Use accounts to store information about customers or individuals you do business with.
There are two types of accounts. Business accounts store information about companies. Person
accounts store information about individual people.
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
Note In Salesforce Help and other documentation, the word account by itself always refers to both business accounts and person accounts. We use the terms business accounts and person accounts when there are differences between the two types of accounts.
Manage Accounts Get the most out of accounts by merging duplicates, sharing accounts with the right people, seeing the history of an account, and more. And, get vital account metrics using the Account Intelligence view.
Display Account Hierarchies Give sales reps a bird’s-eye view of the relationships between parent accounts and their subsidiaries.
Person Accounts By default, Salesforce accounts are business accounts. Business accounts store information about companies or other entities. Person accounts extend the standard business-to-business account functionality by allowing you to store information about individual consumers. Person accounts combine certain account fields and contact fields into one record. You can use both business accounts and person accounts in the same org.
Administer Account Teams To help your account reps collaborate and improve customer relationships, turn on account teams and customize the account team layout.
Collaborate on Accounts by Using Teams When you collaborate on accounts with colleagues, use account teams to facilitate teamwork and track progress. Roles on a team can include an executive sponsor, a dedicated support agent, and a project manager, for example. Team members can be internal users or partner users.
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