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Hannah Lake how do i convert person accounts to business accounts
We set up our salesforce with Person Accounts but is is not working for us and we want to move to a Household Data Model using business accounts.
Can Person Accounts be changed to business accounts? Ideally I would like all person acccounts to be converted into business accounts with contacts. We could possibly use the address as an interim account name so we can immediately idendify which Person Accounts in our system are actually from the same household.
Thank you in advance for your help.
H
Can Person Accounts be changed to business accounts? Ideally I would like all person acccounts to be converted into business accounts with contacts. We could possibly use the address as an interim account name so we can immediately idendify which Person Accounts in our system are actually from the same household.
Thank you in advance for your help.
H
Hi Hannah,
Kindly refer this article :-
https://help.salesforce.com/s/articleView?id=sf.account_person_behavior.htm&type=5
If this article is helpful, kindly mark it as best answer.
Regards,
Priya Ranjan