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Showing posts from November, 2020

Know More About Person Account (B2C Account)

 Enable Person Accounts 1. Make sure you meet the following prerequisites. The account object has at least one record type. User profiles that have read permission on accounts have read permission on contacts. The organization-wide default sharing is set so that either Contact is Controlled by Parent or both Account and Contact are Private. 2. From Setup, enter Account Settings in the Quick Find box, and then select Allow Customer Support to enable Person Accounts. Salesforce will verify your org meets the prerequisites, then send you an email with additional information. If you don’t see a message verifying you meet the prerequisites, go back to first step. 3. Contact Salesforce Customer Support by logging a case to enable Person Accounts. Refer to the email we sent about what to include in the case. 4. After Person Accounts is enabled, a person account record type is created. You can create additional record types for person account if needed. 5. Assign the person account record type