Person accounts store information about individual people by combining certain account and contact fields into one record.
Required Editions
Business accounts available in: both Salesforce Classic and Lightning
Experience
Business accounts available in: All Editions
Person accounts available in: Both Salesforce Classic and Lightning
Experience
Person accounts available in Professional, Enterprise,
Performance, Unlimited, and Developer Editions
User Permissions Needed
To enable person accounts:
Customize Application
AND
View All Profiles
Important After Person Accounts is enabled, it can’t be disabled. We recommend that you create a sandbox to preview how Person Accounts affect your Salesforce org.
From Setup, enter Person Accounts in the Quick Find box, and then
select Person Accounts.
Go through the steps listed on the Setup page.
Turn on Person Accounts.
After Person Accounts is enabled, a Person Account object with a corresponding person
account record type is created. You can create additional record types on Person Account
as needed.
Assign the person account record type to user profiles.
To allow users to associate person accounts and contacts to other person accounts and contacts in a reporting structure, turn on the Reports To field and add it to your page layouts.
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