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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Inline editing on Accounts (Person accounts) list view

I tried to enable inline editing for accounts. Our org has person accounts enabled and according to the documentation we have to include the filter of ' Is Account' = true and also to filter it by a ...
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15 views

Salesforce Process Builder Error

I have normal Accounts & person Accounts in my SFDC org. I am writing a process for the Person Account by using the below mentioned formula: IF( ( TEXT( [Account].Sponsorship_Status__pc ) != ...
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1answer
34 views

Mass reassign / upsert account team member

Is there any possibility that we can mass "Upsert" account team member? We have sales reps changing from different accounts, so how do we change assignments for all sales reps as an account team ...
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1answer
10 views

How do I return the Social Persona for a Person Account, related to a Case?

I'm trying to query my salesforce Org, which has 'Person Accounts' enabled, and return a Case, the related PersonAccount and any Social Persona related to that Person Account, but I can't determine ...
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1answer
35 views

Not able to Send Email for Person Account

I am facing one issue and i don't know what is it, i am going to send and Email template to the Contact via Send Email Method but it will not working for Person Account...It is working for Business ...
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42 views

Person Account RecordTypes metadata

I have Person Accounts enabled in my sandbox org. When I pull the (objects/Account.object) metadata in Eclipse I don't see any Person Account record types in Account.object. I can see record types ...
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1answer
77 views

Pros and cons related to (1) Person Accounts VS. (2) Suggested alternative VS. (3) …?

Background information to my question: I am about to deploy a new release of a Salesforce Service Cloud solution to a customer The customer primarily utilizes the solution for B2C purposes In the ...
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15 views

RecordType change on Person Account, not detected on my Account Trigger

I am trying to detect a change on the record type of my Accounts, through a field OldRecordTypeID__c, that should be updated with the old record type id when a record type change, is detected in an ...
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19 views

Rolling back only some records during the update

I am updating and inserting some records in salesforce, through a SOAP API service. The procedure, corresponds to a simple update or insert to the fields of an Account record. It is required to ...
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19 views

Person Account & Contact under Business Account

We have Person Accounts enabled in our Salesforce Org and looking for answers on a few questions: Story: John Smith is a person who is Current Owner of Gloria Jeans's Cafe at some location and is ...
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11 views

Person Account Record Types in Metadata [duplicate]

I have a sandbox with person accounts enabled. But when I fetch the metadata through Metadata API (of version 34), I don't have any PersonAccount.object file fetched or neither the Account object is ...
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1answer
12 views

Geting an error while updating person accounts

Visualforce Error Help for this Page System.NullPointerException: Attempt to de-reference a null object Error is in expression '{!Submit}' in component in page ...
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2answers
27 views

Changing record types for accounts

Our org uses person accounts and I'm trying to change the record types of a bunch of account records to be person accounts from organizations. However, I can't find a way of successfully changing the ...
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1answer
54 views

Moving Person Accounts Layouts and Workflows

Has anyone had any success using Packages and ANT to deploy Person Account Layouts and workflows from a Sandbox to Production? I can't find any information on this in implementation guide or the ...
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55 views

Separate Person Account into Business Account + Contact in Summer 15

I tried to separate person account by changing record type from person account to business account as advised in this question: final Account acc = [SELECT Id, recordtypeid FROM Account where id = ...
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21 views

Managed Package - check for Person Accounts with post install script [duplicate]

So I was wondering if I can make a managed package with Person Accounts referece and install it on orgs w/ and w/o Persons enabled and then checking in code if it has or hasn't Persons enabled.
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1answer
312 views

Why am I tripping over this validation rule?

While setting up a test fixture, my code fails when a FIELD_CUSTOM_VALIDATION_EXCEPTION is thrown during an Account record update. Here is the relevant part: theAccount = [select Id, Status__c, ...
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3answers
157 views

Changing Person Account RecordType to Business Account RecordType

I am investigating possibilities for changing the RecordType of an Account from Person to Business Account. The reasoning for this is that I have a third party system which syncs Accounts with ...
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29 views

Records created by Community user : visible in his Person Account record page as related records?

We want to setup a Customer Community. The members will be created from Person Accounts. In the community, they will be able to create custom objects, contacts, activities and so on. In Salesforce, ...
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78 views

Handling Duplicate Management for Person Accounts in Apex

I just tested out the Duplicate Management feature for Accounts and Contacts, I'm developing a system which connects to different third party data sources and returns "possible Account" information. ...
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1answer
35 views

is it possible during lead conversion not creating the account? [duplicate]

I am doing lead conversion process. Is it possible to convert the lead without creating the account record?
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25 views

Insert account is showing null

Hello all help me out in this account class, I am newbie public with sharing class accountPageController { public String zipcode_person { get; set; } public String country_person { get; set; ...
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1answer
364 views

Error: Unknown property 'AccountStandardController.PersonAccount'

I am trying to append Person Account email ID with the Eloqua profiler login URL. And I am getting an error after pasting the below code in visualforce page. Error: Unknown property ...
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1answer
33 views

Disable the Business Account Toggle button On Person Account Edit page

I have a query regarding the Account .. I have a Customize Vf page and i want that whenever the user edit the person account page then the business account page button should be disable and Vice ...
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16 views

I have a custom section on Person Account how can i give access to a profile if its controlled byParent in OWD

I have a custom section on Person Account how can i give access to a profile if its controlled byParent in OWD
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2answers
73 views

Custom person account field appears locked

we are using person accounts. There is custom person account field date of birth that appears locked for one of the profiles. The field is not read only on layout. I cant see this field in field ...
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1answer
151 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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17 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 ...
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3answers
508 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 ...
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1answer
465 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, ...
2
votes
1answer
105 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 ...
6
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3answers
331 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 ...
2
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1answer
111 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
549 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: ...
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1answer
543 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 ...
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3answers
217 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
227 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 ...
2
votes
1answer
219 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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1answer
2k 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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1answer
167 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
1k 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
170 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
277 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
161 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 ...
3
votes
1answer
3k 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
492 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 ...
6
votes
1answer
971 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
1k 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
58 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
3k 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 ...