Convert Leads to a Person Account and a Business Account at the Same Time with New LeadConvert Methods

If your customers include individuals and groups, your sales teams can associate converted leads with a person account and a business account simultaneously. For example, a bank can create person accounts for each member of a family and group the family into a business account.

Where: This change applies to Lightning Experience in Enterprise, Performance, and Unlimited editions.

How: For Salesforce orgs that use APEX Lead Convert, Person Accounts, and Contacts to Multiple Accounts, new methods are available on the LeadConvert class. The getRelatedPersonAccountId(), setRelatedPersonAccountId(), getRelatedPersonAccountRecord(), and setRelatedPersonAccountRecord() methods allow converting leads into a business account and a person account instead of a contact.

The new getRelatedPersonAccountId() method in the LeadConvertResult class returns the ID of the new or existing related person account.