Cert++
Close

Person account enablement prerequisites

Key Takeaway

Person accounts can't be turned off after you enable them. Before enabling, the org must meet three separate prerequisites: a business account record type, "Controlled by Parent" as the organization-wide sharing default for contacts, and Read on contacts for every profile with Read on accounts.

A person account stores an individual consumer in one record that combines certain account fields and contact fields. Business accounts, which store companies and other entities, keep working alongside person accounts. Before an admin can turn person accounts on, the org needs specific record type, sharing, and profile permission setup. Enabling is permanent, so preparation and testing come first.

Business accounts and person accounts

By default, every Salesforce account is a business account. A business account stores a company or other entity. Person accounts add support for individual consumers by combining certain account fields and contact fields into one record. An org can use business accounts and person accounts at the same time.

Person accounts are available in Professional, Enterprise, Performance, Unlimited, and Developer Editions, in both Salesforce Classic and Lightning Experience. Business accounts are available in all editions.

Platform Administrator II Study Guide

Checklist progress

0/290Learned

Compare and contrast the capabilities of a complex business model (Person accounts, Account, Contacts, and Contact to multiple Accounts)

0/12

Prepare for the Exam

Play Today's Certle

Study Community

Ask questions and get the latest info from other Platform Administrator II studiers. 757 members and growing.