A person account is an individual consumer with whom you do business. Person accounts are applicable to organizations that operate on a business-to-consumer model as opposed to a business-to-business model. They must be enabled by support, and once enabled can never be disabled.

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Creating a Person Account in Salesforce using the REST API

I have 2 questions here. I have Person Account in salesforce, so if via API if I create a contact , it just creates a contact and not an account, on the other hand If I create an account in ...
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3answers
43 views

How to check that the email Id on the person account selected on a case is null or not

I want to check in my trigger on a case whether the email Id of the person account for the case is an null or not. I have a lookup to contact(person account) on the case page. How to achieve this. ...
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2answers
49 views

Salesforce alternatives to deal with B2C Person Accounts

We sell monthly/annual memberships to our after-school teaching service. So a B2C service. I signed up with Salesforce and we realized that the accounts are businesses. To allow Person Accounts, we ...
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27 views

B2B and B2C object type [duplicate]

My My organization has to store both Member(B2C) (who are patients) and Providers(B2B)(hospital, doctors, insurance ) details in salesforce. What is the best way to store them. I understand person ...
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1answer
73 views

Running a child query on Person Accounts

I am trying to query a relationship on a Person account. I have already written a similar query for the Account object: [SELECT (SELECT Account_Associated__r.Name,Name, Contact__r.Name, ...
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255 views

How to disable Feed Based page layout on Accounts

For the person account layout in my org, the feed based layout is enabled. I want to disable it and revert to the standard layout which we were using before. Any idea how to do this.
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33 views

Add personAccount fields to fieldset

I have personAccount enabled in my org. I'm trying to add personAccount fields like PersonMobilePhone to an Account fieldSet but I cannot find these fields in the available fields. How can I build a ...
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1answer
159 views

IsPersonAccount field invalid when querying Account

I am using the Developer Console and Real Force Explorer to run what seems like a simple SOQL query: SELECT Id, ParentId, Name, Phone, IsPartner, IsPersonAccount FROM Account LIMIT 10 But I get an ...
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0answers
63 views

Issue with One to One Accounts and Converting Leads

I'm currently working on a system that has the Nonprofit Starter Pack with One-to-One Accounts enabled. I have made a trigger that changes the default account of a contact to some account that has ...
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1answer
67 views

Touching Contact Record in Person Account scenario

We use Person Accounts. I'm very familiar with how they work (after 3.5 years of dealing with them). We are constantly at the brink of no custom field space left on our Account object. I decided to ...
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1answer
58 views

Question about Person Account and renaming fields

I'm tryng to help implement a system that tracks patients and physician information (and other stuff). I really hope someone that has experiecnes implementing Person Accounts can help me here. My ...
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1answer
786 views

How to create a PersonAccount in salesforce using Apex code

I am trying to create a person account using the following code. Its throwing the following error: "Invalid constructor syntax, name=value pairs can only be used for SObjects". How to fix this. ...
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1answer
221 views

Error: External ID and Unique field limit exceeded

I am getting this Error in Contact Object(Person Account Activated) for the Number Datatype field Which I am selecting has Unique. when I googled it I get to know that only 3 Field can be made it has ...
5
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1answer
361 views

which standard controller should be used to override Person account “New” and “Edit” Page using VF Page?

I am overriding person account standard Page with VF page. If I use standard controller as "Account" I am unable to get Picklist field values from "Person Account", If I use "Contact" as a Standard ...
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2answers
400 views

How to enable person account in free developer edition? I am not seeing a link to submit case

How to enable person account in free developer edition? I am not seeing a link to submit or create a case in free developer edition. Any ideas. Update: Once i click Open a case, it takes me to login ...
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1answer
27 views

How to use the security settings for person account?

Is there any option to view the sharring setting of the person account?I dont find that option any where..
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2answers
656 views

Skipping Leads Entirely - Creating Accounts/Contacts (or PersonAccounts) Directly - B2C

Anyone have any guidance on implementing (in my case, updating) their Org (Enterprise in my case) to not use Leads any longer for B2C purposes? I am getting opinions from as many sources as ...
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0answers
57 views

How to create a unmanaged Package from a production which has Person Account Activated?

I want to create a Package for all Objects from Production which has been activated with Person Account. when I try to create package(Unmanaged) with all Object it throws a Error like this If you ...
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0answers
79 views

“invalid domain” creating a Master-Detail field on a junction object

I was attempting to set up a Junction Object in an organization with Person Accounts enabled to link Business Accounts with Person Accounts. I set up the Account Master-Detail on the custom junction ...
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1answer
461 views

How to convert Person (consumer) Account to Business Account and keep the same URL

The backstory: The org I am working in allows Person (consumer) and Business records to be created by users and a host data push process in Account. As a result, today we have a large number of each ...
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1answer
358 views

How to Create or Enable Person Account in developer Edition

I want to create or Enable Person Account in Developer Edition , I followed Implementing person Accounts Pdf, but it not possible to do that , Can you anyone give some guideliness Regrads , Ganesh
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1answer
552 views

Is it possible to deploy workflow rules and field update actions which reference PersonAccount record types?

I am performing a deployment from one sandbox to another using ant. The sandboxes both have PersonAccount functionality enabled. The source org has a PersonAccount record type with the name of HCP and ...
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2answers
819 views

Trigger to automatically convert lead to person account and match on PersonEmail

We have an Apex trigger that automatically converts a lead to a PersonAccount. We want to make sure that if there is already a PersonAccount with an email that matches that of the lead that we merge ...
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1answer
294 views

how to convert lead to PersonAccount using apex

I am converting a Lead to Person Account using Apex but it is throwing the exception as given below: ConvertLead failed. First exception on row 0; first error: UNAVAILABLE_RECORDTYPE_EXCEPTION, ...
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2answers
102 views

Enable a PersonAccount in DeveloperEdition

I want to enable a PersonAcount in my new DeveloperEdition,then i move to contact support for to put the case.But the case page is not opened for my DeveloperEdition.Is there any other way to put a ...
2
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1answer
116 views

Why does a person's salutation not appear on the save account/contact page?

When I am selecting a record for an account or contact lookup on an edit page, the person's name is displayed with the salutation. However, the salutation does not actually appear on the saved page. ...
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2answers
306 views

Campaigns and Person Accounts - Rollup

I have searched Google; searched AppExchange; asked the two people in my office who would remotely have a clue - no go. We need to basically create ROLLUP SUMMARY FIELDS on the Campaign object... ...
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2answers
2k views

How to eliminate duplicate records in a report?

I am using Person Accounts and have 2 custom objects: Ownership and Property. The Ownership is a junction object and has 2 lookups: Account and Property. I'd like to run a report with a filter, that ...
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2answers
281 views

Site.createPersonAccountPortalUser returning null on a force.com site

We have a force.com site where we use person accounts. I am building a registration page where i create a person account on the first step and then call the site.createpersonaccountportal user to ...
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1answer
8k views

Apex - Example Of Creating Case Record When Field On Account Equals “xxx”?

Continuing my quest to get Apex and Triggers under my belt: Can someone offer either sample code or links to samples where (such as) when Account.ABCD now equals "Go", create a Case Record and write ...
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1answer
790 views

Person Account Contact ID in Spring 13

I have a custom object that looks up to Contact. On the Person Account Detail page, I have a custom button on the related list for this custom object. In production, this button references ...
3
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1answer
120 views

Lead/Account relationships

Ok, so it's pretty obvious that these guys are extremely intertwined. The question I have is: How can I, using the API and PHP, query the lead and account and get the PersonContactId if it is a ...
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1answer
71 views

How can I find the # of activities logged to a Relationship Group (Wealth Management App) in the last 12 months?

My organization uses the Salesforce for Wealth Management App, which uses an object called 'Relationship Groups.' Relationship Groups are connected to Accounts (Person Accounts, in this case) via a ...
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2answers
465 views

Assign business account record type for enabling person accounts

I am currently trying to enable Person Account Type. I have followed the steps mentioned in the relating guide and submited the issue to customer service. But now they bug me a lot, with really ...
4
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1answer
1k views

How to update Account object when related AccountPartner is updated/inserted/deleted/undeleted?

I am working on an org with Person Accounts enabled, but I think that my problem applies to regular non-person Accounts as well. I am tasked with writing a trigger to cross-populate spouse ...
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2answers
557 views

Dynamically determining if PersonAccounts exist in APEX [duplicate]

Possible Duplicate: What’s the best way to check if person accounts are enabled via Apex Code? I am wondering if there is a way to determine if PersonAccounts have been turned on in the ...
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6answers
3k views

When should one use person accounts? [duplicate]

I have a client who is a event organizer and his clients are both corporates as well as individuals. I have a few questions on how should i organize his accounts When should one use person accounts? ...
4
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1answer
766 views

How should I use Site.createPersonAccountPortalUser to create a Person Account and activate them on the portal in one step?

I have a method below which is supposed to be called from an unauthenticated Sites page (via https). It is intended to take some personal details and create a Person Account with them and then ...
4
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5answers
551 views

Is there any way to invoke contact triggers on a person account?

Background: I have an org that uses person accounts and an appexchange package that does not support them. However when looking into why they're unsupported the only thing that does not work is that ...
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1answer
591 views

What's the best way to check if person accounts are enabled via Apex Code?

I need to be able to check if an org has Person Accounts enabled via Apex Code as part of package. What's the best way to do this without making the package require Person Accounts be enabled in any ...
6
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2answers
2k views

Which B2C option to choose?

A stock Salesforce org is geared toward B2B companies, but I work in Higher Ed and we're B2C-focused. There seem to be three main B2C options available: Person Accounts Nonprofit Starter Pack ...