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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1answer
20 views

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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22 views

How to create records for Person Account related to another Person Account

All I want to make @TestSetup Method to make coverage for my trigger. I need to make two Person Account and one is related to another. My code like below: // Person Account Setup String ...
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Complete person account fields in apex

I'm trying to create a person account in apex, but I have a problem. The fields like firstName, lastName are completed OK but the fields like PersonMailingPostalCode or fields like XXXX__pc aren't ...
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26 views

Is person accounts available in Service Cloud?

for a project, I need to enable person accounts feature in Service Cloud but I can't find any response in the Salesforce documentation. Do you have a link that says if it is possible or not?
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2answers
60 views

Upserting Person Accounts using External IDs in Contact object

I am trying to upsert a record in Salesforce using the REST API. My endpoint looks something like this https://demoaccount--dev.my.salesforce.com/services/data/v45.0/sobjects/Account/...
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1answer
18 views

Create Person Account Journey with Synchronized Data Sources

The client would like to segment Person Accounts, and trigger a Journey based on a checkbox on the contact record. I'm synching the Contact and Account objects with all required fields, and had a ...
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1answer
71 views

With Person Account activated, what Salesforce ID as Subscriber Key/Contact Key in SFMC?

When person account are activated on a Salesforce org connected to SFMC with MC Connect, what are the best practices regarding the Subscriber key and Contact key ? Should we use the (person) account ...
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19 views

How to move Chatter Feed of type 'TrackedChange' from contact to person account

We have recently adopted person account and are trying to move chatter feed from contacts to person accounts. According to this article: https://help.salesforce.com/articleView?id=000213215&type=...
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Lead on Financial Service Cloud

Is there a way we can remove the existing lead record types and create a custom record type but will populate on the referral summary in the Accounts? Our Scenarios- A lead is an individual person ...
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55 views

Email-To-Case Person Account Association

Using "Person Accounts", I'm discovering that cases created via Email-To-Case are not being auto-associated with the PersonAccount that shares the PersonEmail field. This Knowledge Base article ...
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1answer
75 views

UpdateSingleSalesforceObject on Person Accounts (specifically Contact fields)

Has anyone been able to use the UpdateSingleSalesforceObject function on an Account/Contact in Person Accounts (specifically Contact fields such as Email, FirstName, LastName)? I'm able to retrieve ...
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1answer
40 views

Salesforce Person Account Search Layout

I have two groups of users using Accounts in my org. Both are using Accounts, but one group is using Person Accounts. The group using Person Accounts would like to change the fields returned when ...
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43 views

Has anyone been able to set the User.IsCustomerPortal field from a unit test class?

I know the field is not editable but I mean by associating a User record with a Contact/Person Account record in your test data, somehow it gets enabled? Do you know? The reason I need this ability ...
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1answer
31 views

Migrate Standard Help Text translations and Person Account Translations through ANT

I need an automated way to migrate the Help Text translations for standard fields and Person Account Record Type translations from a source org to a series of destination orgs(800+). I am not able to ...
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14 views

B2C Contacts Mapping to proper Business Accounts

We are working for a new proposal and basically it deals with education services, we have Accounts(universities/departments) and contacts(professors with university mail id). For cases when a ...
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1answer
17 views

Add required custom field only to the business account and not the person account

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?...
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196 views

Is it possible to deploy Apex code which uses Person Accounts to an org which doesn't have Person Accounts enabled?

I want to create a managed package which supports orgs both with and without PersonAccounts enabled. Is it possible? How would I achieve this?
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43 views

What determines the Person Account Record Type pre-selected when converting a Lead

I am converting a Lead into a Person Account. I have two Person Account record types: Person A and Person B My profile has record type Person A is my default Person Account record type. But when ...
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102 views

Person account in apex : fill in contact fields

In apex I try to create a person account. For the field linked to the account it's ok, but when I want to fill the contact field (a field like myfield__pc) it does not work. Here is basically what I ...
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1answer
41 views

How to configure highlight panel for person account

Our company is using Person Account to serve direct customers. I am trying to customize the Highlights Panel, however no luck in finding where I should go. I tried to edit the compact layout in both ...
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1answer
173 views

Marketing Cloud Connect: Limiting the number of synchronized Person Accounts

We're using using person accounts which populate both the Account and Contact synchronized data extensions. We want to limit the number of contacts that are being synchronized with the connect to ...
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0answers
34 views

Salesforce Web To Lead form storing strange data

I have some web to lead forms with a hard coded firstname and lastname, the records in Salesforce itself seem to randomly either be correctly showing the hard-coded fields or showing a random string ...
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1answer
159 views

Unable to convert portal contacts to person accounts

We have about 350,000 portal users who are setup as contacts in Salesforce that we would like to convert to person accounts. Here are the steps that worked well for non-portal users, but fail for ...
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1answer
66 views

What is the difference between ContactID and PersonAccountID

We have person Account enabled in our org and we would like to have Salesforce as the customer master DB. We thought of using one identifier across all the systems in our organisation. The previous ...
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3answers
57 views

Account-Contact Relationship constraints

What would be the best way to constrain my sales process such that It makes default Account Contact 1-1 relationship, and otherwise If I specify? With only the declarative tools. I've been reading ...
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1answer
109 views

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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1answer
53 views

Does Heroku Connect support Person Accounts?

I have Heroku Connect for the Account object and I want to enable person accounts on Salesforce. Account object is supported and I didn't find any limitations in the documentation so far. Do you have ...
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1answer
175 views

Convert Business Account in to person Account (Associated with Portal User)

I am new to person Accounts in salesforce. I am trying to convert a Business Account, which is associated with the community user into person Account. I saw the limitation in salesforce documentation ...
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1answer
498 views

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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1answer
209 views

Salesforce marketing cloud person account and personalisation in journey builder

I need help with personalisation from person account in journey builder. I have created the field in profile management and mapped it to the person account field. I have a total of 3 fields. The ...
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1answer
201 views

How do I convert Business Account to Person Account? It is giving me an Error

trigger BusinessToPerson on Account (after update) { private static RecordType SeekerPersonAccount = [SELECT id FROM RecordType WHERE DeveloperName = 'PersonAccount' and sObjectType = 'Account' and ...
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1answer
184 views

lightning:recordEditForm Account Name binding issue in salesforce person account orgs

I run into a issue when using lightning:recordEditForm to together Account Name info in an org where Salesforce Person Account is turned on. I was trying to bind to a business account and edit the ...
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1answer
2k views

How to get person account contact id [duplicate]

When we are creating one person account it is allocating one accountid and one Contactid. When i am trying to assign that person account with task i need whoId. How can i get that contact Id(Related ...
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1answer
208 views

Add Field level security for person accounts field

Good day everyone, I am trying to add a field level security to first name, last name field for a person account. What I did is that I go to the user profile and I've tried to update the field level ...
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3answers
664 views

Getting lat/lng for person accounts

Based on my understanding the mailing address on a person account will not be auto geolocated as is the case with normal accounts. What is the easiest way to get a lat/lng for a person account? I ...
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2answers
186 views

How to check if Person Accounts enabled in a formula field in a Managed Package?

I'm trying to check if Person Account is enabled to read from 2 different fields conditionally. e.g. IF (PersonAccountEnabled, field1,field2) There seems no easy way to do this as, It seems there ...
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1answer
520 views

Does the `getSObjects` method on `SObject` work with Person Account child relationships?

Our app uses a lot of dynamic SOQL, and in a client org I'm currently getting an error which I can't explain when we're performing a large query against account, including subqueries for all related ...
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1answer
958 views

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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0answers
59 views

Is there a way to Programmatically distinguish between Person and Non Person Account fields

Is there a Salesforce provided method/process to Programmatically distinguish between PersonAccount and Business Account fields ? I am using the getSObjectType().getDescribe().fields to get fields of ...
4
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1answer
784 views

SFDX PersonAccount: ERROR: Entity of type 'RecordType' named 'Account.Business_Account' cannot be found

Here is my issue: ERROR: Entity of type 'RecordType' named 'Account.Business_Account' cannot be found. What I did Converted existing managed package into SF DX project. The project uses ...
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2answers
80 views

how to notify by email if account owner owns more than 100 records in salesforce

Please can anyone suggest me on how an admin can be notified by email if account owner owns more than 100 records. I've created a report to get the record count for each account owner. Then in order ...
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1answer
33 views

Account BirthDate is one day off (Java to Salesforce API)

When I'm inserting a date from my Java code to the Salesforce it shows one day off in Salesforce. Example my Java date is 24. January 2000, and Salesforce say it is 24., February 2000. Java: Date ...
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0answers
691 views

Create related records to contacts/person accounts in lightning experience

I have a custom object (call it Tag__c). The object has a lookup to the standard Contact object (lookup field name: Contact__c). In Lightning Experience I do have the related list Tags on my contact ...
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1answer
146 views

Disable Person Accounts

We have a requirement where in client has already activated the Person Account. Now we wanted to check on the feasibility of disabling those person accounts due to various challenges that we are ...
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1answer
295 views

Contact Fields not visible on Person Account

According to this document when Person Accounts is enabled for the Salesforce Org, there should be new fields added to the Account object (PersonMailingCountry, PersonMailingCity, etc.). However, when ...
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2answers
206 views

Financial Transactions for Person Accounts

I'm implementing Salesforce for an organization that interacts in both monetary and non-monetary ways with individuals, individuals as part of community groups, and formal organizations. We need to ...
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3answers
281 views

How can I get lastname and personemail from account?

I want to know LastName and PersonEmail from account. So I made sql like this: [SELECT AccountNumber, LastName, PersonEmail, Phone, BillingPostalCode FROM Account] But it doesn't work properly and ...
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2answers
302 views

Record Not Returned in Query in Managed Package

I think I'm going to have to find someone internal for this one, but posting to see if anyone has any ideas about this at all. The Problem We've got code in a managed package that's querying for ...
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0answers
211 views

id value of incorrect type error in lightning but works fine in classic

I have a master detail relationship between 2 objects. When creating the child object in lightning mode I'm getting the following error: id value of incorrect type: 001N000001######## But for the ...
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1answer
223 views

Conversion Error - Leads without the company field populated cannot be converted to a Business Account

I have Person Account enabled in my org. The default Account Record Type for my profile is set to Person Account. Whenever I try to Convert leads, I'm getting this error message... Leads without ...