[FEATURE] Add Person Account functionality so SEA works with new Education Cloud and Nonprofit Cloud

[jimhubert]

The new Education Cloud and Nonprofit Cloud products introduced March 2023 use a Person Account architecture. This means that apps in these orgs also need to work with Person Accounts, so Summit Events needs to be reviewed and have edits made so it works with this new architecture.

One specific thing that has to be edited is the Contact Matching functionality - if a match is not found then instead of a new Contact record being created (as is the current functionality) an Account record for this person with the account record type used for Person Accounts needs to be created.

While this is the only needed change I can think of, testing of SEA in an org using Person Accounts will need to be done to determine if any additional changes are needed.

[jimhubert]

@tcdahlberg @rdblake21 I am working with a university implementing the new Education Cloud product that uses Person Account architecture and they are interested in using Summit Events. However in doing some testing we have found that the Contact Matching functionality in SEA doesn't work with Person Accounts the way it should- the matching itself works fine, but if a match isn't found then it creates a Contact record when what is needed instead is an Account record for this person with the account record type used for Person Accounts.

I added this to the Issue log so the issue is documented. Glad to discuss and also assist with making this edit if you prioritize this to be worked on.

[rdblake21]

Thanks for adding this @jimhubert! Let's talk about this at the next meeting now that it's all public knowledge!

[jimhubert]

Since both the new Education Cloud and Nonprofit Cloud use Person Accounts I believe we should add this functionality directly into the Summit Events product. However here is a "recipe" that works with the current SEA functionality to automatically create Person Accounts whenever a Contact record is created https://salesforce.stackexchange.com/questions/330441/create-person-account-from-contact