The Cloud Kicks IT team has noticed that there are many duplicate Person Accounts and
wants to merge them.
What should the consultant explain to the team about merging Person Accounts?
A. They can be merged with contact records.
B. They can be merged with any type of Account.
C. They can be merged with other Person Accounts.
C. They can be merged with other Person Accounts.
Explanation: In Salesforce, Person Accounts are designed to represent individual
customers rather than businesses. When it comes to managing duplicates, Person
Accounts can only be merged with other Person Accounts. This is because Person
Accounts have a unique structure that combines attributes of both Accounts and Contacts
into a single record, making them incompatible for merging with standard Business
Accounts or Contact records directly.
Here’s a breakdown:
Merge Process for Person Accounts: Salesforce provides a native merging feature
specifically for Person Accounts. This process allows duplicate Person Accounts to
be combined, with the primary account retaining essential data while duplicates
are consolidated.
Limitations: Person Accounts cannot be merged with standard Business Accounts or standalone Contacts due to differences in record structure and usage.
For further guidance on merging Person Accounts, Salesforce provides instructions in the
Merging Accounts documentation, which outlines how to use the merge feature specifically
for Person Accounts.