by Mike Walsh | Mar 30, 2017 | Salesforce Tips
By default, Salesforce accounts are designed to function as Business accounts. In a nutshell, business accounts are used to store information about companies or other entities. However, there is another option available. Person accounts. Person accounts are used to store information about individuals and can easily be set up by a Salesforce admin, after all considerations have been made.
This can be helpful to your org if your customers are primarily individual consumers, such as online shoppers. The person account doesn’t function exactly the same as a business account. For example, person accounts don’t have direct relations with other accounts or contact records. The best idea is to take a little time, and research the differences (and it should be kept in mind that switching to Person Accounts cannot be reversed), but if you are a good fit, switching to person accounts can be a big boost to your business.
Learn more about the features of person accounts!
-Ryan and the Salesforce Guys
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Mar 7, 2014 | Salesforce Tips
Keeping track of interactions and transactions with individuals rather than businesses can be challenging. Salesforce offers the option of enabling Person Accounts, but there are some significant considerations to keep in mind here. The Nonprofit Starter Pack offers a solution which avoids Person Accounts which is worth investigating whether or not your organization is a nonprofit.
If your organization uses the Nonprofit Starter Pack (or maybe you’re still investigating Salesforce for your nonprofit), you have an important decision to make that will affect your data for years to come. All Contacts in Salesforce should have an associated Account, but many nonprofits primarily do business with individuals rather than businesses. The NPSP was built with this in mind and has implemented two solutions to make sure none of your contacts get left behind. The 1-to-1 model automatically creates a unique Account record for every Contact in your system, while the bucket model associates all unaffiliated Contacts with an “Individual” Account. Choosing the correct model for your organization can be complicated, but the developerforce team has put together a useful resource which may help you make the right decision.
1-to-1:
Pros
If you relate Opportunities to the individual’s Account, you can create Rollup Summary fields that total Opportunities to the Account
Cons
There are two records created for each individual–a Contact and an Account
Bucket:
Pros
this model has less impact on the standard functioning of Salesforce.com
Contact merge and Lead conversion work normally
Cons
Opportunities can’t be rolled up to Contacts via Rollup Summary fields, but donation rollups are available through NPSP code.
Check out their complete recommendations and instructions here and download the Contacts and Organizations package here.
-Jared and the Salesforce Guys
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
