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Create Person Accounts from Contact Lookups
If you have a contact lookup on a page layout you can search for person accounts (as they are contacts as well). However, if you click "New" and create a new contact it is created as a standard contact and you don't have an option for it to be a person account.
If person accounts are enabled then sometimes standard contacts are never used.
Workaround: create a process builder and flow to create a new account and convert the contact to a person account. It's very messy
- 1 year ago
- 2 years ago
- 2 years ago
- 3 years ago
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