Run the spmCreateB2CC2AForAllContacts activity to create individual accounts for all contacts associated with organizations.
Contacts associated with organizations are designated with a C2O (contact-to-organization) relationship type code. In Pega Sales Automation for Healthcare version 8.7, when you create a contact associated with an organization, you automatically also create an individual (B2C) account for that contact. The relationship between the contact and the individual account is called C2A (contact-to-account).
In the Pega Sales Automation for Healthcare releases prior to 8.7, individual accounts were not created for contacts associated with organizations. To create the individual accounts for contacts imported from pre-8.7 versions, run the spmCreateB2CC2AForAllContacts activity.
- In Dev Studio, in the search field, type spmCreateB2CC2AForAllContacts, and then click on the search icon.
- In the results list, click on the spmCreateB2CC2AForAllContacts activity.
- On the activity tab, from the Actions drop down list, select Run.