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Hi, 

When the lead is auto converted, logic is implemented to identify whether any duplciate account or contact exists. If so, then the accountid/ContactId is passed to the lead convert class. 

A scernario where the duplciate rule identifies a existing contact. Now , I need to convert the lead by creating new account and merge to existing contact. I have set the contactId using setContactId() method and the null for setAccountId(), as there is no duplicates for account. 

This is throwing an error : System.DmlException: ConvertLead failed. First exception on row 0; first error: REQUIRED_FIELD_MISSING, accountId must be specified if contactId is not null: [Id]. 

Please let me know if there is a way to override this error. 

PS; 

Allow users to relate a contact to multiple accounts is enabled. 

Thanks 

Jeya 

I'd like to have Classy send data to a specific pricebook in SF.  What do I do on the Salesforce side?

My company is interested in using the Visit Management portion of Manufacturing Cloud. I see that Visits can be tracked at Locations. But there is no inherent relationship between Locations and Accounts. But there is an object between Locations and Accounts called Associated Location. What does Associated Location represent in terms of Location and Account?  

Thanks in advance 

I did the password resets a couple of times, but it would not let me log in... only to discover the org was expired.... I am not sure how to create a new playground that is connected to this module. Any suggestions? 

We have a custom lookup on the Case object to the Financial Account object. We'd like to be able to filter this lookup to only show Financial Accounts owned by the Account related to the Case (we use Person Accounts). 

I have tried creating a lookup to the Financial Account Party as well. However Salesforce does not allow you to use the Account, Contact, or Financial Account lookups on the Financial Account Party object in filters or formulas. 

Has anyone tried to do something similar to this?

#Trailhead Challenges

Hi All,

Currently, I'm updating our Oracle CPQ manage package to 8.6 version from 7.0 version.

The new version requires install two manage package. This process is already done and now i'm migrating some apex classes and test classes.

When I'm running my test classes, I'm facing next issue:

caused by: cafsl.DataSetService.DataSetException: Could not load the transaction; integration settings are missing.

I'm already creating a record of cpq site settings and embedded cpq site setting in my test classes and it's still failing. Does anyone know what I need to create?

Thanks

@Salesforce CPQ 

@* Salesforce Revenue Cloud * 

All, I previously admin'd several commercial orgs, and I remember that with Enterprise Edition, a certain number of surveys or survey responses was provided free. My current org is now in Government Cloud. Surveys are enabled in the org, but the Survey object does not appear in the App Launcher. Does anyone on this forum know if Surveys are available in Enterprise Edition in GovCloud? 

(Background: Many cool Salesforce features do not work in Government Cloud, due to all the cybersecurity requirements. No Einstein Activity Capture, no Agentforce (yet), no advanced email editor, etc.; anything that makes a web services call out of the closed environment...)

I can't use a screen on a record-triggered flow and I don't know how to trigger a screen flow when saving an opportunity. HELP ! 

Thank you by advance dear community. 

Hi everyone, 

we would like to implement SF Surveys for one of our functionalities and I'm trying to figure out how to send Survey invitations in bulk from a record-triggered flow. So far, I haven’t found many resources on this topic, especially when it comes to best practices. 

I know that using DML actions inside a loop is a no-go, which complicates things a bit. Has anyone managed to achieve this within Flow—maybe through collection processing—or does it typically require Apex, or a combination of Flow and Apex, to handle bulk survey sends? 

Any tips, ideas, or examples would be really appreciated!

Thanks in advance!