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Manuel Bustos 9 can person accounts be referecend in opportunity
Hi, has anyone worked with person accounts? i have some questions:
1) when i create an opportunity, i can instead of account (bussines account) select a person account?
2) If i create a person account, do i see it as an account in "all accounts" and as a contact in "all contacts"
3) Can i use that person (contact) in all the places where the application references a contact?
thanks!
1) when i create an opportunity, i can instead of account (bussines account) select a person account?
2) If i create a person account, do i see it as an account in "all accounts" and as a contact in "all contacts"
3) Can i use that person (contact) in all the places where the application references a contact?
thanks!
I would suggest you refer below help articles on this to know what exactly person accounts are used.
https://help.salesforce.com/articleView?id=account_person_behavior.htm&type=5
https://help.salesforce.com/articleView?id=account_person.htm&type=5
http://blog.jeffdouglas.com/2010/06/22/working-with-person-accounts-in-salesforce-com/
Please mark it as solved if my reply was helpful, it will make it available
for others as a proper soultion.
Best Regards,
Sandhya
All Answers
I would suggest you refer below help articles on this to know what exactly person accounts are used.
https://help.salesforce.com/articleView?id=account_person_behavior.htm&type=5
https://help.salesforce.com/articleView?id=account_person.htm&type=5
http://blog.jeffdouglas.com/2010/06/22/working-with-person-accounts-in-salesforce-com/
Please mark it as solved if my reply was helpful, it will make it available
for others as a proper soultion.
Best Regards,
Sandhya