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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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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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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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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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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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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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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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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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 ...
CommunityBot
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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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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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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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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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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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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 ...
- 1,548
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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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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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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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Does Heroku Connect support Person Accounts?
I have Heroku Connect for the Account object and I want to enable person accounts on Salesforce. Account object is supported and I didn't find any limitations in the documentation so far.
Do you have ...
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Convert Business Account in to person Account (Associated with Portal User)
I am new to person Accounts in salesforce. I am trying to convert a Business Account, which is associated with the community user into person Account.
I saw the limitation in salesforce documentation ...
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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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How do I convert Business Account to Person Account? It is giving me an Error
trigger BusinessToPerson on Account (after update) {
private static RecordType SeekerPersonAccount = [SELECT id FROM RecordType WHERE DeveloperName = 'PersonAccount' and sObjectType = 'Account' and ...
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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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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....
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How to get person account contact id [duplicate]
When we are creating one person account it is allocating one accountid and one Contactid. When i am trying to assign that person account with task i need whoId. How can i get that contact Id(Related ...
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Add Field level security for person accounts field
Good day everyone, I am trying to add a field level security to first name, last name field for a person account. What I did is that I go to the user profile and I've tried to update the field level ...
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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.
CommunityBot
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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 ...
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2
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How to check if Person Accounts enabled in a formula field in a Managed Package?
I'm trying to check if Person Account is enabled to read from 2 different fields conditionally.
e.g.
IF (PersonAccountEnabled, field1,field2)
There seems no easy way to do this as, It seems there ...
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276
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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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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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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 ...
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how to notify by email if account owner owns more than 100 records in salesforce
Please can anyone suggest me on how an admin can be notified by email if account owner owns more than 100 records. I've created a report to get the record count for each account owner. Then in order ...
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Account BirthDate is one day off (Java to Salesforce API)
When I'm inserting a date from my Java code to the Salesforce it shows one day off in Salesforce. Example my Java date is 24. January 2000, and Salesforce say it is 24., February 2000.
Java:
Date ...
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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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995
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Disable Person Accounts
We have a requirement where in client has already activated the Person Account. Now we wanted to check on the feasibility of disabling those person accounts due to various challenges that we are ...
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2
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Financial Transactions for Person Accounts
I'm implementing Salesforce for an organization that interacts in both monetary and non-monetary ways with individuals, individuals as part of community groups, and formal organizations. We need to ...
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How can I get lastname and personemail from account?
I want to know LastName and PersonEmail from account.
So I made sql like this:
[SELECT AccountNumber, LastName, PersonEmail, Phone, BillingPostalCode FROM Account]
But it doesn't work properly and ...
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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 ...
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1
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1k
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Conversion Error - Leads without the company field populated cannot be converted to a Business Account
I have Person Account enabled in my org.
The default Account Record Type for my profile is set to Person Account.
Whenever I try to Convert leads, I'm getting this error message...
Leads without ...
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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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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: [...
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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, ...
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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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Touching Contact Record in A Person Account scenario
We use Person Accounts. I'm very familiar with how they work (after 3.5 years of dealing with them).
We are constantly at the brink of no custom field space left on our Account object.
I decided to ...
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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 ...
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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,...
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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 ...
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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 ...
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3
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Didn't understand relationship error - Similar relationships, different behaviours
We have two objects which has lookups to Account object. Objects are as follows
Issue (audit_breach__c) - R/S name Issues
Audit (audit__c). - R/S name Audits
Were trying to do the following SOQL on ...
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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 ...
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