How to query person account in salesforce


I can get them by running the following query SELECT Name, SobjectType, IsPersonType FROM RecordType WHERE SobjectType=’Account‘ AND IsPersonType=True or by doing public Id personRECORDTYPEID = Schema.SObjectType.Account.getRecordTypeInfosByName ().get (‘PersonType‘).getRecordTypeId ();


What are person accounts in Salesforce?

The Salesforce definition for Person Accounts is: “Person Accounts store information about individual people by combining certain Account and Contact fields into a single record.”

What does the field ispersonaccount mean in Salesforce?

Conversely, record types with the Account field IsPersonAccount set to false are “business account” record types, which are traditional business-to-business (B2B) Salesforce accounts. When a person account is created (or an existing business account is changed to a person account), a corresponding contact record is also created.

How to get users with a license name of Salesforce?

If what you want is the Users with a License Name of Salesforce than the following query can get them: List<User> usersWithSalesforceLicense = [ Select Id, Name, Profile.UserLicense.Name From User Where Profile.UserLicense.Name = ‘Salesforce’ ]; Those two queries return the same Users in my org.

Should B2C companies use person accounts in Salesforce?

There are divided viewpoints on Person Accounts in the Salesforce Community . Some view it as a risky or bad option for B2C companies, some support the functionality, and others have never even heard about Person Accounts!


How do I query user details in Salesforce?

How to query users with Salesforce User License?Go to Setup –> Customize –> Users –> Fields –> Create New Field.Select “Formula” as the data type and “Text” as return type.Use “Profile.UserLicense.Name” in the formula editor.Save the formula field.Use the formula field in the report.

How do I access someone’s account in Salesforce?

Contact Salesforce Customer Support by logging a case to enable Person Accounts. From Setup, enter Account Settings in the Quick Find box, and then select Allow Customer Support to enable Person Accounts. Salesforce verifies that your org meets the prerequisites, then sends you an email with additional information.

How do person accounts work in Salesforce?

Person accounts store information about individual people by combining certain account and contact fields into one record. Orgs that use person accounts can modify the Organization-Wide Sharing Default for Contacts.

How do I find a person’s record type ID in Salesforce?

There are different ways to get the record type Id in Salesforce. RecordType rt = [SELECT Id FROM RecordType WHERE SObjectType = ‘OBJECT NAME’ AND DeveloperName = ‘RECORDTYPE NAME’ LIMIT 1]; RecordType accRecTypeId = [Select id from RecordType where sObjectType = ‘Account’ and DeveloperName =’Person Account’ ];

How do I know if a user is account in Salesforce?

How to tell if the Person Accounts feature is enabled. In Salesforce Classic, a search for the term Person Accounts within the search bar in Setup should reveal the appropriate section. In Salesforce Lightning, go to Object Manager and you should see an object for Person Accounts.

How do I add a field to someone’s account?

Navigate to Setup –> Build –> Customize –> Accounts –> Person Accounts –> Compact Layouts. Click New. Populate the Label and Name fields. Move the required fields from the Available Fields picklist to the Selected Fields picklist.

What is the difference between person account and account in Salesforce?

Salesforce accounts are business accounts which stores companies/organization information. Person accounts are used to store information about individual consumers.

Is person account an account or contact?

With Contacts to Multiple Accounts, a person account can be either a related contact on a business account or a related account on a contact. A person account can also be related to another person account as either a related contact or related account.

Is person account an object in Salesforce?

A Person Account is not its own object, but it does have object features such as page layouts, compact layouts and record types. There is also a nice feature that will show you which of your Contact fields are used for Person Account records when looking at the Account fields list.

How do I get a record type of person account?

Person accounts store information about individual people by combining certain account and contact fields into a single record. In order to create a record type of person traverse Setup->Object Manager -> Person Account->Record Type -> Click on new and create a Record type.

Is person account a record type?

Beginning with API version 8.0, a new family of record types on Account objects is available: “person account” record types. The person account record types enable specialized business-to-consumer functionality for users who sell to or do business with individuals.

How do you get record type name from record ID without SOQL?

To get record type id without SOQL you could use following code : Id RecordTypeId = Schema. SObjectType. YOUROBJECT.

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