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#Convert private contact in salesforce to public Offline#
Person Accounts are currently supported in Connect Offline and Connect for Outlook version 3.2 and later.Person Accounts can be enabled as users for your Customer and Self-service portals.Custom objects with relationships to either accounts or contacts can be added as related lists on Person Accounts.You can add Person Accounts to the Contact Roles related list on cases, contracts, and opportunities.For cases, Person Accounts can be entered in the Account Name field, the Contact Name field, or both.Person Accounts can be added to campaigns and have a Campaign History related list.Person Accounts can be invited to group events and requested meetings.Person Accounts can be associated with activities using either the Name or Related To fields.Some other things to take into consideration for Person Accounts include: Here's what the records look like from SOQL: You cannot access the account record directly (it always relocates you back to the Account record) but it is needed for the functionality that requires a contact (emails, customer portal, etc.). So when you create a new Person Account records, creates not only a Account record but a Contact record in the background.
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The Partner related list is available though so you can related Person Accounts to one another. However, you cannot add the Contacts related list to the page layout. You can go to the Person Account page layout and add these fields to the page layout. The following fields are not available for Person Accounts: When Person Accounts are enabled, the following fields are added to the Account object: So a Person Account is a combination of both an Account and Contact record. So what happens when you create a new Person Account. When you click the "New" Account button you'll receive a picklist asking you which type to create: Once you've done they you will be able to create accounts for Business and Personal record types. You'll need to go and assign the new record type to each of the profiles that need access to it. You can configure Person Account page layout like you would any other type of page layout. So when Person Accounts are enabled you'll see a new set of menu items under Setup -> App Setup -> Customize -> Accounts You can include them in all contact list views except the Recent Contacts list on the contacts home page. In most situations, you can use person accounts as if they were contacts. So what actually happens when you enable Person Accounts and what are the consequences? The Help has alot of good info on Person Accounts but I wanted to dig in and really see what was happening in the background.
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I would recommened you enable a Developer Edition first and test out your solution there before enabling your Produciton Org. Once enabled, Person Accounts cannot be disabled. You'll need to call support to have them enabled and they will repeatedly ask you if you really want to do this and if you understand the consequences. You don't hear alot of talk about it but can be tweaked for this scenario using "Person Accounts".īy default, Person Accounts are not enabled. But what if your company provides home healthcare services or lawn care services or any other type of service for individual consumers. Out of the box (so to speak), is a B2B product.