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Person account may not display all activity records after lead conversion

게시 일자: Aug 27, 2026
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Users may observe that the activity timeline on a Person Account displays more records than the Activity History related list shows for that same Person Account.

This can happen after converting a Lead to a Person Account when the "Roll Up of Activities to a Contact's Primary Account" setting is disabled while "Allow Users to Relate Multiple Contacts to Tasks and Events" (Shared Activities) is enabled.

솔루션

This article explains why a converted Lead's activities may not appear in a Person Account's Activity History related list, and how to make them visible again.

Steps to Reproduce This Behavior

  1. Log in as a System Administrator User or another User with the needed profile permissions.
  2. Enable Shared Activities.
  3. Disable Roll Up of Activities to a Contact's Primary Account.
  4. Enable Person Accounts.
  5. Edit the Lead layout to make the Company field optional.
  6. Create a Lead without a value in the Company field.
  7. Create a new Task associated with the Lead.
  8. Convert the Lead and select "Don't create an opportunity upon conversion."

After completing these steps, the Task is not visible under the Person Account's Activity History.

Resolution

Enable Roll Up of Activities to a Contact's Primary Account, then edit or update the activities that are not visible in the Activity History related list. For example, perform an edit and save, or close the Task.

Knowledge 기사 번호

000390414

 
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Salesforce Help | Article