---
schema_version: "1"
id: 948ccb863a7a216ac4ce99110603b96b4ff4e1146ff87db9050d17c0c2984330
title: Test Your Person Account Setup
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/account_person_optimize_checklist.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.account_person_optimize_checklist.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 32d4c45093772de885067f113b58554fc3d5b978b298de9028f09f90ec8c6cc0
description: 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.
products:
  - Sales Cloud
release: "264"
---
# 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.

- 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.