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How do you design the data model differently for B2B vs B2C?

The Salesforce data model has roots in B2B (Account-Contact-Opportunity). B2C requires adjustments.

B2B (default):

  • Account = company.
  • Contact = person at that company.
  • Opportunity = potential deal with the Account.
  • Lead = pre-qualified company + contact info.
  • Many-to-many: a Contact can be on multiple Accounts via Account Contact Relationships.

This works for any B2B (selling to other companies).

B2C (consumer):

  • The Account-Contact split is awkward — a consumer is a single person, not a company with contacts.
  • Person Accounts — Salesforce's solution. A record represents both an Account AND a Contact in one. Enable once; irreversible.
  • Alternative: keep B2B model but use a fake Account "Consumers" with all individual contacts. Limits some features (Account Hierarchy, Account-driven sharing).

Hybrid B2B + B2C:

  • Person Accounts for individual customers.
  • Business Accounts for companies.
  • Both coexist; record types differentiate.

Other B2C considerations:

  • High volume — millions of consumers; LDV strategy mandatory.
  • External-facing portals (Experience Cloud) heavily used.
  • Marketing Cloud Engagement instead of Pardot/MCAE.
  • Identity verification, login more emphasis.
  • Privacy / GDPR — consumer PII regulations stricter.

Decision criteria:

  • Pure B2B -> standard Account-Contact-Opportunity model.
  • Pure B2C -> Person Accounts.
  • Hybrid -> Person Accounts + Business Accounts coexisting.
  • Very narrow B2C use (a few consumer customers in mostly-B2B) -> stick with B2B model, treat consumers as Contact under a generic Account.

Senior consultants probe early: "Do you sell to companies, individuals, or both?" The answer drives data model and scales the project significantly.

Why this answer works

Tests data modelling depth. The Person Account decision and the hybrid pattern signal senior consulting.

Follow-ups to expect

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