By default, Salesforce accounts are business accounts. Business accounts store information about companies or other entities. Person accounts extend the standard business-to-business account functionality by allowing you to store information about individual consumers. Person accounts combine certain account fields and contact fields into one record. You can use both business accounts and person accounts in the same org.
Required Editions
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Business accounts available in: both Salesforce Classic and Lightning Experience Business accounts available in: All Editions |
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Person accounts available in: Both Salesforce Classic and Lightning Experience Person accounts available in Professional, Enterprise, Performance, Unlimited, and Developer Editions |
- Considerations for Enabling Person Accounts
Keep these key considerations in mind before turning on person accounts. - Considerations for Using Person Accounts
Review how person accounts differ from business accounts and contacts. - Prepare Your Organization for Person Accounts
Before enabling person accounts, prepare your sharing settings and record types. - Enable Person Accounts
Person accounts store information about individual people by combining certain account and contact fields into one record. - Optimize Person Accounts with These Recommended Configurations
Person accounts are ready to go when they're enabled, but a few tweaks make them work better for your organization. The procedures listed here are optional, and can be performed in any order at any time. - Test Your Person Account Setup
After you enable and configure person accounts, we recommend testing your setup to ensure that it's optimized for your organization. You can use this list as a starting point. If you made other custom configurations, don't forget to add tests for them to the list. - Business Contact Sharing for Orgs That Use Person Accounts
Orgs that use person accounts can modify the Organization-Wide Sharing Default for Contacts. Modifying the Organizing Sharing Default provides flexibility in how you share business contacts, including the ability to define contact sharing rules and manually share business contacts. - Considerations for Using Merge Fields for Person Accounts
A merge field is a field you can put in an email, an email template, a mail merge template, a custom link, or a formula to incorporate values from a record. You can use merge fields in the subject and body of custom HTML templates. When using merge fields, it’s a good idea to understand how they work and what to expect in your merged documents and emails. - Considerations for Using Merge Fields in Validation Rules for Person Accounts
A merge field incorporates values from a record. You can add merge fields to an email template, mail merge template, custom link, or formula. If your person account validation rules include merge fields, here are some things to keep in mind. - Convert Business Accounts to Person Accounts
There's no easy way to convert business accounts to person accounts, but it can be done.