How to Set Up Person Accounts in Salesforce Lightning

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Learn how to set up Person Accounts in Salesforce Lightning. 📺 Why Use Person Accounts: • Why Use Person Account...
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Опубликовано:

14 окт 2024

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Комментарии : 12

@matthewstephenbrown 13 дней назад

Great vid. Always a pain to remember to remember to add the account type to the profile - 5:15.

@Rotive 8 дней назад

I still regularly forget to update my profiles. Permissions can be tricky!

@umamaheshwarreddypondugula7843 8 месяцев назад

Thanks Brain, now I have configured it easily. Thanks again.

@Rotive 8 месяцев назад

Glad to help!

@eduardofuenzalida2872 Год назад

Thanks! I was struggling with this, and it was easier than I thought.

@Rotive Год назад

Glad it helped!

@sha35635 7 месяцев назад

Hi Brain, just a need ur help to get a rough idea how to accomplish the following scenario. If i create a person account in saleforce it should automatically create a person account folder in sharepoint too. Could you please advise on the steps to achieve this?

@Rotive 6 месяцев назад

You'll most likely need to use Zapier or Make for that unless there is another integration out there. Have you looked into those two tools?

@uiuxhero Год назад

Thanks! ir the record type for the person account is managed from the Account object, why there is an option to create a record type from the person account. What is the difference? creating from Account and Person Account.

@Rotive Год назад

Hey there. Because Person Accounts are a contact record and an account record fused together, they're kind of their own thing. Salesforce gives you the ability to create Person Account Record Types if needed and almost treats it like its own object. You're right though, it's essentially a sub record type of a record type.