectivity/Bulk API as “Trial”. Can’t I create a scheduled Data Synch task to upsert records in Salesforce using Bulk API mode?Is the email notification option (for success, warning and failure of data synch task) available on the free version (and not as a trial)?I understand there is a limit of 24 jobs/day. But is there a limit on the number of scheduled data synch tasks that can be created?Data Masking is listed as a feature above for the free edition. However, when I view the licenses in my free data loader, Data Masking is shown as “Trial”. Can you please clarify this?Is there a limit on the number of Connections that can be created?ThanksSanjay

How to do reconciliation for Accounts and Contacts import job in sales cloud

Hello,
We have imported Accounts and Contacts data from Siebel CRM to Sales Cloud using File based import. Looking at the log file we noticed that data successfully imported into sales cloud. Now we want to reconcile it at database level by doing query to make sure that data got correctly populated into respective table and columns.
Could you pls let us know the table name for contact entity where all the related data along with primay field resides so we can verify the correctness of data that got imported.
Appreciated your quick response.
Thanks,
Parag

Try looking in RSA7 and see if there are transactions posted there. If so, maybe you did not use the right parameters in RSA3. Make sure you select Update Mode = D and you select the right Target system.
Hope this helps.
BTW, leave the ERDAT selection field blank.
Edited by: Geo on Mar 20, 2008 11:37 AM

Refreshing CRM's Account and Contact list with new data

Hi Folks, I am very new to CRM and was tasked with a new job of refreshing our CRM's account and contact listing.
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I cleaned out this Excel data so there is a:
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Anyone done something similar, can you please suggest the optimal way to go around this? Thank.

Hi
When you do an import in On demand , you can select the appropriate choice in the Step 1 of your import wizard.
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the same way you can do for contacts.
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hope this helps.
-MR

Marketing Attributes for account and Contact

Hi,
I am looking at Marketing Attributes of an Account. They are fine.
And I am looking at Marketing attributes of an Contact for this account. But these values are different from Account Marketing Attributes.
They are not same...can you please let me know..when they will bcome same (for Account and his contact).
And when I create lead(campaign)...will these attributes changes for Account and Contact?
Please let me know...as I am very new to CRM Marketing.
Thanks,
Sandeep

Hi,
If the marketing attribute set is created with assignment to bith Accounts and Contacts.. the same would be visible through out.
If u want different set of attributes for contacts and accounts, define multiple marketing attributes and select the checkbox for availability in either contacts or accounts and not both.

Class and class type based on inspection method

Hi experts,
I have a requirement in my script like this i have a inspection method. based on this inspection method i have to get class and class type. and from which table we can get this class and class type based on inspection method. please suggest the solution.
Thanks in advance
Thanks and Regards
D.Ramesh

Hi Sai,
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describe_by_data_ref
describe_by_data
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To populate account and contact when i click on email

Hello Experts,
crm_ui->Account Management->Search(contacts)
After gettinging contacts when i click on name of contacts it displays all details of contact like ID, Account , Email etc in disable mode.
on that disable mode when i click on email of contact it gets navigated to bt126h_mail where we will get
ACCOUNT and CONTACT
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HI Muneera
I think what Vinamra wanted to convey is, you need to bind the context nodes of both your components to the respective component controller.
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I hope this should solve your problem.
Reward points if this was helpful.
Thanks and regards
Preeti Viswanath

How to download "Account" and "Contact" into CSV files

I need write a program to download table "Account" and "Contact" into files. I am using visual studio 2005, program can be in C# or VB. Any good sample code or reference? Your help will be highly appreciated.

Hi Jaya,
I know it has been a long time since this was posted, but may I have the code for downloading accounts to a csv file please?
[email protected]
Thanks
Gaurav

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Oh no Mr.Ected!
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AmberF_VZW
Follow us on Twitter @VZWSupport

I bought an i pad as second owner, the first owner said he just open it but when i returned to my twon, i realized that he make account and download some programes, i lost the opportunity to download free I work programes how can i solve this problem

i bought an i pad (4) on 2014 as second owner, the first owner said he just open it but when i returned to my town, i realized that he make account and download some programs, i lost the opportunity to download free I work programs how can i solve this problem?

If you are trying to activate an iPad or iPhone and it is asking for the original owners Apple ID and password, you have encountered the Activation Lock. This is a security feature that prevents thieves from setting up and using a stolen or lost iPad or iPhone. You have no alternative. No must contact the original owner to get permission to use the device. If you cannot contact the original owner return the device to where you bought it and get a refund. You will never be able to activate the device and no one can help you do it.
IF the iPad is working ok but is signed in to another users Apple ID use the Settings app to sign out of the old ID and sign in to your Apple ID.
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Error after updating field and content type

Hi,
I have a feature with a custom list and content type.
I changed one field type from Text to Note, and made the same change in my Schema.xml file.
But after deploying I get an error when I visit my list.
"The file name you specified could not be used. It may be the name of an
existing file or directory, or you may not have permission to access
the file".
I have several sites with the same list, and all gives the same error.
What I understand from the ULS logs it can't find my schema file, but when I look at the 14 hive it is there.
ULS
Failed to open the file 'schema.xml'.
Failed to retrieve the list schema for feature {4D3315CB-7F20-4DB3-9CB3-258AC110F9BC}, list template 21973; expected to find it at: "".
Any ideas about how to fix this?
The text expected to find it at: "" can be the problem as I have my schema file in a folder named Correspondence List.
And in the 14 hive I find the schema at 14\TEMPLATE\FEATURES\my feature\Correspondence List\Schema.xml
This is from my manifest file:
<ElementManifest Location="Correspondence\Elements.xml" />
<ElementManifest Location="Correspondence List\Elements.xml" />
<ElementFile Location="Correspondence List\Schema.xml" />
Any help are appriciated

Hi,
Any update?
Best Regards
TechNet Community Support
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Workflow to update Account and Contact Type based on Closed/Won Opportunity

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