Slaesforce FAQ

how to search for all active account in salesforce

by Ethan Reichert Published 2 years ago Updated 2 years ago
image

Your query could be as simple as: SELECT Username FROM User WHERE IsActive = true AND Profile.Name = 'XYZ' Share

Full Answer

How to search all fields within an object in Salesforce?

This is also a great feature where you can search not only the main field, but all fields within an object. Setup>Customize > Search > Search Settings and check the Enhanced Lookups. You will not have a new option on the lookup search “All Fields”

How can a user get access to an account in Salesforce?

The user can get access to account to all possible ways that salesforce can provide (Sharing rules, Role Hierharchies, Record Ownership, Account Team etc...). I looked around on AccountShare object, GroupMember, UserRecordAcess, Role object. but could not really connect all the dots together to come up with logic to accomplish this.

How do I find a user's Salesforce ID?

https://<YourInstanceOrMyDomainHere>.lightning.force.com/lightning/setup/ManageUsers/page?address=%2F 00530000003xqAb %3Fnoredirect%3D1%26isUserEntityOverride%3D1 In each URL above, the User's Salesforce ID is 00530000003xqAb Navigate to the User's Profile. For instructions, see our Manage Profile Lists documentation.

How to display account records in Visualforce page?

You can use the standard controller to display the records in your visualforce page. Note Standard controller will run in user mode, if you the user don't have access to the account record then user won't view that record in your visualforce page. Thanks! but how can i show all the contacts once i clicked an account name on the table?

image

How do I list all active users in Salesforce?

In the user list, you can view and manage all users in your org, partner portal, and Salesforce Customer Portal.

How do I view all accounts in Salesforce?

My guess is that you may all ready have a List view labelled All Accounts, you will need to click Account Tab, Under the View Drop Down see if you have a List view labelled All Accounts and Click on Go.

How do I know if my Salesforce account is active?

From the account record, click Clean to open the comparison page.If the account is inactive, click Report as Inactive.Click Save. ... If an account has been reported as inactive, but the company remains in business, you can clean its record again. ... Click Report as Active.

How many active users does Salesforce have?

There are 150,000 Salesforce customers. 31% of Salesforce revenue is generated by Service Cloud sales. Most recent figures show Salesforce CRM revenue growing by 23.2% annually. Salesforce has 11.7% of the marketing CRM market share, 7.3% behind Adobe.

Why can't I see all accounts in Salesforce?

If Users (other than System Administrators) are unable to filter by All Accounts while creating new or accessing existing "Contacts & Accounts" reports, it's likely because the "Account Name" field for the Contact object is not visible to their User Profile via Field-Level Security.

How do I find my accounts in Salesforce?

You can manage your account in Salesforce by clicking the Setup gear in the top right corner and selecting Your Account (Lightning Experience), or Log into Your Account. You can also find Your Account in the App Launcher.

How do I make my Salesforce account active?

Reactivate a UserNavigate to the users portion of setup: Classic: Setup | Manage Users | Users. Lightning: Gear icon | Setup | Administration | Users | Users.Look for the name of the User to reactivate.Click Edit beside the name of the User.Select the 'active checkbox. 'Click Save.

How do I make an account inactive in Salesforce?

From the account record, click Clean to open the comparison page. If the account is inactive, click Report as Inactive. Click Save.

Is person account a separate object?

A Person Account is not its own object, but it does have object features such as page layouts, compact layouts and record types. There is also a nice feature that will show you which of your Contact fields are used for Person Account records when looking at the Account fields list.

How do I find users in Salesforce?

From Setup, enter Users in the Quick Find box, then select Users....From the user list, you can:Create one user or multiple users.Reset passwords for selected users.Edit a user.View a user's detail page by clicking the name, alias, or username.View or edit a profile by clicking the profile name.More items...

How do I export active users in Salesforce?

You can export Salesforce Users into CSV files in two ways:Use Trujay service. It allows you to export different modules or all the modules with saved relations between records. ... Use the option Salesforce offers. ... Select what type of information you need to export.

How many accounts does Salesforce have?

Salesforce has more than 150,000 customers worldwide and more than 20,000 employees.

Does Salesforce have wild search?

Salesforce provides a wild search, *, but you need to provide along with it at least 2 characters to work. This is a great feature, right, but not good enough to find all possible options. This is also a great feature where you can search not only the main field, but all fields within an object.

Do enhanced lookups work across all fields?

NOTE: Enhanced lookups have limitations: they do not work across all fields such as dropdowns and formulas. As a workaround you can create a text field, and have a Workflow rule to fill them with the dropdown or formula value.

image
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9