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Salesforce Exam Nonprofit Cloud Consultant Topic 6 Question 107 Discussion
Topic #: 6
A nonprofit has its organization-wide sharing settings for all objects set to Private and is using Program Management Module to track Service Deliveries. A subset of Service Delivery records should be visible to selected staff.
How should a consultant meet this requirement?
To ensure that Person Accounts and NPSP can coexist within the same Salesforce org, follow these configurations:
Different Household Record Type in NPSP Settings:
Navigate to NPSP Settings.
Ensure that the Household record type specified in NPSP settings is different from the Person Account record type.
This prevents conflicts and ensures that NPSP correctly distinguishes between Household Accounts and Person Accounts.
Default Record Type for Profiles of Users Converting Leads:
Go to Setup > Profiles.
Ensure that the default record type for any profiles of users who convert leads is not set to the Person Account record type.
This ensures that when leads are converted, they do not automatically become Person Accounts, which could disrupt the NPSP data model.
By following these configurations, the nonprofit can effectively manage both Person Accounts and NPSP functionalities within the same Salesforce environment.
Salesforce NPSP Documentation: NPSP Configuration.
Rebeca
4 days ago