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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PersonAccount fields in Page layouts missing!

We are using Person Accounts. I have created PersonAccounts record types, and Page Layouts under the personAccounts section in the setup menu. My profile can see the PersonAccount records. When ...
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940 views

Access User with Account Id

I'm trying to access the User field Email via the related Account Id. I use this query in my controller : User currentUser = [SELECT Email FROM User WHERE AccountId=:accountId LIMIT 1]; But when I ...
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210 views

Person Account Feature Activation

Let's assume that person account feature in my production org has been enabled. Do I have to log another case to enable it on my sandbox?
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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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Need help on converting person Account to Business Account

For person accounts, when i am trying to change their record type to business account record type, it is not allowing me to do so using Apex.Below is the code snippet I am trying(for testing purpose ...
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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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114 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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How to convert a LEAD to Person-Account directly (without any API or code)?

Is it possible to convert a Lead to Person-Account directly similar to normal B2B accounts. I read it somewhere as, we need to keep the Company field in Lead as blanks to convert the Lead Contact ...
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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 ...
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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, ...
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2answers
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display list of cases related to contact on service console left sidebar

We have email-to-case enabled and I have created a console to manage the cases and using custom console components, I am trying to display a list of cases related to a contact. I am trying to ...
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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.
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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 ...
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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 ...
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2answers
419 views

Using javascript custom button i need to create account and person account record

like lead object i developed one custom button..when ever i click on button i need to create account and person account(person account is enabled in my org). this my code. account is created but ...
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221 views

Validation Rule on Accounts with RecordType condition runs randomly on the wrong RecordType

And by randomly I mean unidentified by me at least, on a 1 out of 10 rate approx... but if I log in with a different user (Even with the same profile, System Administrator) chances that it will fail ...
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1answer
715 views

How to update related records through a contact lookup for person accounts using process builder?

My situation: Process started from a Person Account I want to update all related custom object X records linked to this Person Account The link is made through a Contact lookup on object X Whether I ...
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1answer
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Limit the view for Role so Only see Accounts in their branch of the hierarchy

Can I limit the View for ROLE APAC so that they only see APAC accounts and not AMER.
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2answers
354 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 ...
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1answer
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User.ContactId and account.PersonContactId

My JIT code creates one User object and another Person Account object (my environment uses person accounts). I need to establish a relationship between them and I believe this has to be done using a ...
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1answer
651 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 ...
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1answer
764 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 ...
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1answer
414 views

How do you make the salutation on Person Accounts mandatory?

I tried this using the validation rule: ISPICKVAL(Salutation, "") but this then also applies to the standard Account object. I just need this for Person Accounts so can this be restricted even more?
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1answer
368 views

Update Business Account or Person account?

I just have a quick question with regards to creating business accounts in the CRM – if we have a list of agents/builders that we want to add, and eventually send out eDM’s to etc. – do they go in as ...
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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 ...
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4answers
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Salesforce Process Builder Error

I have normal Accounts & person Accounts in my SFDC org. I am writing a process for the Person Account by using the below mentioned formula: IF( ( TEXT( [Account].Sponsorship_Status__pc ) != ...
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731 views

Mass reassign / upsert account team member

Is there any possibility that we can mass "Upsert" account team member? We have sales reps changing from different accounts, so how do we change assignments for all sales reps as an account team ...
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274 views

How do I return the Social Persona for a Person Account, related to a Case?

I'm trying to query my salesforce Org, which has 'Person Accounts' enabled, and return a Case, the related PersonAccount and any Social Persona related to that Person Account, but I can't determine ...
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1answer
561 views

Not able to Send Email for Person Account

I am facing one issue and i don't know what is it, i am going to send and Email template to the Contact via Send Email Method but it will not working for Person Account...It is working for Business ...
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0answers
400 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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1answer
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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 ...
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41 views

Rolling back only some records during the update

I am updating and inserting some records in salesforce, through a SOAP API service. The procedure, corresponds to a simple update or insert to the fields of an Account record. It is required to ...
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1answer
25 views

Geting an error while updating person accounts

Visualforce Error Help for this Page System.NullPointerException: Attempt to de-reference a null object Error is in expression '{!Submit}' in component in page ...
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2answers
60 views

Changing record types for accounts

Our org uses person accounts and I'm trying to change the record types of a bunch of account records to be person accounts from organizations. However, I can't find a way of successfully changing the ...
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1answer
376 views

Moving Person Accounts Layouts and Workflows

Has anyone had any success using Packages and ANT to deploy Person Account Layouts and workflows from a Sandbox to Production? I can't find any information on this in implementation guide or the ...
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0answers
182 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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39 views

Managed Package - check for Person Accounts with post install script [duplicate]

So I was wondering if I can make a managed package with Person Accounts referece and install it on orgs w/ and w/o Persons enabled and then checking in code if it has or hasn't Persons enabled.
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1answer
361 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, ...
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1answer
456 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 ...
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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 ...
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1answer
58 views

is it possible during lead conversion not creating the account? [duplicate]

I am doing lead conversion process. Is it possible to convert the lead without creating the account record?
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1answer
2k views

Error: Unknown property 'AccountStandardController.PersonAccount'

I am trying to append Person Account email ID with the Eloqua profiler login URL. And I am getting an error after pasting the below code in visualforce page. Error: Unknown property '...
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1answer
51 views

Disable the Business Account Toggle button On Person Account Edit page

I have a query regarding the Account .. I have a Customize Vf page and i want that whenever the user edit the person account page then the business account page button should be disable and Vice ...
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2answers
516 views

Custom person account field appears locked

we are using person accounts. There is custom person account field date of birth that appears locked for one of the profiles. The field is not read only on layout. I cant see this field in field ...
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1answer
575 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<...
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Is it possible to make this workflow happen with Triggers? [duplicate]

We're trying create a trigger that will fire when a new contact is added to SF (that contact is created via the Hubspot connector). Is the workflow below possible through triggers / Apex code? (I'm ...
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1answer
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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 ...
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1answer
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Error while edit the name in the account?

Hello all delegates Help me out i am having this error in my account object .. Upsert failed. First exception on row 0 with id 0019000001AUlnEAAT; first error: INVALID_FIELD_FOR_INSERT_UPDATE, ...
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1answer
402 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 ...
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3answers
2k 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 ...