Salesforce Tips: Person Account for Lead Conversion

By default, the Company field is mandatory in the Lead layout.

 

 

You can only make it a non-required field if you have Person Account activated. If Person Account is activated, the conversion behavior will work like this:

If Company field is populated, the conversion form will allow you to create a Business Account and a Contact.

If Company field is not populated, the conversion form will allow you to create a Person Account.

When a Person Account is created, it will also create a Contact record using the same information. Some of the Contact fields will also be available in the Person Account object.

For example, the Contact Mailing Address and Contact Other Address.

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