tag:blogger.com,1999:blog-5741251506114793532.post7535262505726174937..comments2023-09-21T07:32:43.412-04:00Comments on Force The Cloud: Convert a Person Account to a Business Account with a FlowOhad Idanhttp://www.blogger.com/profile/06807691211940416838noreply@blogger.comBlogger14125tag:blogger.com,1999:blog-5741251506114793532.post-90374050576836242152022-11-18T12:48:59.236-05:002022-11-18T12:48:59.236-05:00Hello @pbmax4423- this is happening because, as si...Hello @pbmax4423- this is happening because, as silly as it sounds, your variable name has a capital "R": "RecordId" - but it should be "recordId"<br />This is a well-know but not-well-documented way to pass the id of the record you are on.<br />Because the variable name is incorrect (it is case sensitive) - the flow is not getting the ID of the record that you are launching it from.Ohad Idanhttps://www.blogger.com/profile/06807691211940416838noreply@blogger.comtag:blogger.com,1999:blog-5741251506114793532.post-84116585100917267272022-11-11T11:07:06.181-05:002022-11-11T11:07:06.181-05:00Thank you for the helpful post. I have a slightly ...Thank you for the helpful post. I have a slightly different situation. I need to convert the person account to a contact and an account, but all of them will be the same account and name, Agency 026. I followed the instructions, but am getting an error. First get records gets finds the record id, but the 2nd on does not find any records when looking for the company name. We renamed account to agency, but I don't think that makes a difference. I just chose the Agency (accoun) object. See error message below:<br /><br />GET RECORDS: Get person account's company name<br />Find all Account records where:<br />Id Equals {!RecordId} (null)<br />Store those records in {!originalAccount}.<br />Save these field values in the variable: Id, Name<br />Result<br />Failed to find records.<br /><br />Error Occurred: If you use a record variable to update or delete records, the ID value in the variable must be populated.<br />________________________________________<br />Any input would again be appreciated.<br /><br />Was wondering how to set the default account name for the conversion to Agency 026 rather than it asking each time it is run. Pbmax4423https://www.blogger.com/profile/08139617621402773674noreply@blogger.comtag:blogger.com,1999:blog-5741251506114793532.post-27531677967072681702020-05-08T08:00:02.205-04:002020-05-08T08:00:02.205-04:00You may be attempting to update other values in ad...You may be attempting to update other values in addition to the record type in the same update.<br />When you update the account recordtypeid, you cannot update any other values.<br />This is also part of the reason there's a screen in the flow - it allows us to commit before the screen, and then another commit after the screen.Ohad Idanhttps://www.blogger.com/profile/06807691211940416838noreply@blogger.comtag:blogger.com,1999:blog-5741251506114793532.post-82950163822824923432020-05-08T02:35:46.297-04:002020-05-08T02:35:46.297-04:00Hello Ohad.
Thank you for your tutorial. I set it ...Hello Ohad.<br />Thank you for your tutorial. I set it up exactly as described but keep running into this error "Error Occurred: The flow tried to update these records: null. This error occurred: INVALID_FIELD_FOR_INSERT_UPDATE: Cannot specify any additional fields when marrying or separating a Person-Account". What could be wrong?Anonymoushttps://www.blogger.com/profile/04147299454262129821noreply@blogger.comtag:blogger.com,1999:blog-5741251506114793532.post-22871905807263703302020-03-22T09:55:56.914-04:002020-03-22T09:55:56.914-04:00Hello Ohad - I think I am misunderstanding somethi...Hello Ohad - I think I am misunderstanding something, as the flow is failing to find the PersonAccount that is being targeted to change. I followed all the setup but the flow manager is failing to find the Person Account. Out of curiosity, how is the flow to know which Person account to use? The variable {!RecordID} is defined in the Flow, but where in the overall process is this being assigned, or passed to the Flow, so the flow knows the Record ID of the Person Account to assign to the {!RecordID} variable? <br /><br />FAST LOOKUP: Get_Business_Account_Record_Type_ID<br />Find all RecordType records where:<br />SobjectType Equals Account<br />IsPersonType Equals false<br />Store those records in {!BusinessRecordTypeID}.<br />Save these field values in the variable: Id, Name<br />Result<br />Successfully found records.<br /><br />FAST LOOKUP: Get_person_account_s_company_name<br />Find all Account records where:<br />Id Equals {!RecordID} (null)<br />Store the values of these fields in Get_person_account_s_company_name: Id<br />Result<br />Failed to find records.Anonymoushttps://www.blogger.com/profile/10619596633095257883noreply@blogger.comtag:blogger.com,1999:blog-5741251506114793532.post-29885612345130630062019-09-26T09:41:11.128-04:002019-09-26T09:41:11.128-04:00Johnny,
You are absolutely right - several users h...Johnny,<br />You are absolutely right - several users have reached out and only then I realized that the company__pc field was actually a custom field we created...<br />I plan to update the blog post over the coming weekend to accommodate for this - but the short answer is yes - you can skip the step where we get the value from company__pc field and just use the screen element alone!Ohad Idanhttps://www.blogger.com/profile/06807691211940416838noreply@blogger.comtag:blogger.com,1999:blog-5741251506114793532.post-80088602527468848622019-09-26T00:02:46.145-04:002019-09-26T00:02:46.145-04:00Hi Ohad,
In the second step, can we just use the s...Hi Ohad,<br />In the second step, can we just use the screen element to let User input the company name? Because not all the person accounts have the Company name filled before convertingJohnny Nguyenhttps://www.blogger.com/profile/06928740797452563833noreply@blogger.comtag:blogger.com,1999:blog-5741251506114793532.post-3403743243678653862019-04-05T17:04:42.754-04:002019-04-05T17:04:42.754-04:00Hi - I'm really not sure why you are not able ...Hi - I'm really not sure why you are not able to see he Company__pc field - have you verified that your profile has field-level-access to this field?Ohad Idanhttps://www.blogger.com/profile/06807691211940416838noreply@blogger.comtag:blogger.com,1999:blog-5741251506114793532.post-21757609186672406462019-04-05T10:17:23.981-04:002019-04-05T10:17:23.981-04:00Didnt work.
using "Account Name" field n...Didnt work.<br />using "Account Name" field neitherThe Knowledgehttps://www.blogger.com/profile/01959127681734199153noreply@blogger.comtag:blogger.com,1999:blog-5741251506114793532.post-62672884574455185802019-04-05T08:13:01.106-04:002019-04-05T08:13:01.106-04:00In element 2, step 8, i dont have the Company__pc ...In element 2, step 8, i dont have the Company__pc field available, only Contact__PC. Is that the same? Can i use that instead?The Knowledgehttps://www.blogger.com/profile/01959127681734199153noreply@blogger.comtag:blogger.com,1999:blog-5741251506114793532.post-55910100760604372882019-03-28T17:38:51.177-04:002019-03-28T17:38:51.177-04:00Awesome! I know others that have an issue with thi...Awesome! I know others that have an issue with this. It is especially a big problem with the Financial Services Cloud because the model uses the Leads object for Referrals. Banks typically have business Leads/Referrals or Person Leads/Referrals. Anonymoushttps://www.blogger.com/profile/15652943440601200595noreply@blogger.comtag:blogger.com,1999:blog-5741251506114793532.post-40846094395001456522019-03-28T09:23:49.516-04:002019-03-28T09:23:49.516-04:00You are correct- when the Lead record has a compan...You are correct- when the Lead record has a company name, it will always be converted to a business account.<br />I haven't created a flow yet for converting a business account to a person account, though it should not be very different from the one described above.<br />You'd change the RecordTypeID element to find the Business record type you are interested in (or if there are several, you can get all and let the user pick the right one with an extra screen).<br />You would also want to create another element to verify that the account only has one contact.<br />If I have time over the next couple of weeks, I'll try to create that and post a separate blog post.Ohad Idanhttps://www.blogger.com/profile/06807691211940416838noreply@blogger.comtag:blogger.com,1999:blog-5741251506114793532.post-51471955721317981272019-03-28T08:59:38.522-04:002019-03-28T08:59:38.522-04:00This is a great post. Thank you. Do you have a flo...This is a great post. Thank you. Do you have a flow that could help with converting a "Business Contact" to a Person Account?. It's impossible to convert a Lead to a Person Account and a Business Account. It's either, hide the Company field or convert to a Contact and a Business Account. Anonymoushttps://www.blogger.com/profile/15652943440601200595noreply@blogger.comtag:blogger.com,1999:blog-5741251506114793532.post-60548681766279195182019-03-26T14:45:25.604-04:002019-03-26T14:45:25.604-04:00Great post Ohad! We used to do this with Javascrip...Great post Ohad! We used to do this with Javascript buttons, but since they aren't supported in Lightning it's great to see an option available for the new experience!<br /><br />I will make one correction and one addition to the information you posted: a business account and contact don't need to have the same name to be converted to a person account. The contact's name will override the existing business account name upon conversion. It is also important to note that the conversion process will not work if the account has been enabled for a community or portal. This tends to be a big gotcha for customers. See page 13 in the implementation guide for all of the considerations https://resources.docs.salesforce.com/218/latest/en-us/sfdc/pdf/salesforce_B2C_implementation_guide.pdf.Anonymoushttps://www.blogger.com/profile/04101920547598514852noreply@blogger.com