Location via proxy:   [ UP ]  
[Report a bug]   [Manage cookies]                
Scribd
Upload
75 views

T & H P A: Understanding Person Accounts

Uploaded by

Priya Juliganti
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
75 views

T & H P A: Understanding Person Accounts

Uploaded by

Priya Juliganti
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 2

T I P S & H I N T S F O R PE R S O N A C C O U N T S

If your customers are individual clients rather than companies or institutions, person accounts allow you to
effectively manage your client relationships in Salesforce. Special record types called person account record
types make an account a person account.

Understanding Person Accounts


Person accounts represent individual consumers, while business accounts represent
companies or institutions. Person accounts can have all of the fields found in business Term Usage
accounts, except for the following:
♦ Reports To In the Salesforce documentation
and online help, the word
♦ Parent Account "account" by itself always refers to
♦ View Hierarchy both business accounts and person
accounts. The terms "business
Person accounts combine the functionality of accounts with the functionality of account" and "person account" are
contacts. For example, you can: used when there are differences
between the two kinds of accounts.
♦ Use contact fields and related lists on person account detail and edit pages
♦ Associate person accounts with tasks and events using either the Name or
Related To fields Distinguishing Person Accounts
♦ Invite person accounts to group events from Business Accounts
♦ Send individual and mass emails to person accounts In search results, lookup dialogs,
♦ Add person accounts to campaigns and the Recent Items section of
♦ Convert leads into person accounts the sidebar column, person
♦ On cases, enter person accounts in the Account Name field, the Contact accounts have a person icon ( ),
Name field, or both while business accounts have a
♦ Add person accounts to the Contact Roles related list on cases, contracts, folder icon ( ).
and opportunities
♦ Enable person accounts as users of your organization’s Self-Service portal
♦ Send individual and mass Stay-in-Touch requests to person accounts
♦ Include person accounts in contact list views (except the Recent Contacts
list on the Contacts home page)

Usage Notes
→ Access person accounts on the Accounts tab. Note that your administrator may
have renamed the display label of this tab; if in doubt, the tab’s color scheme is Tracking Person Account
always medium blue. Relationships
→ You can use person accounts if your administrator has enabled one or more
Person accounts do not have a
person account record types on your user profile. For more information on Contacts related list; however, you
record types, see the online help. can use the Partners related list to
→ You may have multiple person account record types enabled, such as “Mortgage track relationships between
Clients,” “Banking Clients,” and “Insurance Clients.” You can change the record different person accounts.
type of a person account only to another person account record type.
→ If the default record type for the Accounts tab is a person account record type,
the Quick Create fields in the sidebar include First Name and Last Name instead
of Account Name.
→ Leads with a blank Company field are converted automatically to person
accounts. The default person account record type for your profile is applied to
the new person account. Similarly, leads with a value in the Company field are
converted to business accounts.
→ When searching, person accounts appear only in account search results.
→ Person accounts appear in both account and contact list views. Add the Is
Person Account icon to your personal list views to visually differentiate person
accounts from other records, and to include or exclude person accounts in a list.
→ You can merge person accounts only with other person accounts.
→ When selecting the columns to include in a report, person account fields are
included wherever account fields are available.

© Copyright 2000-2007 salesforce.com, inc. All rights reserved. Last Update: June 25, 2007
Importing Your Person Accounts
You can import person accounts that you own from an Excel (.csv) file using the
Import My Person Accounts wizard.

Step 1: Launch the wizard


1. Choose Setup |Import | Import My Person Accounts, or click Import
My Person Accounts in the Tools area of the Accounts home page.
2. For best results, perform all of the steps provided on the introductory page.
3. Click Start the Import Wizard! to begin your import.

Step 2: Prevent duplicate records


1. Choose the field you are using to match existing records in Salesforce with
records in your import file. The External ID option is disabled if no external
ID fields have been created for your records.
2. Choose what you want to happen if matches are found - only import new
records, only update existing records, or update existing records and import
new ones. If you have chosen to match by Salesforce ID, you can only
update existing records; you cannot import new ones.
3. Click Next.

Step 3: Select record type


1. Choose the record type you want to assign to the records in your import file.
2. If you are inserting new records and updating existing records at the same
time, then choose whether to override the record types of existing records.
3. Click Next.

Step 4: Upload your import file


1. Click Browse... to provide the location of your import file.
2. Choose the character encoding of your import file. In most cases, you can
accept the default value.
3. Make additional settings depending on the setup of your organization, such
as whether workflow rules will be triggered and the language of the records
in the import file.
4. Click Next.

Step 5: Map fields


1. Map the fields in your import file with the appropriate Salesforce fields by
matching the fields on the left, which includes all the columns in your import
file, with the appropriate Salesforce field on the right.
2. If the column labels in your import file exactly match field labels in
Salesforce, the wizard automatically maps those fields for you; however, if
two or more of your file's column labels are identical matches with a field in
Salesforce, you must map the fields manually.
Note: Some Salesforce fields cannot be updated using import, for
example, Created Date and Last Modified Date. So even though you
may be using an exported report as your import file, some of the
Salesforce fields in your file cannot be mapped.
3. Click Next. The import wizard warns you if you have not mapped all of the
fields in your import file. Unmapped field values are not imported.

Step 6: Confirm and submit your import


1. Read any warning messages that the import wizard displays. Optionally,
click Previous to return to earlier steps and resolve potential problems.
2. Click Import Now! to submit your import request to Salesforce. A message
indicates how long the import will take. When the import operation is done,
a message from Customer Support is sent to the email address shown.
3. Click Finish to exit the wizard.
4. To monitor the status of your pending import, visit the import queue.

© Copyright 2000-2007 salesforce.com, inc. All rights reserved. Last Update: June 25, 2007

You might also like