Local Trailblazer Series - Why Person Accounts Aren't So Bad & How to Migrate - Emily McCowan

Jun 17, 2021, 2:00 – 3:00 AM

Want to know more about Person Accounts, the side effects of using them in a new or established Salesforce org? In this Local Trailblazer Series virtual session, Emily will share her real-life experience of migrating an existing Salesforce org to Person Accounts & tips and gotchas she's discovered along the way.

About this event

The decision to use Person Accounts in a brand new Salesforce org, and the side effects of this decision on your design & implementation, is tricky enough - what happens when you've got an established Salesforce org and you need to migrate from an Account-Contact model to use Person Accounts?

Salesforce appear to be doubling-down on Person Accounts - there are multiple Salesforce products now that are moving towards, or already, require you to use Person Accounts to store your customer data - like Salesforce Industries (formerly known as Vlocity), Health Cloud, and Financial Cloud.

In this session, Emily will share her real-life experience of migrating an existing Salesforce org to Person Accounts and the tips and gotchas she's discovered along the way. 

Speaker

  • Emily McCowan

    Mav3rik

    Lead Technical Architect

Group Leaders

  • Vickie Jeffery

    Ausure Pty Ltd

    Community Group Leader

  • Rebecca Aichholzer

    VISEO

    Community Group Leader

  • Tim Combridge

    Sensible Giraffe

    Community Group Leader

  • Preena Johansen

    Telstra

    Community Group Leader

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