What are the steps to disable person accounts?

The Salesforce Admin of Lake Tahoe Bank wants to implement Financial Services Cloud using the individual object model.

What are the steps to disable person accounts? (Choose Three)
A . Log a case with Salesforce to perform the conversion from Person Accounts to the individual model.
B . Assign the Person Account record type to the user profiles.
C . Disable the Person Account custom setting.
D . Remove Person Account record types from the Individual Record Type Mapper.
E . Assign the Individual record type to the user profiles.

View Answer

Answer: A, D, E

Explanation:

The following steps are required to disable Person Accounts and use the Individual object model in Financial Services Cloud:

Log a case with Salesforce to perform the conversion from Person Accounts to the individual model. You need to contact Salesforce Support to request the conversion from Person Accounts to the individual model. This is an irreversible process that affects your data model and user interface. You should carefully evaluate your business needs and test the functionality in a sandbox or developer org before requesting the conversion in production.

Remove Person Account record types from the Individual Record Type Mapper. You need to remove any Person Account record types that are mapped to Individual record types in the Individual Record Type Mapper. This is a custom setting that defines how records are created when using certain features, such as Einstein Data Capture or Salesforce Inbox. You can access this setting by going to Setup > Financial Services Settings > Individual Record Type Mapper.

Assign the Individual record type to the user profiles. You need to assign the Individual record type to the user profiles that need to create or access Individual records. The Individual record type is a standard record type on the Account object that represents an individual person who is not directly related to your business, such as a prospect, influencer, or household member. You can assign record types by going to Setup > Profiles > Object Settings > Accounts > Record Types.

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