Go to the NPSP Settings tab, click on the Household Settings, and set the Household Rules to "No Contacts." This will suppress the default behavior and let your other code correctly create/attach household accounts as you desire. NPSP 2 Or Earlier
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 to prevent users from creating new accounts from existing records?
They will still need edit rights to existing records, just need a way for the profiles not to create new accounts with the listed record type id. You could use a validation rule on the Account object. You can extend this to limit the effect to certain record types. I still need all profiles to save the record.
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.
Can I change the primary contact on a household account?
By default, NPSP designates the first contact created as the primary contact on a household. If there’s more than one person in the household account, you can edit or change the primary contact. The Evans and Wong household indicated that they’d like Calvin to be the primary contact for NMH.
How do I delete a household in Salesforce?
Occasionally you might want to remove a Contact from a Household.In NPSP, search for the Household you're interested in (for example, “Jones Household”), or click the Accounts tab to see a list of recent Accounts.Click the Account Name.On the Account detail page, click Manage Household.Click the Delete. ... Click Save.
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.
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.
How do I split a household in Salesforce?
2:142:58Nonprofit Salesforce How-To-Series: NPSP Merge and Split HouseholdsYouTubeStart of suggested clipEnd of suggested clipGo 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 a household account?
Household accounts presents data on disposable income, spending, savings, debt and financial assets of households.
What is household in FSC?
Householding is meant to group Person Accounts/Individuals together under a single umbrella Account called a Household. FSC provides supporting functionality such as aggregated rollups of financial account balances, activities, and supporting objects that makeup a client's net worth.
How do I create a household account in Salesforce?
Create a Household AccountIn Salesforce Classic, click Create Household below the patient's name. ... Define a new Account Contact Relationship. ... Select the Household account record type, and click Next.For Account Name, enter the name of the household.Enter the rest of the information that your organization uses.More items...
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 do I add a household contact in Salesforce?
Add People to a HouseholdFrom 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 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.
How do I merge Npsp accounts?
Use the NPSP Contact Merge ToolFind and select Contact Merge through the App Launcher ( ).Click Search Contacts to find contacts you would like to merge. ... Enter the name of the duplicate contact in the search bar, then click Search. ... In the Found Contacts list, select the contacts to merge. ... Click Next.More items...
How do I merge organizations in Salesforce?
Required Editions and User PermissionsFrom the Accounts tab, click Merge Accounts in the Tools section. ... To find the duplicate accounts, enter a search string. ... Select up to three accounts you want to merge. ... Select one account as the master record.Select the fields that you want to retain from each record. ... Click Merge.
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.
Who is on Sophia's address change list?
At the top of Sophia’s address change list are Candace Evans and Calvin Wong. Let’s see how Anthony makes the update.
Did Anthony create a contact record for Alex?
Anthony was able to create a new contact record and household account for Alex during their conversation, which was great. With Alex right there with him, Anthony could confirm her personal information as he entered it into Nonprofit Success Pack (NPSP) while addressing her questions and concerns.
Can a household member be excluded from a greeting?
Every household member can be managed independently with these options. One person might be excluded just from the household name while included in the greeting on communications, while another person, like Daniel, is excluded from all options. 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.
