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How to Convert Business Accounts to Person Accounts in Salesforce Using Data Loader

Veröffentlichungsdatum: May 13, 2026
Beschreibung

In Salesforce, Business Accounts and Person Accounts are differentiated by their Record Types.

  • A Business Account is a standard Salesforce account record used to represent companies, organizations, and businesses (B2B use cases).
  • A Person Account is a special account type used to represent individual consumers (B2C use cases). Person Accounts require a dedicated Person Account Record Type to be set up in your Salesforce org before they can be used.

Converting a Business Account to a Person Account involves changing the Account's Record Type ID to a Person Account Record Type ID using Salesforce Data Loader.
Before you begin, prepare a CSV file with exactly two columns:

  • Account ID — The Salesforce IDs of the Business Accounts you want to convert to Person Accounts
  • Record Type ID — The Person Account Record Type ID you want to associate with the converted accounts

Important: Mapping any fields other than Account ID and Record Type ID in Data Loader causes the update to fail.

Lösung

Use Salesforce Data Loader to perform a bulk Update operation on the Account object.

  1. Open Data Loader and select the Update operation.
  2. Select the Account object.
  3. Upload the CSV file containing only the Account ID and Record Type ID columns.
  4. Map the CSV columns to the corresponding Salesforce fields:
    1. Map Account ID to the Account Id field
    2. Map Record Type ID to the RecordTypeId field
  5. Do not map any additional fields — doing so causes the update to fail.
  6. Execute the update.

Updating a Business Account's Record Type ID to a Person Account Record Type ID effectively converts it to a Person Account in Salesforce.
Note: To find your Person Account Record Type ID, navigate to Setup > Object Manager > Account > Record Types and note the ID of your Person Account record type.

See also:
Setting Up Person Accounts 

Nummer des Knowledge-Artikels

000384892

 
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Salesforce Help | Article