Person Accounts
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Person Accounts
- 1 Minute to read
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- We've got you covered if you’re using Person Accounts in Salesforce. There is no additional setup step, and it works out of the box.
- All you have to do is start from the Contact node and add the parent relationship Account to your audience.
- Under the Salesforce hood, Person Accounts are still two records: Account + Contact, even though you have one combined page layout for that record. Depending on where your relevant data is stored (Account or Contact fields), you must filter on either node for these fields.