Questions tagged [person-accounts]
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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Why does the same field seem to have 2 different API names, one with __c and one with __pc?
This is on the Account object, and is referencing a Contact Id.
I see to different field names when searching for the field in object manager.
Before clicking on the field it is Contact_Id**__pc**
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Issue with updating person account error: REQUIRED_FIELD_MISSING, missing required field: [ACCOUNT.NAME]
I am facing a strange issue in salesforce org. This org has Personaccount enabled. Whenever a user go to person account page and tries to edit it user is getting error Required field is missing [...
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Record Type ID: value not valid for the entity: PersonAccount
In a BeforeUpsert Flow for Accounts, I want to update the RecordTypeId from a PersonAccount RecordTypeId to a BusinessAccount RecordTypeId, depending on a Picklist Value on the Account Object.
...
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Salesforce Merge related records transfer
,
I'm hoping to find out if anyone has or knows where to find an official list of which related "child" objects will be transferred during an apex merge of Person Accounts.
My tests show ...
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lightning-record-edit-form not showing personal account fields
I have gone through all the steps described in the documentation, but I don't understand why the personal account custom fields are not visible.
Needless to say that the custom fields (__pc) exist and ...
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Install unmanaged package avoiding B2C capabilities
I have built an unmanaged package and I need to install it onto another Salesforce org.
We made a terrible mistake by enabling person accounts, and now I can't install the package because the ...
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Convert Lead to Business Account even when Person Accounts are turned on
I need to remove the company name field from the Lead. Our Leads get converted into Business accounts at the moment and that's what I need as our Leads don't contain any contact data and we use ...
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Can you make the field FirstName on a Person Account record required?
I need the FirstName field on a Person Account to be required but I can't find how to set it like that. I know you can use a validation rule but I want Salesforce to show the user that it is required ...
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Set PersonContactID
Is it possible to get the PersonContactID from an Opportunity field lookup.
I am trying to get the PersonContactID to get a different record that is not related to the Opportunity Record itself
I ...
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Query Accounts from Individual in a Parent-to-Child SOQL query
This is a case in Salesforce: There is a lookup relationship from Account to Individual, both standard objects. How to write a parent-to-child SOQL query where Individual is the parent and Account is ...
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Potential solutions for syncing an org with Person Accounts enabled with another with Person Accounts disabled
I am setting up a new org with the Requirement that Person Accounts are Disabled. Ideally, I would like when an Account gets created/edited in the new org, an Account gets created/edited accordingly ...
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Person Account creation AND Campaign Member activity in journey
enter image description hereIn SFMC, I have created a DE and CloudPage with Smart Capture form, to collect email address and some other fields. This CloudPage is the entry/trigger for a journey. What ...
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Stop isDirect = True when creating an Contact from the Account's Contact related list
I observed that when creating a Contact from an Account's Contact's related list, it's automatically set as isDirect=True (easier to see this when viewing an Account record in Salesforce Classic). The ...
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Create a community user from a person record
Is it possible to create a community user from a person account? Traditionally I’ve done this with contacts.
CommunityBot
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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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Person Account Custom Field
I have added a custom field called 'National ID' on the Contact Object. The field appears on the page layout for both objects in SetUP, but when I go to the Person Account detail page in the User ...
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Link Person Account to an Object (PRODUCT)
As a sports agent I have both BTB clients (Sports Club which are Club ACCOUNT) and BTC clients (Athletes who are person account Athlete Account).
My Athlete accounts are also products as I m offering ...
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Need to show Client ID within the Search box in Opportunities when linking a Beneficiary
I want to be able to see the “client ID” which is a custom object for each client and beneficiary when I do a quick search in the opportunity section. For example when I’m adding a new opportunity and ...
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How to convert contacts under an organisation to person accounts
I am currently working for an organisation which has put a bunch of clients under an organisation called 'individual', I am currently trying to convert these contacts to person accounts but unsure as ...
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Create a Contact related to a Person Account
I'm currently unable to link a Contact with a Person Account as the lookup filter of the "Account Name" displays only the Business Accounts!?!
And if I leave the Account Name field empty, the Contact ...
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What's the best Primary Key for a model with PersonAccounts?
My Data is coming from Service Cloud with Marketing Cloud Connect, and the Person Accounts are activated.
I want to create a Data Model with my 'PersonAccount Data Extension' (made with Account fields)...
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SOQL doesn't work on pc (person account) fields
I have enabled Person Account in my organization.
I also created a field on Contact Object named LinkedUser__c (Lookup User), which can be different from Owner field.
Now, I have created a new LWC ...
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How to have Person Account Records as Related list on its Business Account
I have a Business Account and there are multiple Person Accounts associated to this person account, I want to display all these person accounts as related list on the Business Account Record.
I have ...
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Best Practice for converting Contacts to Person Accounts?
I need to enable Person Accounts in an org that already has plenty of Accounts and Contacts. I see a lot of documentation and blog posts about how to convert Business Accounts to Person Accounts, but ...
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'cannot associate a contact with a consumer account' - getting this error while converting lead
Refer below log:
System.DmlException: Insert failed. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, We can't save this record because the “Account Process” process failed. Give ...
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How to troubleshoot when converting an Account to Person Account fails?
I'm currently migrating around 2000 accounts to person account via apex. For some reason, it fails on one account. I have checked that it meets all the criteria (one child contact, same owner, same ...
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How to access ordinary Contact fields when PersonAccount is enabled
In my org, we have enabled PersonAccount.
Now it seems like we can no longer create an ordinary Contact.
this simple code
Contact test = new Contact();
test.email = '[email protected]';
system.debug(test)...
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Flow - Cannot Get Records by PersonMobilePhone
I am working on an auto triggered flow that runs when I create / update an Account. I am trying to get all Account records with the same mobile number as my triggering record, but when I try to filter ...
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How to customize the Partner object in Account
I'm creating a relationship between "person account" and "person account" using the Partner object in the related list, and I don't know how I can add a new role for partner. In ...
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how to add an 'add product' button on account page
I'm very new to salesforce, and my scenario is that I enabled the person account in salesforce, and I don't want to use opportunities; I want to relate the product from the opportunity to the account ...
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Relabel "PersonEmail" Field in Accounts
How can I relabel the "PersonEmail" field in Account?
I am trying to update this in "Rename Tabs and Labels -> Account -> Fields. But its not showing the Email field itself. Any ...
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Differences in Person Account and Contact Access, how is this possible?
We have person account enabled in our org.
So our contacts are set to Controlled by parent.
I was debugging Insufficient accesss rights on object id, and found out that for Task we have whoId which is ...
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How to convert a LEAD to Person-Account directly (without any API or code)?
Is it possible to convert a Lead to Person-Account directly similar to normal B2B accounts. I read it somewhere as, we need to keep the Company field in Lead as blanks to convert the Lead Contact ...
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Moving to Source-tracked development, can't pull __pc fields
I inherited an org that has person accounts enabled. (boo, hiss.)
The team is currently using sandboxes and org-based development. (boo, hiss.)
I was finally able to pull all? the metadata from ...
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How to insert PersonEmail and PersonMobile fields in related record lightning component on a case record?
The Actions in Account does not let me choose Person Acc fields but the requirement is to add PersonEmail and PersonMobile.. how do I add that in the update action?
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Cannot select person account fields in Custom Metadata Field or Particle relationships
Given a Custom Metadata Type with an Entity Definition Metadata Relationship field ("Account Object" in screenshot), and a Field Definition Metadata Relationship field ("Person Account ...
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Accounts Missing Organization Feature when install Managed Package with Person Account in organization without Person Account
I have Managad Package which uses Person Accounts.
I have next error when I try to install My Managed package into organization where Person Account is NOT enabled.
(I create it in Dev Organization ...
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Is that possible to test Person Account in an Org with Person Account disabled?
Currently working on a managed app and have code acting differently depending on if PersonAccount in a client's org is enabled or not.
Is there a way to cover the PersonAccount-related apex code with ...
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FSC - Adding a column to "Investment accounts" related list under person account
I need to add a new column/field to the "Investment account" related list but do not see it in either the Account or Person Account page layout - is this controlled elsewhere in FSC?
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I want to map my community site guest user fields to person account fields
I have setup my community site and self registration for the guest users, now I want to add some additional fields in the registration page and map these fields value to my account fields. I have ...
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How to update inactive portal user record in test class?
We enabled Person Accounts in our org and there is a batch apex class that is scheduled to run every morning which does merging of Accounts in case if there are any duplicates. There is a new ask to ...
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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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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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How to enable Person Accounts in a Dev org.?
I followed the below Account setting feature to enable Person Account.
This seems not getting saved even though I have followed all 3 guidelines. Then found this article explaining why we Cannot save ...
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Best way to check if Middle Names are enabled in org via Apex?
I need to check if the org has middle names enabled for field copying from one record to another. A solution I came up with is checking if the sObject fields contains MiddleName.
However is there a ...
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Lead conversion with a Person Account
I am trying to convert a lead to person account, in the logic we need to create the personAccount during lead conversion time. So I am using "setRelatedPersonAccountRecord", where I am ...
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Strange Behaviour in Production with deletion of AccountShare record with Row Cause as Manual
As per documentation.
If a user transfers ownership of a record, Salesforce deletes any manual shares created by the original record owner, which can cause users to lose access. When account ...
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Person Account issues - Your account record type is missing, a duplicate, or invalid. Ask your admin to check the individual record type
Having this issue on a dev org. Mappers, record types etc. seems to be in place. Trying to use the default Person Account. Checked all documentations and all the crap out there but no luck so far.
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How can I send an automated email to my Person Account contact?
I have a Workflow Rule on the Opportunity object that sends an email to Users and the Owner which is fine.
I want to add an action to the Workflow Rule to email the associated Person Account email ...
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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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