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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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16 views

Sending Email to additional email address on person account [duplicate]

I am working for a telco client and I have an interesting use case where I need some help. We have a person account enabled in Salesforce which will be used to send a communication on the closure of a ...
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30 views

Copy field values from Person Account to Contact & Vice Versa

My org uses Person Accounts. On both Account and Contact objects i have a field TIN__c. When creating a person account, i only populate one of those 2 fields and specifically the one on the Account. ...
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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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17 views

Person Account conversion data size consideration

my company is scoping the possibility of enabling person accounts. I have been reading through documentation and different blogs to get a feel for pros and cons of doing this. One thing I found that I ...
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2answers
83 views

Dataloader Update Error - Account ID: id value of incorrect type: 001XXXXXXXXXXXXXXX

TL;DR: Trying to bulk update one field in Account but being told Id is of incorrect type. Have checked and am positive it is of the correct type. I am trying to perform an Account bulk update with ...
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20 views

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.
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8 views

Is it possible to add New Account Quick Action to Case layout when Person Account is enabled?

I'm able to add the Quick Action to the Case layout when Person Account is not enabled, but I tried this after enabling Person Account and I'm not able to find the QA on the layout
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1answer
43 views

Describing the default Person Account record type using Apex

Using the RecordTypeInfo class allows us to get information about the Record Types and which one is set to default for the running user's profile. The (Person) Account is however a special case, ...
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1answer
53 views

Create Person Account from Contact

I'm using the Financial Services Cloud package in my org and have Person Accounts enabled. When a user is creating a contact-to-contact relationship, they're selecting the Household Member record ...
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1answer
52 views

How to update Sales cloud Record for PersonAccount from CloudPage?

I have PersonAccounts enabled in the Sales cloud Org. We are using Subscriber Key as PersonContactId in Marketing cloud. We have a cloud page from which we need to update PersonAccount in Salescloud ...
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35 views

SFDC and SFMC are connected… if we now move to PersonAccounts, do we need to disconnect the platforms and reconnect after converting?

We are looking to change the Data Model for SFDC from Accounts/Contacts to Person Accounts. Currently, SFMC is connected to SFDC - but if the data model changes, do we need to disconnect the ...
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1answer
264 views

We couldn't merge these cases. when merging account

I am actually having issues when merging two account or person accounts. Even if they do not have cases related to them, I am encounting the following error : We couldn't merge these cases.An ...
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29 views

Lead conversion when Person accounts are enabled

In financial services cloud when person account is enabled. When we convert a lead for a new organisation along with a associated contact details. Will a person account record also be created or is ...
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2answers
179 views

In a SOQL Query for Event, is it possible to filter by an field related through the RelatedRecord?

Some of our Events are related to Opportunities. Some of our Opportunities are related to Accounts which are PersonAccounts. Some of our Person Accounts have a value for PersonMobilePhone. Is there ...
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29 views

Auth.RegistrationHandler fails when creating Account

lately i am facing wierd issue. I've created SSO for my community and till some point it worked fine. Lately I've found out it is failing when creating Person Account and I have no idea why. Code is ...
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1answer
36 views

How to create lookup field on visualforce for person account using a custom controller

I Currently have a visualforce page where I want a user to be able to select a existing person account or create a new one. I am getting the error: Attribute value in apex:inputField must contain only ...
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1answer
16 views

Is Sales Cloud add-on needed to activate person accounts with Service Cloud licence?

It is not clear from Salesforce documentation if service cloud licenses are entitled for Personal Account activation by default or whether Sales Cloud add-on is required. Can anyone help please? ...
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17 views

Link files to person account in email to case configuration

I have automated creation of person accounts against accounts when a case is created. I have used Flow and Process builder to create person accounts and link the cases to same person account when a ...
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1answer
28 views

Query on PA to get all person accounts which do not have an OCR associated to it

I am trying to get a list of all PA which do not have an Opportunity associated with it. Our PA and Opportunities are associated via ocr but PA does not have a direct relation with OCR. For example, I ...
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1answer
69 views

Using Account as Entry Source

We are using Person Account at Salesforce. I want every time the field '# of children' is changed - the account will enter the journey. I choose Account as the object, I have 3 options for 'Select who ...
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1answer
107 views

Lead Conversion linking existing Contact (Person Account) doesn't run Account triggers

In person Accounts enabled org, when you convert a Lead linking existing Contact (i.e. Person Account), it doesn't seems to run the Account triggers upon Contact update. for example, Lead Lead A has ...
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28 views

Using the Bulk API, can I create both Custom Objects and their parent Person Accounts concurrently? [duplicate]

Our org uses Person Accounts. Each Person Account will be a parent record for at least on Bank_Detail__c record. We have an externally hosted website which will collect information about our pending ...
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1answer
443 views

How to retrieve PersonAccount field picklist field value set with sfdx?

We have our org configured with person accounts, and have the Health Cloud managed package installed. The Health Cloud managed package adds a field HealthCloudGA__Gender__c to the PersonAccount ...
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1answer
26 views

How to access the User object from Account object, via the Contact object. Error: No such column 'Users' on entity 'Contact'

I would like to write a SOQL query which goes from Account > Contact > User(s) Something like this: [SELECT PersonContactId, PersonContact.Users, PersonEmail FROM Account WHERE ...] But I get ...
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1answer
128 views

Identify which type of Person Account record type it is from the Contact?

I have multiple types of Person Accounts in my org, using only the Contact object I want to identify which record type my Contact record is. Using Contact.RecordTypeId appears blank when using Person ...
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21 views

Unlocked package installation with Person Account and Community enabled

If we have 2 sandboxes and if we enable Person Account and create community in Sandbox1 and create an unlocked package with some components, please let me know if it is a prerequisite to enable Person ...
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91 views

Which impacts will be on Salesforce Marketing Cloud after enabling Person Accounts on Sales Cloud? [closed]

I would like to know which impacts, if there are any, on SFMC after enabling the Person Account in Sales Cloud. I'll explain the requested details: SALES CLOUD - TO BE: "Person Account" will be ...
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1answer
47 views

PersonAccount. Can I access and write in standard Contact's field?

I'm trying to write some standard Contact's fields e.g. MobilePhone and Email (I'm new to this object), when I create a new PersonAccount. For example using an Anonymous window I tried with this code:...
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1answer
249 views

Error creating a Person Account from a third party integration API Callout

A customer installed our managed package, which makes an API call to Salesforce, sending basic contact information from the web platform and attempts to create a SObject record in Salesforce based on ...
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1answer
149 views

Person Account record is not accessible to community profile(Guest)

Step 1: I have created a Lightning Flow where I am accessing a record type(PersonAccount Record Type) and on the next screen, a list of the records under selected RecordType(PersonAccount) is getting ...
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1answer
26 views

SOQL Childrecord-rollup for PersonAccounts

What is the best way to get the number of childrecords on a personaccount with the PersonContactId as Id field, the lookup being a contact lookup? I have the object Newsletter, with a contact lookup ...
2
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1answer
277 views

Financial Services Cloud Unit Testing - Inserting AccountContactRelation Fails

I am trying to create a unit test in Financial Services Cloud that tests operations on Household Roles. The org uses Person Accounts. Whenever I try and insert an AccountContactRelation with the ...
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171 views

Duplicate management: Insert Account Id of duplicate record in API REST Response

I'm planning to integrate an external website with Salesforce. In Salesforce I used Matching and Duplicate rules in order to block the creation of new duplicated PersonAccount and those rules work ...
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94 views

How to use PersonMailingCountry in sharing rules?

I have a requirement where I need to create a sharing rule on person accounts based on the person mailing country field (part of PersonMailingAddress field). When I run a soql query I can find the ...
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1answer
49 views

Importing contacts to Salesforce - which account type should I use?

I understand that contacts need to be tied to accounts in Salesforce as without account association, these contacts will be set as 'private' and are essentially orphaned within the organisation. I ...
2
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1answer
121 views

Migration to Person Account .Workflows & Process Builder

Currently we are using incorrectly a B2B model (account + contact) in a 90% B2C market. It means we are using a global account (e.g name = Europe) to link all the contacts created for Europe, the ...
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1answer
46 views

How do I display a Person Account recordType in a VF page/table?

There seems to be an issue with displaying Person Account recordtypes in a VF page (as a field or in a table) - it says the recordtype is invalid for 'Account'. I'm listing the results of an account ...
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1answer
878 views

How do I get the RecordTypeId for a Person Account using Describe method?

I can get them by running the following query SELECT Name, SobjectType, IsPersonType FROM RecordType WHERE SobjectType='Account' AND IsPersonType=True or by doing public Id ...
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1answer
148 views

Problem Converting From Business to Person Account in Apex

I have a use case whereby I'm trying to convert an Account generated from the LiveChat pre-chat API into a Person Account. Some sample code is as follows. Note the Record Type names are arbitrary, ...
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132 views

Snap-ins to create Person Account instead of contact

I want to use snap-ins but as a chat service. But instead of creating a contact, I want to create and find a Person Account based on the PersonEmail field. Is this something possible? I have tried ...
2
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1answer
175 views

Syncing Person accounts

when the MC connector is installed and when there are Person Accounts on the Salesforce org, we have to sync the Contacts AND the Accounts objects in SFMC, because most of the time, we also need ...
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1answer
281 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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1answer
33 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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35 views

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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1answer
440 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
814 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
61 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
949 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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67 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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203 views

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 ...