May 20, 2023
In this blog, we will learn about Person Account in salesforce. Let discuss Person Account with the help of the following document.
If you are doing business with a single person, you can use a special account type called a Person Account. Person Account stores the information about individual people by combining certain account and contact fields into one record.
Person Accounts are used for B2C behavior when there is no obvious relation using the default Account and Contacts. Let consider an example - A Student applying to your school; using Account and Contact, what would you link the person to?
A Person Account is an individual consumer with whom you do business, such as a Financial Service client, an Online Shopper or a vacation traveler.
Person Account is a hybrid of Account and Contact.
In Lightning Experience, Person Account appears on both Account and Contact search results.
In Salesforce Classic, Person Account appears only on Account Search results.
Person Accounts count against both Account and Contacts storage, because every Person Account has one business account and one contact.
Person Accounts have their own page layout, which can include Account and Contact fields, account custom links and account and contact related lists. But Person Account page layout doesn't support Reports to and Parent Account
Person Account doesn't support certain fields and these are not available on Person Account:
1. Person Account can't be included in account hierarchies.
2. Person Accounts aren't supported in Data.com Prospector and Data.com Clean.
3. You can send lists email of a Person Account from Contacts Lists View but not Account Lists View.
4. Most standard account and contact's fields and all custom account and contact's fields are available for Person Account's page layout.
5. Custom formula fields from Contacts can't be referenced through Person Accounts.
In Salesforce Classic, Person Account has a Person Icon and Business Account has a folder Icon.
In Salesforce Lightning, a Person Account has a Person with Building Icon and Business Account has a Building Icon.
A Person Account can't have a direct relationship with other accounts and contacts. However, you can use Contact and multiple Account to create an indirect relationship between a Person Account, Account and a Contact.
The Account Name field must be accessible on the Contact object to view the Person Account related to Contacts. If not, the Contact record is accessible, but the related Person Account is not.
Custom objects with relationships to either accounts or contacts can be added as related lists on person accounts.
When we create an Approval Process for a Person Account, the account name field is not accepted as a valid entry criterion. Use FirstName and LastName instead.
Leads that haven't any value in the company field are converted into a Person Account.
On Assets, Cases, Person Account can be entered as an Account Name or Contact Name.
It's necessary to fill the Account Name and Contact Name on the Asset Object.
It's not necessary to fill the Account Name and Contact Name on the Case Object.
Person Account can be added to Campaigns and have a Campaign History related List.
When we follow the Person Account, we follow the Account fields but not the Contact fields.
Creating or Editing a Person Account triggers Process Builder Processes.
Creating and Editing a Person Account triggers account workflow rules.
Custom actions can be defined for Person Accounts but with some exceptions.
To customize the name of the tabs and fields displayed on the Person Account Record, an admin must customize the account and contact tabs and fields.
Person Account can be shared with Salesforce to Salesforce.
To know person account is enabled or not in your salesforce org, please have a look on the below points:
We will create person account using the following use case:
1. Standard New Button Form List View:
Open the Account tab and click on the New button from the top-right corner.
You will be able to see the Account Record Type like in the below image.
When you select the Person Account record type and click on the Next button, you should able to see the mix-up of Account and Contact fields on one page like as below figure:
What happens if we create a person account record? Let's see the record of the person account and explore the result. When you create the record of a person account, you will see the object as Person Account not Account or not Contact.
You will able to see the Person Account Record on the Account List View as well as Contact List View:
Person Account Record on the Account Object:
Person Account Record on the Contact Object:
Note: If we delete a Person Account, it will be deleted automatically from the account as well as the contact object. So, delete the Person Account very carefully.
To create person account from apex, first of all, we have to get the RecordType record by using soql. Then assign its record Id to the Person Account's RecordTypeId. Here is the code sniped to insert person account using apex class:
public class insertPersonAccount {
public static void insertRecord(){
RecordType personRecordType = [Select Id FROM RecordType WHERE Name = 'Person Account' and SObjectType = 'Account'];
Account newPersonAccount = new Account();
newPersonAccount.RecordTypeId = personRecordType.Id;
newPersonAccount.FirstName = 'Test';
newPersonAccount.LastName = 'Person Account';
insert newPersonAccount;
}
}
How to use SOQL on a Person Account Record?
We can soql the Person Account on both Account and Contact objects with the help of this soql:
From the Account object:
Select Id, Name, PersonContactId, isPersonAccount, CreatedDate from Account
From the Contact object:
Select Id, Name, isPersonAccount, CreatedDate from Contact
Thus, we explored the key benefits of Person Accounts, including their ability to capture both personal and business-related information, streamline data management, and facilitate targeted marketing campaigns. By implementing Person Accounts, businesses can unlock a wealth of insights and deliver highly tailored experiences that resonate with their customers. Whether it's tracking individual preferences, managing complex purchase histories, or providing personalized support, Person Accounts empower businesses to build stronger connections and foster long-term loyalty.
I hope this blog helped you!