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If your customers are individual clients rather than companies or institutions, person accounts allow you to
effectively manage your client relationships in Salesforce. Special record types called person account record
types make an account a person account.
Term Usage
In the Salesforce documentation
and online help, the word
"account" by itself always refers to
both business accounts and person
accounts. The terms "business
account" and "person account" are
used when there are differences
between the two kinds of accounts.
).
Usage Notes
Access person accounts on the Accounts tab. Note that your administrator may
have renamed the display label of this tab; if in doubt, the tabs color scheme is
always medium blue.
You can use person accounts if your administrator has enabled one or more
person account record types on your user profile. For more information on
record types, see the online help.
You may have multiple person account record types enabled, such as Mortgage
Clients, Banking Clients, and Insurance Clients. You can change the record
type of a person account only to another person account record type.
If the default record type for the Accounts tab is a person account record type,
the Quick Create fields in the sidebar include First Name and Last Name instead
of Account Name.
Leads with a blank Company field are converted automatically to person
accounts. The default person account record type for your profile is applied to
the new person account. Similarly, leads with a value in the Company field are
converted to business accounts.
When searching, person accounts appear only in account search results.
Person accounts appear in both account and contact list views. Add the Is
Person Account icon to your personal list views to visually differentiate person
accounts from other records, and to include or exclude person accounts in a list.
You can merge person accounts only with other person accounts.
When selecting the columns to include in a report, person account fields are
included wherever account fields are available.
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