Person Accounts

Merging some fields from accounts and contacts.

Requirement:

• need under accounts min. one Record Type
• Org-Wide-Sharing-Settings
  • Contact = “Controlled by Parent”
  • Oder Account and Contact = “Privat”
• All profiles they have read permissions to accounts need read permissions to contacts
• If “Profile Filtering” is activated (User Management Settings), profiles need “View all” permissions  
• after activation org is checking about requirements
• As soon as more than 1 person is working in a company it make no sense

to note:

1. it is a mix of accouts and contact to hidden some fields
   1. Fields like Bithdate, Email and Title are only in Person Account 
   2. needs more Storage Space
2. Only Person Accounts can merge with other Person Accounts (Duplicated Accounts)
3. Custom Formula Fields can not reference about Person Accounts
4. No account hierarchy with Person Accounts
5. If business and Person Accouts in use, than it needs one Record Types and Page Layout for each type.
6. eg, some user groups or profiles use only one Type of accounts??
7. Perhaps this should be tested in Sandbox, then it is activated, it can no longer be deactivated
8. Workflow Rules and Assignments may need to be customize for Person Accounts (Merged Fields = not Name but FirstName/LastName)
9. Create or Edit Reports and Dashboards

Salesforce Classic

10. The Fields in the Quick Create area in SF Classic oriented about Record Type from Profile (business account or person account)