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Gary PayneGary Payne 

How to relate Person Accounts to Business Accounts?

Out SFDC org has both B-to-B and B-to-C business models.  We have enabled Person Accounts.  Now we are going to service Person Accounts on behalf of our Business Accounts. What would be the best approach to relate multiple Person Accounts with a single Business Account?  Use the Partners related list, or maybe create a new Master-Detail or Lookup relationship field?  What would be best practice for this?  Example, our client is a Credit Union (CU) and the Person Accounts will be the CU's members. We will sell services to the CU's members as though we are the CU itself.  We want to track Campaigns that involve the Person Accounts but also relate multiple Campaigns to the CU account record for reporting purposes.
Dan VetterDan Vetter
Hi Gary...I have a similar question to the question you raised last year: "How to relate Person Accounts to Business Accounts?" Did you find a good solution? In our case, we're using Business Accounts for private wealth managers and Person Accounts for their clients. But our situation seems similar to yours. Thanks for your help.
Has NahHas Nah

This is an old question, but in case someone reached here, Person accounts can't have direct relationships with other accounts or contacts. However, you can use Contacts to Multiple Accounts to create indirect relationships between a person account and another person account, business account, or contact.

So in your case, you can relate a CU member (Person Account) to CU (Buniness Account) after you enable Contacts to Multiple Accounts in your org.