Background

SUMO supports organizations that work with Businesses (B2B) and organizations that work with Consumers (B2C).  For organizations that work with consumers (B2C), it is important to use “SUMO Person Accounts”.

What is a SUMO Person Account?

If you turn on SUMO Person Accounts (not be confused with a Salesforce Person Account) then every time you create a “Contact” in SUMO, you will not be required to also create an “Account”.  What will happen is SUMO will automatically create an Account by the same name as the contact, which you may ignore.  If fact if you like, you can configure SUMO to make it so that if a user ever tries to navigate to this dummy account, SUMO will be re-directed them to the associated contact.

How do I setup SUMO Person Accounts?

This article includes instructions on how to configure the SUMO Person Account settings.  NOTE: These settings are available on SUMO Admin Settings and SUMO Personal Settings, meaning each user may also control their own SUMO Person Account settings.

IMPORTANT — Person Accounts – SUMO has a custom implementation of Person Accounts (not the standard salesforce.com Person Accounts solution).  Essentially how it works is when you create a new SUMO customer, which is a contact record, an account by the same name will be created behind the scenes.  

Import Customers

Importing records into SUMO requires knowledge of the Salesforce Data Loader tool (or similar tool).  In general the following fields must be included in your import:

  • Contact Record Type = Customer
  • Is Person Account — Checkbox = True
  • Account Name = Blank
HOW TO IMPORT – Read this article to learn all about How to Import & Export Records.