I make no secret that I’m a fan of PersonAccounts. I think they’re very handy when working with individuals instead of companies, and I really like pairing them with the Relationship Groups app to make households. I’ve always considered them as mostly-contacts. I put all Person fields on the Contact object, reserving very few for the Account object. But for some reason, I’ve usually used Billing Address as the primary address and Mailing as the secondary. No reason – that’s just how I’ve done it. That all changed yesterday. I was prepping to demo a system to a company and decided to click the “Request Update” button to send a Stay-In-Touch email. This is not a customizable email (well, not much) in terms of the fields from the Contact that it displays, so it used the Mailing Address. Oops! From now on, I am using Mailing and Other addresses for […]
I’m a huge fan of Person Accounts (Salesforce’s phenomenal combination of Account and Contact that allows selling B2C–the best example I use is Land’s End, which sells to people). Orgs can use a hybrid model, allowing a company to track its, e.g. partner companies (B2B) and individual customers (B2C).
There is an interesting limitation to Person Accounts: They cannot be converted to B2B via the Salesforce front-end. The record type can only be changed via the API, using a tool like Data Loader or the Excel Connector.
I set out to create a tool that would use the API to convert the record type of a B2B to B2C and back.