I’m just starting out and was wondering if there is anyway to convert Business Account into Personal Account in Salesforce? I have been searching for a way but all I can find is ways to turn a Personal into a Business Account.
Answers:
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Method 1
Set the Account’s RecordTypeId field to the Person Account Record Type Id. Keep in mind that you are only allowed to specify the RecordTypeId field when converting the account, and only one Contact must be associated the Account when converting. See also this help topic for additional limitations.
- Manipulate the data such that the following conditions are met:
a. For each intended Person Account, one (and only one) Contact record
exists under the Account record.b. The Account and Contact have the same record owner.
c. The Account and Contact have the same currency values (if
applicable).d. The Parent Account field on the Account and the Reports To field of
the Contact are both blank.e. The Account is not set as the Parent Account of any other Account
records.f. The Contact is not set as the Reports To of any other Contact
records.g. The Account and Contact have not been enabled as Partner/Customer
for Portal/Community.
- Using the data migration tool of your choice (i.e. something like the Data Loader), change the record type of the target Account to the
desired Person Account record type. The detailed steps are listed
here. *Please note that this cannot be done with Workbench, as it will
return the error: “Cannot Specify Any Additional Fields When Marrying
Or Separating A Person-Account INVALID_FIELD_FOR_INSERT_UPDATE”
All methods was sourced from stackoverflow.com or stackexchange.com, is licensed under cc by-sa 2.5, cc by-sa 3.0 and cc by-sa 4.0