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nseth@astreait.comnseth@astreait.com 

Query Related to Person Account

We are considering moving to person accounts. In some scenarios, we have both husband and wife has customers. Some of the products are purchased by customers individually, and some together. How can such a scenario be implemented using person accounts?

InternalServerErrorInternalServerError

The fact that they are wife and husband should not affect your process, just charge them individually. You can just have a comment on on the records indicating the relation, or create a special look up if this is seen very often.
sdouglassdouglas

InternalServerError is correct, you can just deal with the customers individually as their own person accounts.


What you might consider is creating a custom object to capture the relationship between the two accounts, something simple like this:

Relationship:

AccountOne - Lookup(Account)

AccountTwo - Lookup(Account)

Description

 

Hope this helps. Reach out to me if you need more detail.