I have a client who’s mostly B2B but has some clients who are individuals (he’s a lawyer). Should we represent the individuals who are clients using
Accounts with the same name as the individual and an associated
Contact, or some other way? If
Accounts with the same name is the recommended solution, what is the utility of using a different
Record type for these?
I am leaning towards eponymous
Accounts, e.g., the client “John Smith MD” gets a fake organization named “John Smith MD”. It is entirely possible that he could later work for a different organization and still be the same person and have two different relationships with my client.
This is suggested in Salesforce B2C vs B2B
As I understand NPSP,
Accounts are converted to
Households, which certainly seems inappropriate here.
We are using Enterprise Edition including some 3rd party packages that I assume would not react well to NPSP.