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RIO Education Person Account Extension

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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

  1. Go to Setup > Develop > Custom Setting > RIO Education Settings.
  2. Click Edit.
  3. Set the 18 chars Person Account Record Type Id on the "Administrative PA Record Type" field.
  4. 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.



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