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Lesson: 08 | Person Account


Person Accounts in Salesforce are a special type of record that represents an individual person rather than a business entity. Person Accounts combine both the functionality of the standard Account and Contact objects in Salesforce, allowing businesses to manage and track information about individual customers in a single, unified record.

Person Accounts are typically used in industries where the customer is an individual rather than a business, such as healthcare, financial services, and retail. They are especially useful for businesses that deal with high-volume, low-dollar transactions or have a large customer base of individuals.

Person Accounts in Salesforce have a unique set of fields that allow businesses to capture and store information about an individual customer, such as contact information, demographics, and purchasing behavior. They can also be associated with other objects in Salesforce, such as Cases, Opportunities, and Campaigns, to gain a complete view of the customer's history and needs.

Overall, Person Accounts in Salesforce provide businesses with a powerful tool to manage and track information about individual customers in a centralized, organized way. By using Person Accounts in Salesforce, businesses can improve their customer service, increase their sales and marketing effectiveness, and build stronger customer relationships.

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Administrator Course

A. My Personal Information (9 lessons)
B. Company Settings (8 lessons)
C. Object and Fields (35 lessons)
D. Users (8 lessons)
E. Security (14 lessons)
F. Data (5 lessons)
G. Reports & Dashboards (8 lessons)
H. Feature Settings (9 lessons)
I. Standard Objects (14 lessons)
J. User Interface (2 lessons)
K. Lightning App Builder (25 lessons)
L. Process Automation (2 lessons)
M. Email (2 lessons)
N. Formulas Functions (56 lessons)
O. Miscellaneous (1 lessons)
You need to complete all the quizzes before certification.

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