How to Set Up Person Accounts in Salesforce Lightning

preview_player
Показать описание


⚡️ SALESFORCE COURSES:

-------------------------------------------------------

Rotive is an official Salesforce Partner that helps small businesses automate their processes.

  1. Rotive - Brian Hays
  2. person accounts
  3. person account
  4. person account vs business account in salesforce
  5. person account record types
  6. person account salesforce
Рекомендации по теме
Ergonomics Expert Explains 0:03:23

Ergonomics Expert Explains How to Set Up Your Desk | WSJ Pro Tip

Best Podcasting Setups 0:08:00

Best Podcasting Setups (1,2,3,4+ People)

How to Set 0:07:19

How to Set Up a PA System for a Band

How does a 0:01:57

How does a blind person set up an iPhone 16 Pro

How I Trapped 0:24:39

How I Trapped 100 People In 100 Circles

How to Set 0:03:35

How to Set Up the Coleman Sundome 6-Person Tent

Set up a 0:00:32

Set up a 40 person charcuterie board with me! 🫶🏼🙌🏼 #charcuterieboard #cheeseboard #costco...

How to Film 0:33:13

How to Film Professional Interviews Anywhere || Gear, 2-Person Set-Ups & More

How to Set 0:06:19

How to Set Up Person Accounts in Salesforce Lightning

Way to set 0:00:23

Way to set up Naturehike 1 Person Cycling Backpack Tent

Easy 1 person 0:01:01

Easy 1 person set up of a 10 x 20 canopy from Exhibit Supply. Follow for tips, tricks and tutorials

Patriot Campers set 0:00:22

Patriot Campers set up in 2:30 with one person!

Ozark Trail 10 0:00:16

Ozark Trail 10 person cabin tent set up and review

How to Set 0:06:11

How to Set Up the Outdoor Products 10-Person (INSTANT) Tent

The Perfect Push 0:00:49

The Perfect Push Up!

How to set 0:00:28

How to set up foldable beach cabana by one person easily? #beachcabana #beach #shades #cabana

Instant Eurmax Canopy 0:10:37

Instant Eurmax Canopy 10x10 (one Person) - How To Set Up A Eurmax 10x10 POP-UP Canopy Tent

How to set 0:05:12

How to set up Ozark trail 1 person backpacking tent.

How to Set 0:04:39

How to Set Up & Pack Away the Core 9-Person Instant Cabin Tent

How to Set 0:01:15

How to Set Up Your Coleman SkyDome 8-Person Tent for Family Camping

How to set 0:03:04

How to set up a rectangle tarp only by 1 person?

$12 Anko 2 0:04:54

$12 Anko 2 Person Dome Tent from Kmart, quick look and set up

How To Set 0:08:08

How To Set Up A Sound System For A Live Event [PA System Setup Tutorial]

Table Manners 101: 0:09:27

Table Manners 101: Basic Dining Etiquette

Комментарии
Автор

Thanks! I was struggling with this, and it was easier than I thought.

eduardofuenzalida
Автор

Great vid. Always a pain to remember to remember to add the account type to the profile - 5:15.

matthewstephenbrown
Автор

Thanks Brain, now I have configured it easily. Thanks again.

umamaheshwarreddypondugula
Автор

Thanks!
ir the record type for the person account is managed from the Account object, why there is an option to create a record type from the person account. What is the difference? creating from Account and Person Account.

uiuxhero
Автор

Hi Brain, just a need ur help to get a rough idea how to accomplish the following scenario. If i create a person account in saleforce it should automatically create a person account folder in sharepoint too. Could you please advise on the steps to achieve this?

sha