If you’ve installed the Health Cloud managed package and enabled person accounts, configure a default mapping record to create patients or members in Health Cloud.
Required Editions
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Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud |
- From Setup, in the Quick Find box, enter Custom Metadata, and then select Custom Metadata Types.
- In the list of custom metadata types, click Manage Records next to the Individual Record Type Mapper custom settings.
- Click New.
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Enter Person Account as the label for the mapping
record.
You must have at least one mapping record with this label. Health Cloud uses this mapping to create patient or member records.
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The Individual Record Type Mapper Name field is auto-populated. Keep it as is
or add a custom name.
This field is for internal use only.
- In the Account Record Type field, enter the name of a valid person account record type that you want to use in this mapping. Alternatively, you can use the same value you entered for Label, that is, Person Account.
- If you’re using a Developer Edition org, enter the org namespace for your org (not the package namespace) in the Record Type Namespace (Account) field. Otherwise, leave this field blank.
- Leave all other fields blank.
- Save your work.