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Person Accounts

Person Accounts

The information below applies to Salesforce instances where the standard Person Account functionality has been enabled.

Mappings may be used to create and update Person Accounts, including custom fields on both the Account and Contact objects.

Salesforce Object

Select Account as the Salesforce Object from the picklist.

Field Mappings

All available fields are included in the Salesforce field picklist when adding or editing a field mapping.

  • Use the First Name and Last Name fields, rather than Account Name, as you would with a Contact.

  • Add Account Record Type with a fixed value corresponding to the Person Account Record Type (see below). Apply this as a Matching key so it will also restrict the lookup of existing Accounts.

  • Custom fields from both Account and Contact are available.

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Identification

A custom field providing an optional lookup to Account needs to be added to the Send2CRM Visitor object. Once added this can be selected from the Identification Lookup picklist and saved to the mapping.

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Person Account Record Type Id

When Person Accounts are enabled, Salesforce generates a special Record Type for Accounts. To programmatically create records we need to know the correct RecordTypeId value. However the Person Account Record Type is hidden from the object manager.

One method of retrieving the Id is with a SOQL query:

SELECT Id FROM RecordType WHERE SobjectType = 'Account' AND IsPersonType = true