I am getting the following error message while creating an account (Person Account/Household):

"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. (FinServ)"

I think it has something to do with my account record type settings. I tried checking in setup for the same but couldn't find anything. Also under Wealth Management Set up> Groups > Record types - I didn't find any records. Is this ok?
 
*Note - The org set up is not part of any firm or entity. Its set up for training purposes as suggested in Trailhead modules.
 
Any help to resolve this would be great. Thanks in advance.

Hi all,
The question is
Install an AppExchange dashboard package and make updates to one of the dashboards.
You’ve been asked to create a new Lead trending dashboard. Rather than creating the dashboard from scratch, install a CRM adoption dashboard package from the AppExchange into your Developer Edition environment and update one of the dashboard components as specified below. (Note: While it's a best practice to always clone a dashboard before you modify it, for this example, you can go ahead and modify the dashboard directly).
Install Salesforce Adoption Dashboards from the AppExchange into your Developer Edition.
Refresh the '3 - Sales & Marketing Adoption' dashboard in the 'Salesforce Adoption Dashboards' folder at least once.
In '3 - Sales & Marketing Adoption' dashboard, change the dashboard component for 'New LEAD Trend by Source' to a pie chart and set the wedges to Lead Source.

The thing that I did:


The Error I am getting:
Challenge Not yet complete... here's what's wrong:
The 'LEAD Trend by Source' dashboard component is not a pie chart.

With Regards,
   Nisha