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 ...
24
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6answers
13k views

When should one use person accounts? [duplicate]

I have a client who is a event organizer and his clients are both corporates as well as individuals. I have a few questions on how should i organize his accounts When should one use person accounts? ...
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
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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. ...
10
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2answers
698 views

Does the `getSObjects` method on `SObject` work with Person Account child relationships?

Our app uses a lot of dynamic SOQL, and in a client org I'm currently getting an error which I can't explain when we're performing a large query against account, including subqueries for all related ...
10
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1answer
3k views

How to convert Person (consumer) Account to Business Account and keep the same URL

The backstory: The org I am working in allows Person (consumer) and Business records to be created by users and a host data push process in Account. As a result, today we have a large number of each ...
10
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1answer
3k views

Is it possible to deploy workflow rules and field update actions which reference PersonAccount record types?

I am performing a deployment from one sandbox to another using ant. The sandboxes both have PersonAccount functionality enabled. The source org has a PersonAccount record type with the name of HCP and ...
9
votes
2answers
2k views

Person Account Contact ID in Spring 13

I have a custom object that looks up to Contact. On the Person Account Detail page, I have a custom button on the related list for this custom object. In production, this button references {!Contact....
8
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5answers
2k views

Is there any way to invoke contact triggers on a person account?

Background: I have an org that uses person accounts and an appexchange package that does not support them. However when looking into why they're unsupported the only thing that does not work is that ...
7
votes
1answer
7k views

IsPersonAccount field invalid when querying Account

I am using the Developer Console and Real Force Explorer to run what seems like a simple SOQL query: SELECT Id, ParentId, Name, Phone, IsPartner, IsPersonAccount FROM Account LIMIT 10 But I get an ...
6
votes
1answer
216 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?
6
votes
3answers
1k views

Person Account Object File?

We recently enabled person account on our org but when I use eclipse to refresh the metadata components. I don't see a person account entry in the objects sub folder. I'm wondering if that is ...
6
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1answer
1k views

which standard controller should be used to override Person account “New” and “Edit” Page using VF Page?

I am overriding person account standard Page with VF page. If I use standard controller as "Account" I am unable to get Picklist field values from "Person Account", If I use "Contact" as a Standard ...
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 ...
5
votes
1answer
263 views

Question about Person Account and renaming fields

I'm tryng to help implement a system that tracks patients and physician information (and other stuff). I really hope someone that has experiecnes implementing Person Accounts can help me here. My ...
5
votes
3answers
22k views

How to eliminate duplicate records in a report?

I am using Person Accounts and have 2 custom objects: Ownership and Property. The Ownership is a junction object and has 2 lookups: Account and Property. I'd like to run a report with a filter, that ...
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 ...
5
votes
1answer
88 views

B2B business has some individual clients: Person account, eponymous Account, or what?

I have a client who’s mostly B2B but has some clients who are individuals (he’s a lawyer). Should we represent the individuals who are clients using Person Accounts, Accounts with the same name as ...
5
votes
2answers
354 views

Record Not Returned in Query in Managed Package

I think I'm going to have to find someone internal for this one, but posting to see if anyone has any ideas about this at all. The Problem We've got code in a managed package that's querying for ...
4
votes
2answers
5k views

Skipping Leads Entirely - Creating Accounts/Contacts (or PersonAccounts) Directly - B2C

Anyone have any guidance on implementing (in my case, updating) their Org (Enterprise in my case) to not use Leads any longer for B2C purposes? I am getting opinions from as many sources as possible,...
4
votes
3answers
2k views

What are the implications of an Opportunity without an Account?

I see that you can make an Opportunity without an Account: http://www.screencast.com/t/kjElV8BEf39 What are the implications of creating an Opportunity without an Account? I'm considering it for ...
4
votes
1answer
356 views

Why am I tripping over this validation rule?

While setting up a test fixture, my code fails when a FIELD_CUSTOM_VALIDATION_EXCEPTION is thrown during an Account record update. Here is the relevant part: theAccount = [select Id, Status__c, ...
4
votes
2answers
3k views

How to enable person account in free developer edition? I am not seeing a link to submit case

How to enable person account in free developer edition? I am not seeing a link to submit or create a case in free developer edition. Any ideas. Update: Once i click Open a case, it takes me to login ...
4
votes
1answer
1k views

SFDX PersonAccount: ERROR: Entity of type 'RecordType' named 'Account.Business_Account' cannot be found

Here is my issue: ERROR: Entity of type 'RecordType' named 'Account.Business_Account' cannot be found. What I did Converted existing managed package into SF DX project. The project uses ...
4
votes
1answer
2k views

How should I use Site.createPersonAccountPortalUser to create a Person Account and activate them on the portal in one step?

I have a method below which is supposed to be called from an unauthenticated Sites page (via https). It is intended to take some personal details and create a Person Account with them and then ...
4
votes
1answer
1k views

How to enable Person Accounts in a Dev org.?

I followed the below Account setting feature to enable Person Account. This seems not getting saved even though I have followed all 3 guidelines. Then found this article explaining why we Cannot save ...
4
votes
3answers
1k views

Can two Person Accounts be merged using DML merge operation?

I am trying to merge two person accounts in apex code using merge operation. I am getting the following error: Merge failed. First exception on row 0 with id 001A000001AO7UdIAL; first error: ...
4
votes
0answers
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 ...
3
votes
1answer
512 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
189 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, ...
3
votes
1answer
1k views

Cannot specify any additional fields when marrying or separating a Person-Account: []

We're undertaking a process in which we are trying to convert Business Accounts/Contacts to Person Accounts. When I run my code I am getting the following error: INVALID_FIELD_FOR_INSERT_UPDATE, ...
3
votes
2answers
258 views

Roles assigned by salesforce

I go to the Accounts page and start creating a new account. I fill up this form and press 'Save". At the next page I click on "Enable Customer User" and after that I see the information of a user ...
3
votes
1answer
2k views

Pros and cons related to (1) Person Accounts VS. (2) Suggested alternative VS. (3) …?

Background information to my question: I am about to deploy a new release of a Salesforce Service Cloud solution to a customer The customer primarily utilizes the solution for B2C purposes In the ...
3
votes
1answer
360 views

Person Accounts and Non Profit Starter Pack

Reading this it sounds like Person Accounts are incompatible with the Non-Profit Starter Pack, which is totally understandable. What I am having trouble finding is a direct answer to whether it is ...
3
votes
1answer
2k views

how to convert lead to PersonAccount using apex

I am converting a Lead to Person Account using Apex but it is throwing the exception as given below: ConvertLead failed. First exception on row 0; first error: UNAVAILABLE_RECORDTYPE_EXCEPTION, ...
3
votes
2answers
3k views

Trigger to automatically convert lead to person account and match on PersonEmail

We have an Apex trigger that automatically converts a lead to a PersonAccount. We want to make sure that if there is already a PersonAccount with an email that matches that of the lead that we merge ...
3
votes
1answer
312 views

Lead/Account relationships

Ok, so it's pretty obvious that these guys are extremely intertwined. The question I have is: How can I, using the API and PHP, query the lead and account and get the PersonContactId if it is a ...
3
votes
1answer
329 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 ...
3
votes
0answers
372 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 ...
3
votes
0answers
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 = '...
3
votes
0answers
147 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 ...
2
votes
1answer
10k views

INVALID_FIELD_FOR_INSERT_UPDATE, Account: bad field names on insert/update call: LastName, FirstName: [LastName, FirstName]ge

System.DmlException: Insert failed. First exception on row 0; first error: INVALID_FIELD_FOR_INSERT_UPDATE, Account: bad field names on insert/update call: LastName, FirstName: [...
2
votes
1answer
272 views

skinny tables with person accounts

We are currently experiencing performance issues when performing SOQL queries on the account table(8.5M records) and especially our person accounts(95% of our accounts are person accounts) have ...
2
votes
2answers
63 views

Is it possible to convert Leads to Contacts with Person Accounts turned on?

Is it possible to convert Leads to Contacts with Person Accounts turned on? We are working on unwinding person accounts and going back to using contacts. We know that person accounts cannot be turned ...
2
votes
1answer
520 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 ...
2
votes
1answer
537 views

How can I send an automated email to my Person Account contact?

I have a Workflow Rule on the Opportunity object that sends an email to Users and the Owner which is fine. I want to add an action to the Workflow Rule to email the associated Person Account email ...
2
votes
3answers
710 views

Salesforce alternatives to deal with B2C Person Accounts

We sell monthly/annual memberships to our after-school teaching service. So a B2C service. I signed up with Salesforce and we realized that the accounts are businesses. To allow Person Accounts, we ...
2
votes
1answer
804 views

Error: External ID and Unique field limit exceeded

I am getting this Error in Contact Object(Person Account Activated) for the Number Datatype field Which I am selecting has Unique. when I googled it I get to know that only 3 Field can be made it has ...
2
votes
1answer
332 views

Why does a person's salutation not appear on the save account/contact page?

When I am selecting a record for an account or contact lookup on an edit page, the person's name is displayed with the salutation. However, the salutation does not actually appear on the saved page. ...
2
votes
1answer
40 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 ...