Person Account Converter by Trigg Digital

Useful tool

This is a pretty useful tool for converting contacts and person accounts; however, it would be nice to be able to convert a person account under the existing business account and not always create a new business account.

Deletes Accounts - Use Caution and Test in Sandbox

Upon installing and testing in our sandbox org, we discovered that the screen flow does indeed convert a contact to a person account BUT it actually permanently deletes the account that the contact was linked to. Exercise caution and ensure you test thoroughly in a sandbox org first to confirm that the functionality works with your org's use case as it does not work for ours.

Absolutely Perfect

It is just a button to convert accounts, easy, fast and clear.

Great ready to go solution but...

the entire Screen dialog are in english only and since it is a managed package, unable to access the actual flow in order to change/edit/translate. Therefore, not great for non english speakers, spent then about 1hrs to built it myself with a coffee break.

Person Accounts - conversion of Contacts

Our financial custodians required Person Accounts to be setup in Salesforce FSC in order to get client feeds from their companies. This app made it simple to convert from a Contact record to a Person Account. Thank you!

Awesome, makes changing person accounts to business account simple

This app is wonderful to update person accounts to business accounts and merging the 2 different accounts a breeze.

Works very well and exactly how described

This application has saved alot of time. It's a very user friendly way to convert between account record types and contacts. We're very happy with it!

Excellent - Works exactly as described

This has been a great solution for our Salesforce org as the inability to merge/convert person accounts to a contact record was a big pain point. Very happy with this, thank you!