#Person Accounts2 diskutieren mit

Hi all, 

Implementation question on an Org with Person Accounts. 

Scenario 

--------------------------------------------------------------- 

Bob is a person account 

he is the contact person for a organisation 

--------------------------------------------------------------- 

Should I check the

under Settings > Account Settings? 

I'm not overly enthusiastic on checking thie kind of checkbox in Salesforce. 

Our requirement here is fairly limited we are talking sub 100 person accounts who can also be a contact on a business account. I've generally attempted to work around this but.... I'm thinking maybe this might be better. 

If anyone has used this funcationality in the past and has views  it would be great to hear them. 

really appreciate any assistance/advice 

Cheers 

Hi Community,

Posting regarding the current Nonprofit Cloud (NPC) product, specifically not NPSP. Our org has Person Accounts enabled and is on Spring '25 / API v63.0.

We are trying to implement householding using the standard NPC model with Party Relationship Groups (PRGs).

What Works:

• We successfully used the "New Group" flow/button (found under Setup -> Financial Services -> Group Memberships and Households).
• This flow created the PRG record and automatically created a linked Business Account record to act as the PRG's anchor (as expected for this flow).
• We were able to add Person Account members successfully within the "New Group" flow interface.
• We are testing as System Admins and have assigned both the required "Group Membership" Permission Set License and the "Group Membership" Permission Set.

The Core Problem: Despite the flow adding members, we cannot see or manage these Person Account members on the resulting Party Relationship Group record page. The required related list (which we expect to be named "Group Members" or be related to the PartyRelationshipGroupMember object) is completely unavailable when we try to configure the PartyRelationshipGroup page layout:

1. In the Lightning App Builder, the correct list is MISSING from the Related List dropdown options when configuring the "Related List - Single" component.
2. In the classic Page Layout editor, the correct related list is also MISSING from the palette of available related lists.

(Essentially, we cannot add the component needed to view/manage the household members linked to the PRG).

Troubleshooting Done:

• Confirmed Admin user, Perm Set/License assigned.
• Confirmed no obvious custom Rules, Flows, Triggers, or Button Overrides on the PRG object itself.
• Confirmed standard NPC Guided Setup for Group Membership seems complete (though the "Define Roles" step pointed confusingly to ACR).

My Question for NPC Users: Has anyone using NPC with Person Accounts encountered this specific issue where the "Group Members" related list component is unavailable in the UI builders? Is there a known fix, a different related list name we should look for in recent NPC versions, or a setup step beyond assigning the "Group Membership" perm set that's required to make this UI component available?

Any insights specific to the current Nonprofit Cloud product would be greatly appreciated!

Topics:

Deeply Skeptical About Person Accounts

Many of the Industries data models, including Nonprofit Cloud and Education Cloud, are based on Person Accounts. This much maligned Salesforce feature has its place. But it also comes with some downsides. Let’s consider the pros and cons.

https://www.freelikeapuppy.tech/post/deeply-skeptical-about-person-accounts

@Admin Group, West Chester, US @Nonprofit User Group, Philadelphia, US

#Person Accounts @Nonprofit and Education MindShare @Salesforce MVP Collaboration Space

Does anyone have experience setting Web Chat on Service Cloud?

I'm facing with the current situation:

• implement Web Chat for multiple URLs
• Implement Web Chat for different languages

1 Question: Is it possible to use 1 single code snippet to add for several URLs? During the process of setting up the Web Chat, you should specify the URLs of the web site where you need to paste the code into the  HTML editor. If I have 5 website, do I need to create 5 web chat configurations with 5 codes or it is possible to use just 1 and paste into all the URLs?

2 Question: Instead of asking to the customer on the chat session from which country he/she is typing, it is possible to know a parameter (like, language, country) to enroute throught the right queue?

3. We use Person Accounts and Lead. Are there any restrictions to keep in mind? Like relating a case with a person account or a Lead? it is possible?

4. Is it possible to integrate a chat web with a custom process (when a new case is created from a web to case it has been created automatically a Lead). In case agent is offline, we would like to create a case with a Lead.

Thanks in advances

Sabrina