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Convert Individual Model Account and Contact Records to Person Account Records in Financial Services Cloud
Complete these steps to transform the individual data model to person accounts in Financial Services Cloud.
Enable and configure person accounts in Financial Services Cloud before completing these steps.
Important You can’t disable person accounts after they’ve been enabled for
your org. Before completing these steps, create a sandbox to preview how person
accounts affect your technical architecture and customizations.
- Enable person accounts in your org.
- Perform a data backup.
- Enable person accounts in Financial Services Cloud with the Use Person Accounts custom setting.
- Configure your Person Account record types in the Individual Record Type Mapper.
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Validate and modify your data to meet these requirements before
proceeding.
- Only individual accounts with single direct ACR can successfully convert to person accounts. For each person account, the account record can have only 1 contact record.
- The Account and Contact must have the same record owner.
- The Account and Contact must use the same currency value (if applicable).
- Both the Parent Account field on the account and the Reports To field of the contact must be blank.
- The account can’t be the parent account of any other account records.
- No other contact records can report to the contact.
- When converting, the contact name is mapped to person accounts. If you’ve used a middle name, salutation, and suffix, they are included in the name of your person account.
Export Individuals
Export all individuals that you want to transform to person accounts.
Note Perform these steps in a sandbox org first. Transforming the individual data
model to person accounts in your org is irreversible.
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Using Data Loader, export the IDs of all individual accounts. For example,
you can use this query:
Select Id from Account where recordtype.name = ‘%Individual%’Note If you have multiple record types that you want to retain, export accounts by record type and perform the following steps for each record type. Export only the IDs of these accounts to a CSV file. -
In the exported CSV file, add a column and title it
PersonRecordTypeId. Add the Person Account Record
Type ID in this column for all records.
- From Setup, open Object Manager and click Person Account.
- Open Record Types and click the Person Account record type.
- In your browser address bar, copy the ID and paste it into the CSV file. Repeat for all records.
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Using Data Loader, update the account records.
Note Use the update operation only. To prevent duplication, do not use the insert operation.
- Map Id to Id.
- Map PersonRecordTypeId to RecordTypeId.
- Update accounts using Data Loader. These individuals are now converted to person accounts.
Validate Records
After you have completed the transformation, validate that the records were converted.
- Export all records to ensure that they have successfully converted to person accounts.
- Open a converted record, and view all tabs (such as Relationships) to confirm that your data and relationships are unchanged.
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