<aside> 💡 Last Modified Date: 21, Feb 2024

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Person accounts store information by combining certain account and contact fields into one record, which allows storing information about a person in a record that can act as an account when necessary. Here is a step-by-step guide to enable Person Account and configure related settings.

1. From Setup, enter Person Accounts in the Quick Find box, and then select Person Accounts.

2. Go through the steps listed on the Setup page to turn on Person Accounts as follows.

3. Click on the View Org Impacts button to Review the impact of turning on and using person accounts.

4. Select the check box “I understand that enabling this feature results in permanent changes to my Salesforce org.

   

   5. Click on the Continue button.

   6. Create Accounts Record Type :To use person accounts, you need at least one record type set up for business accounts. Salesforce creates a record type for person accounts when they’re enabled.

   7. Then Click on Click on Set Up from same wizard and create record type. Once you click on Setup button it will take you to account record type page from where you can create one recordType.

   

   1. Once recordType is created just refresh the page and see the status. Once all activity will done Enable person accounts button will enable. Just click on Enable person accounts button.

   

   1. It will give you above “WARNING” before enable it. Then click on Enable.
   2. Once done you will get below screen.

   

   Note:

   • After Person Accounts is enabled, a person account record type is created. You can create additional record types for person account if needed. Also you can assign the person account record type to user profiles.

   Check Person Account Enablement

   1. Navigate to Control Panel in Booking Ninjas App and then Go to Help.
   2. Under Miscellaneous, click "Check Person Account Enablement."

   

   1. Reload the page.

   Configure Contacts

   1. In Control Panel of Booking Ninjas App, go to Features.
   2. Under Contacts, navigate to Contact Category.
   3. Select the default contact category that best fits your requirements.

   

   Set Person Account Type

   1. In Control Panel of Booking Ninjas App, go to Features.
   2. Under Contacts, find Person Account Type.
   3. Select the appropriate option from the available drop-down menu.

   

   Save Changes

   Save the changes made in the Contact Category and Person Account Type.

   Note:

   • Once Enabled, Person Account Cannot Be Turned Off. Keep in mind that once Person Account is enabled, it cannot be turned off. Confirm your decision before proceeding.

   Save New Contacts as Person Account

   From now on, any new contact you create will be saved as a Person Account with the configured settings. Following these steps should help you successfully enable Person Account and set up the related configurations. Always double-check your choices before making irreversible changes, as turning off Person Account after enabling it is not possible