Before enabling person accounts, prepare your sharing settings and record types.
Note Person accounts can’t be turned off once they’re enabled. We recommend testing your
person account implementation in a trial, development, or sandbox environment before having
person accounts enabled for your active Salesforce organization.
- Create at least one record type for business accounts. Salesforce creates a record type for person accounts when they’re enabled.
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Set the organization-wide sharing settings to one of these two ways.
- Set contacts to Controlled by Parent.
- Set both accounts and contacts to Private.
- Give at least ”Read” permission on contacts to all profiles that have at least ”Read” permission for accounts.