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            Create a Health Verification Record Type on the Person Account Object

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            Create a Health Verification Record Type on the Person Account Object

            Optionally, you can create a record type specifically for health verifications on the Person Account object.

            Required Editions

            Available in: Enterprise and Unlimited editions.
            User Permissions Needed
            To install a package: Modify All Data

            The default value for the Person Account Record type is PersonAccount.

            To create a record type specifically for health verifications on the Person Account object, complete these steps.

            1. Create a Person Account Record Type specific to health verifications on the Person Account object.
              For instructions, see Create Record Types.
            2. Go to Custom Setting and select Health Verification Person Account Pref.
            3. In Custom Setting Definition Detail, click Manage and edit the field value for Health_Verification_Person_Acct_Pref__c.RecordTypeName__c to the new record type.
              Any Health Verification record created thereafter is associated with the new record type.

            See Also

             
            Загрузка
            Salesforce Help | Article