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What is best practice for creating custom fields for Person Accounts - should they be created on the Account object or Contact?
6 个回答
  1. 2016年2月26日 20:41

    Kind of a catch-22 there.  Here's what I've found

    • Account object if you'll need to use them in a Quick Action or Sharing Rules
    • Contact object if you'll need to use them in a Campaign

    Those are the two key ones because you can get burned both ways.  You can get around it, but it's extra work to do so.

     

    I like to go with the guiding principle of whether the field is more of a human attribute or a company attribute, and then decide from there
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