After speaking with our customers on the Nonprofit Success Pack (NPSP), we uncovered a major data quality issue: Orphaned (or Anonymous) Household Accounts.
To put it simply, merging contacts natively on Salesforce can lead to lost data tied to the non-master household account like opportunities, donations, and more. For non-profit organizations, this can cause a major breach in personalized communications and a fragmented view into your accounts.
And no, sweeping this under the rug with a mass delete won’t help anyone.
Let’s run through the basics and share what we’ve created to help you moving forward.
What is a household in Salesforce?
A household is created to track groups of clients, businesses, and trusts that have shared financials and/or a direct relationship. When you create a new contact record in Salesforce, the NPSP automatically creates a new household account for you.
Example: When you create a Bob Jones contact record, NPSP simultaneously creates a Bob Jones household account.