Considerations for Person Account Merges

A

In Salesforce, a person account represents an individual customer rather than a business entity. When dealing with duplicate person accounts, the Cloud Kicks IT team can merge them to ensure data consistency and avoid redundancy. Let's go through each answer option to determine the correct consideration:

A. Person Accounts can be merged with other Person Accounts. This answer option suggests that person accounts can be merged exclusively with other person accounts. While it is true that person accounts can be merged, it is not limited to merging with other person accounts alone. Person accounts can also be merged with contact records or other account types.

B. Person Accounts with a redundant relationship can be merged with duplicate matching rules. This answer option highlights the use of duplicate matching rules to merge person accounts with redundant relationships. Duplicate matching rules are configured in Salesforce to identify and merge duplicate records based on specified criteria. While this statement is partly correct, it does not cover all possible scenarios for merging person accounts.

C. Person Accounts can be merged with contact records. This answer option suggests that person accounts can be merged with contact records. This statement is accurate. In Salesforce, when merging person accounts, you can also merge them with related contact records. This allows for the consolidation of data and ensures a single, accurate representation of the individual customer.

D. Person Accounts can be merged with any type or Account. This answer option states that person accounts can be merged with any type of account. While it is true that person accounts can be merged with other account types, such as business accounts, it is important to note that person accounts cannot be merged with individual contact records. Person accounts and contact records are distinct record types in Salesforce, and they cannot be directly merged with each other.

Based on the above analysis, the correct consideration that the Consultant should convey regarding person account merges is: C. Person Accounts can be merged with contact records.

By merging person accounts with contact records, the Cloud Kicks IT team can consolidate duplicate records, maintain data integrity, and have a comprehensive view of individual customers within their Salesforce instance.