How To Create a Person Account in Salesforce by Kam's Tech Talk

Описание к видео How To Create a Person Account in Salesforce by Kam's Tech Talk

Creating a person account in Salesforce is a breeze! Here are the key highlights to guide you through the process:

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Understanding Salesforce Account Types:

Salesforce offers two primary account types: Business-to-Business (B2B) and Business-to-Customer (B2C) person accounts.
Person accounts are designed for individual customers and store unique information tailored to their needs.

Steps to Create a Person Account: Learn the step-by-step process of creating a person account in Salesforce.
Understand the specific information and fields associated with person accounts, such as personal details and preferences.

Reference Article:

https://trailhead.salesforce.com/cont...

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