# Person accounts, business accounts and addresses

*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/person-accounts-business-accounts-and-addresses*

How person accounts store individuals and business accounts store organizations and households, why turning on Person Accounts is permanent and incompatible with NPSP, and how Contact Point Address and automatic mailing address synchronization manage several addresses per constituent.

- 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

- Explain what is created and stored when staff create a person account, and which fields each kind of account requires.
- Decide whether a stakeholder is a person account or a business account, and choose the business account record type for an organization.
- Advise on turning on Person Accounts: the Group Membership prerequisite, the permanent switch, the NPSP incompatibility, the migration guide and where to practice.
- Configure address management with Contact Point Address, seasonal and status fields, integration-updated logging fields and automatic mailing address synchronization.
- Key terms: **person account** (one record combining Account and Contact fields for an individual); **business account** (an organization or group of individuals, created from the Account object); **Contact Point Address** (an address record, several per constituent, with seasonal and status flags); **Automatic Person Account Mailing Address Synchronization** (the setting that keeps the mailing address and the primary contact point address in step).

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Person account records | Saving one creates a person account and a contact together | [Manage Individual Stakeholders](https://trailhead.salesforce.com/content/learn/modules/stakeholder-management-in-nonprofit-cloud/manage-individual-stakeholders) |
| Individual details | Stored in fields from the Contact object | [Manage Individual Stakeholders](https://trailhead.salesforce.com/content/learn/modules/stakeholder-management-in-nonprofit-cloud/manage-individual-stakeholders) |
| Person account required field | Last Name by default; the name becomes the account name | [Manage Individual Stakeholders](https://trailhead.salesforce.com/content/learn/modules/stakeholder-management-in-nonprofit-cloud/manage-individual-stakeholders) |
| Business account required field | Account Name only | [Manage Organizations](https://trailhead.salesforce.com/content/learn/modules/stakeholder-management-in-nonprofit-cloud/manage-organizations) |
| Stakeholder prerequisites | Enable Person Accounts and set up Group Memberships | [Complete Prerequisites](https://help.salesforce.com/s/articleView?id=sfdo.NPC_Person_Accounts_and_Party_Relationship_Groups.htm&language=en_US&type=5) |
| Person Accounts switch | Can't be turned off; not supported with NPSP | [Enable Person Accounts for Fundraising](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_enable_person_accounts_for_fundraising.htm&type=5&language=en_US) |
| Practice org | Free 30-day trial; a Trailhead Playground lacks the product | [Manage Individual Stakeholders](https://trailhead.salesforce.com/content/learn/modules/stakeholder-management-in-nonprofit-cloud/manage-individual-stakeholders) |
| Address Usage Type | Home, Work, Temporary or Inactive | [Manage Constituent Addresses](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_manage_constituent_addresses.htm&type=5&language=en_US) |
| Standardization logging | Integration updates Last Address Standardization and Last Change of Address fields | [Manage Constituent Addresses](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_manage_constituent_addresses.htm&type=5&language=en_US) |
| Sync scope | Primary contact point address to mailing address, including undeliverable addresses | [Sync Mailing Address release note](https://help.salesforce.com/s/articleView?language=en_US&id=release-notes.rn_nonprofit_fundraising_sync_person_account_mailing_address_with_primary_contact_point_address.htm&release=252&type=5) |
| Sync editions | Enterprise, Unlimited and Developer | [Sync Mailing Address release note](https://help.salesforce.com/s/articleView?language=en_US&id=release-notes.rn_nonprofit_fundraising_sync_person_account_mailing_address_with_primary_contact_point_address.htm&release=252&type=5) |

## Check yourself

- Why must the Sync Account Address flow be cloned and activated before turning on synchronization?
- When staff untick Is Primary on an address record, what happens to the donor's mailing fields?
- Which four Usage Type values describe a contact point address?
- Why does Trailhead call a person account the single destination for an individual?

## Sources

- [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)
- [Manage Organizations](https://trailhead.salesforce.com/content/learn/modules/stakeholder-management-in-nonprofit-cloud/manage-organizations)
- [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)
- [Complete Nonprofit Cloud Prerequisites](https://help.salesforce.com/s/articleView?id=sfdo.NPC_Person_Accounts_and_Party_Relationship_Groups.htm&language=en_US&type=5)
- [Manage Constituent Addresses in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_manage_constituent_addresses.htm&type=5&language=en_US)
- [Update Person Account Page Layout in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_update_person_account_page_layout.htm&type=5&language=en_US)
- [Sync Person Account Mailing Address with Primary Contact Point Address](https://help.salesforce.com/s/articleView?language=en_US&id=release-notes.rn_nonprofit_fundraising_sync_person_account_mailing_address_with_primary_contact_point_address.htm&release=252&type=5)
- [Enable Person Accounts for Fundraising in Nonprofit](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_enable_person_accounts_for_fundraising.htm&type=5&language=en_US)
- [Nonprofit Cloud Setup](https://help.salesforce.com/s/articleView?id=sfdo.npc_set_up_nonprofit_cloud_parent.htm&language=en_US&type=5)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 16 linked practice questions, and unlimited timed mock exams are included with the Agentforce Nonprofit Consultant pack (USD $19): https://www.certifyforce.com/practice-exams