Considerations for Person Account Org

For Data Masker App

You need to create a mapping in two groups. The first group will have the record type Id of Business Account and Person Account and Group 2 will contain the Contact object ( in case you want to mask contact along with the account).

Note  – Keeping Person account and Contact in different groups avoids row locking issues.

The Group 1 mapping contains Business Account and hence the filter criteria will contain RecordTypeId = ‘RecordTypeID of Business Account’.In the field mapping for this business account users have to add only the “Name” field in the field mapping under the Account Object

Object- Account

Field- Name

Apart from this, the user can add any number of fields in the field mapping

Person Account

For Example- Group 1 contains the filter criteria of Person Account RecordTrypeId and users have to add only the “FirstName” and “LastName” fields in the field mapping under the Account Object 

Object- Account

Field- First name

Field- Last name

Apart from this, the user can add any number of fields in the field mapping

Note – For more information on the person account please refer to the Salesforce Knowlege Article – Person Accounts in Salesforce

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