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Make Salesforce Person Accounts work for you

Aug 09, 2019 Parth Patel

Quick tips to work with Salesforce Person Accounts

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A couple of days back, I had an interesting conversation with a colleague about the need to treat business organizations as well as individuals as equal customers on a commerce platform. This practice is more common than you might realize. Think for example of gyms (where you can be an individual member or organizational member), or healthcare services and even financial institutions. This article on the Salesforce blog explains in Person account in detail and is a great starting point to help you understand if it's the right option for you.

Salesforce has recognized the importance of this growing trend and has provided the option of creating ‘Person Accounts’ with both the B2B and B2C models.

However, a note of caution before you proceed. These ‘Person Accounts’ are not enabled by default and you will need to connect with Salesforce support team to get this done. The main reason is that once enabled, the person accounts cannot be disabled.

This approach is a definite fit for a business, that needs to engage and sell its products/services to both companies and individuals.

While Salesforce.com has a lot of resources on working with this feature, I really liked this quick read on what happens behind the scenes when it is enabled.

Here is a brief refresher on tips to manage the person accounts.

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“For businesses that work with both Business-to-Business (B2B) and Business to Consumer (B2C) models, Person Accounts are a definite plus”

  • David Westberry
  • Salesforce Certified Architect
  • Six Consulting, Inc.


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