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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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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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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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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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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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 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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How can Salesforce rollup cases/opportunities for Company Accounts up into the Household Account they belong to?
Currently, when two or more Person or Company Accounts are grouped by the same address and/or an Owner relationship, a Household ID, Household Account and Household Relationship are automatically ...
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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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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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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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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 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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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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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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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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Account id is not available to select in process builder
I've created a process builder on Account object. I need to select Id field from the immediate actions. That action is to launch a flow. But Id field is not available in the field picklist.
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Fields of record from oldMap differs from fields from query
I have a really strange issue. I have a trigger that sends email to previous owner when owner is changed. I pass Account.Name to this email to show what email was changes. But it's being passed as ...
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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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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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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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225
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Impacts of using Salesforce object with a Lookup to the Account part of the PersonAccount as Entry Source
Here is my question regarding PersonAccount and Lookup to the Account Part of the PersonAccount.
On a Journey, when using an object as Entry Source, on which there is a Lookup field to the ...
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Account with Event tagging of Yes or No in SOQL
My objective for this query is to show all of his/her accounts with tag of With Call Event (Yes & No). Meaning, Fields = "Branch", "With Call Event?"
I tried below class but ...
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Duplicate matching Business & Person accounts
Is it possible to implement a functioning duplicate rule across Business & Person accounts?
I created a Matching_Name__c field on Account and a matching rule to look for an exact match of this ...
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SFDX not pulling field history tracking for Person Account (__pc fields)
Enabling Person Account creates these fields ending with "__pc" in their API name. That happens when we create a contact field - Salesforce automatically creates the __pc equivalent of the ...
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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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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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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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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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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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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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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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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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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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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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153
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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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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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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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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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