Questions tagged [households]

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Financial Services Cloud Unit Testing - Inserting AccountContactRelation Fails

I am trying to create a unit test in Financial Services Cloud that tests operations on Household Roles. The org uses Person Accounts. Whenever I try and insert an AccountContactRelation with the ...
0
votes
1answer
74 views

Household Accounts overwritten by other Accounts on Contact record- are these household records deleted?

During a recent import(update) of Contacts, we had the "Account Name" field overwritten with Organization Accounts that should have gone into Primary Affiliation. Originally, the Account field held ...
2
votes
2answers
2k views

How do you stop NPSP from automatically creating a Household when adding a Contact?

Households on my system are created before contacts due to our data sources and workflow. So when I add a contact I need it to auto link to an existing household/account (which I've got working). ...
1
vote
0answers
182 views

How do I include Record Type in Account Name with NPSP using Household Account Model?

I would like to specify a custom Account Name that contains the Record Type in our NPSP deployment that uses Household Accounts model. We have four Contact record types so far: Volunteer, Client, ...
1
vote
1answer
602 views

NPSP Data Import Wizard Contacts mapping issue

I have trouble mapping over basic Account and Contact fields. I use the wizard to test a small batch of Account/Contacts but not all the fields are listed when I have to map over half the fields. Also,...
0
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1answer
45 views

formula field to access household primary member info on FSC managed package

This is mainly an Financial Services Cloud question. We created a field named CSS (look up field) in the HH record and the the same CSS (look up field) for the primary HH member client account record....
3
votes
1answer
1k views

Stop accounts from being renamed “Anonymous Household” with NPSP?

I'm working with an education organization with the nonprofit starter pack installed. We're trying to create and update account records for the different colleges our students attend, but whenever we ...
3
votes
2answers
199 views

After upgrading to the NPSP 3, can I safely delete all “Households”?

I recently upgraded my organization to the Nonprofit Starter Pack 3 and switched over to the Household Account model (from the 1-to-1 model). I have already deleted all the deprecated 1-to-1 accounts....
2
votes
1answer
177 views

Householding dilemna

I have been looking into a way to represent a B2C householding scenario in an org. Nonprofit Starter Pack I have come across the Nonprofit Starter Pack -- Householding package on the app exchange. ...
0
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0answers
72 views

Excluding Contacts from Householding in NPSP

TL;DR How do I use my own bucketing system for some Contacts and the NPSP Household Account system for others? The background I have a pretty complex org to which I'd like to add the Nonprofit ...