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Connect to Individual Customers

Learning Objectives

After completing this module, you’ll be able to:
  • Describe the two types of Salesforce accounts.
  • Understand how Salesforce Identity can benefit a business.
  • List the steps to take to create a person account.
  • Configure self-registration for person accounts.

From B2B to B2C with Person Accounts

You’ve set up Salesforce to work with businesses, from bars with holographic windows to trading centers on planet Penelope. But many space settlers, by nature, are independent. So how do you reach individual customers? How do you set up external identity in a business-to-consumer (B2C) model?

So far in this demo, we’ve used a traditional business account, where all contacts are placed under an account record. Typically, an account record contains information such as company name, location, website, and contacts. When dealing with individual consumers, you keep track of different information, so you need another type of account, called a person account.

It’s not complicated to set up person accounts in Salesforce. But it does involve filing a ticket with Salesforce Customer Support. We’re not going to ask Salesforce to enable person accounts just for this demo, so you can’t complete the tasks yourself. But you can get an idea of how to do it.

Steps to set up person accounts include:

  • Prepare your org for person accounts.
  • Enable person accounts.
  • Configure self-registration for person accounts.
Note

Note

After person accounts are enabled, you can’t turn them off. So before you set them up in your production org, make sure to test your person account implementation in a trial, development, or sandbox environment first.

Prepare Your Org for Person Accounts

Before enabling person accounts, you create a record type for business accounts. You don’t have to create a person account because Salesforce creates the person record type when it enables person accounts. Confusing? Yes.
  1. From Setup, enter Accounts in the Quick Find box, then select Record Types.
  2. Click New.
  3. For Record Type Label, enter Business Account.
  4. Click Next.
  5. For page layout, select Account Layout as the layout to apply to all profiles.
  6. Click Save.

Verify your sharing settings.

  1. From Setup, enter Security Controls in the Quick Find box, then select Sharing Settings.
  2. Make sure that Contact is set to Controlled by Parent.

Enable Person Accounts

Ask Salesforce to enable person accounts for your org. Then assign a person account record type to profiles that require person accounts.

You know when person accounts are turned on when they show up in Setup. From Setup, enter Person Accounts in the Quick Find box.

Configure Self-Registration for Person Accounts

To enable B2C customers access to your external identity community, you enable person accounts for your org.

Update your community’s public access settings to include both business and person record types.

  1. From Setup, enter All Communities in the Quick Find box, then select All Communities and click Manage next to the Customers community.
  2. Select Administration, then Pages, then select Go to Force.com.
  3. Click Public Access Settings.
  4. Under Record Type Settings, click Edit next to Accounts.
  5. Select business and person record types and add them to Selected Record Types.
  6. Click Save.

Update the self-registration setting on your login configuration page.

  1. From Setup, enter All Communities in the Quick Find box, then select All Communities and click Manage next to the Customers community.
  2. Select Administration, and then select Login & Registration.
  3. Scroll down to Registration and make sure that the default Account is empty. By removing the default, new users are created as person accounts.

    Remove default account from Person Account self-registration

  4. Click Save.

You’re done. New users who register with your branded self-registration are treated as B2C customers. Now your independent cosmic outliers can join your external identity community.

Note

Note

You can create person accounts programmatically using the registration handler. But that requires you to know Apex (or have a buddy who does).

What Happens When an Individual Self-Registers to Join Your Community?

When an individual customer self-registers to join a community, Salesforce does a couple of things behind the scenes.
  • Salesforce creates a person account for the B2C customer.
  • Salesforce creates a contact for the B2C customer.
  • Salesforce creates a user for the B2C customer.
  • Salesforce assigns the user the profile that you specified when you set up self-registration. In this case, the profile is Customers, cloned from the External Identity User profile.

Resources

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