Prepare Your Organization for Person Accounts

Before enabling person accounts, prepare your sharing settings and record types.

Note Person accounts can’t be turned off once they’re enabled. We recommend testing your person account implementation in a trial, development, or sandbox environment before having person accounts enabled for your active Salesforce organization.

1. Create at least one record type for business accounts. Salesforce creates a record type for person accounts when they’re enabled.
2. Set the organization-wide sharing setting for contact records to Controlled by Parent.
3. Give at least ”Read” permission on contacts to all profiles that have at least ”Read” permission for accounts.