By default, Salesforce supports only business accounts. To enable personal accounts (e.g., for residential services such as home internet, TV or a security service), additional configuration is required.
Individual accounts in Salesforce are implemented as Person accounts — a special record type built into the Salesforce platform. To enable personal accounts:
- Go to the Account object record type configuration (Setup → Object Manager → Account → Record Types).
- Enabling the Person record type requires at least one existing record type — if no record types are present, create a Business record type (for both label and API name).
- Enable Person record type (Setup → Feature Settings → Accounts → Person Accounts) per these instructions.
Once the Person account type is enabled, Nextian services can be assigned to both business and individual clients.
| Important | Enabling the Person Account type cannot be reversed, so we recommend testing it in a development org first. |
Once person accounts are enabled, we recommend the following additional configuration steps:
- Adjust account details display:
- Update your residential account page layout, compact layout, and Lightning page as needed.
- Simplify the display by removing business account-specific fields that are not required for residential accounts.
- Review list views:
- Note that the Nextian package list views do not distinguish between residential and business account types, services, etc.
- Review and clone existing list views as needed, and apply the filter Account Record Type = Person for residential account views.
- Review dashboards:
- The Nextian package dashboards do not differentiate between residential and business account types, services, products, etc.
- Review and clone dashboards and reports as needed, and apply the filter Account Record Type = Person for residential data.
- Review Salesforce profiles and permission sets to ensure access to record types, page layouts, compact layouts, and Lightning record pages.
