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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29
votes
1answer
3k views

What's the best way to check if person accounts are enabled via Apex Code?

I need to be able to check if an org has Person Accounts enabled via Apex Code as part of package. What's the best way to do this without making the package require Person Accounts be enabled in any ...
19
votes
2answers
6k views

Which B2C option to choose?

A stock Salesforce org is geared toward B2B companies, but I work in Higher Ed and we're B2C-focused. There seem to be three main B2C options available: Person Accounts Nonprofit Starter Pack (NPSP) ...
13
votes
2answers
15k views

How to create a PersonAccount in salesforce using Apex code

I am trying to create a person account using the following code. Its throwing the following error: "Invalid constructor syntax, name=value pairs can only be used for SObjects". How to fix this. ...
5
votes
1answer
4k views

How to update Account object when related AccountPartner is updated/inserted/deleted/undeleted?

I am working on an org with Person Accounts enabled, but I think that my problem applies to regular non-person Accounts as well. I am tasked with writing a trigger to cross-populate spouse ...
3
votes
1answer
513 views

Why does this code throw an error when trying to create a Person account?

Code trigger CreatePerson on Contact (before insert) { RecordType personAccountRecordType = [SELECT Id FROM RecordType WHERE Name = 'Person Account' and SObjectType = 'Account']; Map<...
3
votes
2answers
190 views

Why PersonAccount is showed in custom object in Tooling API query?

I queried the below in the service console to get the custom object count. But I got one object difference. i.e "PersonAccount" . When i check the ID its not displaying in the UI page. select id, ...
-2
votes
1answer
1k views

Exception on after insert,update trigger

I am getting a final exception on below trigger while creating data . Also I need to put a check for Ispersonaccount. Only if the concerned account is a personaccount , the trigger would work.Can ...
5
votes
1answer
16k views

Apex - Example Of Creating Case Record When Field On Account Equals “xxx”?

Continuing my quest to get Apex and Triggers under my belt: Can someone offer either sample code or links to samples where (such as) when Account.ABCD now equals "Go", create a Case Record and write ...
1
vote
1answer
2k views

How to Create Person Account Portal User in Test class?

How to i Create Person Account Portal User in Test class. I am using Site.createPersonAccountPortalUser(u, ownerId, password); to create User.
2
votes
1answer
144 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 ...
2
votes
1answer
523 views

Consideration enabling person account

I have business account and contact data, actually those data is belong to personal information which is person account. if we enable person account right now and update record type all of my account ...
1
vote
1answer
162 views

How to create a unmanaged Package from a production which has Person Account Activated?

I want to create a Package for all Objects from Production which has been activated with Person Account. when I try to create package(Unmanaged) with all Object it throws a Error like this If you ...
1
vote
1answer
420 views

Salesforce for both B2B & B2C -which model?

We are going with Salesforce and we are actually serving both B2B and B2C Clients. Would you recommend the use of Person Accounts or you would go building some custom objects to replicate more or ...
1
vote
2answers
1k views

Changing Person Account RecordType to Business Account RecordType

I am investigating possibilities for changing the RecordType of an Account from Person to Business Account. The reasoning for this is that I have a third party system which syncs Accounts with ...
1
vote
1answer
81 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, ...
1
vote
1answer
3k views

Anyway to convert Business Account into person account

I'm just starting out and was wondering if there is anyway to convert Business Account into Personal Account in Salesforce? I have been searching for a way but all I can find is ways to turn a ...
0
votes
1answer
125 views

How can I find the # of activities logged to a Relationship Group (Wealth Management App) in the last 12 months?

My organization uses the Salesforce for Wealth Management App, which uses an object called 'Relationship Groups.' Relationship Groups are connected to Accounts (Person Accounts, in this case) via a ...
0
votes
3answers
1k views

Getting lat/lng for person accounts

Based on my understanding the mailing address on a person account will not be auto geolocated as is the case with normal accounts. What is the easiest way to get a lat/lng for a person account? I ...