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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66 views

Is there a way to Programmatically distinguish between Person and Non Person Account fields

Is there a Salesforce provided method/process to Programmatically distinguish between PersonAccount and Business Account fields ? I am using the getSObjectType().getDescribe().fields to get fields of ...
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1answer
344 views

lightning:recordEditForm Account Name binding issue in salesforce person account orgs

I run into a issue when using lightning:recordEditForm to together Account Name info in an org where Salesforce Person Account is turned on. I was trying to bind to a business account and edit the ...
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374 views

Person Account RecordTypes metadata

I have Person Accounts enabled in my sandbox org. When I pull the (objects/Account.object) metadata in Eclipse I don't see any Person Account record types in Account.object. I can see record types ...
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179 views

Separate Person Account into Business Account + Contact in Summer 15

I tried to separate person account by changing record type from person account to business account as advised in this question: final Account acc = [SELECT Id, recordtypeid FROM Account where id = '...
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148 views

“invalid domain” creating a Master-Detail field on a junction object

I was attempting to set up a Junction Object in an organization with Person Accounts enabled to link Business Accounts with Person Accounts. I set up the Account Master-Detail on the custom junction ...
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91 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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1answer
121 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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214 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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66 views

Community user person account owner changes to random salesforce user

I am creating a new community user by logging into the community portal which creates a person account in Salesforce, however the account owner is randomly changing to Salesforce user or specific ...
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53 views

Does Salesforce2Salesforce work with Person Accounts?

Has anyone successfully shared Person Accounts to another Salesforce org using Salesforce to Salesforce? Does it work well? If there are any gotchas, please tell me. In both orgs, the data will be ...
2
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1answer
247 views

Best practices for using person accounts within a managed package

I have enabled person accounts in my org and have a requirement of creating a managed package. This package concentrates on person accounts and several other custom objects. I found that we cannot ...
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29 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

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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73 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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1answer
80 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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123 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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303 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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205 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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280 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
315 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 ...
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1answer
309 views

Salesforce marketing cloud person account and personalisation in journey builder

I need help with personalisation from person account in journey builder. I have created the field in profile management and mapped it to the person account field. I have a total of 3 fields. The ...
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905 views

Create related records to contacts/person accounts in lightning experience

I have a custom object (call it Tag__c). The object has a lookup to the standard Contact object (lookup field name: Contact__c). In Lightning Experience I do have the related list Tags on my contact ...
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67 views

Why is salesforce returning internal server error when I try to render a custom dependent picklist in visual force page?

I have a visual force page which overrides the Edit/New pages in salesforce. But when I create a dependent pickList like so: Navigate to Setup> Customize > Accounts > Fields Scroll down to "Contact ...
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1answer
83 views

Getting person account properties from respective User

if I have a user that has "plugged" a person account through the User.ContactId, Account a = handleAccount(create, u, attributes);    // a    gets an account object        Id accountId = a.Id;      ...
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101 views

Case Creation for Person Accounts via API

I wish to create Cases for org with Person Account enabled via SOAP API. Using the SOAP UI tool to create case, the Contact Id field cannot have the Account Id field (as both are same for Person ...
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268 views

Issue with One to One Accounts and Converting Leads

I'm currently working on a system that has the Nonprofit Starter Pack with One-to-One Accounts enabled. I have made a trigger that changes the default account of a contact to some account that has ...
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1answer
384 views

PersonMailingAddress Field Not found error during deployment ONLY

So I am trying to deploy a changeset and in one of the tests I am referencing the PersonMailingAddress with the following query: [Select Id, PersonMailingAddress From Account Where Name Like '%Test%']...
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1answer
14 views

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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8 views

Link files to person account in email to case configuration

I have automated creation of person accounts against accounts when a case is created. I have used Flow and Process builder to create person accounts and link the cases to same person account when a ...
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1answer
65 views

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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15 views

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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1answer
27 views

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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1answer
24 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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11 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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18 views

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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38 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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14 views

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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33 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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30 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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32 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
44 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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39 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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60 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
102 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
177 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
2k views

Create a Contact related to a Person Account

I'm currently unable to link a Contact with a Person Account as the lookup filter of the "Account Name" displays only the Business Accounts!?! And if I leave the Account Name field empty, the Contact ...
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1answer
641 views

Contact Fields not visible on Person Account

According to this document when Person Accounts is enabled for the Salesforce Org, there should be new fields added to the Account object (PersonMailingCountry, PersonMailingCity, etc.). However, when ...
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240 views

id value of incorrect type error in lightning but works fine in classic

I have a master detail relationship between 2 objects. When creating the child object in lightning mode I'm getting the following error: id value of incorrect type: 001N000001######## But for the ...
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1answer
24 views

How can read/modify person account NetId?

How can read/modify person account NetId? I could not find any reference to this particular person account information. Is this located as some Account field? (I could not find this one also)
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981 views

How to get Account address for person Account when queried from Contact

In Account we have two standard address field 1. MailingAddress 2. PersonMailingAddress Now for person account we are using general address feild i.e. Mailingaddresss, not PersonMailingAddress. We ...