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AbstractIf your customers areindividual clientsrather than compa-nies or institutions,person accounts al-low you to effectivelymanage your clientrelationships inSalesforce.

Tips & Hints for Person Accounts

Understanding Person Accounts

Distinguishing Person

Accounts from Business

Accounts

In search results, lookup dialogs,

and the Recent Items section ofthe sidebar column, person

accounts have a person icon ( ),

while business accounts have a

folder icon ( ).

Person accountsrepresent individual consumers, while business accountsrepresent companies or

institutions. Person accounts can have all of the fields found in business accounts, except for the

following:

Reports To

Parent Account

View Hierarchy

Note: In the Salesforce documentation and online help, the word account by itself always

refers to both business accounts and person accounts. The terms business account and

person account are used when there are differences between the two kinds of accounts.

Special record types called person account record types make an account a person account.

Person accounts combine the functionality of accounts with the functionality of contacts. For

example, you can:

Use contact fields and related lists on person account detail and edit pages

Associate person accounts with tasks and events using either the Name or Related To fields

Send individual and mass emails to person accounts

Invite person accounts to multi-person events

Add person accounts to campaigns

Convert leads into person accounts

On cases, enter person accounts in the Account Name field, the Contact Name field, or both

Add person accounts to the Contact Roles related list on cases, contracts, and opportunities

Enable person accounts as users of your organizations Self-Service portal

Send individual and mass Stay-in-Touch requests to person accounts

Include person accounts in contact list views (except the Recent Contacts list on the Contactshome page)

TIPS & HINTS FOR PERSON ACCOUNTS

Last updated: October 9, 20

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Usage NotesPerson Accounts for the

Customer Portal

If a Customer Portal is enabled

for your organization, then users

with the Edit Self-Service Userspermission can give person

accounts access to your CustomerPortal. For more information on

enabling a person account for a

Customer Portal, see theSalesforce online help.

Access person accounts on the Accounts tab. Note that your administrator may have renamed

the display label of this tab; if in doubt, the tabs color scheme is always medium blue.

You can use person accounts if your administrator has enabled one or more person accountrecord types on your user profile. For more information on record types, see the online help.

You may have multiple person account record types enabled, such as Mortgage Clients,

Banking Clients, and Insurance Clients. You can change the record type of a person account

only to another person account record type.

If the default record type for the Accounts tab is a person account record type, the Quick Create

fields in the sidebar include First Name and Last Name instead ofAccount Name.

Leads with a blankCompany field are converted automatically to person accounts. The default

person account record type for your profile is applied to the new person account. Similarly, leads

with a value in the Company field are converted to business accounts.

When searching, person accounts appear only in account search results.

Person accounts appear in both account and contact list views. Add the Is Person Account

icon to your personal list views to visually differentiate person accounts from other records, and

to include or exclude person accounts in a list.

Person accounts do not have a Contacts related list; however, you can use the Partners related

list to track relationships between different person accounts.

You can merge person accounts only with other person accounts.

When selecting the columns to include in a report, person account fields are included wherever

account fields are available.

Importing Your Person AccountsYou can import person accounts that you own from an Excel (.csv) file using the Import My Person

Accounts wizard.

1. Launch the wizard

a. Choose Your Name > Setup > Import > Import My Person Accounts, or clickImport

My Person Accounts in the Tools area of the Accounts home page.

b. For best results, perform all of the steps provided on the introductory page.

c. ClickStart the Import Wizard! to begin your import.

2. Prevent duplicate records

a. Choose the field you are using to match existing records in Salesforce with records in yourimport file. The External ID option is disabled if no external ID fields have been created

for your records.

b. Choose what you want to happen if matches are found - only import new records, only

update existing records, or update existing records and import new ones. If you have chosen

to match by Salesforce ID, you can only update existing records; you cannot import new

ones.

Tips & Hints for Person Accoun

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c. ClickNext.

3. Select record type

a. Choose the record type you want to assign to the records in your import file.

b. If you are inserting new records and updating existing records at the same time, then choose

whether to override the record types of existing records.

c. ClickNext.

4. Upload your import file

a. ClickBrowse... to provide the location of your import file.

b. Choose the character encoding of your import file. In most cases, you can accept the default

value.

c. Make additional settings depending on the setup of your organization, such as whether

workflow rules will be triggered and the language of the records in the import file.

d. ClickNext.

5. Map fields

a. Map the fields in your import file with the appropriate Salesforce fields by matching the

fields on the left, which includes all the columns in your import file, with the appropriate

Salesforce field on the right.

b. If the column labels in your import file exactly match field labels in Salesforce, the wizard

automatically maps those fields for you; however, if two or more of your file's column labels

are identical matches with a field in Salesforce, you must map the fields manually.

Note: Some Salesforce fields cannot be updated using import, for example, Created

Date and Last Modified Date. Therefore, even though you may be using an

exported report as your import file, some of the Salesforce fields in your file cannot

be mapped.

c. ClickNext. The import wizard warns you if you have not mapped all of the fields in your

import file. Unmapped field values are not imported.

6. Confirm and submit your import

a. Read any warning messages that the import wizard displays. Optionally, clickPrevious to

return to earlier steps and resolve potential problems.

b. ClickImport Now! to submit your import request to Salesforce. A message indicates how

long the import will take. When the import operation is done, a message from Customer

Support is sent to the email address shown.

c. ClickFinish to exit the wizard.

d. To monitor the status of your pending import, visit the import queue.

Tips & Hints for Person Accoun