You can assign a different page layout for each record type. Create a new record type to support different processes.Here are a few lessons learned from implementing this use case: (Safe Harbor: this is a Lightning Experience roadmap enhancement.) As noted above, person accounts currently do not work in Lightning Experience. #Salesforce person accounts vs standard accounts code#This use case solved by clicks instead of code in Salesforce Classic. The use case we’re covering here is to populating data from the person account in an address change case. One thing to note, Lightning Experience currently does not work with Person Accounts. For differences between person accounts and business accounts, see Person Account Behaviors. Essentially, a person account is a combination of an account and contact record. For person accounts, Salesforce takes information you typically find on the contact record like first name and last name and is placed on the person account. Note: Person accounts must be enabled by Salesforce support by submitting a case for feature activation. Person accounts are used to store information about individual consumers. Business accounts store store information about companies or other entities. What’s a person account, you may ask? Let’s quickly get everyone up to speed…īy default, Salesforce accounts are business accounts. For Salesforce organizations with Person Accounts enabled, there may be the need to populate data from the person account to other Salesforce records.
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