How to deploy Person Accounts with Data Deployments.

Person Account records can be deployed with Data Deployments like any other record. Here you will find some useful information to deploy person accounts.

The main object in your template will be Accounts. However, when deploying person accounts, you cannot select all the fields in the account object. Some fields like "Account Name" are not used in Person Account records and they will cause the deployment of the person account records to fail if they are selected in your template. There will need to be 2 separate data templates for this to work: Business Account Template and Person Account Template. 


Business Account Template:

1. Go to Main Object Filter and add a parameter, select the option Custom Filter from the dropdown and enter the following text: IsPersonAccount = FALSE

Note: The parameter IsPersonAccount is not found in the dropdown. You will need to select the option “Custom Filter” from the dropdown, and type in the text : “IsPersonAccount = FALSE”. We are working to improve this functionality in a future release. 
 

2. Deselect the First Name, Last Name and Salutation fields from the Object Fields tab (and any other custom fields that strictly belong to contact and not Account object, these appear in error messages while executing the deployment).

*Note: See image under Multi-Step Deployment for a visual representation

 

Person Account Template:

1. Go to Main Object Filter and add a parameter, select the option Custom Filter from the dropdown and enter the following text: IsPersonAccount = TRUE

Note: The parameter IsPersonAccount is not found in the dropdown. You will need to select the option “Custom Filter” from the dropdown, and type in the text : “IsPersonAccount = FALSE”. We are working to improve this functionality in a future release. 
 

2. Deselect the Name field from the Object Fields tab (and any other custom fields that strictly belong to Account object, these appear in error messages while executing the deployment).

 

 

Then, you will need to create a Multi-Step Deployment:

The deployment will need to be a Multi-Step deployment with 2 Data Template steps

1. Data Template step with Business Account Template selected

2. Data Template step with Person Account Template selected



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