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Full Account Settings entry
How-to guide

How to set up Account Settings in Salesforce

Account Settings is the org-wide configuration page for the Account object — toggles for Account Teams, Person Accounts, Account Hierarchy display, and a handful of related options. Most are one-time decisions made early in an org's life; some are one-way enablements.

By Dipojjal Chakrabarti · Editor, Salesforce DictionaryLast updated Apr 20, 2026

Account Settings is the org-wide configuration page for the Account object — toggles for Account Teams, Person Accounts, Account Hierarchy display, and a handful of related options. Most are one-time decisions made early in an org's life; some are one-way enablements.

  1. Open Setup → Account Settings

    Setup gear → Quick Find: Account Settings → Account Settings.

  2. Click Edit

    Top-right of the page.

  3. Tick Account Teams to enable team selling on Accounts

    Allows the Account Team related list. Disabling later is a destructive operation — wizard exists but plan carefully.

  4. Tick Person Accounts to enable Person Accounts

    **One-way** decision. Once enabled, can never be disabled. Adds a Person Account record type to the Account object.

  5. Configure Account Hierarchy display options

    How parent-child Account hierarchies appear in lists and reports. Defaults to standard tree view.

  6. Configure Contacts to Multiple Accounts

    When ticked, Contacts can have multiple Account relationships — Account Contact Relationship object becomes editable.

  7. Save

    Settings apply immediately. Some changes (like Person Accounts) trigger background re-indexing.

Key options
Account Teamsremember

Toggle. Enables Team Selling on Accounts.

Person Accountsremember

**One-way enablement**. Adds a Person Account record type.

Account Hierarchy displayremember

Tree depth, default expanded levels.

Contacts to Multiple Accountsremember

When ticked, Contacts can be on multiple Accounts (via Account Contact Relationships).

Gotchas
  • Person Accounts is a one-way enablement. Once on, you cannot disable it. Test thoroughly in a sandbox before flipping in production.
  • Account Teams disabling is technically possible via a wizard but destroys all Account Team Member records. Plan as a destructive operation.
  • Contacts to Multiple Accounts is the gateway to a different sharing model. Enabling adds the Account Contact Relationship object — your sharing rules and reports may need updates.

See the full Account Settings entry

Account Settings includes the definition, worked example, deep dive, related terms, and a quiz.