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