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David McGuane 님이 #Data Management에 질문했습니다
2014년 12월 10일 오후 12:41

Creating B2C accounts without using Person Accounts

Our organisation is both B2B and B2C and we are struggling to find the best fit for creating B2C accounts without using person accounts. We have thought about creating a "master" company for all B2C customers and associating with that company. Any suggestions would be greatly appreciated.
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  1. Jeff May
    2014년 12월 11일 오후 12:31
    When you enable PersonAccounts, you get both.  You have all the normal B2B Account/Contact relationships, but you also get the benefit of having 1 record for your B2C customers.  There are some things to be aware of for Person Accounts, but the only 2 I have ever had to actually worry about were:

     

    1) Some AppExchange / 3rd party apps don't integrate nicely with Person Accounts

     

    2) Sharing Settings for Contact becomes 'controlled by parent' and can't be changed.

     

    Even if you enable PersonAccounts, when you create a new Account, the Account Record Type determines if it is a PersonAccount or a BusinessAccount.  If you never made any Account records assigned to a PersonAccount record type, you'd have a B2B data model.  
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