function readOnly(count){ }
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
+ Start a Discussion
Sarah Slater 6Sarah Slater 6 

In person accounts: Is there a way of linking the individual to an account?


Hi Sarah,
I guess you have person accounts activated and you want to link a person account with a business account, or v.v. right?

Actually you can do both.

You can add the "related contacts list" in the business account record page. Then, clicking on any related contact (added) will take you to its person account record page (as long as that contact is a person account, otherwise, it will redirect you to the contact record page).

Also, if you are on a person account record page, you can add the "related accounts list" which allows you to relate that person account with a business account.

In my ORG, I am also allowing a contact to be added to more than one account:
You can activate this on the account settings setup page: /lightning/setup/AccountSettings/home

I hope this solves your question!