Salesforce Person Accounts are used to store 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 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 is not a kind proper CRM solution for this segment. As a result, Salesforce, which has been always successful in delivering suitable and customized products to its customers according to their requirements, offers an option of Person Accounts to B2C businesses, like financial services, online shoppers, or vacation travelers.
Now, the exciting part of Salesforce Person Account is that even B2B businesses that deal with both companies and individuals can also switch to Person Accounts. For example, a textile manufacturing company deals with both 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 as Person Accounts. When a company does business with both organizations and individuals, going for a Personal Account could be a better option. Though 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 will not be able to see Person Accounts in the Salesforce set up menu until the Account is not enabled by Salesforce Support. The Salesforce Support team will ask several times to users before enabling Salesforce Person Account because once created, it can’t be reversed. So it is advisable to take a consultation with Salesforce Consulting Companies before proceeding with Salesforce Accounts.
Users should go through the Person Account Behaviour guidelines to have a clear concept between a person Account and a Business account. This guide will help to make an informed decision. Person accounts are available in Professional, Enterprise, Performance, Unlimited, and Developer editions. Person accounts are also available in both Salesforce Classic and Lightning Experience.
For a better understanding of Salesforce Accounts, visit CloudVandana. CloudVandana’s expert team of Salesforce consulting and implementation can help you to meet specific requirements for any business.
Digital Marketing Manager at Cloudvandana Solutions