Working with Person Accounts in Salesforce: Setup, Campaigns, and FormAssembly Integration

Person Accounts are essential for many Salesforce use cases — but understanding how they work, and how to use them correctly with FormAssembly, can be challenging without the right foundation.

View this training webinar to see a walkthrough of how Person Accounts function within Salesforce. You’ll not only learn proper setup, but how to connect them to FormAssembly to ensure your data flows correctly into your campaigns and workflows.

Via quick, guided walkthroughs, we cover:

• How Person Accounts differ from standard Accounts and Contacts
• How to configure FormAssembly to work with Person Accounts
• When and why you might use Person Accounts in your data model