Monday, March 25, 2019

Convert a Person Account to a Business Account with a Flow

Converting a Person Account to a Business Account using Salesforce Flow Builder

If you've worked with Person Accounts in Salesforce, then you know that they can be a great solution for B2C organizations, combining the Contact and Account records to a single 'person' entity. Person Accounts can also be the source of a lot of headaches for Salesforce Admins. One of these potential headaches is converting one account type to the other.

Converting a Person Account to a Business Account (Organization) and vice versa requires manipulating the records directly - and every other blog post I could find discussed using Data Loader to accomplish that. But what do you do if you want to let your users perform the conversion? Or maybe you still want to keep this as an Admin function, but you want to be able to do this from the UI, instead of having to prepare and load CSV's every time this is needed?

Let's talk about a bit of the background and challenges before we get into the actual process of converting them...