Pre-Config Guide (SF Config) - PosiEd

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Add Record Types and List Views 

Account  Record Types

Create the following Account Record Types if not yet created.

• Department

• House 

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

• Record Type Label: 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 that Person 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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