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Person Accounts
Person accounts store information about a person by combining certain account and contact fields into a single object experience. To end users, a person account record appears and functions as a single record.
Person accounts use the standard Account object to hold all of the details about a person. The Account object has been extended with custom fields, record types, and more.
| Object | Standard or Custom | Purpose | Record Types |
|---|---|---|---|
| Account | Standard |
|
Person account |
Note Use the Person account record type when a client is a person. Use the Institutional
record type when a client is a business or an institution.
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