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 update Sales cloud Record for PersonAccount from CloudPage?
I have PersonAccounts enabled in the Sales cloud Org. We are using Subscriber Key as PersonContactId in Marketing cloud. We have a cloud page from which we need to update PersonAccount in Salescloud ...
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We couldn't merge these cases. when merging account
I am actually having issues when merging two account or person accounts. Even if they do not have cases related to them, I am encounting the following error :
We couldn't merge these cases.An ...
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How to retrieve PersonAccount field picklist field value set with sfdx?
We have our org configured with person accounts, and have the Health Cloud managed package installed.
The Health Cloud managed package adds a field HealthCloudGA__Gender__c to the PersonAccount ...
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730
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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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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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842
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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 ...
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1k
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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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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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79
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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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548
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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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1k
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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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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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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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464
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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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781
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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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162
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How to use the security settings for person account?
Is there any option to view the sharring setting of the person account?I dont find that option any where..
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144
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How can I find the # of activities logged to a Relationship Group (Wealth Management App) in the last 12 months?
My organization uses the Salesforce for Wealth Management App, which uses an object called 'Relationship Groups.' Relationship Groups are connected to Accounts (Person Accounts, in this case) via a ...
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Salesforce Merge related records transfer
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I'm hoping to find out if anyone has or knows where to find an official list of which related "child" objects will be transferred during an apex merge of Person Accounts.
My tests show ...
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Install unmanaged package avoiding B2C capabilities
I have built an unmanaged package and I need to install it onto another Salesforce org.
We made a terrible mistake by enabling person accounts, and now I can't install the package because the ...
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1
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110
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lightning-record-edit-form not showing personal account fields
I have gone through all the steps described in the documentation, but I don't understand why the personal account custom fields are not visible.
Needless to say that the custom fields (__pc) exist and ...
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41
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Convert Lead to Business Account even when Person Accounts are turned on
I need to remove the company name field from the Lead. Our Leads get converted into Business accounts at the moment and that's what I need as our Leads don't contain any contact data and we use ...
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1
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42
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Query Accounts from Individual in a Parent-to-Child SOQL query
This is a case in Salesforce: There is a lookup relationship from Account to Individual, both standard objects. How to write a parent-to-child SOQL query where Individual is the parent and Account is ...
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Person Account creation AND Campaign Member activity in journey
enter image description hereIn SFMC, I have created a DE and CloudPage with Smart Capture form, to collect email address and some other fields. This CloudPage is the entry/trigger for a journey. What ...
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Potential solutions for syncing an org with Person Accounts enabled with another with Person Accounts disabled
I am setting up a new org with the Requirement that Person Accounts are Disabled. Ideally, I would like when an Account gets created/edited in the new org, an Account gets created/edited accordingly ...
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66
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Link Person Account to an Object (PRODUCT)
As a sports agent I have both BTB clients (Sports Club which are Club ACCOUNT) and BTC clients (Athletes who are person account Athlete Account).
My Athlete accounts are also products as I m offering ...
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Need to show Client ID within the Search box in Opportunities when linking a Beneficiary
I want to be able to see the “client ID” which is a custom object for each client and beneficiary when I do a quick search in the opportunity section. For example when I’m adding a new opportunity and ...
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177
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SOQL doesn't work on pc (person account) fields
I have enabled Person Account in my organization.
I also created a field on Contact Object named LinkedUser__c (Lookup User), which can be different from Owner field.
Now, I have created a new LWC ...
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2
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149
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How to access ordinary Contact fields when PersonAccount is enabled
In my org, we have enabled PersonAccount.
Now it seems like we can no longer create an ordinary Contact.
this simple code
Contact test = new Contact();
test.email = '[email protected]';
system.debug(test)...
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75
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Flow - Cannot Get Records by PersonMobilePhone
I am working on an auto triggered flow that runs when I create / update an Account. I am trying to get all Account records with the same mobile number as my triggering record, but when I try to filter ...
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118
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Relabel "PersonEmail" Field in Accounts
How can I relabel the "PersonEmail" field in Account?
I am trying to update this in "Rename Tabs and Labels -> Account -> Fields. But its not showing the Email field itself. Any ...
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231
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I want to map my community site guest user fields to person account fields
I have setup my community site and self registration for the guest users, now I want to add some additional fields in the registration page and map these fields value to my account fields. I have ...
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789
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Record Type ID: value not valid for the entity: PersonAccount
In a BeforeUpsert Flow for Accounts, I want to update the RecordTypeId from a PersonAccount RecordTypeId to a BusinessAccount RecordTypeId, depending on a Picklist Value on the Account Object.
...
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216
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Account id is not available to select in process builder
I've created a process builder on Account object. I need to select Id field from the immediate actions. That action is to launch a flow. But Id field is not available in the field picklist.
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47
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Fields of record from oldMap differs from fields from query
I have a really strange issue. I have a trigger that sends email to previous owner when owner is changed. I pass Account.Name to this email to show what email was changes. But it's being passed as ...
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627
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Person Account issues - Your account record type is missing, a duplicate, or invalid. Ask your admin to check the individual record type
Having this issue on a dev org. Mappers, record types etc. seems to be in place. Trying to use the default Person Account. Checked all documentations and all the crap out there but no luck so far.
...
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580
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Accounts Missing Organization Feature when install Managed Package with Person Account in organization without Person Account
I have Managad Package which uses Person Accounts.
I have next error when I try to install My Managed package into organization where Person Account is NOT enabled.
(I create it in Dev Organization ...
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237
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Impacts of using Salesforce object with a Lookup to the Account part of the PersonAccount as Entry Source
Here is my question regarding PersonAccount and Lookup to the Account Part of the PersonAccount.
On a Journey, when using an object as Entry Source, on which there is a Lookup field to the ...
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27
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Account with Event tagging of Yes or No in SOQL
My objective for this query is to show all of his/her accounts with tag of With Call Event (Yes & No). Meaning, Fields = "Branch", "With Call Event?"
I tried below class but ...
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1k
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Create a community user from a person record
Is it possible to create a community user from a person account? Traditionally I’ve done this with contacts.
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169
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Auth.RegistrationHandler fails when creating Account
lately i am facing wierd issue.
I've created SSO for my community and till some point it worked fine.
Lately I've found out it is failing when creating Person Account and I have no idea why.
Code is ...
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52
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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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274
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Query on PA to get all person accounts which do not have an OCR associated to it
I am trying to get a list of all PA which do not have an Opportunity associated with it. Our PA and Opportunities are associated via ocr but PA does not have a direct relation with OCR. For example, I ...
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120
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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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134
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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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465
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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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996
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Person Account record is not accessible to community profile(Guest)
Step 1: I have created a Lightning Flow where I am accessing a record type(PersonAccount Record Type) and on the next screen, a list of the records under selected RecordType(PersonAccount) is getting ...
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62
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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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184
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How to create records for Person Account related to another Person Account
All
I want to make @TestSetup Method to make coverage for my trigger.
I need to make two Person Account and one is related to another.
My code like below:
// Person Account Setup
String ...
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206
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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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161
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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 ...