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Monthly Archives: May 2009

Understanding Business Accounts and Person Accounts – Part 2

26-May-09

In Part 1 of this series, we reviewed the difference between a [Business] Account and a Person Account. Moving from a Business Account to a Person Account is very common and the converse can be as well so how do we make this easy to do? Let’s review the requirements to create a Person Account [...]

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Avoiding Number Formatting Problems in Salesforce.com Fields

21-May-09

An issue came up with a client recently that will help other Salesforce.com users I’m sure. The issue relates to the increasing use of unique and long numbers in business. From account numbers, merchant numbers, to Tax ID numbers, we have lots of numbers to keep tabs on. Salesforce.com is a great place to keep [...]

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Understanding Business Accounts and Person Accounts – Part 1

04-May-09

How you store your client information inside Salesforce.com makes a big difference. One area where this is very clear is Accounts and Contacts. Salesforce began as a business tool and therefore focused on business to business (B2B) relationships. Therefore, the Account object is oriented toward a business or company by default. These relationships look like [...]

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