Sep 30, 2016

7 Important things you must know about Person Accounts

Person Accounts is Salesforce way to manage B2C business model. As a Salesforce Administrator you MUST understand the following BEFORE implementing a solution using Person Accounts.

1. Once person accounts have been enabled, they can’t be turned off. Enabling Person Accounts make permanent changes to your Salesforce org. [Ask yourself "What is a sandbox"?]

2. When you create a person account, an Account & Contact are created at database level and displayed like a contact on page layouts with some fields from account. Person accounts count against both account &contact storage. A single person account uses more storage space than a business account.

Person Accounts

3. If you have enabled person accounts, the organization-wide default sharing for contacts is set to Controlled by Parent and is not editable. All existing sharing rules on Contact will get deleted. Make sure you set-up appropriate permissions before enabling Person Accounts.

4. On page layout, you can identify a person account with the help of a  "person icon". The person account icon can be added to search results, list views, and lookup dialog screens by adding the Is Person Account field to the appropriate search layout or list view.

5. Person accounts can be merged only with other person accounts.

6. Leads that don't have a value in the Company field are converted to person accounts. Leads that
do have a value in the Company field are converted to business account.

7. In Lightning Experience there are some known limitations to use person accounts.

Apr 16, 2014

Mass Delete Salesforce Records

Sometimes you may want to delete test data from Sandbox environment. Here is a simple way to conditionally mass delete records from both Standard or Custom objects.

Please exercise extreme caution if you want to run in production environment !   

Open Developer Console

Go to Debug  --> Open Execute Anonymous Window (Ctrl + E saves time)

Enter your delete command in below format -

DELETE [Select ID from <object> where <your where condition> limit <any limit>];

eg. DELETE [Select ID from Task where ownerid = '005i0000002sbzK'];

Click Execute.

Mass delete Salesforce Records

Feb 7, 2014

Execution Order of Salesforce Triggers & Events

When you save a record with an INSERT, UPDATE or UPSERT statement, Salesforce performs the following events in order.

You can find detailed explanation in developer document here