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Salesforce B2C Implementation Guide

Salesforce B2C Implementation Guide

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ABOUT THIS GUIDE

Accounts
Person Accounts
Considerations for Using Person Accounts

ENABLE PERSON ACCOUNTS

Person Account Considerations
Prepare Your Organization for Person Accounts
Enable Person Accounts

CONFIGURE PERSON ACCOUNTS

Optimize Person Accounts with These Recommended Configurations
Test Your Person Account Setup

IMPORT DATA INTO PERSON ACCOUNTS

Importing Person Accounts
What Is Imported for Person Accounts

CONVERT BUSINESS ACCOUNTS TO PERSON ACCOUNT

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