AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Person Account Converter by Trigg Digital

Natively change the Record Types of Person Accounts

Overview

1️⃣ Convert a Person Account into a Business Account and Contact 2️⃣ Convert a Contact into a Person Account 3️⃣ Convert a Business Account and Contact into a Person Account

1 of 5

See How Person Account Converter by Trigg Digital Works

  • Easy to use initiative flow based interface

  • Minimal setup effort, just add the buttons to your page layouts and go

  • Easily change the Record Type of Person Accounts 'natively' without code

Our Team of certified Salesforce consultants brings to you the Person Account Converter. Using this App you can: 1️⃣ Convert a Person Account into a Business Account and Contact 2️⃣ Convert a Contact into a Person Account 3️⃣ Convert a Business Account and Contact into a Person Account

Categories

Business Needs
Admin & Developer Tools
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package

More from Trigg Digital

  • Map Contacts to Experience Cloud Users by Trigg Digital
    by Trigg Digital
    Provides a mechanism to relate your Contacts to their respective users which then enables easy reporting
    Productivity

  • Trigg Digital
    by Trigg Digital
    Powered by real in-house leadership experience and deep Salesforce expertise, we eliminate friction, modernise operations, and unlock new revenue streams from SMB to Enterprise.

  • Auto Convert Lead by Trigg Digital
    by Trigg Digital
    This package provides some templated code to allow you to convert a Lead automatically from either a Flow or Process Builder, so when your record meets the condition it will converted automatically - no need to manually convert!
    Productivity