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What are Salesforce Person Accounts and their Benefits?

  • Read this blog to understand why B2C businesses need to switch to Salesforce Person Accounts to better manage their individual customers and business processes

What are Person Accounts In Salesforce and its Benefits?

Providing innovative solutions from time to time to customers is at the core of Salesforce, the CRM-powerhouse. Person Accounts is one such innovative solution that Salesforce has specifically built for B2C segment to help them better manage their organization. An account in Salesforce refers to both Person Accounts and Business Accounts. I am going to tell you now what they both are and in which scenarios Salesforce Person Accounts could be your business fit.

What are Business Accounts and Person Accounts in Salesforce?

The default account in Salesforce is invariably Business Accounts. B2B businesses benefit the most from Business Accounts as they mostly have company accounts with contacts. B2C businesses, on the other hand, have individual customers and having their information as an organization/company is not a kind of perfect CRM solution for this segment. That’s why Salesforce, which has always been steadfast in its approach to understand different requirements of customers and build innovative solutions to suit their needs, offers an option of Person Accounts to B2C businesses, such as financial services, an online shopper, or a vacation traveller.

Can B2B Businesses also use Person Accounts?

Now, the interesting part is that even B2B businesses that sell to both companies and individuals can also switch to Person Accounts. Let’s understand the “why” part with an example:

Consider a pharma company. It can have both organization and individual as an account. An account of a hospital or an organization with many doctors will be a Business Account. On the other hand, the doctor himself can be an account too and it will be a Person Account. Now when a company does businesses with both organizations and individuals, going for a Personal Account could be a better option. However, an important point to note here is that once enabled, Person Accounts become permanent and can’t be changed to Business Accounts.

You will not see Person Accounts in the Salesforce setup menu as you need to speak to Salesforce support to enable Person Accounts, and they will ask you several times before enabling it as once done can’t be reversed. For this reason, it’s recommended to seek advice from Salesforce consulting and implementation companies on Person Accounts and test thoroughly in a  trial, development, or sandbox environment.

We would also reckon to go through this Person Account Behaviour Guide to have a crystal clear understanding of the differences between Person Accounts and Business Accounts so that you can make an informed decision. Person Accounts are available in Professional, Enterprise, Performance, Unlimited, and Developer Editions. Person Accounts are also available in both Salesforce Classic and Lightning Experience.

Click here to read why switching to Salesforce Lightning from Classic is important.

Evon helps B2C and B2B companies use Salesforce for better business processes management

Evon, an offshore software development company in India, helps businesses build custom apps that work in tandem with Salesforce. Whether you already have or want to build an app for recruitment or eCommerce or any solution for that matter, Evon’s expertise in Salesforce consulting and implementation can help you meet specific requirements of your business, whether it requires Business or Person Accounts or both. Equipped with the right resources and knowledge, Evon also helps integrate third-party apps from AppExchange that let you make the most of Salesforce and power up sales pipeline. You can build and test your Salesforce solution thoroughly in the development center of Evon.

You may also like to read how Evon helped a major online gambling company to convert its marketing engine into a revenue generator machine.

Having catered to different and complex technology needs of several businesses across the globe for over 10 years, Evon has built the reputation of being a trustable technology partner in India to work with. Be it Salesforce customization or any Salesforce integration for that matter, Evon’s consultants first explore every nook and corner of your business to clearly define specific requirements and then offer solutions you will not regret.

Not convinced yet? Get in touch with us here, and we will get back to you shortly to explain why Evon is a go-to place for building high-end Salesforce solutions.

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