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Taha Haider How can we enable person profile?
How can we enable person profile?
Can someone guide me step by step i have done these 3 steps but stuck in 4th one.
"Important: To use Person Accounts, your org must meet the following requirements.
There's at least one record type for accounts.
Users that have read permission on accounts have read permission on contacts.
Organization-wide default sharing is set so that Contact is “Controlled by Parent” or Account and Contact is “Private”.
If profile filtering is enabled, the View All Profiles permission is required.
After you've met these requirements, we'll provide information on how to finish enabling Person Accounts. "
Can someone guide me step by step i have done these 3 steps but stuck in 4th one.
"Important: To use Person Accounts, your org must meet the following requirements.
There's at least one record type for accounts.
Users that have read permission on accounts have read permission on contacts.
Organization-wide default sharing is set so that Contact is “Controlled by Parent” or Account and Contact is “Private”.
If profile filtering is enabled, the View All Profiles permission is required.
After you've met these requirements, we'll provide information on how to finish enabling Person Accounts. "
Hi Taha,
Are you referring to OWD settings?
Setup-->Quick Find--> Sharing settings (Organization-Wide Defaults).
https://help.salesforce.com/articleView?id=sf.account_person_enable.htm&type=5
Hope above information was helpful.
Please mark as Best Answer so that it can help others in the future.
Thanks,
Once you check this navigate to Profile detail page and enable 'View All Profiles' permission.
Thanks,
"
Make sure you meet the following prerequisites.
The account object has at least one record type.
User profiles that have read permission on accounts have read permission on contacts.
The organization-wide default sharing is set so that either Contact is Controlled by Parent or both Account and Contact are Private.
From Setup, enter Account Settings in the Quick Find box, and then select Allow Customer Support to enable Person Accounts.
We’ll verify your org meets the prerequisites, then send you an email with additional information. If you don’t see a message verifying you meet the prerequisites, go back to step 1.
Contact Salesforce Customer Support by logging a case to enable Person Accounts.
Refer to the email we sent about what to include in the case.
After Person Accounts is enabled, a person account record type is created. You can create additional record types for person account if needed.
Assign the person account record type to user profiles.
You can take look for the below link for your refrence
https://help.salesforce.com/articleView?id=000328922&type=1&mode=1
If you find your solution than please mark as best answer
Thanks and Regards,
Suraj Tripathi
Thanks,
Under 'Administrative Permissions' you will find this checkbox.
Use system admin profile to navigate the above steps.
Hope this helps...
Thanks,
Check if the above permission is enabled or no.
Thanks,
Thanks,
Also, Person Accounts are not enabled by default in Salesforce, but can be enabled by Salesforce Support if you make a request.
Check below reference for more details
https://help.salesforce.com/articleView?id=000328922&type=1&mode=1
Thanks,