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Add Record Types and List Views 

Account 

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Record Types

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Create the following Account Record Types :

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if not yet created.

  • Department

  • House 

Go to Setup > Object Manager > Account > Record Types > New

  • Record Type Label: Educational Institution / Department / House 

  • Active = TRUE 

  • Make Available = System Administrator

Person Account Activation 

Note: Do this before installing a new package.  

Before syncing the Publish Students, ensure the that Person Account is Accounts are activated in the Org 

Reference: Enabling Person Accounts in Salesforce

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Assign the Person Account record type correctly in the Account object. 

Go to Setup > Profiles > System Administrator > Object Settings > Account 

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