Person accounts in Salesforce is a business to consumer solution for users who sell to a large number of individuals. The standard Salesforce functionality has an object for Account which is a business entity or organisation. Contact is a Salesforce object linked to one or many Accounts.
Important:You need to check Allow customer support to enable person accounts checkbox in your Salesforce account. Go to Setup > Account settings > Allow Customer Support to enable Person Accounts checkbox.
Note: Person accounts won’t appear in the Salesforce setup menu and you need to contact Salesforce as a service request.
Before you enable person account in Salesforce, Salesforce asks you to enter a record type against the Account object that will become the record type for Business Accounts. When person accounts are enabled, a record type is created for that purpose.
You also need to ensure:
- All profiles in Salesforce have read permissions against account and contact objects: Go to Setup > Profiles > Select the profile > Standard Object Permissions > Check the read access for account and contact checkbox.
- Organization-wide defaults for contacts are Controlled by Parent: Go to Setup > Sharing settings > Organization-Wide Defaults
This is because Salesforce also creates a Contact against each person account. You can’t see or use the contacts but be aware of storage considerations against your instance. Once that’s complete, the Salesforce service team will enable person accounts and you will see additional options within the accounts configuration.
Configure Salesforce person accounts for NetSuite Customer to Salesforce Account Add/ Update flow
- Sign in to your integrator.io app.
- Click Salesforce - NetSuite (IO) Integration App.
- Go to Flows > Account.
- Go to ‘NetSuite Customer to Salesforce Account Add/ Update’ flow, click Mappings.
- As the Person Account is a Record Type, add a multi-field expression along with the mentioned mapping changes as followed. This syncs both Person Accounts and Business accounts in parallel.
| Export(NetSuite) | Import(Salesforce) |
| {{#if isperson}}'0122w000000BXwMAAW'{{/if}} | Record Type ID |
| Name | First Name |
| Last Name | Last Name |
Note: 0122w000000BXwMAAW is External ID of the Person Account record type. You need to change it based on the individual Salesforce’s Person Account record type’s External ID.
Configure Salesforce person accounts for Salesforce Account to NetSuite Customer Add/ Update flow
- Sign in to your integrator.io app, and click the Integration App.
- Click Salesforce - NetSuite (IO) Integration App.
- Go to Flows > Account
- Go to ‘Salesforce Account to NetSuite Customer Add/ Update ’ flow, click Mappings.
- Add a Multi-Field Expression along with the mentioned mapping changes as followed below to sync both Individual Customers and Company Customers in parallel.
| Export(Salesforce) | Import(NetSuite) |
| {{#if LastName}}true{{else}}false{{/if}} | Individual |
| FirstName | Name |
| LastName | lastname |