Give Access to Person Accounts

If you’re using Person Accounts to represent shoppers, give access to the appropriate permission sets to access Person Accounts.

  1. From Setup, in the Quick Find box, find and select Permission Sets.
  2. Select the permission set that controls access for your Order Management users. Typically, it’s named OM Console.
  3. In the Apps section, click Object Settings.
  4. Select Accounts.
  5. Click Edit.
  6. In the Account: Record Type Assignments section, select both Business Account and Person Account.
  7. Click Save.
  8. Repeat this process for the OM Management B2C Service permission set, which provides access to Salesforce records.