- Use the Person account record type when a client is a person
- For some organizations, the person account model provides better support for business to consumer activities
- Person accounts store information about individual people by combining certain account and contact fields into a single record
- Person accounts are accounts that can also be used as contacts in many situations
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Account:
Represents all aspects of the person. Data includes personhood details,
such as birth date or tax ID number, and dealings with your organization, such as review frequency or service tier
Related to opportunities, cases, and other Salesforce transactions as well as events, tasks, calls, and other Salesforce communications
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Use the Individual record type when a client is a business or an institution
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Account: Represents aspects of the person that pertain to dealings with your organization,
such as review frequency or service tier.
Related to opportunities, cases, and other Salesforce transactions
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Contact:
Represents aspects of the person that pertain to personhood regardless of the person’s relationship with your organization,
such as birth date or tax ID number
Related to events, tasks, calls, and other Salesforce communications
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