Salesforce: Person Account Configuration

STEP 1: Create a standard account record type

1. In Salesforce navigate to Setup
2. Search for Record Types using Quick Find field
3. Create a new Account Record Type 
   1. Use "Business" as a name or similar if you do not have an existing Account record type, but at least one Account record type must exist
   2. Click Next
4. Accept all defaults on the next page and click Save

STEP 2: Sharing Settings

Ensure the organization-wide sharing settings have been set for the Contact records to be "Controlled by Parent". To verify:

1. Navigate to Setup
2. Search for Sharing Settings in the Quick Find field

STEP 3: Permissions

Ensure all of the profiles have at least 'Read' permissions on the Account and Contact objects. To verify:

1. Navigate to Setup
2. Search for Profiles in the Quick Find field

STEP 4: Limitations

Be aware of the following limitations:

• Person accounts are currently not supported in the Offline Edition as it will not be visible
• If you are using Outlook or Notes, you must upgrade to version 3.2 or higher
• Converting existing customer accounts to person accounts will require a data conversion process. More information about this process can be found in following documents:
  • https://na3.salesforce.com/help/doc/en/salesforce_B2C_implementation_guide.pdf
  • https://na3.salesforce.com/help/doc/en/salesforce_B2C_cheatsheet.pdf.

IMPORTANT: Since this feature can not be de-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 Accounts in Magento configuration