How to deploy Person Accounts metadata with Copado

The metadata related to the Person Accounts feature in Salesforce is supported by Copado but, it's important to have in mind the details below related to this feature when moving components.

Person Accounts Layouts.
Can only be assigned to Person Account Record Types.
The name in the grid will be PersonAccount.LayoutName

User-added image

Person Accounts Record Types.
Only Person Account Layouts can be assigned to them.
The name in the grid will be PersonAccount.RecordTypeName

User-added image

Account Fields.
When the Person Accounts feature is enable in the org, some of the Standard Contact Fields will be created in the Account object adding "Person" to the API name of the fields. These fields are new independent fields in the Account object.

User-added image

The name in the grid will be Account.PersonFieldName

User-added image

Standard Contact Fields.
There are no changes in the standard Contact fields but, when selecting a standard Contact field in the grind, you have to make sure you are selecting the right one. If you want to move the Contact field and not the Person Account field, you must select the one with name Contact.FieldName

User-added image

User-added image

Custom Contact Fields.
These fields will be visible in the Account object but they are not duplicated. Changes in the Custom Contact fields are reflected in the same fields in the Account object.

Account Object:
User-added image

Contact Object:
User-added image

The fields are displayed in the grid as any other field.

User-added image


How did we do?