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How Address Flow Down Works for a Person Account

Because a Person Account has no separate child Contact, the automatic address flow down does not apply to it. Automatic flow down copies an Account’s Billing Address down to its related Contacts, and a Person Account has no related Contact to copy to. To keep a Person Account’s addresses in sync, use the manual Sync Address Details button. It copies the Person Account’s Billing Address into its Mailing Address on demand. For how automatic flow down works on regular Accounts and Contacts, see Account Address Flow Down.

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Before You Start

  • The Person Account’s Billing Address fields are populated. This is the address that the button copies.
  • You have access to open and edit the Person Account.

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Sync the Billing Address to the Mailing Address

1

Open the Person Account

From the Accounts tab or global search, open the Person Account you want to update (for example, Ms. Beth John).
2

Open the actions dropdown

At the top right of the record header, click the dropdown arrow (▾) next to the Edit button.
Top of a Person Account record page with the actions dropdown arrow next to the Edit button.

The actions dropdown at the top right of a Person Account record.

3

Click Sync Address Details

From the dropdown, click Sync Address Details.
Person Account actions dropdown open, showing the Sync Address Details option.

The Sync Address Details action in the dropdown.

4

Confirm the address

Open the Address Information section of the Person Account. Confirm the Mailing Address now matches the values in the Billing Address.
Person Account Address Information section showing the Mailing Address matching the Billing Address.

The Mailing Address now matches the Billing Address.