Salesforce Architecture Part 2

VIDEO TRANSCRIPT | Recorded: 2025-12-17 | Verify against current system state

Abstract¶

Continuation of Salesforce architecture deep-dive, covering advanced patterns, integrations, and system design considerations

This article was auto-generated from the video transcript. Review and enhance the content based on the full video.

Person accounts enabled - this decision is irreversible once turned on
Person accounts combine Account + Contact on front-end, but data still stored in separate objects behind the scenes
Use Salesforce Inspector Reloaded or DBAmp to query Contact object directly (clicking contact in UI redirects to account)
Filter accounts by record type: Use filters to show only Person or Business record types
When evaluating third-party Salesforce plugins: Always verify they support person accounts before purchasing
Chargent is a managed package with automatic seasonal updates - monitor release notes and test in staging before production rollout
Distinguish between Salesforce base payments vs Chargent payments: Search "Chargent" to find correct objects (payment methods, transactions, orders)
Orders can stay in draft mode indefinitely - create reports to monitor orphaned draft orders for cleanup
Order status flow: Draft → Ready for Activation → Activated (paid) → Fulfilled or Cancelled
Products must be assigned to a Price Book before they can be added to an order (Price Book → Price Book Entry → Order Product)
Record type filters on lookup fields may not be consistently applied - verify account lookups allow only Person or Business as appropriate
Duplicative data exists across Membership, Subscription, and Account objects - fields can get out of sync if flows fail

0:36 "The screenshots and the and the diagrams that I've taken because I think it helps"
8:39 "Is do they support person accounts? Because as I was looking at certain"
19:26 "record type. So remember it's."
30:41 "Just remember that they exist in both places."
36:17 "So I remember I'm on account. If I change, let's change this one,"
47:23 "access because opportunities is a child of accounts."
55:13 "I brought this up earlier, but remember a validation rule isn't"
1:04:01 "what is the difference here? It's it's confusing because in Apptify it"

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