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Mohit Pant 9Mohit Pant 9 

Contact to Person Account Migration Query

I have not done this in ongoing project, hence i m looking for some advice.

IF a client already using contact object and has 10-20-50 K records with validation rule, trigger, process builder , flow , workflow etc build on contact objects 

then decides to use person account and enables it 

QUESTION : DO we have to re build ( validation rule, trigger, process builder , flow , workflow etc ) on person account / account with person record type and re configure all automation ( validation rule, trigger, process builder , flow , workflow etc) and objects looking up to contact Objects in ERD ?

I m getting the data migration part . but needs some advice on Metadata part .  any advice/ document would be appreciated
mukesh guptamukesh gupta
Hi Mohit,

Please follow below url:

https://www.salesforceben.com/salesforce-person-accounts-pros-and-cons/
https://help.salesforce.com/articleView?id=sf.account_person.htm&type=5

if you need any assistanse, Please let me know!!


Kindly mark my solution as the best answer if it helps you.

Thanks
Mukesh
sakhisakhi
Hi Mohit ,

I think yes you have to re build ( validation rule, trigger, process builder , flow , workflow etc ) on person account / account with person record type and re configure all automation ( validation rule, trigger, process builder , flow , workflow etc) and objects looking up to contact Objects in ERD .

But there are below great posts for migration to person account from contact that would help you .

https://salesforcewhiz.wordpress.com/2020/05/21/how-to-convert-contacts-to-person-accounts/
https://blog.jeffdouglas.com/2010/06/22/working-with-person-accounts-in-salesforce-com/