Pada saat mengajukan permintaan, pastikan bahwa anda benar-benar membutuhkan feature ini. Karena apabila feature ini sudah diberikan maka tidak bisa dihilangkan lagi.
Cara mengajukan permintaan dengan membuat case :
- Klik link Help & Training (di kanan atas)
- Klik Tombol Create a Case
- Untuk Topik, klik Sales Clouds
- Untuk Kategori, klik Account/Contact/Person Account
- Klik Log a New Case
- Isi fom
- Dan kirim dengan klik tombol submit.
Apabila case sudah diterima dengan tim, mereka akan mengirimkan email untuk meminta kita melakukan settingan beberapa hal sebagai berikut :
Hello,
My name is Jason and I have taken ownership of this case. I understand you would like Person Accounts enabled in your Org. I am happy to assist with this!
Before proceeding, can you confirm the following with your answers via case comment or email?
1. What is the Organization ID of the production or sandbox instance? (Navigate to Setup > Company Profile > Company Information. Please also specify if this is a sandbox or production):
2. You must be an active system administrator authorized on behalf of this organization to request this feature, please specify the username you are using for this organization. If you are a partner logging this case on behalf of a customer, please also grant login access for 3 days as a proof of authorization (please note that support is not going to use the login access for this activation but is just to validate the request).
3. I understand that once Person Accounts feature is activated, it can’t be disabled (we encourage testing this feature in a sandbox or a Dev/Free Trial org):
4. I have completed the steps below:
STEP 1: Create a standard account record type. Here is the click-path:
1. Go to Setup and search for Record Types in the Quickfind box.
2. Create a new Account Record Type
3. You can use "Business Account" or similar as the record type name if you do not have an existing Account record type, but at least one Account record type must exist. You do not need to enable for Profiles (unless you intend to use this record type). Click Next.
4. Accept all defaults on the next page and click Save.
STEP 2: Ensure the organization-wide sharing settings have been set for the Contact records to be "Controlled by Parent". This can be verified through this click-path:
Setup and search for Sharing Settings in the Quickfind box.
STEP 3: Ensure all of the profiles have at least 'Read' permissions on the Account and Contacts objects. This can be verified for each profile using this click-path:
Click Setup | Search for Profiles in the Quickfind box.
STEP 4: Please be aware of the following limitations:
-Person accounts are currently not supported in the Offline Edition as it will not be visible.
-If you are using Outlook or Notes, you must upgrade to version 3.2.
-Converting existing customer accounts to person accounts will require a data conversion process. More information about this process can be found here:
https://resources.docs.
Since this feature can not be disabled, we strongly encourage customers to evaluate B2C in a test (30 Day free trial) or sandbox instance before enabling B2C in a production org. It is also recommended that any data conversion process be tested in one of these environments prior to converting production data.
segera balas email tersebut, berikan Organization ID (di production / sandbox), sesuai kebutuhan yang kita ingin ubah, email admin yang digunakan untuk melakukan penyetingan dan juga pernyataan bahwa kita benar-benar membutuhkan feature ini dan mengetahui bahwa feature ini bersifat permanen apabila sudah diimplementasikan.
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