Person accounts and contacts to multiple accounts
Decide between business accounts with contacts, person accounts and Contacts to Multiple Accounts: what enabling person accounts commits you to (sharing, field security, storage, lead conversion, sites) and how direct and indirect account-contact relationships behave.
Compare and contrast the capabilities of a complex business model (Person accounts, Account, Contacts, and Contact to multiple Accounts).
~7 min read · 13 practice questions ·
What the exam expects
- Choose between a business account with contacts, a person account and Contacts to Multiple Accounts for a given business model.
- State what enabling person accounts commits the org to: no undo, the required org-wide defaults, inherited field-level security and double storage.
- Predict person account behaviour in lead conversion, campaigns, cases, opportunities, merges, hierarchies and Experience Cloud sites.
- Explain direct and indirect relationships, and what happens on disabling the feature, deleting an account, importing and reporting.
- Know what the Account Contact Relationship object can and can't be customized with.
Key terms: business account (a company, with contacts that work for it); person account (an individual stored as one account plus one contact); primary account (the Account Name on a contact, its direct relationship); indirect relationship (any other account related through Contacts to Multiple Accounts); Account Contact Relationship (the object that stores each relationship).
Key facts
- Detail
- Not possible once enabled; preview in a sandbox
- Detail
- Contact Controlled by Parent, or Account and Contact both Private
- Detail
- Inherited from the corresponding Contact field
- Detail
- One account plus one contact
- Detail
- Blank Company makes a person account
- Detail
- Customer sites only, not partner sites
- Detail
- The Account Name account; a direct relationship
- Detail
- Indirect relationships deleted; primary kept
- Detail
- Data Loader, not the Data Import Wizard
- Detail
- Setup, Account Settings; Customize Application
Sources for this section (4)
- Why does a person account count twice against storage?
- When does a converted lead become a business account even with person accounts enabled?
- What happens to relationships when Contacts to Multiple Accounts is turned off?
- Why might a report miss contacts that appear in an account's Related Contacts list?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Platform Administrator II pack
- Core concepts
- Exam traps
- Worked scenario
The pack includes:
- All 29 lessons of the Platform Administrator II guide, with reading progress
- Interactive decision walks and step-by-step sequence steppers
- Inline practice questions and one-click topic practice (13 questions for this lesson)
- An official source cited for every claim
- An AI tutor that answers from the guide
- Unlimited timed practice exams