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            Set Up Person Accounts in Public Sector

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            Set Up Person Accounts in Public Sector

            To store information about constituents from the Account and Contact objects as Person Accounts, enable Person Accounts in Setup.

            Required Editions

            View supported product editions.
            User Permissions Needed
            To enable person accounts:

            Customize Application

            AND

            View All Profiles
            Important
            Important You can’t turn off Person Accounts after they’re enabled. Before enabling Person Accounts, use a sandbox to preview how they affect your Salesforce org.
            1. From Setup, in the Quick Find box, search for and select Person Accounts.
            2. Acknowledge the implications of using person accounts.
            3. Verify that the Account object has at least one record type.
            4. Verify that user profiles that have Read permission on Accounts also ohave Read permission on Contacts.
            5. Set the org-wide default sharing for Contacts to Controlled by Parent or set the sharing settings for Accounts and Contacts to Private.
            6. Turn on Person Accounts.
              Salesforce creates the person account record type. If needed, create additional record types for Person Accounts.
            7. Assign the person account record type to user profiles.

            See Also

             
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