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.
- Verify that each person account page layout correctly contains related lists for any associated custom objects.
- Verify that custom object page layouts correctly contain account lookup fields, if such relationships have been configured.
- Verify that workflow rules involving accounts trigger correctly.
- Verify that API-based integrations correctly create, update, and access person accounts and business accounts.
- Verify that leads correctly convert into person accounts and business accounts.
- Verify that account assignment rules correctly assign person accounts and business accounts to territories.