How will households be represented in Agentforce Nonprofit?

The reason this decision ripples so far: NPSP creates a household account for every contact, including people who live alone. In a typical NPSP org a large share of households have exactly one member, so the middle option — keep households only where people actually share one — can remove a surprising fraction of your account records, which is why it is the Migration Guide’s own recommendation. The price is specific and worth saying to your fundraising lead out loud: a one-person household loses household-level giving history, household greetings and the household address record, because that person now stands alone as a Person Account. If your acknowledgement letters, year-end receipts or major-gift reports are written at the household level for everyone, the model you choose changes what those documents say. Choosing “individuals only” goes further still: household reporting is not migrated but redesigned, which is honest work — just budget for it.

Whichever way you lean, count before you choose. The number of one-member households, the number of households with shared giving, and the reports that aggregate at household level are all measurable in NPSP today — and they turn this from a philosophical debate into an arithmetic one.

When Horus Eye assesses an NPSP org, this question is raised with the evidence the scan saw — the record types, fields and settings behind it — its recommendation marked, and the reasons stated. Accept records the recommendation; Change opens the options. Recording an answer writes nothing to Salesforce: it is captured in the decision register, with who decided and when, and the migration plan, mappings and documents are kept consistent with what your organization actually decided. Horus Eye recommends; your organization decides.

• 1. Salesforce · Agentforce Nonprofit Migration Guide v2.0 (PDF) — The official guide this content follows: platform differences, migration recommendations, and how NPSP features map to Agentforce Nonprofit. ↩︎
• 2. Salesforce Help · Enable Person Accounts for Fundraising — The enablement step — and why it is planned, not casual: Person Accounts cannot be disabled once enabled. ↩︎
• 3. Salesforce Help · Nonprofit Cloud Data Model Objects — The target objects, as Salesforce documents them. ↩︎

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