About a year ago I posted an Idea in the IdeaExchange on something that has been bothering me for a while:
When Person Accounts is enabled, all Contact fields are available (virtualized) from the Account object. However, it is impossible to create a Quick Action targeting Person Accounts in particular.
While it would be possible to create a Quick Action for Account or Contact, this means that:
- In the Account QA we are not able to access the Contact fields
- In the Contact QA we are not able to access the Account fields
In addition to that, it is currently impossible to add a Contact QA to an Account Lightning record page, neither through page layouts nor via dynamic actions.
There are at least two potential complete solutions to this feature gap;
- Allow Contact fields to be selected as part of an Account QA if Person Accounts are enabled in the org.
- Allow admins to create Person Account-specific QAs. (Note that the Person Accounts section in Object Manager does already allow for PA-specific page layouts, compact layouts and record types.)
The resulting QAs would be available to be added as dynamic actions, and rendered conditionally in the record page if the corresponding record is a Person Account.
An additional approach to partially solve for this gap would be to allow for Contact QAs to be added to Account record pages.
@Karen Otuteye — While the idea has not gathered many votes, I believe this is a blindspot in terms of achieving full feature parity. Any chance it will be addressed soon?
Thanks for sharing, have upvoted and also suggested a merge of another idea into this one to increase the points value
