• Brenda Buckner 9
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I'm tasked with the data migration from Sales Cloud to Financial Services Cloud, in which we are also switching to the Person Accounts data model. I've imported Person Accounts and created Households, and now I need to relate the person accounts to the households. I tried importing as a AccountContactRelation, but when I assigned the Person Account ID and Household ID to the appropriate fields (ContactID and AccountID, respectively), I get an error that the PersonAccountID is the not the correct type for the ContactID. There doesn't appear to be another object that will accept the PersonAccountID and AccountID while maintaining the roles (primary, secondary/spouse, children, employees, etc) and designating an account as the primary member. HELP!!
I'm tasked with the data migration from Sales Cloud to Financial Services Cloud, in which we are also switching to the Person Accounts data model. I've imported Person Accounts and created Households, and now I need to relate the person accounts to the households. I tried importing as a AccountContactRelation, but when I assigned the Person Account ID and Household ID to the appropriate fields (ContactID and AccountID, respectively), I get an error that the PersonAccountID is the not the correct type for the ContactID. There doesn't appear to be another object that will accept the PersonAccountID and AccountID while maintaining the roles (primary, secondary/spouse, children, employees, etc) and designating an account as the primary member. HELP!!