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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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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377 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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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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634 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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42 views

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
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 ...
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1answer
2k views

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
522 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
538 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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334 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
302 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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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 ...
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4answers
836 views

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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1answer
590 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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219 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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391 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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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 ...
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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 ...
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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
20 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
53 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
344 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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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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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
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, ...
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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 ...
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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
57 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
432 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
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<...
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19 views

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
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 ...
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1answer
1k views

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
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 ...
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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 ...
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1answer
244 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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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: ...
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2answers
4k views

Creating a Person Account in Salesforce using the REST API

I have 2 questions here. I have Person Account in salesforce, so if via API if I create a contact , it just creates a contact and not an account, on the other hand If I create an account in ...
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3answers
658 views

How to check that the email Id on the person account selected on a case is null or not

I want to check in my trigger on a case whether the email Id of the person account for the case is an null or not. I have a lookup to contact(person account) on the case page. How to achieve this. ...
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3answers
712 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 ...
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1answer
479 views

Running a child query on Person Accounts

I am trying to query a relationship on a Person account. I have already written a similar query for the Account object: [SELECT (SELECT Account_Associated__r.Name,Name, Contact__r.Name, ...
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1answer
3k views

How to disable Feed Based page layout on Accounts

For the person account layout in my org, the feed based layout is enabled. I want to disable it and revert to the standard layout which we were using before. Any idea how to do this.
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1answer
563 views

Add personAccount fields to fieldset

I have personAccount enabled in my org. I'm trying to add personAccount fields like PersonMobilePhone to an Account fieldSet but I cannot find these fields in the available fields. How can I build a ...
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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 ...
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0answers
265 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
458 views

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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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 ...
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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. ...