Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.
Mastering Person Account
Fabrice Cathala
Capgemini Lead Salesforce Architect
fcathala@gmail.com
@fcathala
Salesforce Solut...
Fabrice Cathala
Capgemini UK
Salesforce Lead Architect
Twitter: @fcathala
Blog: fcathala.com
Newsletter: news.fcathala.com...
As an out-of-the-box feature it is a critical design component
Still there’s a trend to avoid PA...
• Some think it’s over...
Why this Session?
Part I – Under The Hood
Problem
Solution
Activation
Setup
Behaviour
Transformation
Part II – Design Time...
Under The Hood
Fabrice Cathala
Capgemini Lead Salesforce Architect
fcathala@gmail.com
@fcathala
In 1999 Salesforce started as a CRM/SFA focused on B2B customers
Opening the door to B2C customers meant redesigning a cor...
The new B2C model must be backward compatible (Salesforce + AppExchange)
Problem
Account
Contact
Opportunity
Campaign
Case...
Winter '07 introduces "Person Account"
• 1-to-Many relationship reduced to 1-to-1 relationship
• Contact fields accessible...
1 Account record and 1 Contact record are merged into an extended Account record
Solution
Prepare your org
• Create an Account Record Type for Business Accounts
• Set the Contact OWD to "Controlled by Parent"
• G...
Before Activation
1 RT:
• Business Account
After Activation
2 RTs:
• Business Account
• Person Account
Activation
Setup Me...
Before Activation
~37 standard Account fields
Custom Account fields
After Activation
Most standard Account fields except:
...
Before Activation
~46 standard Contact fields
Custom Contact fields
After Activation
Most standard Contact fields except
•...
Before Activation
~46 standard Contact fields
Custom Contact fields
After Activation
All standard fields
New standard fiel...
When activated make sure you assign a PA Record Type to whichever Profile needs to use it
Edit Profiles Accounts Settings
...
Depending on your config, users will either:
• Only create Business Accounts
• Only create Person Accounts
• Have the choi...
Person Account always behave like an Account and sometimes behave like a Contact
• Records appear in both Account and Cont...
Design Time
Fabrice Cathala
Capgemini Lead Salesforce Architect
fcathala@gmail.com
@fcathala
Contact without Account
Only accessible by owner and View All users by default
Reporting require a Custom Report Type (htt...
1 Account record org wide (the bucket) and all Contacts stored as its children
Allow B2B and B2C running in parallel
Clear...
Accounts are representing families made of 1 or several members
Lead conversion can be an issue (Company name = ?)
Suggest...
Heavy duty AppExchange modules targeting NPO
1-to1 and household models available
Bending the package for traditional busi...
Lot of bespoke work to replace an out-of-the-box capability
Limited integration with Sales or Service Cloud
Although appar...
Simple paradigm for the user
"An Account is the entity we are doing business with, should it be individuals or companies"
...
PA support is often late on the Roadmap
• Process Builder (Summer 15)
• Platform Encryption (Winter 16)
• Duplicate Manage...
No Undo (*)
• Cannot be deactivated.
Limited AppExchange support
• Some AppExchange don't support PA
Mixing B2B and B2C co...
Design as if you were planning to roll-out Business Account as well
• Account custom fields on Account
• Contact custom fi...
Mixing B2B and B2C requires caution
• 2 Account Types with different fields BUT 1 Business Logic = include tests on "IsPer...
You can now access the Person Account fields on Formulas and Cross-Object Formulas
Tips & Tricks
Use field "IsPersonAccount" in Views to show a PA icon
Tips & Tricks
Full Lightning Experience Support
Eliminate Double Storage Count
Admin Enable/Disable PA
Duplicate Management
Roadmap
#Saf...
Insight for PA
New Data Import Wizard
PA as Shared Contacts
Roadmap
#SafeHarbor
Keep an eye on "Shared Contacts" (Pilot)
Annex
Fabrice Cathala
Capgemini Lead Salesforce Architect
fcathala@gmail.com
@fcathala
Conversion between Business and Person Account is possible
• Via Data Loader: https://goo.gl/RV8JtJ
• Via Process Builder ...
Adding a "Person Account" filter in the AppExchange: https://goo.gl/NLMyyE via
Enable Duplicate Management on "Person Acco...
Salesforce PDF - Setting Up Person Accounts
http://goo.gl/k18HiK + Extract on behaviour: https://goo.gl/w2fFZ6
Salesforce ...
Q & A
Continue the conversation on Twitter:
#iLikePA
Fabrice Cathala
Capgemini Lead Salesforce Architect
fcathala@gmail.co...
Thank You
Fabrice Cathala
Capgemini Lead Salesforce Architect
fcathala@gmail.com
@fcathala
Remember to tell us what you th...
Upcoming SlideShare
Loading in …5
×

Mastering Salesforce Person Account

5,603 views

Published on

This is the presentation I ran at London's Calling 2016.
Salesforce Person Account is often criticised for its sins from the past... So, I wanted to cut through the noise and bring an accurate presentation on the state of Salesforce B2C solutions in 2016.

Published in: Technology
  • Login to see the comments

Mastering Salesforce Person Account

  1. 1. Mastering Person Account Fabrice Cathala Capgemini Lead Salesforce Architect fcathala@gmail.com @fcathala Salesforce Solution Design in a B2C World
  2. 2. Fabrice Cathala Capgemini UK Salesforce Lead Architect Twitter: @fcathala Blog: fcathala.com Newsletter: news.fcathala.com LinkedIn: linkedin.com/in/fcathala Introduction
  3. 3. As an out-of-the-box feature it is a critical design component Still there’s a trend to avoid PA... • Some think it’s over-engineered, too complex BUT there is a reason for that • In our growing ecosystem, some new comers just don’t get it BUT we can explain • Some old posts comment on the (old) “Cons” BUT PA has changed a lot in recent years... PA, the Sitting Duck... Why this Session?
  4. 4. Why this Session? Part I – Under The Hood Problem Solution Activation Setup Behaviour Transformation Part II – Design Time Alternatives Pros & Cons of PA Tips & Tricks Roadmap Part III – Annex Conversion IdeaExchange Resources & References Part IV – Q&A Agenda
  5. 5. Under The Hood Fabrice Cathala Capgemini Lead Salesforce Architect fcathala@gmail.com @fcathala
  6. 6. In 1999 Salesforce started as a CRM/SFA focused on B2B customers Opening the door to B2C customers meant redesigning a core part of the application A Little Bit of History Problem
  7. 7. The new B2C model must be backward compatible (Salesforce + AppExchange) Problem Account Contact Opportunity Campaign Case Lead Backward Compatibility
  8. 8. Winter '07 introduces "Person Account" • 1-to-Many relationship reduced to 1-to-1 relationship • Contact fields accessible at Account level • Switch via Record Types Solution PAAccount Contact Opportunity Account Contact Lead Campaign
  9. 9. 1 Account record and 1 Contact record are merged into an extended Account record Solution
  10. 10. Prepare your org • Create an Account Record Type for Business Accounts • Set the Contact OWD to "Controlled by Parent" • Give at least "Read" permission on Contact to all Profiles that have at least "Read" permission for Account Log a case with Salesforce Tech Support (https://help.salesforce.com/mysuccesshub?id=solutionFinder) Activation The standard data model around Account and Contact will be modified forever
  11. 11. Before Activation 1 RT: • Business Account After Activation 2 RTs: • Business Account • Person Account Activation Setup Menu
  12. 12. Before Activation ~37 standard Account fields Custom Account fields After Activation Most standard Account fields except: • ParentId (not available on RT = PA) New standard Account fields: • Record Type • IsPersonAccount • PersonContactId All custom Account fields Activation Account Object, Account Fields
  13. 13. Before Activation ~46 standard Contact fields Custom Contact fields After Activation Most standard Contact fields except • ReportsTo • Phone • Fax • Description • System fields All Contact custom fields • API name suffix = "__pc" (instead of "__c") Activation Account Object, Contact Fields
  14. 14. Before Activation ~46 standard Contact fields Custom Contact fields After Activation All standard fields New standard field • IsPersonAccount All custom fields Activation Contact Object, Contact Fields
  15. 15. When activated make sure you assign a PA Record Type to whichever Profile needs to use it Edit Profiles Accounts Settings Setup
  16. 16. Depending on your config, users will either: • Only create Business Accounts • Only create Person Accounts • Have the choice to create BA or PA record Creating a New Account Record Behaviour Profile > Record Type > Page Layout > Fields & Related Lists
  17. 17. Person Account always behave like an Account and sometimes behave like a Contact • Records appear in both Account and Contact List Views • Records do not show on Contact Recently Viewed List (it opens as an Account not a Contact) • Additional examples: https://goo.gl/1njvJs Leads convert to PA if Company field is empty Behaviour
  18. 18. Design Time Fabrice Cathala Capgemini Lead Salesforce Architect fcathala@gmail.com @fcathala
  19. 19. Contact without Account Only accessible by owner and View All users by default Reporting require a Custom Report Type (https://goo.gl/DtkkZD) Suggested use case: Avoid! Private Contacts Alternatives Account Contact Opportunity Campaign Case Lead
  20. 20. 1 Account record org wide (the bucket) and all Contacts stored as its children Allow B2B and B2C running in parallel Clear separation Companies (Accounts) vs, People (Contacts) Suggested use case: Service Cloud implementation without plan to use Sales Cloud The bucket model Alternatives Account Contact Opportunity Campaign Case Lead
  21. 21. Accounts are representing families made of 1 or several members Lead conversion can be an issue (Company name = ?) Suggested use case: Solution managing interactions with various member of a same family The household model Alternatives Account Contact Opportunity Campaign Case Lead
  22. 22. Heavy duty AppExchange modules targeting NPO 1-to1 and household models available Bending the package for traditional business use can be painful Trailhead: https://goo.gl/9evorP + https://goo.gl/gjU37S Suggested use case: Non profit organisations The Non Profit Starter Pack v3 Alternatives Account Contact Opportunity Campaign Case Lead
  23. 23. Lot of bespoke work to replace an out-of-the-box capability Limited integration with Sales or Service Cloud Although apparently used in the Financial Services and Health Clouds Suggested use case: App Cloud solution with no plan to roll Sales/Service Cloud Custom object Alternatives People Custom 2 Custom 1 Custom 4 Custom 3
  24. 24. Simple paradigm for the user "An Account is the entity we are doing business with, should it be individuals or companies" Allows B2B to run in parallel with B2C Out-of-the-box • Officially supported • Compatible with existing solutions • Benefits from future enhancement from Salesforce Pros (1/1) Pros & Cons of Person Account
  25. 25. PA support is often late on the Roadmap • Process Builder (Summer 15) • Platform Encryption (Winter 16) • Duplicate Management (Planned) • Lightning Experience (Work In Progress) Double Count (*) • Typical record size in Salesforce = 2 KB. Record size for Person Account 2 x 2 KB = 4 KB Cons (1/2) Pros & Cons of Person Account (*) On the roadmap / #SafeHarbor
  26. 26. No Undo (*) • Cannot be deactivated. Limited AppExchange support • Some AppExchange don't support PA Mixing B2B and B2C comes with compromises • 2 Account Types but 1 Security Model = Contacts stuck with Controlled by Parent even for Business Accounts • 2 Account Types but 1 Tab name = cannot call BA records "Customers" and PA records "Consumers" Cons (2/2) Pros & Cons of Person Account (*) On the roadmap / #SafeHarbor
  27. 27. Design as if you were planning to roll-out Business Account as well • Account custom fields on Account • Contact custom fields on Contact (even if now accessed via the Account page) If only using Person Account, simply the UI and remove the Contact tab When creating a PA record from the API forget about the Contact record, just set the RT correctly Tips & Tricks
  28. 28. Mixing B2B and B2C requires caution • 2 Account Types with different fields BUT 1 Business Logic = include tests on "IsPersonAccount" Tips & Tricks Business Account Person Account Workflow Rules, Flow, Process Builder
  29. 29. You can now access the Person Account fields on Formulas and Cross-Object Formulas Tips & Tricks
  30. 30. Use field "IsPersonAccount" in Views to show a PA icon Tips & Tricks
  31. 31. Full Lightning Experience Support Eliminate Double Storage Count Admin Enable/Disable PA Duplicate Management Roadmap #SafeHarbor
  32. 32. Insight for PA New Data Import Wizard PA as Shared Contacts Roadmap #SafeHarbor Keep an eye on "Shared Contacts" (Pilot)
  33. 33. Annex Fabrice Cathala Capgemini Lead Salesforce Architect fcathala@gmail.com @fcathala
  34. 34. Conversion between Business and Person Account is possible • Via Data Loader: https://goo.gl/RV8JtJ • Via Process Builder & Headless Flows: http://goo.gl/DZwGRI Conversion
  35. 35. Adding a "Person Account" filter in the AppExchange: https://goo.gl/NLMyyE via Enable Duplicate Management on "Person Account": https://goo.gl/yqdUT2 via "Person Account" shouldn't require double storage: https://goo.gl/6cB0zd via Enable "Person Account" for all editions: https://goo.gl/niYFYo via IdeaExchange Vote for your favourite Community Idea (https://goo.gl/YhwjqE)
  36. 36. Salesforce PDF - Setting Up Person Accounts http://goo.gl/k18HiK + Extract on behaviour: https://goo.gl/w2fFZ6 Salesforce Community - Salesforce People Chatter Group https://goo.gl/2yckUN Salesforce Community - Person Account in Spring '16 https://goo.gl/Te3IU1 Salesforce.org – NPSP & Account Models https://goo.gl/P3b7CO Jeff Douglas - Working with Person Accounts in Salesforce.com http://goo.gl/jY18m (June 2010) Resources & References
  37. 37. Q & A Continue the conversation on Twitter: #iLikePA Fabrice Cathala Capgemini Lead Salesforce Architect fcathala@gmail.com @fcathala
  38. 38. Thank You Fabrice Cathala Capgemini Lead Salesforce Architect fcathala@gmail.com @fcathala Remember to tell us what you think in the event survey www.LondonsCalling.net/survey/

×