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Sales Basics
Enable Person Accounts

Enable Person Accounts

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
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.
  1. From Setup, enter Person Accounts in the Quick Find box, and then select Person Accounts.
  2. Go through the steps listed on the Setup page.
  3. Turn on Person Accounts.
  4. 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.
  5. Assign the person account record type to user profiles.
  6. 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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