I have 2 webassessor accounts :-
1) new company created account have 1 certificaion
2) my personal pre-existed account- have 1 certification
both of them have certification , help me in merging them into one ?
whenever i go to https://trailhead.salesforce.com/credentials/verification & search my name , it shows me 2 shashank because of 2 webassessor account which is a heart beaking thing please help me :(
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 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;
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?
Forum Ambassador
Thanks for sharing, have upvoted and also suggested a merge of another idea into this one to increase the points value
I'm curious if anyone is using Person Accounts and Territory Management together? If so, are there any gotchas or tips that are unique to Person Accounts that I need to watch out for?
The use case here is for recruiting in the context of Finserv or Healthcare where a single individual is being recruited.
I also saw the below Idea about Territory Management for Contacts.
https://ideas.salesforce.com/s/idea/a0B8W00000Gdhm2UAB/territory-management-for-contacts
Thanks Fabrice. Definitely going to set this up in an org and play around with it! Also, hoping to learn from others too! 🙂
Hi. i am looking at using the standard Salesforce Contacts to Multiple accounts feature with person accounts. I originally had this function working with a custom junction object but it meant that i had to have 2 related lists on each page to display a "primary" and a "reciprocal" relationship. I have enabled the contacts to multiple accounts feature and it appears that i will still end up having 2 related lists one for Related Accounts and one for Related Contacts. It doesn't matter which relationship i cant see the relationships in just 1 related list.
Is my findings correct? Is there a workaround with Person Accounts that i can show the relationships just in 1 related list?
Thanks
@Karen Otuteye is this something you can assist with?
Forum Ambassador
Right - List Views can be finicky I have noticed with person accounts as well.
In one example, I have a client who has Accounts which have Person Accounts related to them, and other business accounts related to them. There is no way on the main account to see a separate list of either related person accounts or business accounts.
Frustrating for sure.
Hi Guys,
I have a requirement where I am working with a client who has b2c individuals who do not have a company and they are using bucket accounts meaning( a place holder account to hold up to 100 contacts for now). We are in the process of moving them to person accounts and would appreciate it if you could answer the following questions.
1. If we end up creating person accounts for these existing bucket accounts from a data migration standpoint, do we need to reinsert all the contacts in a sandbox and have salesforce create person accounts for them or do they have to insert new person accounts for every contact and update the contact account id to use the person account id?
2. Is there any blogs, documentation of migrating customers from bucket accounts to person accounts from sandbox to production?
3. One of the annoying features of person accounts is that the person accounts showing up on the search results for sales reps who get confused. Is there a way to hide the person accounts on search results( only person account record types but still show organization record types on accounts)? How are others dealing with search results on person accounts?
4. If we move to a person account model, how would we prevent users from accidentally clicking on the person account detail page and change something? We want to disable the page layout or hide it.
5. Is there any documentation currently that talks about limitations of person accounts from an integration, performance and other considerations?
Hi Buyan, I think that you are doing the right thing and that your customer should be using Person Account indeed.
1) The migration can be a pain but worth the effort. You do need to turn it on and make sure that after cutover the users only create PA records (pairs of Account and Contact) but at some point, you do need to migrate the old Buckets into PA. There is no GUI way to convert Bucket Accounts records to PA. So you've got to handle it through the API (dataloader or code). If you read my presentation on the subject that would hopefully give you some pointers. Make sure that when you transform existing Bucketed records you end up using the right (PA) Record Type.
2) You could try and read my stuff but be careful to all non-salesforce recommendations, They are not official and can lead you to a wall in the end.
3) You could use the flag "isPersonAccount" accessible both from the Account and from the Contact to filter out what should not be visible.
4) This looks like a training issue more than a system issue? Still you should be able to do a bit of customization work based on the value of the record type.
5) My main pet peeve is the fact that Salesforce still charges their customers for the 2 records used by Person Account when in fact they only model 1 (B2C) client. Other than this it's pretty standard and that's the point to go back to the Person Account model in your case. Other than this there is the implementation guide from Salesforce, but I guess you've already read it.
All the best!
Fabrice
seller is custom object and product2 is standard object and product field is custom field like quantity__c showing error inside if condition then please help to solve this problem......
trigger SendEmailLessThan10Product on Seller__c (after insert , after update) {
// Step 0: Create a master list to hold the emails we'll send
List<Messaging.SingleEmailMessage> mails =
new List<Messaging.SingleEmailMessage>();
for (Seller__c seller : Trigger.new) {
if (seller.Product2.Quantity__c <= 10 ) {
// Step 1: Create a new Email
Messaging.SingleEmailMessage mail =
new Messaging.SingleEmailMessage();
// Step 2: Set list of people who should get the email
List<String> sendTo = new List<String>();
sendTo.add(seller.Name);
mail.setToAddresses(sendTo);
// Step 3: Set who the email is sent from
mail.setReplyTo('yessboss@gmail.com');
mail.setSenderDisplayName('product manager');
// (Optional) Set list of people who should be CC'ed
List<String> ccTo = new List<String>();
ccTo.add('noboss@gmail.com');
mail.setCcAddresses(ccTo);
// Step 4. Set email contents - you can use variables!
mail.setSubject('URGENT BUSINESS PROPOSAL');
String body = 'Dear ' + seller.Name + ', ';
body += 'Please Increase the quantity of product '+Name+ ' , quantity is '+Quantity__c;
body += 'Catogery :' +Catogery__c;
body += 'Product Type :' +Product_Type__c;
body += 'Price :' +Price__c;
}
// Step 6: Send all emails in the master list
Messaging.sendEmail(mails);
}
}
Hi.. i am seeing some weird behavior and just want to see if anyone else is experiencing it. I have a person account. i have created a custom object which has a lookup to the contact object. When i add the related list to the person account page and create a new record it doesn't automatically populate the contact.
If i create a lookup to account and add it to the person account page and then click new from the relate d list it does automatically populate the account.
Should the system automatically populate the contact?
Thanks
Hi Salesforce People!
We have developed an app for the AppExchange which MAXIMIZES PROFITS by automatically suggesting OPTIMUM DISCOUNT LEVEL for any quote, based on historical quote outcomes and machine learning algorithms. Before launch on AppExchange we are looking for orgs to test the beta version. Any advice on where to start connecting with interested orgs?
. I certainly will. And that's a way to get testers as well (THIS Community, Twitter, ...). All the best.
Fabrice
I made a flow to call an apex class, however, the goal is to call the class only when the email field in the account is changed, how can I do this, because my flow is calling when any field in the account object is changed.
I am trying hard but not able to complete challenge 6 for security specialist.please help
