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I'm just starting out and was wondering if there is anyway to convert Business Account into Personal Account in Salesforce? I have been searching for a way but all I can find is ways to turn a Personal into a Business Account.

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Set the Account's RecordTypeId field to the Person Account Record Type Id. Keep in mind that you are only allowed to specify the RecordTypeId field when converting the account, and only one Contact must be associated the Account when converting. See also this help topic for additional limitations.

  1. Manipulate the data such that the following conditions are met:

a. For each intended Person Account, one (and only one) Contact record exists under the Account record.

b. The Account and Contact have the same record owner.

c. The Account and Contact have the same currency values (if applicable).

d. The Parent Account field on the Account and the Reports To field of the Contact are both blank.

e. The Account is not set as the Parent Account of any other Account records.

f. The Contact is not set as the Reports To of any other Contact records.

g. The Account and Contact have not been enabled as Partner/Customer for Portal/Community.

  1. Using the data migration tool of your choice (i.e. something like the Data Loader), change the record type of the target Account to the desired Person Account record type. The detailed steps are listed here. *Please note that this cannot be done with Workbench, as it will return the error: "Cannot Specify Any Additional Fields When Marrying Or Separating A Person-Account INVALID_FIELD_FOR_INSERT_UPDATE"
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  • Is there an updated link for the help topic?
    – Charles T
    Apr 24, 2018 at 14:42
  • Hey there fox - can this be done (or similar) via apex? I am getting that error when I try to set the ID. It lets me set the RecordType child object and perform the update, but it doesn't convert it nor actually save the new record type. :/
    – Shanerk
    Nov 18, 2019 at 23:55
  • @Shane Yes, it can be done in Apex (I've done it myself). I'd suggest a new question with the relevant code, we'll be glad to take a peek at it!
    – sfdcfox
    Nov 19, 2019 at 0:19
  • @sfdcfox Thanks. Here it is: salesforce.stackexchange.com/questions/285438/…
    – Shanerk
    Nov 19, 2019 at 3:06

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