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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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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OOB Accounts, Contacts, Orders for Business Use Case of Person Accounts

I'm hoping for some feedback on ideas to make the OOB Salesforce functionality work for a business where 'Accounts' are people. I need to make a decision if I am going to use Person Accounts or ...
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How to use lookup filters using account record types for an account lookup field on the contact object?

We have a lookup field on the Contact object to Account that when used on Person Account records, the lookup filter doesn't work. We want Person Account not to be entered/saved on this field.
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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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Add birthDay field or registration's Form

How can i add the field of birthday in the Registration's Form , this is the ISML <div class="form-group <isif condition=${!!pdict.profileForm.customer.birthday.mandatory === true}>...
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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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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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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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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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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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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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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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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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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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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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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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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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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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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 ...
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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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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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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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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 ...
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2 votes
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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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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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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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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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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 ...
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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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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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