Using person Accounts and business Accounts for customer and company management

Person Accounts and Business Accounts: Best Practices and Recommendations

Question

Cloud Kicks is considering using person Accounts to manage customers, while using business Accounts to manage companies.

What should the Consultant advise?

Answers

Explanations

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A. B. C. D.

C

The correct answer is C. Person Accounts cannot be related to Accounts in a hierarchy.

Person Accounts in Salesforce are a special type of account that represents an individual consumer rather than a business or organization. They are designed to store both personal and business-related information for a single person. On the other hand, business Accounts are used to manage companies or organizations.

In the given scenario, Cloud Kicks is considering using person Accounts to manage customers and business Accounts to manage companies. The consultant's advice should align with the capabilities and limitations of person Accounts.

Option A, "Account hierarchy allows person Accounts," is not correct. In Salesforce, person Accounts cannot participate in an account hierarchy. This means that person Accounts cannot have parent or child relationships with other accounts. They are standalone entities and do not fit into a hierarchical structure.

Option B, "Person Accounts can only be child Accounts," is also incorrect. As mentioned above, person Accounts cannot be assigned as child accounts. They cannot have any hierarchical relationship with other accounts.

Option C, "Person Accounts cannot be related to Accounts in a hierarchy," is the correct answer. This means that person Accounts cannot be linked or associated with business Accounts within an account hierarchy. The two types of accounts (person and business) are kept separate and cannot be interconnected in a hierarchical structure.

Option D, "Person Accounts can be disabled from Setup," is not the correct answer. While it is true that person Accounts can be enabled or disabled from the Salesforce setup, this option does not directly address the scenario or the relationship between person Accounts and business Accounts in an account hierarchy.

To summarize, the consultant should advise that person Accounts cannot be related to Accounts in a hierarchy. They are standalone entities and cannot be linked or associated with business Accounts in a hierarchical structure.