We use Person Accounts. I'm very familiar with how they work (after 3.5 years of dealing with them).
We are constantly at the brink of no custom field space left on our Account object.
I decided to tackle USING THE CONTACT for further storage after attempting to get a third object linked to Contact-Account (not possible) and seeing if SF will give us more Custom field space (they won't except to sell us Unlimited which by my recall gives us 100 more fields on Account).
So I setup a DATE field on Contact. I setup Workflows to UPDATE that field (using it's Account counterpart that ends in __pc). The update happens just fine - every time an Account or one of it's Opps is edited, that field updates with the latest Date/Time.
However... a SIMPLE workflow on Contact is NOT FIRING not matter WHAT I do. I'm down to something THIS SIMPLE:
- WORKFLOW (on Contact):
- When created, and every time it's edited
- with a filter of 1==1
- run Field Update on field X
- The field update is literally the formula 123.
Field X will not get any value no matter what I do. It stays blank.
If I manually change Field X to 3242, and touch things, it stays 3242.
It SEEMS that when implementing Person Accounts, Salesforce has either disabled functionality for Field Updates on Contact, or something similar.
Anyone have a clue? OMG. (sigh) I was all excited I was gaining 400+ custom fields from the Contact record. :-( #PullHairOut
UPDATE 2017-03-13: Anyone have any new info on this I am vaguely aware that SF has added some "new support" for Person Accounts in the past 2 years (I am no longer in an Org that uses them, but I wanted to followup on this Question).
Attribution to: AMM
Possible Suggestion/Solution #1
When doing an update on a Person Account, only the Account workflow rules are triggered.
See the very last sentence of the help doc: https://help.salesforce.com/HTViewHelpDoc?id=account_person_behavior.htm&language=en_US
You could choose either to only put fields on Contact that don't require workflow, or handle the logic in triggers. Both not ideal but it will give you some more breathing space..
Attribution to: Guy Clairbois
This content is remixed from stackoverflow or stackexchange. Please visit https://salesforce.stackexchange.com/questions/30808