When a Contact is created, the Household record is created as well. Once that Household record is created in Salesforce, it should be available to be "looked up" using a Lookup mapping in FormAssembly. For that lookup to work however, you have to know the value of a unique key in the Household record.
Full Answer
How to find a household record in Salesforce?
When a Contact is created, the Household record is created as well. Once that Household record is created in Salesforce, it should be available to be "looked up" using a Lookup mapping in FormAssembly.
How can I exclude contacts from household greeting in Salesforce?
And if you want to get really fancy, talk to the incredible Salesforce admin at your organization to see if they can add automation to manage some of this for you. They can, for example, automatically exclude contacts from a household greeting based on age.
What is a household in Salesforce?
Documentation / The Salesforce Data Model for Financial Services Cloud / How Is a Household Modeled? How Is a Household Modeled? A household is a relationship group that represents a group of clients who live together and whose financials are summarized at the household level. A household is an account with the Household record type.
How do I manage households in Salesforce?
1. Log in to Salesforce and use the App Launcher ( ) to navigate to NPSP or another app you want to use. 2. Use global search to find a household by name. Anthony searches for Ventresca and is careful to select the Account and not the Contact record. 3. Click Manage Household. 4. Type a name in the search box.
How do I add a household contact in Salesforce?
Required Editions and User PermissionsFrom within a person's household, select Add Member.Don't edit the household's name in the Account field.For Contact, select the name of the contact you're adding to the household. ... Select the member's role in the household.Make the record active, and save your work.
How do I relate a Salesforce contact record to multiple accounts?
From Setup, enter Account Settings in the Quick Find box, then select Account Settings. Select Allow users to relate a contact to multiple accounts. You can use custom fields to capture unique information about relationships—for example, the best time to call a contact. Now is a good time to set that up.
How do I split a household in Salesforce?
1:512:58Go to Jasmine's house hold and click manage a household find Robbie in the group of household.MoreGo to Jasmine's house hold and click manage a household find Robbie in the group of household.
What is household account in Npsp?
What's in a Name? Household accounts in Nonprofit Success Pack (NPSP) record groups of contacts who live at the same address, such as a family. These records are a powerful way to track constituents' relationships to each other and give you a handy tool for direct marketing.
What two types of account-contact relationship can you see in contacts to multiple accounts?
Direct Relationship and indirect relationship are the two types of account-contact relationships.
Can a contact be associated with multiple accounts?
But you can add other accounts to the contact. These secondary account-contact relationships are indirect. Contacts to Multiple Accounts works with person accounts. That means a person account can be either a related contact on a business account or a related account on a contact.
What is a household account in Salesforce?
In this Salesforce system, each individual's contact record is grouped under a "household account". These household accounts are a way that Salesforce groups contacts around a physical address, limiting mailings to only one piece per physical address, and aggregating donation and membership information.
How do I merge households in Salesforce lightning?
Choose an account record. A message tells you if duplicates exist for that record. ... Choose up to three account records to merge. Click Next. ... Note When accounts containing brands are merged, the brand associated with the master account will be retained. ... Confirm your choices and merge.
Can we merge two different account in Salesforce?
Merge accounts with completely different names From your Account Tab, find the old account you would like to merge, for example, Corporate US. Then click edit, add the new name at the beginning like in the screenshot. After you've done, click Save. Then go back to Merge Accounts tool, and enter your search string.
What is a household account?
Household accounts presents data on disposable income, spending, savings, debt and financial assets of households.
Where would you go to configure household naming conventions in nonprofit success pack?
NPSP uses the Household Name Format to determine the Household Account Name. To change this setting: In NPSP Settings, click People | Households.
What is person account in Salesforce?
Person accounts store information about individual people by combining certain account and contact fields into one record. Business Contact Sharing for Orgs That Use Person Accounts. Orgs that use person accounts can modify the Organization-Wide Sharing Default for Contacts.
How to find a household in Salesforce?
1. Log in to Salesforce and use the App Launcher ( ) to navigate to NPSP or another app you want to use. 2. Use global search to find a household by name. Anthony searches for Ventresca and is careful to select the Account and not the Contact record. 3. Click Manage Household. 4. Type a name in the search box.
Does mailing address change with the season?
Sometimes mailing addresses change with the season, quite literally. Depending on where a constituent lives (and who they are), they might receive mail at a second address at various points in a year. In NPSP, a seasonal address on a household account, allows you to add a second address to an account and specify a start and end date. Any mail that goes out within that period of time goes to the seasonal address, rather than the household address.
Do you have to know the value of a unique key in the household record?
In most cases, it is safe to assume the Household name will be unique between all Households, and is generated in some fashion based off the Contact record.
Can you map a lookup for a household before child contact?
If this is true for your configuration, you can map a Lookup for the Household before the child Contact record mappings, then use that lookup in the child mappings. Note that you'll need to add the mapping Households get value from lookup above to every child record that should be associated with the household.
Working with Households
The Household Account model, available in Nonprofit Success Pack version 3 and up, is closely aligned to the standard Salesforce account model. In the Household Account model, the standard Salesforce Account object acts as the household, with numerous contacts (donors) and opportunities (donations) associated with it.
Add an Individual, Get an Automatic Household
In default NPSP settings, if you add an individual Contact record, Salesforce will automatically create a Household record for you.
Learning Objectives
Add A New Contact to An Existing Household
- But first, Anthony needs to create a contact record for Daniel and make sure it’s associated with his mother’s household account, the Ventresca household. Daniel is her dependent but doesn’t share Alex’s last name, and NMH wants to make sure that’s reflected accurately in NPSP. Here’s how Anthony adds Daniel as a new contact to an existing household: 1. Log in to Salesforce an…
Exclude A Household Member from Greetings
- Before they wrap up and say goodbye, Anthony takes a moment to assure Alex that he’ll customize their household account so that her son Daniel, who’s a minor, will be excluded from the account name and any external communications to the Ventresca household. To manage this, Anthony can select (or deselect) the options under Daniel’s record as it app...
Change A Household Address
- After setting up their next appointment and saying goodbye, Anthony takes a well-deserved break. Which, for Anthony, means seeing what Sophia on the development team is up to. Sophia and Anthony have worked closely together for a long time and often help each other out when they can. Any chance he has a free moment today? She’s working on an upcoming direct mail campai…
Designate A Primary Contact on A Household
- Great. Now that Sophia can be sure that all the addresses are accurate, she’d like Anthony to designate a primary contact for each household account. Having a primary contact on an account helps prevent the team from sending multiple donation solicitations to a single household, Sophia says, anticipating Anthony’s question. It creates implications for entering donations. The primar…
Household Naming Conventions
- Did you expect to see a whole bunch of household names here, engaged in rigorous academic debate? We meant the other type of convention—the way in which something is usually done. Formal and Informal Greetings When you say hello to someone at a fancy gala, you greet them differently than when you run into them at a baseball game (we hope). The occasion itself dictat…
Additional Household Management Options
- In real life, every household is unique and operates entirely differently than the next. This is also true in Salesforce. In NPSP, you can customize household accounts so they’re as unique as their real-life counterparts. These customizations help ensure that your team interacts with households based on their preference, making your constituents happier and your organization more effectiv…
Resources
- Documentation:Override the Default Address for a Contact
- Documentation:Merge or Split Households
- Documentation:Understand the Household Name Format
- Documentation:Address Management Overview