Salesforce Person Accounts – Pros and Cons
There are divided viewpoints on Person Accounts in the Salesforce Community . Some view it as a risky or bad option for B2C companies, some support the functionality, and others have never even heard about Person Accounts!
My introduction to Person Accounts was during my first Salesforce position with the Atlanta Braves. As an organization that was both B2C and B2B, we considered Person Accounts to help manage the data for our individual customers. This idea was shot down pretty quickly by our Salesforce Developer who did not think Person Accounts were a good idea and wanted to avoid them at all costs. Through this experience, I also joined the portion of Salesforce professions that disliked Person Accounts and planned to avoid them for the remainder of my Salesforce career. This did not last long, and my opinion changed when I joined my current employer at the beginning of 2020, and was introduced to a Salesforce org that had Person Accounts enabled to help manage student data.
What is a Person Account and how is the Data Structured?
The Salesforce definition for Person Accounts is: “Person Accounts store information about individual people by combining certain Account and Contact fields into a single record.”
Another understanding of this is a marriage between Accounts and Contacts to form a single location for an individual’s data while also being flexible enough to act like an Account when necessary.
A user no longer has to associate a company with a Contact because the Contact gets automatically created and associated with the Account when a Person Account is created.
When a user tries to view a Contact associated with a Person Account, the user will be redirected to the Account (Person Account) record. This means the user only needs to navigate to the Accounts tab to manage both business Account records and their individual Accounts.
When accessing Person Accounts in Setup, I recommend that you switch over to the Salesforce Classic view as it is slightly easier to navigate to the Person Account configuration section than it would be in the Lightning Experience. A Person Account is not its own object, but it does have object features such as page layouts, compact layouts and record types. There is also a nice feature that will show you which of your Contact fields are used for Person Account records when looking at the Account fields list.
Using Leads with Person Accounts
Another way to understand Person Accounts is to view how they correspond with Leads in a Salesforce org. Any Salesforce professional that has worked with Leads understands that a company name is required to convert that Lead into a Contact that is associated with an Account for the company. This has frustrated some Salesforce Administrators who have users that put “dummy” information in the company field in order to convert their Lead. My previous company had over 1 million Contacts on a single “dummy” Account and it definitely caused performance issues when multiple Contacts associated with that Account were being accessed. Person Accounts help solve this problem by giving users to create Person Accounts straight from their Lead record.
In order to do this a user would leave the company field blank on their Lead and follow the normal conversion process to convert the Lead into a Person Account. Users are still able to convert Leads into Contacts with Business Accounts if the Company field is populated with a value.
When are Person Accounts a Good Fit for Your Organization
Person Accounts can benefit your organization, but it is not possible to disable the feature once you start using them. This means it is very important to do thorough research to determine if Person Accounts are a viable solution. Some of the questions that you should be asking during this research are:
Will I still need to use the Account object for Business Accounts?
Do I have enough storage in my Salesforce organization to support Person Accounts?
Do Person Accounts fit my current security and sharing setting?
Do I have APEX code on my Account or Contact objects that will need to be updated to fit this new feature?
Do I have a Sandbox Environment where I can fully test this feature before enabling it?
Disadvantages of Using Person Accounts
Even though Person Accounts are a great solution for some businesses or organizations, there are some disadvantages associated with them:
A Person Account record will actually count against your storage for both the Account and Contact object. This is because a Contact is automatically created when a Person Account is created. Organizations with a large amount of individual customers will need to keep this in mind when they consider Person Accounts.
When a user creates or edits a Person Account, all Account Workflow Rules and Process Builders are initiated. This could cause performance issues for Salesforce orgs that have a lot of automation in place for their Account object.
There are changes to the organization-wide sharing settings that must take place before Person Accounts are enabled. Organizations that don’t have a private sharing model or do not have Contacts set as “controlled by Parent” in their sharing settings are required to update their sharing model.
When creating/editing Person Account records, the following fields are not available:
This is because a Person Account record cannot have a field that looks up to another Person Account record.