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When I create custom fields(required fields) in the account object, the fields get added to both person account and business account. How do I make those fields only available for the Business account? I know that I can modify the page layouts for person account to not show those fields. But since the new custom fields are 'required' fields,even if I remove them from the person account page layout, I don't think any new person account records can be saved unless the required fields are filled. So removing those fields from person account record page is not a solution.

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You can go for validation rules, like IF Account RecordType is BussinessAccount & RequiredField is null/empty show an error. In this way you can manadate to fill that field if BusinessAccount and for Person Account this validation wont work.

Along with this you can add that field only in Business Layout and remove from Person Account Layout.

Hope this resolves your issue.

  • I wanted to use the record type Id of the business account record type instead of the record type name. But I didn't find it in the record types section of the Account object. Where do I get the record type id of business account record type? – Aanchal Adhikari Mar 22 at 12:03
  • Personally I'd prefer RecordType Name instead of ID --> Anyways you got different ways to arrive a solution With Name: AND($RecordType.Name = "The RecType Name", ISBLANK(TEXT(YourMandatoryField))) RecordType ID: AND($RecordType.Id = "012xxxxxxxxxxxx", ISBLANK(TEXT(YourMandatoryField))) Why RecordType Name instead of RecordType ID? If you use recordtype id and when things are deployed it has to be changed/updated with relevant record ids in that environment, but if you use a RecordType Name there is no change required after deployments. – C. Praveenkumar Mar 22 at 12:08

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