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Add Record Types and List Views 

Account 

Account Record Types 

Create the following Account Record Types:

  • Educational Institution 

  • 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 Person Account is activated in the Org 

Reference: Enabling Person Accounts in Salesforce

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