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Things to Know About Accounts
Review additional considerations for accounts.
- Guidelines for Creating Accounts
Review guidelines for creating accounts. - Guidelines for Deleting Accounts
Most accounts and their related records can be deleted in one click. Some accounts can’t be deleted until related records have been removed. - Considerations for Using Account Hierarchy
All hierarchies display accounts related via the Parent Account field. Keep these considerations in mind when you create account hierarchies. - Account Fields
Accounts have business account fields and person account fields.
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