Hello
I m trying to pass the FSC Superbadge. One of the assignments consists in creating a person account. I receive the following error while attempting to do it:
Review the errors on this page.
- FinServ.AccountTrigger: execution of BeforeInsert caused by: FinServ.MoiExceptionWrapper.ValidationException: Your account record type is missing, a duplicate, or invalid. Ask your admin to check the individual record type configurations in Setup. (System Code)
I have reviewed articles like https://help.salesforce.com/s/articleView?id=000318117&type=1 or https://salesforce.stackexchange.com/questions/333360/person-account-error-your-account-record-type-is-missing-a-duplicate-or-inval
and checked the configuration, but everything seems to be ok.
Would you have any ideas on what is wrong?
Thanks
#Financial Services Cloud #Person Account #Lightning Configuration #SuperbadgeSunday #Trailhead
1. This error will be observed if:
- The 'Household' record type has been deactivated on the Account object
- The 'Individual' record type has been deactivated on the Account object
- The 'Individual' record type has been deactivated on the Contact object
To resolve the above issues you need to reactivate the record types and if needed consider removing access to the record types at the profile (or permission set) level instead of deactivating the record type.
2. This error will also be observed if there is an Account record type with a Name (DeveloperName) that matches the Name (Developer Name) of a Person Account Record Type. make sure there isn't a custom record type on Account named PersonAccount.
3. Ensure Use Person Account is Enabled in Custom Settings.
- Goto Setup
- Search "Custom Settings" in Quick Find, open it
- Click Manage next to "Use Person Account"
- once it opens click edit next to "Use Person Account"
- ensure Enable is checked.
4. Ensure Correct Configuration of " Individual Record Type Mapper "
- Goto Setup
- Search "Custom Metadata Types" in Quick Find, open it
- Click " Individual Record Type Mapper "
- once it opens click "Manage Individual Record Type Mappers " next to Edit button
- click Edit next to Person Account.
- Be sure that it's listed as follows:
- Label: Person Account
- Individual Record Type Mapper Name: PersonAccount
- Account Record Type: PersonAccount
- Note the SPACE in the Label and the lack of space in the other two.
If not resolved refer articles below:
