Certified Sales Cloud Consultant: Handling Person Account Merges

Considerations for Merging Person Accounts

Question

The Cloud Kicks IT team has noticed that there are many duplicate person Accounts. The team can often easily identify duplicates and wants to merge them.

Which consideration should the Consultant convey regarding person Account merges?

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D.

B

The correct answer to the question is B. Person Accounts can be merged with other person Accounts.

Person Accounts in Salesforce represent individuals who are both customers and contacts. They have attributes and functionality similar to both Accounts and Contacts in Salesforce. When duplicate person Accounts are identified, Salesforce provides the capability to merge them together.

Option A states that Person Accounts can be merged with Contact records. However, this is not accurate. Person Accounts cannot be merged with Contact records because Contacts are related to Business Accounts, not Person Accounts. Merging Person Accounts with Contact records would result in a data inconsistency.

Option C suggests that Person Accounts can be merged automatically by enabling an option in Account Setup. However, there is no built-in automated merging functionality for Person Accounts in Salesforce. Merging duplicates requires manual intervention from users with appropriate permissions.

Option D mentions merging Person Accounts with redundant relationships using duplicate matching rules. While duplicate matching rules can be used to identify potential duplicates, they do not directly merge the Person Accounts. The merging process still needs to be performed manually by users.

Therefore, the correct answer is B. Person Accounts can be merged with other person Accounts. This means that Salesforce users with appropriate permissions can manually merge duplicate Person Accounts together to eliminate duplicates and maintain data integrity.