Considerations for Using Household Solution

Before you install Household Solution, review these considerations.

Considerations and Limitations

Install the solution in a new org. Installing it in an existing org may cause deployment errors.
Salesforce recommends starting in a sandbox to verify that the installed configuration meets your needs before rolling it to production. To deploy to a production org, your Apex code must have at least 75% code coverage.
Note The initial setups that install data and metadata are unavailable in active production orgs and Government Cloud orgs.
If the installation fails, view the logs to resolve issues. If the problem persists, contact Salesforce Customer Support.
The solution deploys sample data. Install the solution in a sandbox, Developer Edition org, or FSC Trial org to explore features.
The Financial Account Management Standard Objects setting helps you access the Financial Account and related standard objects. If you’re currently using objects from the Financial Services Cloud Managed package, then plan your metadata and data migration before you start using the standard Financial Account and its related objects. For more information, see Considerations for Using Financial Account Management Standard Objects.
Sample configurations and data deployed by Household Solution aren't automatically removed. To prevent data conflicts, manually delete the sample data before adding production data.

To resolve Household Solution installation issues, try these solutions.

Issue	Possible Resolution
Unable to complete Household Solution installation. Person account record insert operation failed.	Before you start the installation, make sure that you enable Person Accounts. After enabling person accounts, make sure that you assign the record type to user profiles.

Did this article solve your issue?

Let us know so we can improve!