Changeset 6

Timestamp:

2010-11-23 16:54:29 (18 months ago)

Author:

jmccormack

Message:

Updated readme

File:

• Lexnet - Person Accounts/README.txt (modified) (1 diff)

Lexnet - Person Accounts/README.txt

@@ -1 +1 @@
 
 INSTALLATION
-After code has been installed, the Account objects view functionality needs to be overriden to use the AccountRedirect 
+2 fields are added to the org as part of the installation. A field called Contact_Id__c which is used to contain the contact
+Id when there is a single contact and it is a Person Account. The second field is flag to determine that the account was originally
+created as an individual contact. See the use cases below for more information on how the functionality works
+
+After code has been installed -
+
+Remove the required attribute on the account for all contact page layouts that will be allowed to create Person Accounts
+
+The Account objects view functionality needs to be overriden to use the AccountRedirect 
 Visualforce page.
+
+Be sure to also setup security for the code for all profiles.
+
+USE CASES
+#1) When a contact is inserted that does not relate to an account, a new account is created using the format "<FirstName> <LastName>". When
+you click on the account for a this contact you will be redirected to the contact record and as such no record maintenance is done at the account level.
+
+#2) If you add a second contact to an account that was originally setup as an individual account, the account/contact functionality will work the same as
+it normally would in Salesforce. The fact that account was created as an individual account is retained in the Person_Account__c field for future use.
+
+#3) If you add another contact to the same account in use case #2 you get the same result, just 3 contacts.
+
+#4) if you delete the first contact, you will have the same results as use case #2
+
+#5) if you delete the second contact you added, then if the account was originally created as a Person Account you will get a person account again, with an account name of the last contact remaining
+with the contact id set so when you click on the account you get redirected back to the contact as you would in use case #1.
+