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
30 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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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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29 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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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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22 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
14 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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21 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 ...
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10 views

How can I modify the search algorithm underlying the Social Persona related list?

I'm new at Salesforce and I'm stuck in this problem for too long. I'm working with Person Accounts and for each of them, I have certain related lists. There is a one-to-one correspondence between each ...
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1answer
52 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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If I intend to use Person Accounts but need to get contacts into Salesforce before this can be enabled, should I keep contacts 'private'?

I'd just like to understand the implications of this as we unfortunately need to hit an unmovable deadline and having contacts in the Salesforce or is necessary for our Marketing Cloud deadline (we're ...
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28 views

Person Accounts - what are the implications for Marketing Cloud Connect?

I'm working on a new account (two months old) and don't currently have Person Accounts enabled, but my audience is largely B2C so I can see why having Person Accounts would be a sensible approach. ...
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67 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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24 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
38 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 ...
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1answer
37 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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Lead Scoring Einstein possible with Object “Account”? (We don´t have leads in our Sales Cloud environment.)

Is it possible to use einstein lead scoring when we don´t have the object "lead" in our sales cloud environment? We need the lead scoring for the object account...
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1answer
36 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
61 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
74 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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66 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 ...
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31 views

Upsert on PC Field

In an org with person accounts enabled, I am trying to figure out the proper way to perform an upsert. For example, I have ExternalID__PC and externalID__c on the account object. I am wanting to ...
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26 views

Error while creating person account

I have created a lightning component, using this I create business account or person account conditionally. The standard New button of Account has been overridden by this custom lightning component. I ...
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1answer
108 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
53 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
28 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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29 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
108 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
404 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
40 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
402 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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32 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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92 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 ...
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260 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
219 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
188 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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152 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
127 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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1answer
89 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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1answer
215 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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174 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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229 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
121 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
415 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
55 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
374 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
97 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
144 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
276 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 ...