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  • Can we select Person Account as parent for Business Account and create Account hierarchy ?

    Posted by Prachi on August 29, 2018 at 12:32 pm

    Can we select Person Account as parent for Business Account  and create Account hierarchy ?

    shariq replied 6 years, 3 months ago 4 Members · 3 Replies
  • 3 Replies
  • Parul

    Member
    August 29, 2018 at 12:38 pm

    Hello Prachi,

    Person Account is used for B2C & Business Account is B2B model in Salesforce. In real life, headquarter or head office of business Account can never be person Account. Therefore we cannot choose Person Account as parent Account for Business Account. It will throw error –Parent Account may not be a person account.

    you refer this link for reference : https://www.jitendrazaa.com/blog/salesforce/salesforce-interview-questions-part-24-person-account/

    Thanks.

    Parul Singh

  • Avnish Yadav

    Member
    August 29, 2018 at 12:38 pm

    Hi Prachi,

    Person Account is used for B2C & Business Account is a B2B model in Salesforce. In real life, headquarter or head office of business Account can never be person Account. Therefore we cannot choose Person Account as parent Account for Business Account. It will throw an error –Parent Account may not be a person account

    Thanks.

  • shariq

    Member
    September 14, 2018 at 10:34 pm

    Hi,

    You can convert a Person account to Business Account or vice versa.

    Unlike business accounts, person accounts do not have a Contacts related list. However, you can use the Partners related list to track relationships between different person accounts.

    • Or you can try this
    • Just Convert a person account to a business account keeping all the info attached to the old person account to the contact.Run a report Account + Contact and Get Account and Contact IDs ( Do not use the URL that you have for the person account record as that ID belongs to the persona account and its kind of a new ID)
    • Find a record type ID that you want to use for the new account - Go to Setup - Account - Record Type - Select one type and copy the ID from the URL.
    • Find a record type ID that you want to use for the new contact - Same as above but with contact object
    • Change Account record Type to the new account record type through the data loader.
    • Change Contact record Type to the new record type through the data loader.

    Hope this helps.

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