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            Considerations for Using Merge Fields in Validation Rules for Person Accounts

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            Considerations for Using Merge Fields in Validation Rules for Person Accounts

            A merge field incorporates values from a record. You can add merge fields to an email template, mail merge template, custom link, or formula. If your person account validation rules include merge fields, here are some things to keep in mind.

            Required Editions

            Business accounts available in: both Salesforce Classic and Lightning Experience

            Business accounts available in: All Editions

            Person accounts available in: Both Salesforce Classic and Lightning Experience

            Person accounts available in Professional, Enterprise, Performance, Unlimited, and Developer Editions
            • The list of available merge fields depends on the type of data that you’re working with.
            • To define a validation rule that applies only to person accounts, use the IsPersonAccount merge field. For example, Account.City = “San Francisco” verifies that a business or person account’s city is San Francisco, while IsPersonAccount ( Account.City = “San Francisco”) verifies that a person account’s city is San Francisco.
            • Handle person account and business account names separately in account validation rules.
              • For business accounts, use the Name merge field.
              • For person accounts, use the FirstName and LastName merge fields.
            • Birthdate, Email, and other fields that are only supported for person accounts are available as merge fields in account validation rules. When you use one of those merge fields, business account records are processed as if those fields have blank values.

            See Also

             
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