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190  Points
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Convert a Person Account to a business Account & Contact

To have the option to convert a Person Account to a combination of a business Account & Contact. This should work similarly to the conversion of a Lead to Account/Contact, by preserving all data and activity history.

12 comments · 1 year ago

50  Points
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News Component for Person Accounts

The News component does not currently support Person Accounts. It is only available for Business Accounts and Contacts. Please make the News component available for Person Accounts; it would make the transition to Lightning a lot more attractive to… Show more

1 comment · 1 year ago

200  Points
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Lead-Conversion into new BusinessAccount and linked PersonAccount not working

We have enabled PersonAccounts and use them instead of Contacts. When we try to convert a Lead into a new BusinessAccount and choose an existing Contact(PersonAccount) instead of creating at the same time a new Contact(PersonAccount) during… Show more

2 comments · 9 months ago

110  Points
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Duplicate Rules to match Person Account & Contacts Together

Currently, if you have a Person Account that is a duplicate of a contact they aren't appearing as possible duplicates. It would be great if you could configure a matching rule to check Person Accounts and Contacts for possible duplicates.

9 comments · 1 year ago

650  Points
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Allow Person Account fields in Account custom update actions

Currently you cannot add Person Account specific fields (e.g. Email, Mobile) to an Account custom update action. Person Account specific fields are available in custom create actions. Because of this limitation there isn't a way to update both… Show more

7 comments · 2 years ago

130  Points
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Idea has been posted. Give it an upvote or downvote.

Recurring Events Sync with Google Calendar - Lightning Sync for Google

Feature Enhancement: Salesforce Integration with Google Product: Lightning Sync for Google Request for Supporting Recurring Events Sync with Google Calendar 

2 comments · 7 months ago

10  Points
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Idea has been posted. Give it an upvote or downvote.

Access Person Account Record Type Setup in Lightning

In order to add new Person Account record types I must switch to classic. This should be available in Lightning Setup with all other Person Account setup options.

0 comments · 2 months ago

60  Points
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Allow search on person accounts when middle name is included

Currently if you have a person account with a middle name longer than 2 or 3 characters you cannot find them when using a report specifically by the full name of the person account. Example:  First Name - michael middle name - patrick smith last… Show more

2 comments · 1 year ago

10  Points
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Idea has been posted. Give it an upvote or downvote.

Stay in touch replacement

We need an app to replace the "stay in touch" function that is no longer in use, to update person accounts... But we want to use it directly from Salesforce, in our lenguage, spanish. 

0 comments · 2 months ago

10  Points
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Idea has been posted. Give it an upvote or downvote.

Report on ZERO

I understand Salesforce can only report on data but sometimes we do need to report on 'blank' as well. Say, for example, a sales report to show everyone's sales figure. Apart from checking who is doing the best in sales, we also need to… Show more

0 comments · 2 months ago

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