Get the free ENABLE PERSON ACCOUNTS

Setting Up Person Accounts Salesforce, Summer 16×salesforcedocs Last updated: July 29, 2016, Copyright 20002016 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark of salesforce.com,

How to fill out enable person accounts

How to fill out enable person accounts:

1. Navigate to the setup menu by clicking on the Gear icon in the top right corner of the Salesforce screen.
2. From the setup menu, search for "Person Accounts" in the Quick Find box and select "Person Accounts Settings."
3. On the Person Accounts Settings page, click on the "Enable Person Accounts" checkbox to enable person accounts in your Salesforce org.
4. Scroll down to the bottom of the page and click on the "Save" button to save your changes.

Who needs enable person accounts:

1. Organizations that deal with individual consumers or customers rather than businesses may benefit from enabling person accounts.
2. Companies in industries such as retail, telecommunications, healthcare, or hospitality, where interactions and transactions are more focused on individuals, would find enable person accounts useful.
3. Enabling person accounts allows businesses to create and track individual records for their customers, capturing their personal information and providing a 360-degree view of their interactions and transactions.

In conclusion, to fill out enable person accounts, you need to navigate to the setup menu, enable person accounts in the settings, and save your changes. Organizations that deal with individual consumers or customers, especially in industries like retail or healthcare, would benefit from enabling person accounts in Salesforce.

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What is enable person accounts?

Enable person accounts refers to accounts that are specifically designed for individuals with disabilities to help them manage their finances and access support services.

Who is required to file enable person accounts?

Individuals with disabilities or their legal guardians are required to file enable person accounts.

How to fill out enable person accounts?

Enable person accounts can be filled out by providing information about the individual with disabilities, their financial situation, and the support services they require.

What is the purpose of enable person accounts?

The purpose of enable person accounts is to provide individuals with disabilities a secure way to manage their finances and access necessary support services.

What information must be reported on enable person accounts?

Enable person accounts must include information about the individual with disabilities, their income, expenses, and any support services they receive.