Setup
See Views
See also Record Page for details on setting up Lightning Record Pages.
Notes:
Header
Left Column
Right Column
I don't HATE Person Accounts with a passion like others do, but I do much prefer the NPSP's way of handling individuals in Salesforce, than Person Accounts.
Story about Person Accounts and Workflows (old now, and I haven't seen if it is the same for Flows, it probably is.
I needed to do a Time Based Workflow to send an email to Person Accounts. Time based workflows must be on create or edit to match the rule. Person Account workflows for emails must be on the Contract. All custom fields for Person Accounts are stored on the Account. I can not edit the Contact record to make the workflow criteria fire, as Workflows only work off the Contact for Person Accounts. So, you can add the Email field to the Account record and update it via a workflow. See Jeff Douglas' article below or https://success.salesforce.com/answers?id=90630000000i12NAAQ |