Salesforce Person Accounts stores information about individual people by combining certain accounts and contact fields into one record. Salesforce, the world’s #1 CRM, always provides innovative solutions to customers every time according to their needs. Person Accounts is one of the innovative solutions that Salesforce has specifically designed for the B2C segment to help them better manage their organization. Salesforce account refers to both Person Accounts and Business Accounts.

Salesforce Person Accounts And Business Accounts In Salesforce

The default account is Salesforce is invariably Business Accounts. B2B businesses mostly avail themselves of the benefits of business accounts as they mostly have company accounts with contacts. B2C businesses, on the other hand, have individual clients, and they keep their information as an organization or company, which is not a proper CRM solution for this segment. As a result, Salesforce, which has always successfully delivered suitable and customized products to its customers according to their requirements, offers an option of personal accounts to B2C businesses, like financial services, online shoppers, or vacation travelers.

The exciting part of Salesforce Person Account is that even B2B businesses dealing with companies and individuals can also switch to Person Accounts. For example, a textile manufacturing company deals with reputed stores and retailers. The accounts of that manufacturing company and the stores are considered Business Accounts, and the accounts associated with the retailers are considered personal accounts. When a company does business with organizations and individuals, a Personal Account could be a better option. The important point is that once the Person Account is enabled, Person Accounts becomes permanent, and the account can’t be converted into Business Accounts anymore.

Salesforce users cannot see Person Accounts in the Salesforce set-up menu until Salesforce Support has enabled the Account. The Salesforce Support team will ask users several times before enabling the Salesforce Person Account because it can’t be reversed once created. So, consulting with Salesforce Consulting Companies before proceeding with Salesforce Accounts is advisable.

Users should review the Person Account Behaviour guidelines to understand the difference between a personal Account and a Business account. This guide will help them make an informed decision. Personal accounts are available in Professional, Enterprise, Performance, Unlimited, and Developer editions. They are also available in Salesforce Classic and Lightning Experience.

Visit CloudVandana to understand Salesforce Accounts better. CloudVandana’s expert team of Salesforce consulting and implementation can help you meet specific business requirements.

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