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Topics#Person Accounts

#Person Accounts0 discussing

While primarily a B2B product Salesforce does offer some B2C functionality. People accounts are a single account and single contact linked. They look like an account but with all the contact fields accessible.
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Danielle Landaal (Academic Operations & Analytics Manager at AdventHealth University) asked in Agentforce Education (Education Cloud)
Aug 6, 2025, 9:36 PM
Update field on person account with only contactID

We use person accounts through Education Cloud. I need to update the Type field on the Account object, but all I have is the Contact ID.  

1) Any ideas if it's possible through just an import? I've tried with every variation I can think of, but I just don't think the Contact ID is enough to tie it to the Account for an import. 

2) I've made a hidden field on the contact record and tried creating a flow to update the Type field anytime the hidden field is updated (we'll just update the hidden field through an import). For some reason, it's not working!  

 

Does anybody have any history of what has worked for them in a situation like this? Thank you in advance!   

#Flow #Person Accounts #Education Cloud #Education

1 answer
  1. Usman Khan (Volgsol Technologies)
    Aug 7, 2025, 5:30 AM

    @Danielle Landaal

    There are 2 options: 

    1. Import your contacts and export those contacts including the the accountId and Type column. Now you can update the Type field because the accountId is available in the sheet.   

    2. You can implement an automation flow that if a contact is added (On insert/update) check if the hidden field is not blank. Update the Account where id = contact.AccountId. 

     

    Hope that helps. Thanks 

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Qubra Kaya asked in Nonprofit Hub
Apr 13, 2025, 11:59 PM
NPC: "Group Members" Related List Unavailable for Party Relationship Group Layout? (Not NPSP)

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:

#Nonprofit Cloud #Person Accounts

  

 

P.S. - 'New' vs. 'New Group' Button Query: We also noticed a distinction between using the standard object 'New' button on Party Relationship Group versus the specific 'New Group' flow/button mentioned in the guided setup (Setup -> Financial Services -> Group Memberships and Households).

3 answers
  1. Katende Kinene (Kinene Inc.)
    Oct 29, 2025, 2:46 PM

    Thanks for the helpful context, @Judi Sohn

    ! You're spot-on that I'm more familiar with Service Cloud than the new Nonprofit Cloud data model. 

     

    My three questions were indeed aimed at ruling out common page layout, object, and field-level security issues. I appreciate you ensuring we stick to human-generated troubleshooting. 

     

    Be well- Katende

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Patrick Farrell posted in #TrailblazerCommunity
Apr 4, 2022, 5:05 PM

Sending automated emails to Person Accounts.  One major limitation with flows and Person Accounts has been the inability to send emails to those person accounts via flows. Even when we create a separate Email Field on the Account object, we are met with a 'incorrect sobject: Account' error when trying to send.  What I found was the following to resolve this issue:

  • We can still use Email templates that merge Account fields
  • Instead of the Email Alert being on the Account object, simply switch this to the Contact object
  • When sending the email alert in a flow, pass in the Contact Id to the specified email alert

After trying this, I was able to successfully send an email alert to the correct email address associated with the Person Account, AND the Account merge fields are successfully merged into the email template.  The weird thing is I did not find any Salesforce documentation to describe this process. If I am wrong, please keep me honest, but I hope this can help solve some issues for people trying to send automated emails via Flows and Person Accounts.

1 comment
  1. Heather Jones-Lancto (Celerion)
    Mar 19, 2025, 4:47 PM

    I don't understand what it means to 'pass in the Contact ID'. I created my Record Triggered Flow using Accounts, created a resource called ids, and set a variable to Get Records. Whenever I try to reference the Contact ID it does not let me. Also, when I created the Flow in the reverse, based on the Contact object, I can't set conditions on the Account fields.

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Michael Kolodner (Salesforce MVP / Nonprofit Consultant at Kolodner.com LLC)
Mar 27, 2024, 12:41 PM

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

 

Deeply Skeptical About Person AccountsMany of the Industries data models, including Nonprofit Cloud and Education Cloud, are based on Person Accounts.

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

 

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

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Joshua Hawley (Solution Architect at Ascendion UK Limited) asked in #Data Management
Feb 16, 2024, 10:19 AM
Best way to relate person accounts horizontally

Hi - I've got a use-case where Person Accounts need to be related horizontally, there could be a case where you have 3 person accounts that you want to keep separate but then need to indicate there is a relationship between them. I've seen some suggestion of using the Contacts to multiple accounts functionality but when you relate the Accounts on one of the Person Accounts on one Person Account you will see the Related Person Account in the Related Accounts related list and in the other you will see it in the Related Contacts, which feels a bit inconsistent. Has anyone ever done anything similar before?

 

 

#Person Accounts #Service Cloud #Data Management

3 answers
  1. Jo Ga (CP)
    Feb 27, 2024, 10:46 PM
    Hey @Joshua Hawley that sounds like a similar case as we are trying to solve, where an individual could have multiple identities. We'd like to be able to easily understand that they are the same person, and share certain related objects such as cases or activities across all related identities. Have you found a solution yet?
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Bhavin Patel (Community Experience Manager at Salesforce) posted in * Sales Cloud - Getting Started *
Dec 17, 2019, 2:54 PM

Run jobs to find duplicate business and person accounts, contacts, or leads across your org.

 

Click 👇NOW to learn more!

Run Duplicate Jobs in Lightning Experience

7 comments
  1. cras delaware
    Aug 9, 2022, 6:46 AM
    Hi @Andrew Josephs , this feature is only available for Unlimited and Performance orgs, not professional or enterprise.
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Kevin Boodram (Associate Product Manager at Deloitte) posted in * Salesforce Health Cloud *
Apr 12, 2021, 9:18 PM

Hi @Sumit Sharan , 

 

With the next release of Health Cloud (believe this is slated for June 2021), can you confirm whether or not the enablement of Person Accounts will be mandatory? Or will users still be able to use the traditional Account-Contact model? 

 

Thank you! 

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salvatore saia (Salesforce Consultant at N/A) posted in * Salesforce Administrators *
Mar 26, 2021, 9:34 AM

I am trying to changed the related list layout for the account object (person account and standard) to enhance list within app builder to ensure that the related list takes up the entire width of the page. When i click save i receive the error message in the screenshot, has anyone encountered? How did you manage to resolve this? 

Screen Shot 2021-03-26 at 10.30.51 AM.png
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Sabrina Franco (Senior Consultant at Omega CRM Consulting) posted in * Service Cloud *
Mar 24, 2021, 10:27 AM

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

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Kelleen Nolan (Solution Library Architect at Fusion Risk Management) posted in * MC Account Engagement (fka Pardot) *
Mar 9, 2021, 8:28 PM

Hello!

 

I'm having an issue getting the owners of Person Accounts to update in Pardot. We have all of our Person Accounts in Pardot, but it appears that none of the owners have updated since the initial import. We have SSO, and all our users have access to Pardot. The original owner remains even when I force sync. 

 

Edit: The Account owner is updated if you click into it, but the Prospect Assigned user doesn't update, so the user is not able to see the record. Any tips?

 

Thanks!

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