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            Enable Person Accounts for Use in Life Sciences Cloud

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            Enable Person Accounts for Use in Life Sciences Cloud

            Enable person accounts so that you can use them to represent patients and members in your Life Sciences Cloud org.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud
            Note
            Note After Person Accounts is enabled, it cannot be disabled. We recommend that you create a sandbox to preview how person accounts affect your Salesforce org.
            1. From Setup, use the Quick Find box to search for and select Person Accounts.
            2. Go through the steps listed on the Person Accounts page.
              1. Acknowledge the impact of enabling person accounts in the org.
              2. Verify the Account object has at least one record type such as a Business record type. If it doesn't, you can open another tab to set up a record type.
              3. Verify user profiles that have read permission on accounts have read permission on contacts.
              4. Verify the organization-wide default sharing is set so that either Contact is Controlled by Parent or both Account and Contact are Private.
            3. Click Check Readiness to ensure you’ve completed all the prerequisites to enable person accounts in your org.
            4. Click Enable Person Accounts. Click Enable when you see the warning message.
              After Person Accounts is enabled, the Person Account and the Account Contact Relationship objects become visible in Setup > Object Manager in your org. In the Person Account object, a person account record type and person account page layout are created automatically.
            5. From Setup, find and select Profiles, and then assign the Person Account record type to each user profile.
              1. In the Record Type Settings for each profile, find and edit the Accounts object.
              2. Move the Person Account record type from Available Record Types to Selected Record Types.
              3. Select Person Account or Business as the default record type for the user profile.
              4. In the Business Account and Person Account Default Record Types section, verify the Person Account Default Record Type dropdown has Person Account selected, and then verify the Business Account Default Record Type dropdown has Business or a value other than --Master-- selected.
              5. Save your changes.
             
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