Salesforce Person Account Inside Out

Salesforce Person Account Inside Out

Hi Everyone,

Hope you are doing well. In this article, I tried to summarise some key points related to person account. Your feedback will play an important role for me. So feel free to comment if you have anything to share.

Salesforce Person Account Inside Out

  • Person Account is used for B2C purposes.
  • When we don’t want to store the Account and contact separately.
  • A person account consumes 4KB of storage for each record, because it is a combination of account and contact information.
  • If we want to change the record type of a person account, then it can only be changed to another record type of person account. We can not set the business account record type for a person account while changing the record type.
  • Person Account page layout does not display, reports to or parent account field.
  • A person account can be added to the contact roles list for the opportunity.
  • While converting lead, if the lead doesn’t have value in the company name, then it will be converted to a person account; else, it will be converted to the business account.
  • Person account fields are combination of both object (Account and Contact) , except few exception like Reports To , Parent Account id.
  • Standard fields like Email, phone , mobile from contact object can be accessed as personemail, personmobile,personphone on Account.
  • If we create any custom field on contact, it will be visible on person account . Its api name will be ending with __pc instead of __C.
  • If we enable field history tracking on person account fields, it will display on AccountHistory object.
  • Parent Account Id is not supported on person account , therefore Account hierarchies is not supported for person account.

Empowering Teams. Shaping Solutions. Leading with Purpose

Arpit vijayvergiya

Empowering Teams. Shaping Solutions. Leading with Purpose

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