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Jean-Luc
Create a Contact related to a Person Account (maybe a silly question?)
I just want to create a Contact related to a Person Account but in the lookup filter I only access the Business Accounts, the Person Accounts being not displayed...
If I leave the Account Name empty, the Contact becomes "Private" and in the "Related Accounts" list I'm unable to link a "Private" to an Account (Person or Business) !?!
It's very critical!
Thanks & Regards
Jean-Luc
If I leave the Account Name empty, the Contact becomes "Private" and in the "Related Accounts" list I'm unable to link a "Private" to an Account (Person or Business) !?!
It's very critical!
Thanks & Regards
Jean-Luc
Unlike business accounts, person accounts can't have direct relationships with contacts. You can, however, use Contacts to Multiple Accounts to create indirect relationships between a person account and a contact.
That means a person account can be either a related contact on a business account or a related account on a contact. A person account can also be related to another person account as either a related contact or related account. Person accounts are always indirectly related to other accounts or contacts.
Please use this guide for more info:
https://resources.docs.salesforce.com/206/latest/en-us/sfdc/pdf/salesforce_B2C_implementation_guide.pdf
Thanks, Jawaad