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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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Einstein live chat - how to create person accounts using pre chat form data?

I am trying to create person accounts with requirements as "a personaccount if non exists and or if it is found it links the personcontact to the transcript and the personaccount as well, ...
devin's user avatar
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-1 votes
1 answer
31 views

Why does the same field seem to have 2 different API names, one with __c and one with __pc?

This is on the Account object, and is referencing a Contact Id. I see to different field names when searching for the field in object manager. Before clicking on the field it is Contact_Id**__pc** ...
Sunlight's user avatar
-1 votes
1 answer
32 views

Issue with updating person account error: REQUIRED_FIELD_MISSING, missing required field: [ACCOUNT.NAME]

I am facing a strange issue in salesforce org. This org has Personaccount enabled. Whenever a user go to person account page and tries to edit it user is getting error Required field is missing [...
Manjot Singh's user avatar
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Salesforce Merge related records transfer

,  I'm hoping to find out if anyone has or knows where to find an official list of which related  "child" objects will be transferred during an apex merge of Person Accounts. My tests show ...
Elizabeth Hodges's user avatar
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19 views

Install unmanaged package avoiding B2C capabilities

I have built an unmanaged package and I need to install it onto another Salesforce org. We made a terrible mistake by enabling person accounts, and now I can't install the package because the ...
Bernardo Lira's user avatar
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1 answer
120 views

lightning-record-edit-form not showing personal account fields

I have gone through all the steps described in the documentation, but I don't understand why the personal account custom fields are not visible. Needless to say that the custom fields (__pc) exist and ...
lopez.regalado.fj's user avatar
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87 views

Convert Lead to Business Account even when Person Accounts are turned on

I need to remove the company name field from the Lead. Our Leads get converted into Business accounts at the moment and that's what I need as our Leads don't contain any contact data and we use ...
JesseRigon's user avatar
-1 votes
1 answer
42 views

Can you make the field FirstName on a Person Account record required?

I need the FirstName field on a Person Account to be required but I can't find how to set it like that. I know you can use a validation rule but I want Salesforce to show the user that it is required ...
Jeisson Eduardo Rangel Baez - 's user avatar
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1 answer
47 views

Query Accounts from Individual in a Parent-to-Child SOQL query

This is a case in Salesforce: There is a lookup relationship from Account to Individual, both standard objects. How to write a parent-to-child SOQL query where Individual is the parent and Account is ...
Gnopor's user avatar
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45 views

Person Account creation AND Campaign Member activity in journey

enter image description hereIn SFMC, I have created a DE and CloudPage with Smart Capture form, to collect email address and some other fields. This CloudPage is the entry/trigger for a journey. What ...
nazeli's user avatar
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-1 votes
1 answer
70 views

Stop isDirect = True when creating an Contact from the Account's Contact related list

I observed that when creating a Contact from an Account's Contact's related list, it's automatically set as isDirect=True (easier to see this when viewing an Account record in Salesforce Classic). The ...
ash's user avatar
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1 answer
474 views

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 ...
Nyaradzai's user avatar
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1 answer
48 views

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 ...
Someone's user avatar
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1 answer
73 views

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 ...
Maxence Karoutchi's user avatar
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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 ...
Ahmed Ali's user avatar
-1 votes
1 answer
155 views

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 ...
yazii230's user avatar
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1 answer
101 views

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)...
divad's user avatar
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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 ...
Yaac0's user avatar
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1 vote
1 answer
3k views

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 ...
AM-KA's user avatar
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-2 votes
1 answer
190 views

'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 ...
user133498's user avatar
0 votes
2 answers
176 views

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)...
SyonneGeilnoire's user avatar
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0 answers
77 views

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 ...
user131436's user avatar
-1 votes
1 answer
755 views

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 ...
sirps's user avatar
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-1 votes
1 answer
507 views

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 ...
sirps's user avatar
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0 votes
1 answer
133 views

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 ...
Vignesh L's user avatar
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1 vote
1 answer
393 views

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 ...
Nagendra Singh's user avatar
2 votes
1 answer
192 views

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 ...
Kevin P's user avatar
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1 vote
0 answers
80 views

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?
Susan Khanum's user avatar
0 votes
1 answer
246 views

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 ...
John John's user avatar
0 votes
1 answer
266 views

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 ...
Apurba Bhattacharjee's user avatar
-1 votes
1 answer
523 views

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 ...
Anwar's user avatar
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1 vote
0 answers
516 views

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 ...
SunnyG's user avatar
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1 vote
1 answer
893 views

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. ...
Gerke's user avatar
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0 votes
1 answer
134 views

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 ...
j.o.t5858's user avatar
1 vote
0 answers
444 views

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 ...
Venkata Mahesh Dasari's user avatar
1 vote
0 answers
633 views

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 ...
Nagendra Singh's user avatar
0 votes
1 answer
220 views

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.
R_Cham's user avatar
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0 answers
47 views

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 ...
Vonahclom's user avatar
1 vote
1 answer
304 views

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?
SpicyPat's user avatar
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0 answers
656 views

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. ...
Bledi's user avatar
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0 votes
0 answers
608 views

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 ...
Vitalii Dehnerys's user avatar
0 votes
0 answers
239 views

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 ...
Ludivine L's user avatar
0 votes
0 answers
27 views

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 ...
Jeff Lrzn's user avatar
1 vote
0 answers
317 views

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 ...
Diego's user avatar
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2 votes
0 answers
1k views

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 ...
Riadh Mankai's user avatar
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1 vote
0 answers
396 views

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 ...
Jason Clark's user avatar
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0 votes
1 answer
184 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 ...
Art S's user avatar
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2 votes
2 answers
7k 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 ...
Don's user avatar
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2 votes
1 answer
860 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, ...
Folkert's user avatar
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2 votes
1 answer
3k 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 ...
tDactyl's user avatar
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