Cloud Compliance Considerations for Person Account Org

Person Account

For Example- Group 1 contains the filter criteria of Person Account RecordTrypeId and you 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, you can add any number of fields in the field mapping

  • For Cloud Compliance App

For RTBF, you have to create two mappings, one mapping for Business Account and a second mapping for Person Account

Business Account RTBF Mapping

For Business Account Mapping you have to add only the “Name” field in the field mapping under the Account Object 

Object- Account

Field- Name

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

Person Account RTBF  Mapping

For Person Account Mapping you 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, you 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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