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Salesforce Certified Sales Cloud Consultant · Salesforce
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To relate a custom object (Policies) to both Person Accounts and business accounts, you would need to establish relationships with both the Contact and Account objects. Option A, creating a contact lookup field and an account lookup field on the Policies custom object, is the most suitable approach. This allows you to link a policy to both an individual consumer (Person Account) through the Contact lookup and a business account through the Account lookup.