The next concept that we are going to talk about in account management is about bullets and bombs.
So what does plus knockouts.
First let's understand about the regular occurrence that we use.
Use of the accounts and sales force right.
We go to their own staff.
We create accounts.
We use accounts.
Yes.
So what are these accounts.
These are our business accounts meaning some company or organization that the tune we do business with.
So these are the business accounts.
So we have business icons we are Dutch contacts we create opportunities perfect.
So these are the business accounts.
So what is this concept of bliss and outcomes that person accounts are still accounts.
We do business with plus an account but the named person here it is specifically used because it is
not a company that we are dealing with.
You can say maybe some consumer.
We are dealing with the consumer who in turn sells the products to a large number of individuals.
You know in that business model.
So personal goals may not be a company but a person or consumer.
Clinton does business with a large number of individuals.
So in that scenario for that business model we have this concept of person accounts and sales force
when we store person accounts.
We store the information about the people by combining some certain icon fees and also contact feeds
into a single record.
So that does always store person outcomes but unfortunately person accounts feature is not available
by default.
So I'm not able to show you how to use personal icons feature.
I apologize for that but however to know about personal goals I have consolidated some of the important
information that will make us understand this whole concept of plus an accounts so the first point here
is once activated person account can be disabled.
Yeah.
So person account is not available by default.
This feature is not available by default.
You need to specifically activate personal goals one only then you can't use that but one is activated
plus an icon feature can't be disabled
the person account uses more storage space than business accounts.
Yeah.
Because button icons it counts against both the account and the context storage.
So that's why person account uses more storage space than doing business accounts because each person
account kinds of stuff one account to and one contact.
All right that use plus an icon standard feel is used to differentiate person icons and business icons.
Yeah.
So in the back end when you're ready for icons in the icon object basically you get all the accounts.
So how do you differentiate the person icons on the business icons.
You have those API field is person icon which is set to true for personal calls and set defaults for
business accounts and personal accounts have a separate record types and page layouts similar to configuring
business accounts even for personal accounts we can configure multiple record types and page layouts
accordingly and then you're changing the record type in the UI the one off the accounts record type
which is a business I found it can be converted to only other business icon record type.
Similarly for a person knock on doors.
So you have record with the plus an account a record type can be converted to a different record type
for person accounts.
All right.
But if you want to do it the other way say for example you want to convert an icons of record type or
from a business account to a person account then you can to do it and show you why you have to do with
the API perfect.
Moving on.
Plus personal goals can be much only with other person accounts.
Yes.
When muddying accounts and icons can be matched with only other person accounts and not with business
accounts.
And plus an account can't be included in a contract.
Yes.
You can't have personal icons in your old hierarchies and hierarchy feature as for business icons only
and wasn't icon scanned have direct relationships with other icons or contacts.
Yeah you can order data define the direct relationships with other icons up context but however you
can use the contacts to multiple icons feature to create indirect relationships between personal account
and another person account or even a business icon a contact for that matter.
All right.
You cannot have direct relationships but you can have indirect relationships.
That is possible and the yard.
They are not supported in our data dot com prospects.
They did not come clean data integration and finally in the conversion.
So when they convert leads the leads that don't have a value in the company field they are converted
to plus knockoffs and lead with the value in the company field they are converted to business accounts.
Basically when you activate the person and icons in your org what happens is the company field in the
lead object.
It will no longer be mandatory.
So it becomes an optional field.
So if you create a lead with no company field value then you convert that lead.
What happens is it then converts to a person of God.
All right.
But if you have value then a business account gets created while conversion so this is all about person
accounts.