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How to create a person account
I would like to have the following: If i want to add a company with one or more contacts our Salesforce DB, then we take the usual route: Create Account (parent). Then we create a contact, and associate it the the Account (for business that is B to B).
But what if i'm doing business B to C. I dont want to create an Account with the name of the person, and then an extra record for the Contact info. Its like having 2 records pointing to the same person. In this case i'd like to only create an account (being the person) containing all relevant info, no need to create a contact since this person is the same.
Is there some way to do this?
I have heard about Person Accounts, how do they work? How can i create a new Person Account for each new customer i have for my B to C?
Create a record type for Account, and a record type for Person Account (under Account section in Setup). Then when you try to create an Account, you'll be given an intermediary page asking what type of Account to create, Person or Account.
Best,
Sati
All Answers
You will need to contact Salesforce Support to enable this feature, but read this guide first, so you've setup your org properly.
Best,
Sati
Create a record type for Account, and a record type for Person Account (under Account section in Setup). Then when you try to create an Account, you'll be given an intermediary page asking what type of Account to create, Person or Account.
Best,
Sati
Below is the link with complete details about person account and its configuration details. Hope it helps.
https://resources.docs.salesforce.com/200/latest/en-us/sfdc/pdf/salesforce_B2C_implementation_guide.pdf
Thanks & Regards,
B Archana