STEP 1: Create a standard account record type
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- In Salesforce navigate to Setup
- Search for Record Types using Quick Find field
- Create a new Account Record
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- Type
- Use "Business
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- " as a name or similar
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- if you do not have an existing Account record type, but at least one Account record type must exist
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- Click Next
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- Accept all defaults on the next page and click Save
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STEP 2: Sharing Settings
Ensure the organization-wide sharing settings have been set for the Contact records to be "Controlled by Parent". This can be verified through this click-pathTo verify:
- Navigate to Setup
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- Search for Sharing Settings in the
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- Quick Find field
STEP 3: Permissions
Ensure all of the profiles have at least 'Read' permissions on the Account and
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Contact objects.
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To verify:
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- Navigate to Setup
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- Search for Profiles in the
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- Quick Find field
STEP 4:
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Limitations
Be aware of the following limitations:-
- Person accounts are currently not supported in the Offline Edition as it will not be visible
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- If you are using Outlook or Notes, you must upgrade to version 3.2
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- or higher
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- Converting existing customer accounts to person accounts will require a data conversion process. More information about this process can be found
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- in following documents:
IMPORTANT: Since this feature can not be disabledde-activated in Salesforce, we strongly encourage customers to evaluate B2C in a test (30 Day free trial) or sandbox instance before enabling B2C in a production org. It is also recommended that any data conversion process be tested in one of these environments prior to converting production data.
STEP 5: Enable Person
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Accounts in Magento
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configuration
