Topic
How to get the correct tags for Person Accounts
Instructions
Person Accounts use a mixture of Account and Contact Fields. When trying to find the correct Tags for a Person Account, we recommend the following:
1. Create a SOQL Relationship with an Alias. This will allow the Field Tags for this relationship to be consistent and not conflict with any contact references.
2. If there are no other contact references, the Field Tagger may contain the tags under Contact which populate the data you are desiring.
Additional Information
Example: ( Add any desired Account fields to the SOQL query)
SELECT Id, PersonMailingStreet, PersonMailingCity, PersonMailingState, PersonMailingPostalCode, PersonMailingCountry, PersonMailingLatitude, PersonMailingLongitude, PersonMailingGeocodeAccuracy, PersonOtherStreet, PersonOtherCity, PersonOtherState, PersonOtherPostalCode, PersonOtherCountry, PersonOtherLatitude, PersonOtherLongitude, PersonOtherGeocodeAccuracy, PersonMobilePhone, PersonHomePhone, PersonOtherPhone, PersonAssistantPhone, PersonEmail, PersonTitle, PersonDepartment, PersonAssistantName, PersonLeadSource, PersonBirthdate, PersonLastCURequestDate, PersonLastCUUpdateDate, PersonEmailBouncedReason, PersonEmailBouncedDate, PersonIndividualId FROM Account WHERE id = '<<record_id>>'
Not supported Fields:
- PersonMailingAddress
- PersonOtherAddress
- BillingAddress
- ShippingAddress
Please post any requests to our UserVoice: https://nintex.uservoice.com/forums/344250-8-nintex-drawloop-docgen-for-salesforce
Related Links
Account & Person Account Fields: https://help.salesforce.com/articleView?id=account_fields.htm&type=5
SOQL Relationship: https://help.nintex.com/en-US/docgensf/DeliveryStorage/SOQLQueryRelationships.htm