Enable and configure Person Accounts step by step so they work across fusionCore checkout, refunds, purchase tracking, credit, and order creation.
A Person Account is a single Salesforce record that combines an Account (an organization) and a Contact (a person) for one individual. fusionCore supports Person Accounts, but they need configuration before they work correctly across fusionCore’s financial and transactional processes.This runbook is for system administrators and implementers who are setting up an org. It is a one-time setup sequence: work through each section in order, because later steps depend on earlier ones. When you finish, Person Accounts behave correctly across these fusionCore flows:
Checkout — placing orders through an Experience Cloud portal
Refunds — returning payments to an individual
Purchase tracking — recording what an individual has bought
Credit application — applying an individual’s credit or wallet balance
Order and opportunity creation — generating orders and opportunities for an individual
The configuration makes sure the individual’s contact details are recognized across fusionCore’s standard and custom objects, and that the related fields are visible and usable on the right page layouts.
Enabling Person Accounts is permanent and cannot be undone. Once the feature is on, you cannot remove it from your org. Plan the setup before you enable Person Accounts in any environment.
Internal users and portal users may need different access. Portal-facing access usually relies on separate profiles and permission sets (for example, fusionCore - Portal Guest User and fusionCore - Checkout). Keep this distinction in mind as you work through the steps below.
Before you enable Person Accounts, create a business Account record type. This gives organization-style Accounts their own record type, which keeps them separate from the Person Account record type that Salesforce adds automatically when the feature is enabled.
1
Open the Account object
From Setup, type Object Manager in the Quick Find box and open Object Manager, then click Account.
2
Start a new record type
Click Record Types in the left sidebar, then click New.
The Record Types page on the Account object, with the New button.
3
Fill in the record type details
Complete the form:
Existing Record Type: select Master (if it is not already chosen).
Record Type Label: enter a name that fits your organization’s naming convention, such as Business Account or Organization Account.
Record Type Name: this auto-fills from the label.
Description: optional, for example Record type used for organization Accounts.
Active: make sure this checkbox is checked.
The new record type form with the label and Active checkbox.
4
Make the record type available to profiles
In the profile list, check Make Available for every profile that should use this record type. Then assign the page layout these profiles will see, which in a fusionCore org is usually FC Account Layout.
Making the record type available to profiles and assigning a page layout.
5
Save
Click Next. On the page layout assignment screen, confirm the page layout (for example FC Account Layout), then click Save.
The page layout assignment screen before saving.
With the business record type in place, you can enable the Person Accounts feature.
Before you can create Person Accounts, turn the feature on in Setup.
Enabling Person Accounts is permanent and cannot be undone. Once the feature is on, you cannot remove it from your org. Confirm you intend to use Person Accounts before you continue.
At least one profile must have a record type assigned for the Account object before you can enable the feature. The readiness check in the steps below confirms this for you.
1
Open Person Accounts setup
From Setup, type Person in the Quick Find box, then click Person Accounts.
The Person Accounts setup page in Quick Find.
2
Run the readiness check
Click Check Readiness. Salesforce runs a system check to confirm your org meets the requirements (such as record type availability and permissions).
The Check Readiness button on the Person Accounts setup page.
3
Review the org impacts
Click View Org Impacts to review how enabling Person Accounts will change your org. Read this list carefully, because the change is permanent.
The View Org Impacts summary listing the changes enabling Person Accounts will make.
4
Acknowledge and continue
Check the acknowledgment box labeled “I understand that enabling this feature results in permanent changes to my Salesforce org.”, then click Continue.
The acknowledgment checkbox and Continue button.
5
Enable the feature
On the confirmation popup, click Enable Person Accounts. When prompted, click Enable.
The Enable Person Accounts confirmation popup.
The final Enable confirmation prompt.
Your Salesforce org now supports Person Accounts.
The Person Accounts setup page confirming the feature is enabled.
After you enable Person Accounts, make the Person Account record type available on the Account object for each profile whose users need to create or work with Person Accounts. Until you do this, those users cannot select Person Account when they create an Account.
1
Open the profile
From Setup, type Profiles in the Quick Find box, click Profiles, then select the profile you want to update (for example System Administrator).
The Profiles list in Setup.
2
Edit the Account record type settings
On the profile page, scroll to the Record Type Settings section, find Accounts, and click Edit next to it.
The Record Type Settings section with the Edit link for Accounts.
The Account record type edit screen for the profile.
Moving record types into the Selected Record Types list.
3
Make Person Account available
Move Person Account into the Selected Record Types list so the profile can use it. Then, under Default Record Type, set the default as needed for this profile (for example, set the Person Account default to Person Account).
Person Account selected and set as the default record type.
4
Save
Click Save to apply the changes.
Repeat these steps for any additional profile whose users need Person Accounts, such as Standard User or a QA tester profile.
In the Quick Find box, type Person Account, then click Person Account.
3
Open the layout
Click Page Layouts in the left menu, then click Person Account Layout.
The Person Account object's Page Layouts list in Object Manager.
4
Add fields
In the layout editor, drag the following fields from the field palette onto the layout, positioning them wherever suits your business process:
Total Available Individual Credit
Email
Title
The Person Account layout editor with the added fields in place.
5
Add the fusionCore actions
The buttons users can click at the top of a record live in the Mobile and Lightning Actions section of the layout. Click that section, then click Override the predefined actions so you can choose exactly which actions appear instead of the org defaults. Drag the following actions into the Salesforce Mobile and Lightning Experience Actions section, then rearrange them into the order you want:
Create Order
Enable Customer User
Log in as Experience User
The Mobile and Lightning Actions section with the fusionCore actions added.
Creating a compact layout for Person Accounts keeps the most useful fields in view at the top of the record.
1
Open Compact Layouts
In the Person Account object in Object Manager, click Compact Layouts, then click New.
2
Set the label and fields
Set Label to Person Account Compact Layout, then under Fields to display add:
Account Name
Email
Title
Phone
Billing Address
The New Compact Layout form with the label and selected fields.
3
Save the compact layout
Click Save.
The saved Person Account Compact Layout.
4
Assign the compact layout
A new compact layout has no effect until you set it as the primary layout for the object. In Compact Layouts, click Compact Layout Assignment, then click Edit Assignment. From the Primary Compact Layout dropdown, select Person Account Compact Layout, then click Save.
The Compact Layout Assignment screen.
Person Account Compact Layout set as the primary compact layout.
Assign Person Account Fields to Object Page Layouts
Several fusionCore objects — such as Credit and Order — can belong to either an organization or an individual, so they need a field that shows the right customer name in either case. fusionCore ships two formula fields that handle this for you:
FS_Customer__c — shows the customer’s name as a clickable link.
FS_Customer_Name__c — shows the customer’s name as plain text.
Each field checks the record’s Customer Type. For an organization it shows the Account name; for an individual it shows the related Contact name. The older, non-FS_ versions of these fields were not designed for Person Accounts and do not resolve the individual’s name correctly. On the page layouts below, add the FS_ field and remove the older version it replaces.
1
Open Object Manager
Go to Setup, then in Quick Find type Object Manager and open it.
2
Open each object's page layout
For each object in the table below, open the object, click Page Layouts, and open the layout you use.
3
Add the FS_ field
Drag the listed field onto the layout where you want it to appear.
4
Remove the older field
Remove the older, non-FS_ version of the same field from the layout, then click Save.
Add these fields to the matching object layouts:
Object
Field to add
What it shows
Credit
FS_Customer__c
Customer name as a link (Account for organizations, Contact for individuals)
Purchase Activity
FS_Customer__c
Customer name as a link (Account for organizations, Contact for individuals)
Opportunity Line Item
FS_Customer_Name__c
Customer name as plain text (Account for organizations, Contact for individuals)
Order
FS_Customer__c
Customer name as a link (Account for organizations, Contact for individuals)
Order Item
FS_Customer__c and FS_Customer_Name__c
Customer name as a link and as plain text
On each layout, also remove the older non-FS_ version of the customer field. Those fields predate Person Account support and do not resolve the individual’s name for Person Accounts.
fusionCore ships two permission sets that grant access to the fusionCore business-data fields used by Person Accounts:
FS Person Account - Manage Business Data (API name FS_Person_Account_Manage_Business_Data)
FS Person Account - View Business Data (API name FS_Person_Account_View_Business_Data)
Both permission sets grant access to the fusionCore business-data fields (FS_Customer__c and FS_Customer_Name__c) on the Credit, Purchase Activity, Opportunity Line Item, Order, and Order Item records. With this access, those fields resolve correctly for Person Accounts. Assign the permission set (or sets) to any user who needs to see fusionCore business data on Person Accounts.
The two labels suggest different intents, but in the current release both permission sets grant the same field access. Assign whichever one matches how you organize access in your org.
1
Open Permission Sets in Setup
Click the gear icon at the top right and select Setup. In the Quick Find box, type Permission Sets, then click Permission Sets.
2
Open the permission set
Click the permission set you want to assign: FS Person Account - Manage Business Data or FS Person Account - View Business Data.
3
Open Manage Assignments
Click Manage Assignments.
4
Add the users
Click Add Assignments, then select the users who need this access.
By default the Accounts tab mixes organizations and individuals, so this final step creates a list view that shows only Person Accounts, with the most useful fields visible.
Keep these in mind as you set up and work with Person Accounts.
Enabling Person Accounts is permanent and cannot be undone. Plan before you turn the feature on.
Enable the feature only after the record type exists. At least one profile must have a record type assigned for the Account object, or the readiness check will fail. Configure the business Account record type first.
Person Account users cannot select the record type until you assign it to their profile. If users cannot create Person Accounts, confirm the Person Account record type is in the Selected Record Types list on their profile.
The customer name can show blank or wrong if the layouts are not updated. fusionCore uses FS_Customer__c and FS_Customer_Name__c to resolve the individual on Order, Credit, Purchase Activity, Opportunity Line Item, and Order Item records. If those fields have not been added in place of the older non-FS_ fields, the customer name can appear blank or incorrect for Person Accounts.
Fields can still appear empty even after layouts are updated. A user needs one of the fusionCore permission sets to see the business-data fields. Assign FS Person Account - Manage Business Data or FS Person Account - View Business Data to users who need that access.
