RIO Education Person Account Extension
Overview
The Person Account extension package allows RIO Education to support Person Accounts.
Installation
For information on installing this extension package, please see this article here.
Configuration
After installing the extension package, please perform the following setup:
Set Person Account Record Type Id
- Go to Setup > Develop > Custom Setting > RIO Education Settings.
- Click Edit.
- Set the 18 chars Person Account Record Type Id on the "Administrative PA Record Type" field.
- Save the change.
Trigger handler replacement
The following EDA and RIO Education trigger handlers will be disabled automatically:
Trigger Handler Name | Object | Package |
---|---|---|
ACCT_CannotDelete_TDTM |
Account | EDA |
ACCT_IndividualAccounts_TDTM |
Contact | EDA |
REL_Relationships_Con_TDTM |
Contact | EDA |
ADDR_Contact_TDTM |
Contact | EDA |
CON_DoNotContact_TDTM |
Contact |
EDA |
CON_Preferred_TDTM |
Contact |
EDA |
CON_PrimaryAffls_TDTM |
Contact |
EDA |
CON_CannotDelete_TDTM |
Contact |
EDA |
CON_PrimaryLanguage_TDTM |
Contact |
EDA |
CON_PreferredPhone_TDTM |
Contact |
EDA |
rio_ed.CON_Contact_TDTM |
Contact |
RIO Education |
rio_ed.CON_FacultyCommunity_TDTM |
Contact |
RIO Education |
rio_ed.PRAP_StudentCommunity_TDTM |
Contact |
RIO Education |
Please note that if you still need the EDA and RIO Education trigger handler, you can re-enable them.