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            Set Up Lead Conversion and Referral Management for Person Accounts in Financial Services Cloud

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            1. Salesforce Help
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            3. Financial Services Cloud Admin Guide

            Set Up Lead Conversion and Referral Management for Person Accounts in Financial Services Cloud

            iTo support conversion to person accounts, remove the Company field from your Lead and Referral page layouts.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To manage, create, edit, and delete custom settings: Customize Application
            1. From Setup, in the Quick Find box, enter Custom Settings, then select Custom Settings.
            2. Click Manage next to B2C Lead Company Name Config.
            3. Click Edit next to System Administrator. Deselect Override Company Name .
            4. Save your changes.
            5. Repeat these steps for all profiles configured in this custom setting.
             
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