Tips & Hints for Person Accounts
If your customers are individual clients rather than companies or institutions, person accounts allow you to effectively manage your client relationships in Salesforce. Special record types called person account record types make an account a person account.
This tip sheet focuses on the following:
Download Tips & Hints for Person Accounts
If your customers are individual clients rather than companies or institutions, person accounts allow you to effectively manage your client relationships in Salesforce. Special record types called person account record types make an account a person account.
This tip sheet focuses on the following:
- Understanding Person Accounts
- Usage Notes
- Importing Your Person Accounts
Download Tips & Hints for Person Accounts
