# Households, party roles and relationship records

*Agentforce Nonprofit Consultant Study Guide · Agentforce Nonprofit Setup · Last updated November 3, 2026 · https://www.certifyforce.com/study-guide/agentforce-nonprofit-consultant/agentforce-nonprofit-setup/households-party-roles-and-relationship-records*

How the New Group guided flow builds a household and its records, how party relationship groups merge and split, how party role relationships and inverse records describe contact-contact and account-account relationships, how person accounts relate to organizations, and what Actionable Relationship Center can do.

- Certification: Salesforce Agentforce Nonprofit Consultant
- Exam section: Agentforce Nonprofit Setup
- Study guide: https://www.certifyforce.com/study-guide/agentforce-nonprofit-consultant

**Official exam objective:**

> Configure Stakeholder Management, including person accounts, relationship objects, and address management.

## What the exam expects

- Build a household with the New Group guided flow: classify members, related contacts, related groups and related business accounts, give the required roles, and know which records it creates.
- Explain what party relationship groups can represent over time, including merging and splitting groups.
- Create a party role relationship with its inverse, read an account-account or contact-contact role correctly, and complete inverse relationship records.
- Relate a person account to an organization or to several accounts with account-contact relationships, and show those relationships on the account page.
- Describe what Actionable Relationship Center (ARC) shows and how it is configured.
- Key terms: **party relationship group** (defines a business account as a household or group); **party role relationship** (a role and related role describing a contact-contact or account-account relationship); **inverse relationship** (the second relationship record that describes the other direction); **Related Contacts** (the account related list of account-contact relationships).

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Household definition | Business account related to a party relationship group of type Household | [Manage Households](https://trailhead.salesforce.com/content/learn/modules/stakeholder-management-in-nonprofit-cloud/manage-households-nonprofit-cloud) |
| New Group minimum | At least one member | [Manage Households](https://trailhead.salesforce.com/content/learn/modules/stakeholder-management-in-nonprofit-cloud/manage-households-nonprofit-cloud) |
| Roles required for | Every member and related contact | [Manage Households](https://trailhead.salesforce.com/content/learn/modules/stakeholder-management-in-nonprofit-cloud/manage-households-nonprofit-cloud) |
| Records always created | An account-contact relationship per person account to the household | [Manage Households](https://trailhead.salesforce.com/content/learn/modules/stakeholder-management-in-nonprofit-cloud/manage-households-nonprofit-cloud) |
| Flow fields | Follow the party relationship group page layout | [Create Groups by Using a Guided Flow](https://help.salesforce.com/s/articleView?id=ind.group_membership_create_groups_using_guided_flow.htm&type=5&language=en_US) |
| Merge result | Primary group kept; secondary group deleted | [Merge and Split Groups](https://help.salesforce.com/s/articleView?id=ind.group_membership_merge_split_groups_using_guided_flows.htm&type=5&language=en_US) |
| Merge and Split Groups permission | In Group Membership set, disabled by default | [Group Membership Permissions](https://help.salesforce.com/s/articleView?id=ind.group_membership_editions_permissions.htm&type=5&language=en_US) |
| Inverse relationship | Four records: two relationships, each with a party role | [Manage Relationships](https://trailhead.salesforce.com/content/learn/modules/stakeholder-management-in-nonprofit-cloud/manage-relationships-between-people-and-organizations) |
| Account-account roles | Must end in -AAR; first word goes to the Account | [Manage Relationships](https://trailhead.salesforce.com/content/learn/modules/stakeholder-management-in-nonprofit-cloud/manage-relationships-between-people-and-organizations) |
| Account hierarchy | Business accounts only | [Manage Organizations](https://trailhead.salesforce.com/content/learn/modules/stakeholder-management-in-nonprofit-cloud/manage-organizations) |

## Check yourself

- Why might the New Group flow show different fields in two orgs?
- Which field on an account-contact relationship separates a related contact from a group member?
- When a split moves members into a brand new group, which extra record does the flow create?
- Which two default ARC templates get relationship graphs started?

## Sources

- [Manage Households](https://trailhead.salesforce.com/content/learn/modules/stakeholder-management-in-nonprofit-cloud/manage-households-nonprofit-cloud)
- [Manage Relationships Between People and Organizations](https://trailhead.salesforce.com/content/learn/modules/stakeholder-management-in-nonprofit-cloud/manage-relationships-between-people-and-organizations)
- [Manage Organizations](https://trailhead.salesforce.com/content/learn/modules/stakeholder-management-in-nonprofit-cloud/manage-organizations)
- [Manage Individual Stakeholders](https://trailhead.salesforce.com/content/learn/modules/stakeholder-management-in-nonprofit-cloud/manage-individual-stakeholders)
- [Track Stakeholders and Their Relationships in Agentforce Nonprofit](https://trailhead.salesforce.com/content/learn/modules/stakeholder-management-in-nonprofit-cloud/track-stakeholders-and-their-relationships-in-nonprofit-cloud)
- [How Nonprofit Cloud Models Groups and Relationships](https://help.salesforce.com/s/articleView?id=sf.group_membership_how_nonprofit_cloud_models_groups_relationships.htm&language=en_US&type=5)
- [Create Groups by Using a Guided Flow](https://help.salesforce.com/s/articleView?id=ind.group_membership_create_groups_using_guided_flow.htm&type=5&language=en_US)
- [Merge and Split Groups by Using Guided Flows](https://help.salesforce.com/s/articleView?id=ind.group_membership_merge_split_groups_using_guided_flows.htm&type=5&language=en_US)
- [Group Membership Editions and Permissions](https://help.salesforce.com/s/articleView?id=ind.group_membership_editions_permissions.htm&type=5&language=en_US)
- [Visualize Stakeholder Relationships with Actionable Relationship Center](https://help.salesforce.com/s/articleView?id=ind.group_membership_visualize_stakeholder_relationships_actionable_relationship_center.htm&type=5&language=en_US)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 20 linked practice questions, and unlimited timed mock exams are included with the Agentforce Nonprofit Consultant pack (USD $19): https://www.certifyforce.com/practice-exams