Notes on Using Lookup Filters with Person Accounts

If your organization uses person accounts, keep these considerations in mind.

Available in: both Salesforce Classic and Lightning Experience

Available in: All Editions except for Database.com.

Person Accounts don't support Contact filters; however, Person Accounts support Account filters. For example, if the Account field has a dependent lookup filter that's added to a Person Account, dependent lookups are supported. If the Contact field has a dependent lookup filter that's added to a Person Account, dependent lookups aren't supported.
Lookup filter criteria on Account Name only apply to business accounts, not person accounts. For example, your lookup filter criteria is Account Name does not contain book. Business accounts with “book” in the name, such as John’s Bookstore, aren’t valid. Person accounts with “book” in the name, such as John Booker, are valid. The person accounts show in the lookup dialog for the Account field. If you must filter on the name for a person account, use the First Name or Last Name fields instead.
To restrict the values of a lookup field to one type of account (person or business), use the Is Person Account field in your lookup filter criteria. For example, to restrict a lookup to only person accounts, include the following in your lookup filter criteria: Is Person Account equals True.
You can't package lookup filters that reference standard fields specific to person accounts, such as the Email and Title fields.

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