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          Person Accounts in Public Sector

          Person Accounts in Public Sector

          Use person accounts to represent constituents who apply for licenses, permits, programs, benefits, grants, and services.

          Required Editions

          View supported product editions.

          Person accounts store information about individuals by combining some fields from the Account and Contact objects into one record. This single record provides a customizable and simplified user experience for working with data about constituents. Person accounts provide some specific benefits, such as duplicate management and single-step sharing. Use the Person Account record type to represent constituents who are individual people, and business accounts to represent businesses. You can also associate individuals with multiple businesses using Account Contact Relation. The person account model uses the standard Account object to hold the details about a person.

          Object Standard or Custom Purpose Record Types
          Account Standard
          • Represents all aspects of the person. Data includes personhood details, such as birth date or tax ID number, and dealings with your organization, such as review frequency or service tier
          • Related to cases, individual applications, public complaints
          Person account
           
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