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            Transform the Individual Data Model to Person Accounts in Financial Services Cloud

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            3. Financial Services Cloud Admin Guide

            Transform the Individual Data Model to Person Accounts in Financial Services Cloud

            Person accounts are the Salesforce platform solution for B2C activities. If you currently use the individual model in your Financial Services Cloud org, you can migrate to person accounts for a simplified, customizable user experience. Financial Services Cloud enables person accounts in trial orgs and new installations.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            Note
            Note

            You can’t disable person accounts after they’ve been enabled for your org. Before migrating to person accounts in Financial Services Cloud, create a sandbox to preview how person accounts affect your technical architecture and customizations.

            Account.Phone and Account.Fax fields are preserved during the conversion. Contact.Phone and Contact.Fax fields don’t carry over from the individual data model to person accounts after conversion.

            If you currently use person accounts in your non-Financial Services Cloud org, you may have the option of upgrading to Financial Services Cloud without migrating to a new org. For more information, contact your account manager.

            See Also

             
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