Question

Salesforce Person Accounts

  • 18 June 2020
  • 3 replies
  • 194 views

Hi I work with a charity and we are looking to import our online Ninja form into Salesforce, but we use Person accounts rather than standard company accounts. Can anyone tell me if Zapier supports this please? I cannot find any documentation on this?

Thanks in advance.


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3 replies

Userlevel 7
Badge +11

Hi @duxhome! Could you confirm what you mean by person accounts here? I just want to make sure that we’re on the same page.

Do you mean that type of account/plan that you have with Salesforce or do you mean how you’re storing the information in Salesforce (eg lead/contact vs company?) 

Thanks!

Within SalesForce you have leads, contacts and accounts. SalesForce as standard to Company accounts (we don't deal with Companies) and Household Accounts. Both of these assume many contacts to a single account.

 

We have a different set up which allows a 1:1 relationship of contact to account which are called Person Accounts.

Desna

Userlevel 7
Badge +11

Thanks for the clarification on that, @duxhome!

 

It looks like the Zapier Salesforce integration doesn’t support Person accounts, I’m sorry about that! We do have a feature request for this and I’ve added you as a vote for this addition. I don't have an ETA of when or if this will happen, but we will definitely email you if it does become a reality.