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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3
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1answer
36 views

Why does this code throw an error when trying to create a Person account?

Code trigger CreatePerson on Contact (before insert) { RecordType personAccountRecordType = [SELECT Id FROM RecordType WHERE Name = 'Person Account' and SObjectType = 'Account']; ...
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0answers
16 views

Is it possible to make this workflow happen with Triggers? [duplicate]

We're trying create a trigger that will fire when a new contact is added to SF (that contact is created via the Hubspot connector). Is the workflow below possible through triggers / Apex code? (I'm ...
0
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3answers
44 views

Exception on after insert,update trigger

I am getting a final exception on below trigger while creating data . Also I need to put a check for Ispersonaccount. Only if the concerned account is a personaccount , the trigger would work.Can ...
-1
votes
1answer
29 views

Error while edit the name in the account?

Hello all delegates Help me out i am having this error in my account object .. Upsert failed. First exception on row 0 with id 0019000001AUlnEAAT; first error: INVALID_FIELD_FOR_INSERT_UPDATE, ...
1
vote
1answer
21 views

Person Accounts and Non Profit Starter Pack

Reading this it sounds like Person Accounts are incompatible with the Non-Profit Starter Pack, which is totally understandable. What I am having trouble finding is a direct answer to whether it is ...
5
votes
3answers
49 views

Person Account Object File?

We recently enabled person account on our org but when I use eclipse to refresh the metadata components. I don't see a person account entry in the objects sub folder. I'm wondering if that is ...
0
votes
0answers
20 views

Contact Field calculated by trigger but now displaying on Person Account layout

I have a custom field within the contact object that was calculating values via trigger. The field and label had to be renamed due to various reasons. Within sandbox, when I was testing this I had ...
1
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1answer
34 views

Best practices for using person accounts within a managed package

I have enabled person accounts in my org and have a requirement of creating a managed package. This package concentrates on person accounts and several other custom objects. I found that we cannot ...
4
votes
3answers
140 views

Can two Person Accounts be merged using DML merge operation?

I am trying to merge two person accounts in apex code using merge operation. I am getting the following error: Merge failed. First exception on row 0 with id 001A000001AO7UdIAL; first error: ...
0
votes
1answer
115 views

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 ...
1
vote
3answers
59 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. ...
1
vote
2answers
71 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 ...
0
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0answers
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 ...
2
votes
1answer
100 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, ...
0
votes
1answer
504 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.
0
votes
1answer
41 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 ...
3
votes
1answer
301 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 ...
1
vote
0answers
82 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 ...
1
vote
1answer
87 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 ...
5
votes
1answer
80 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 ...
2
votes
1answer
1k 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. ...
2
votes
1answer
288 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
votes
1answer
485 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 ...
4
votes
2answers
580 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 ...
0
votes
1answer
31 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..
2
votes
2answers
1k 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 ...
1
vote
1answer
71 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 ...
2
votes
0answers
84 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 ...
9
votes
1answer
661 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 ...
0
votes
1answer
462 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
7
votes
1answer
685 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 ...
3
votes
2answers
1k 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 ...
2
votes
1answer
359 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, ...
2
votes
2answers
120 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
votes
1answer
129 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. ...
1
vote
2answers
382 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... ...
3
votes
2answers
3k 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 ...
1
vote
2answers
340 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 ...
5
votes
1answer
9k 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 ...
8
votes
1answer
874 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
votes
1answer
131 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 ...
0
votes
1answer
73 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 ...
1
vote
2answers
508 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 ...
5
votes
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 ...
1
vote
2answers
598 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 ...
17
votes
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
votes
1answer
819 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 ...
5
votes
5answers
607 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 ...
19
votes
1answer
685 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 ...
9
votes
2answers
3k 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 ...