function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
champvimalchampvimal 

Use Case : Contact that is a Person Account too

Hi,

 

Ours is a B2B and B2C model. Both Person Accounts and Business Accounts are used for Individual Clients/Customers and Business Organizations respectively.

 

However, there is a case where a certain John Smith is a Contact for a particular Organization. Now, He can be an Individual Client/Customer (Person Account) who buys contracts/policies for his insurance.

 

Thus, technically speaking, I now have 2 separate records of the same person John Smith in the system. 

 

Has anybody tackled this situation earlier? How do you maintain this duality? Users are not interested in recording this person in 2 different places.

 

Please advise.

 

 

Thanks,

 

Vimal

JonathanBaltzJonathanBaltz

I would reccomend setting up a certain Contact Role, such as "Internal Person Account," within the Business Accounts.  Person Accounts can be used like Contacts in areas where Contacts can only be used.  I would avoid setting up a Person Account and a Contact because that will lead to nothing but confusion for your users.