Person accounts store information about individual people by combining certain account and contact fields into one record.
Required Editions
|
Business accounts available in: both Salesforce Classic and Lightning Experience Business accounts available in: All Editions |
|
Person accounts available in: Both Salesforce Classic and Lightning Experience Person accounts available in Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To enable person accounts: |
Customize Application AND View All Profiles |
- From Setup, enter Person Accounts in the Quick Find box, and then select Person Accounts.
- Go through the steps listed on the Setup page.
- Turn on Person Accounts.
- After Person Accounts is enabled, a Person Account object with a corresponding person account record type is created. You can create additional record types on Person Account as needed.
- Assign the person account record type to user profiles.
- To allow users to associate person accounts and contacts to other person accounts and contacts in a reporting structure, turn on the Reports To field and add it to your page layouts.