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Configure the Party Model Custom Setting

Configure the Party Model Custom Setting

The relationship graph requires system administrators to manually set a custom setting to specify whether Party model​Salesforce Industries Communications, Media, and Energy Party Model records are created.

To create the custom setting and enable or disable it:

  1. From Setup, in the Quick Find box, enter Custom Settings.
  2. Click Custom Settings.
  3. Next to Trigger Setup click Manage.
  4. Click New.
  5. Enter the following information:
    • The Name is Party.EnablePartyModel.

    • Set one of the following settings:

      Trigger On = checked means party records are created.

      Trigger Off = not checked means party records are not created.

    To rebuild Party Model records, use the Vlocity administration tools. See Rebuild the Relationship Graph Party RecordsRebuild the Relationship Graph Party Records.

 
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Salesforce Help | Article