Person Accounts
Person Accounts in Salesforce are used when standard accounts do not accurately decribe the B2C customer relationship for your business. When contacts are the better fit for transacting with a customer, person accounts are used to collapse the standard B2B Account+Contact way of account management, to just Contact*. * Behind the scenes, salesforce still uses the account+contact model but person accounts remove the necessity to create an account and follow on with contact creation, when you're really wanting to just enter the contact and be done. More information on Person Accounts and pro's and con's can be found online, and here's a great rundown at Salesforce Ben.
Netsuite handling of person accounts comes in the form of setting the Netsuite Customer relationship type between Individual and Company, in a similar fashion as Salesforce but all in the same record structure.
Breadwinner handling of person accounts can therefore come in 2 flavors. Salesforce Person Accounts ON and OFF, which are mapped to Netsuite's customer type. Here are the differences and considerations for how Breadwinner interacts in those modes:
All NetSuite Customers irrespective of Individual/Company will have Salesforce Business Accounts
- Account Match (Page and Auto-Create/Match) and Auto Creation (NetSuite --> Salesforce)
- This applies to Breadwinner users, when performing an account match manually OR Breadwinner automation performing the account match.
- All NetSuite Customer types (Individual/Company i.e. Is Person TRUE or FALSE) will create only Salesforce Business Accounts.
- Creation of NS Customers from Account during Sales Order or Invoice creation (Salesforce --> NetSuite):
- A picklist "Select the Type" exists on the Customer creation page where user can select Individual or Company.
- When INDIVIDUAL is selected, Breadwinner provides a list of contacts under that account for fields like Last Name, First Name and Job Title. (or they can be filled manually without using the any contacts)
You are also able to edit the new customer's details during the process.
- When COMPANY is selected, Breadwinner will put the Salesforce Account details into NetSuite Customer details.
- Account Match (Both transaction creation page and Auto-Create/Match)
- In the match process, Breadwinner matches:
- NetSuite Individual Customer (Is Person - TRUE) to Salesforce Person Account
- NetSuite Customer (Is Person - False) to Salesforce Business Account
- If no match is found Breadwinner creates Salesforce Accounts based on the NetSuite Customer’s Is Person value. i.e. Person Salesforce Account for Is Person NetSuite Customer OR Business Account when Not a Person NS Customer
- Reparenting or manually selecting another SF Account for a NS Customer can be done (Breadwinner is not restricting cross-mapping of Person/Non-Person accounts for when it's needed)
- Creation of NetSuite Customers from Account during Transaction (Sales Order or Invoice) Creation:
- If the Originating Salesforce Account is Person Account → the Type picklist (Individual/Company) will be filled with INDIVIDUAL by default. Note: Breadwinner does not show the contacts picklist as Person Accounts are themselves virtual contacts.
- If the Originating Salesforce Account is a Business Account → NetSuite Customer of type Company is created
- Note: Breadwinner does not restrict the Type picklist
To populate a Default Type value during the Custom Guided Wizard, set “Is Person” in the Company Configuration Section:
For Customer Global API: It is the “isPerson” param
