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            Enable and Configure Person Accounts in Financial Services Cloud

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            3. Financial Services Cloud Admin Guide

            Enable and Configure Person Accounts in Financial Services Cloud

            Complete these steps to enable and configure person accounts for your org.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To enable person accounts:

            Customize Application

            AND

            View All Profiles
            1. Enable Person Accounts.
            2. From Setup, in the Quick Find box, enter Custom Settings, then select Custom Settings.
            3. In the list of custom settings, click Manage next to the Use Person Account custom settings.
            4. Click Edit next to Use Person Account. If no record exists, create one and label it Use Person Account.
              Note
              Note The label must be Use Person Account (singular), not Use Person Accounts (plural).
            5. Click Enable and then click Save.
            6. After Person Accounts are enabled, remove all Individual record type assignments from all profiles and enable person account record types for relevant profiles.
            Note
            Note Don’t deactivate the Individual record type for Account or Contact.

            See Also

             
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