Universal Containers (UC) has a B2C customer department that uses person accounts to track and manage all B2C customers. UC has set up a B2C site using Salesforce Experience Cloud. The VP of B2C business wants to enable self-registration on the portal so customers can create their own user accounts.
What should the Experience Cloud consultant at UC recommend so that the new users self-registering on the B2C site are captured as person accounts in Salesforce?

Question

Universal Containers (UC) has a B2C customer department that uses person accounts to track and manage all B2C customers. UC has set up a B2C site using Salesforce Experience Cloud. The VP of B2C business wants to enable self-registration on the portal so customers can create their own user accounts.

What should the Experience Cloud consultant at UC recommend so that the new users self-registering on the B2C site are captured as person accounts in Salesforce?

Steven Bertoldi · Accepted Answer

Use the standard self-registration configuration under Experience Workspace and leave the default Account field empty.

Steven Bertoldi · Answer

Create a custom self-registration page and Apex handler that creates a person account for each user self-registering on the portal.

Steven Bertoldi · Answer

Restrict the Account record type access to Person Account record type only for the Site Guest User, so any account created is bv default a person account.

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