Email Marketing News and Tips

What is a Person Account?
A ‘Person Account’ in Salesforce is a combination of an ‘Account’ and a ‘Contact’ that allows users to set up a business-to-consumer (B2C) relationship, as opposed to business-to-business (B2B). It is ideal for situations where there is a one-to-one relationship between the business and the customer, such as banking clients, mortgage clients, insurance clients, etc.

How are Person Accounts different from Business Accounts?
Business accounts in Salesforce can have many contacts, while the distinction between an ‘account’ and a ‘contacts’ in person accounts is eliminated. Business accounts do not have standard fields for email address and job title, while such fields do exist in person accounts.

How do I know if Person Accounts are enabled in my Salesforce org?
Person accounts are not enabled by default in Salesforce. A quick way to verify whether your organization uses person accounts, check to see if you have an option to select ‘Person Account’ as the ‘record type’ when you create a new account.

Can I send to person accounts using BlastWizard?
Person accounts can be used as contacts in most situations that involve contacts. Person accounts consist of a combination of fields from both the account and the contact objects. Consequently, BlastWizard will treat person accounts exactly the same way it treats contacts. The same contact fields used by BlastWizard will be used query and update person accounts in Salesforce. Also, you can associate person accounts with campaigns like you would associate contacts, then use those campaigns as your recepient lists.