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How To: Clone Person Accounts in Salesforce

Person Accounts are a combination of the Account and Contact record. The Account record type controls if Salesforce displays and processes the Account as a Person Account or Business Account. Salesforce has special processing for Person Accounts, so they can be tricky to process.

Super Clone Pro can clone Person Accounts and related records. The only requirement is that the Account’s standard ‘Name’ field have a field action set as ‘Exclude From Query’. It is also recommended that the Account Name not be displayed on the page to prevent confusion and accidental entry.

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