To avoid making person accounts required for the package you assign the Accountobject to an sObject and use sObject.get ('isPersonAccount') rather than accessing that property directly on the Account object. This method takes ~3.5ms and negligible heap space in my testing.
Full Answer
What are person accounts in Salesforce?
The Salesforce definition for Person Accounts is: “Person Accounts store information about individual people by combining certain Account and Contact fields into a single record.”
How to disable person accounts in Salesforce?
You can't disable them once you enable them. Like some of Salesforce.com features once enabled you can't go back. This means that if any of your users leave the Company field blank on a lead and click Convert, a new person account is created. Person accounts are the bed bugs of data.
How to enable person accounts in Salesforce lightning experience?
In Salesforce Classic: Click Setup | Customize | Accounts | Account Settings. In Lightning Experience: Click the gear icon | Setup | Feature Settings | Sales | Account Settings. Select the Allow Customer Support to enable Person Accounts checkbox and Save.
Is there a way to link multiple accounts in Salesforce?
There is not a streamlined way for users to do this inside of Salesforce. It is now it is possible to link a Person Account indirectly to a Business Account using the new "Contacts to Multiple Accounts Feature" but this still has reporting limitations. 5. Limited Reporting.
Can you turn off person accounts Salesforce?
Although the feature cannot be fully disabled, you can however remove the Person Account record type from profiles. Removing access to the Person Account record type will prevent users from creating new accounts using this record type.
Should you use person accounts in Salesforce?
Person Accounts provide one method for organizations needing to track “Business to Consumer” (B2C) relationships in Salesforce.com. Person Accounts allow you to utilize the existing Account object to model the relationship side-by-side with the standard “Business to Business” (B2B) Salesforce model.
What are Salesforce person accounts for?
Person accounts store information about individual people by combining certain account and contact fields into one record. Orgs that use person accounts can modify the Organization-Wide Sharing Default for Contacts.
What is unique about a person account vs a standard business account in Salesforce?
Unlike business accounts, person accounts can't have direct relationships with contacts. However, you can use Contacts to Multiple Accounts to create indirect relationships between a person account and a contact.
What is the difference between person account and business account?
Business accounts store information about companies. Person accounts store information about individual people.
How do I change my personal account to a business account in Salesforce?
Use the file you created and Data Loader to perform an update to the Account record's 'RecordTypeId' field....Change business accounts to person accountsAccess the Setting Up Person Accounts guide.Scroll to the section 'Convert Business Accounts to Person Accounts'Carefully read and follow the instructions provided.
What is the difference between person account and account in Salesforce?
Salesforce accounts are business accounts which stores companies/organization information. Person accounts are used to store information about individual consumers.
Is person account an account or contact?
A Person Account is a type of Account in Salesforce that doesn't have related Contacts. They behave very similarly to Accounts but they represent an individual rather than a company. Salesforce Person Accounts are a hybrid of the Account and Contact objects, blending their characteristics into one.
Is person account a separate object?
A Person Account is not its own object, but it does have object features such as page layouts, compact layouts and record types. There is also a nice feature that will show you which of your Contact fields are used for Person Account records when looking at the Account fields list.
What happens when person account is enabled in Salesforce?
After Person Accounts is enabled, a person account record type is created. You can create additional record types for person account if needed. Assign the person account record type to user profiles.
Can person accounts be merged with other person accounts?
As with other kinds of records, person accounts can be merged only with other person accounts. You can't merge person accounts that are enabled as portal or Experience Cloud site users. See Merge Duplicate Accounts.
Does marketing cloud work with person accounts?
Person Accounts and Marketing Cloud Connect With both of these interfaces, Marketing Cloud Connect maps keys to contact, lead, and user records. No other objects create Marketing Cloud contacts. Marketing Cloud Connect creates Marketing Cloud contact (subscriber) records for all Salesforce records.
Abhinav
Earlier I have enabled the Person Account feature in my org. But now I want to disable the Person Account feature. So how can I disable the person account feature from my org. Any help!
Ravi
Yes, but may be we can disable it by logging a case to salesforce. Salesforce guys can help us with that.
Parul
If you enable the Person Account feature in any org, there are a list of implications that we ask administrators to agree upon. One of these implications is that once the feature is enabled, It CANNOT be disabled. There is only one option you can remove the person account from profile.
How to tell if the Person Accounts feature is enabled
In Salesforce Classic, a search for the term Person Accounts within the search bar in Setup should reveal the appropriate section. In Salesforce Lightning, go to Object Manager and you should see an object for Person Accounts. If Person Accounts does not appear, please follow the steps in this article.
Request Person Accounts (open a case with Salesforce Support)
If Person Accounts aren't available, Create a Support Case in the Help Portal.
What to do after you enable and configure person accounts?
After you enable and configure person accounts, we recommend testing your setup to ensure that it's optimized for your organization.You can use this list as a starting point. If you made other custom configurations, don't forget to add tests for them to the list.
What happens when you enable a default person account?
When person accounts are enabled, a default person account record type is automatically created. You can modify this defaultperson account record type, and you can also add more person account record types.
What is an external ID in Salesforce?
An external ID is a custom field that has the External ID attribute, meaning that it contains unique record identifiers from a system outsideof Salesforce. When you select this option, the Data Import Wizard detects existing records in Salesforce with external IDs that matchthose values in the import file.
What is the person account icon?
The person account icon corresponds to the Is Person Account field. The icon visually distinguishes person accounts frombusiness accounts in account lists and from business contacts in contact lists. If your organization works exclusively with personaccounts, adding the icon is not necessary.
What is account use?
Use accounts to store information about customers or individuals you do business with. There aretwo types of accounts. Business accounts store information about companies. Person accountsstore information about individual people.
Can you add geocodes to a person account?
Geocodes for addresses can’t be added to person accounts using data integration rules. You can use a third-party service, or, if youknow the geocodes for your person account records, the API can be used to add them.
Can you merge two person accounts?
As with other kinds of records, person accounts can be merged only with other person accounts.You can’t merge person accounts that are enabled as portal or Experience Cloud site users. See
