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            Considerations for Events and Milestones

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            3. Financial Services Cloud Admin Guide

            Considerations for Events and Milestones

            Review these points to better understand the information that appears on the Events and Milestones component.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            • When you convert a person account to a business account, you retain the associated life events. However, they don’t appear as business milestones; they are on the Related tab on the account record page.
            • When you convert a business account to a person account, it deletes the associated business milestones.
            • If you have marked an event type or milestone type unique, you can have only one event or milestone of that type, including the expired event or milestone.
             
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