I'm looking at enabling person accounts in our org. The documentation has several "be sure you know what you're doing" notations that I'm a little leery of just doing it. Does anybody have any words of wisdom before I go down that path?
Hi, do you happen to have this documentation in Portuguese?
Using sdfx pull command to pull a PersonAccount Matching Rule from a scratch org is having some issues. The pulled file (Account.matchingRule) is almost empty. Please find the content of the file below. As you can notice, the file doesn't have any meta information about my custom matching rule that I created in my scratch org. Any ideas? Is this an SFDX bug?
<?xml version="1.0" encoding="UTF-8" ?>
<MatchingRules xmlns="http://soap.sforce.com/2006/04/metadata" />
#SFDX CLI #Sfdx Command #Person Account #Matching Rule #Sfdx #SFDX Source
For anyone who comes here for a solution: To include PersonAccount Matching rule, you have to use PersonAccount.<MatchingRuleName>
<types>
<members>PersonAccount.Custom_Person_Account_Matching_Rule</members>
<name>MatchingRule</name>
</types>
<types>
<members>PersonAccount</members>
<name>MatchingRules</name>
</types>
I have enable person account in Account Engagement and map the custom fields.
But I am not getting data into prospect. I can see data in contact tab under prospects on account engagement.
How can I get the data in prospects? Any help!
@Bill Fetter #Pardot B2b Marketing Automation #Pardot #Pardot Salesforce Sync #AccountEngagement #Person Account
Hello
I m trying to pass the FSC Superbadge. One of the assignments consists in creating a person account. I receive the following error while attempting to do it:
Review the errors on this page.
I have reviewed articles like https://help.salesforce.com/s/articleView?id=000318117&type=1 or https://salesforce.stackexchange.com/questions/333360/person-account-error-your-account-record-type-is-missing-a-duplicate-or-inval
and checked the configuration, but everything seems to be ok.
Would you have any ideas on what is wrong?
Thanks
#Financial Services Cloud #Person Account #Lightning Configuration #SuperbadgeSunday #Trailhead
1. This error will be observed if:
To resolve the above issues you need to reactivate the record types and if needed consider removing access to the record types at the profile (or permission set) level instead of deactivating the record type.
2. This error will also be observed if there is an Account record type with a Name (DeveloperName) that matches the Name (Developer Name) of a Person Account Record Type. make sure there isn't a custom record type on Account named PersonAccount.
3. Ensure Use Person Account is Enabled in Custom Settings.
4. Ensure Correct Configuration of " Individual Record Type Mapper "
If not resolved refer articles below:
A user manually updated each Contact page address for every Opportunity who purchased between certain dates. He separated out the with the Mailing Street from the City, state, and ZIP. Each part of the address was in its own field.
But, now all of these changes have reverted to one field. The entire address has moved itself to the "Street Address" field.
example:
Street address field:
123 Main St
Anytown, NY 12222
United States
How do I fix this? Any feedback is appreciated!
Best,
Laura
#Collaboration #Person Account #AwesomeAdmins #TrailblazerCommunity #TrailblazerCommunityHelp
Forum Ambassador
We had a user merge Person Account records and then recover them from the recycle bin after realizing a mistake. After attempting to merge again, we are getting this error message:
FIELD_INTEGRITY_EXCEPTION, Document with ID: 0696g000009DeFf is already linked with the entity with ID: 0016g00001F6znB: [LinkedEntityId]
Any idea what this means and how to resolve the issue so we can merge?
Hi Jennifer,
Have you tried using debug log, to see what's causing the issue on the back-end of your org?
Regards,
Kam's Tech Talk - For business user when writing requirement this can be very useful information. Let's discuss the real action on Accounts & Person Accounts in Salesforce. This will help any business user when looking for solution
YouTube:
https://www.youtube.com/watch?v=rwlLEimN_vM&t=232Business requirements for Account and Person Account in Salesforce
Accounts: are companies that you're doing business with, and contacts are the people who work for them.
Person Account: If you’re doing business with a single person, you use a special account type called a Person Account. like a solo contractor or an individual consumer,
Why do you need?
What is the difference between person account and business / client account?
Why do we need more understanding before we write the requirement for business?
How to split and create?
All the answers are in the video
#Salesforce #accounts #Person Account #Admins #Salesforce TrainingHi @Iman Maghroori ,
I need to be able to add a Related Record to a Case Lightning page layout with Person Account information vs the standard Account/Contact information. Since Actions can't be added to the Person Account object, is there a special LWC or workaround to get this to work?
If I create an action on the Account record, I can't access the Person Account specific fields.
I can create formula fields on the Case and pull fields from the PA, but I can't update any of that information from the Case.
Hi guys!
My client is using salesforce platform and using Commerce Cloud for their retail online. They are a pure B2C business, this is, their customers are only individuals.
We are trying to set up Service Cloud as customer service app. My doubt is, is there any problem if we use only the "contact" entity to store the customer data? would it be possible to use the Commerce Cloud connector to only sync data with the "Contact" entity? And ignore completely the "Account" entity
In a few months we also would like to implement Marketing Cloud, so having " Customer = Contact = Subscriber " makes sense for me
I think that this solution fits better for this case than using Person Account
Hello everyone,
I have question related to Object sync between Marketing cloud and service cloud. Our Marketing environment has been already setup by partner. I can see two Object sync is in there in MC, Account and Contact. In our service cloud environment Person account has been enabled . So as Person account has been already setup and Sync is already working but why Contact Sync has been enabled. Please let me know, if anybody has idea about it.
Synchronised data extensions come with metadata as well as records. Any object dependencies in crm are also required in MC. So person account comes with relationships to contact and account.
Contact delete will be overwritten with the next sync, the only way to prevent rewriting is to introduce another process to delete from crm before contact delete in sfmc and / or apply a subscriber filter on the sync DE in contact builder.
