---
schema_version: "1"
id: 42dc1c4d6988f47afd7d8c56a7e1ce21c7d1eaea119df35b6912925642844fe0
title: Considerations for Person Account Migration
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_considerations_for_person_account_migration.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_considerations_for_person_account_migration.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e913c7cd90aed927204492e4a98537e137410cc30006c4ccd1df532badf04b3f
description: Consider including these steps in your plan before you migrate account and contact records to person account records.
products:
  - Education
release: "264"
---
# Considerations for Person Account Migration

Consider including these steps in your plan before you migrate account and contact records to person account records.

- Modify and validate your data to meet these requirements:
    - Only individual accounts with a single direct account contact relationship can successfully convert to person accounts. For each person account, the account record has only one contact record.
    - The account and contact have the same record owner.
    - The account and contact use the same currency value, if applicable.
    - Both the Parent Account field on the account and the Reports To field on the contact are empty.
    - The account isn’t a parent account of any other account records.
    - No other contact records relate to the contact.
    - The migration maps the contact name to person accounts. If you used a middle name, salutation, and suffix, the migration run includes that information in the name of the person account.
    - The contact cannot be associated with an active Community user.
- Review third-party applications for compatibility with person accounts.
- Turn off tracking for the Account Name field.
- Consider any limitations of using Data Loader to migrate data.
- Migrate contact-triggered automations.
    - Take an inventory of automations that are initiated when a contact is created, updated, or deleted.
    - Simplify where possible, and eliminate unused automations.
    - Consider best practices for setting up automations.
    - Decide what will be built in Flow, and in Apex after migrating to Education Cloud.
    - In a sandbox, recreate the automations on the account object.
        - For Flow and Apex, use the IsPersonAccount field to ensure that the automations don’t run for business or organization accounts.
        - Move Workflows and Process Builder automations to Flow or Apex.
        - Consider a trigger framework for Apex automations.
- Migrate validation rules.
    - Take an inventory of validation rules on the contact object.
    - Simplify where possible, and eliminate rules that aren’t required.
    - In a sandbox, recreate the validation rules on the account object. Use the IsPersonAccount field to ensure that the validation rules don’t apply to business or organization accounts.
- Migrate Experience Cloud users.
    - Deactivate all users associated with contacts.
    - Migrate contacts to person accounts.
    - Create new users and relate them with person accounts.
    - Reassociate record ownership if needed.
- Create the required record types and then rebuild page layouts for person accounts.
- Update lookup reference IDs, if needed.
- Test your person account migration sequence in a sandbox, including page layouts and user experience.

SEE ALSO:

- [Considerations for Using Person Accounts](https://help.salesforce.com/s/articleView?id=sales.account_person_behavior.htm&language=en_US)
- [When to Use Data Loader](https://developer.salesforce.com/docs/atlas.en-us.dataloader.meta/dataloader/when_to_use_the_data_loader.htm)
- [Salesforce Automation Best Practice Guide](https://help.salesforce.com/s/articleview?id=000393269&type=1)
- [Migrate Account and Contact Records to Education Cloud](https://help.salesforce.com/s/articleView?id=sfdo.ec_migrate_account_and_contact_records_to_education_cloud.htm&release=264.0.0&type=5 "Convert individual model account and contact records to person account records in Education Cloud.")