This means it is very important to do thorough research to determine if Person Accounts are a viable solution. Person Accounts can benefit your organization, but it is not possible to disable the feature once you start using them. When are Person Accounts a Good Fit for Your Organization Users are still able to convert Leads into Contacts with Business Accounts if the Company field is populated with a value. In order to do this a user would leave the company field blank on their Lead and follow the normal conversion process to convert the Lead into a Person Account. Person Accounts help solve this problem by giving users to create Person Accounts straight from their Lead record. My previous company had over 1 million Contacts on a single “dummy” Account and it definitely caused performance issues when multiple Contacts associated with that Account were being accessed. This has frustrated some Salesforce Administrators who have users that put “dummy” information in the company field in order to convert their Lead. Any Salesforce professional that has worked with Leads understands that a company name is required to convert that Lead into a Contact that is associated with an Account for the company. There is also a nice feature that will show you which of your Contact fields are used for Person Account records when looking at the Account fields list.Īnother way to understand Person Accounts is to view how they correspond with Leads in a Salesforce org. A Person Account is not its own object, but it does have object features such as page layouts, compact layouts and record types. When accessing Person Accounts in Setup, I recommend that you switch over to the Salesforce Classic view as it is slightly easier to navigate to the Person Account configuration section than it would be in the Lightning Experience. This means the user only needs to navigate to the Accounts tab to manage both business Account records and their individual Accounts. When a user tries to view a Contact associated with a Person Account, the user will be redirected to the Account (Person Account) record. The Salesforce definition for Person Accounts is: “Person Accounts store information about individual people by combining certain Account and Contact fields into a single record.”Īnother understanding of this is a marriage between Accounts and Contacts to form a single location for an individual’s data while also being flexible enough to act like an Account when necessary.Ī user no longer has to associate a company with a Contact because the Contact gets automatically created and associated with the Account when a Person Account is created. What is a Person Account and how is the Data Structured?
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