# Stakeholder data model for people and groups

*Agentforce Nonprofit Consultant Study Guide · Solution Design · Last updated November 3, 2026 · https://www.certifyforce.com/study-guide/agentforce-nonprofit-consultant/solution-design/stakeholder-data-model-for-people-and-groups*

Which Agentforce Nonprofit object models each real-world stakeholder: person accounts for individuals, business accounts for organizations and households, party relationship groups for households and other groups, the three relationship objects with party role relationships, account hierarchies, and when animals need custom objects.

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

**Official exam objective:**

> Align customer business processes to the data model, features, and capabilities of Agentforce Nonprofit.

## What the exam expects

- Map each real-world stakeholder to its object: an individual, an organization, a household, a non-family group, a department of a larger body, or a non-human stakeholder such as an animal.
- Explain what makes a business account a household, and how members, related contacts, related groups and related business accounts differ.
- Choose account-contact, contact-contact or account-account relationships for a relationship, and know that an inverse relationship needs two relationship records, each with a party role relationship.
- Decide when record types, an account hierarchy or a custom object fit better than another relationship record.
- Translate an NPSP-era household into the Agentforce Nonprofit model during migration.
- Key terms: **person account** (one record that combines Account and Contact fields for an individual); **business account** (an organization or group of individuals); **party relationship group** (a record that defines a business account as a household or group); **party role relationship** (the role pair that describes a contact-contact or account-account relationship); **inverse relationship** (the same relationship recorded from both sides).

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Individual stakeholder | One person account, relationships only when needed | [How Nonprofit Cloud Models Groups](https://help.salesforce.com/s/articleView?id=sf.group_membership_how_nonprofit_cloud_models_groups_relationships.htm&language=en_US&type=5) |
| 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) |
| Group membership | A person account can be in several party relationship groups at once | [Manage Households](https://trailhead.salesforce.com/content/learn/modules/stakeholder-management-in-nonprofit-cloud/manage-households-nonprofit-cloud) |
| Non-household groups | Distinguish with Category and Subtype | [Manage Households](https://trailhead.salesforce.com/content/learn/modules/stakeholder-management-in-nonprofit-cloud/manage-households-nonprofit-cloud) |
| Inverse relationship | Four records: two relationships, each with a party role relationship | [Manage Relationships](https://trailhead.salesforce.com/content/learn/modules/stakeholder-management-in-nonprofit-cloud/manage-relationships-between-people-and-organizations) |
| Suffixes | -CCR for contact-contact, -AAR for account-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, through Parent Account | [Manage Organizations](https://trailhead.salesforce.com/content/learn/modules/stakeholder-management-in-nonprofit-cloud/manage-organizations) |
| Three-person family | Three account-contact and six contact-contact relationships | [How Nonprofit Cloud Models Groups](https://help.salesforce.com/s/articleView?id=sf.group_membership_how_nonprofit_cloud_models_groups_relationships.htm&language=en_US&type=5) |
| Animals | Custom objects and custom work | [Track Stakeholders](https://trailhead.salesforce.com/content/learn/modules/stakeholder-management-in-nonprofit-cloud/track-stakeholders-and-their-relationships-in-nonprofit-cloud) |

## Check yourself

- Why can account-account links join organizations that already sit in a Parent Account hierarchy?
- Which suffix does a program participant and sponsor role pair use when both are individuals?
- When staff want to explore visually how people and households connect, which tool helps?
- When Help maps a major donor, how is the advisory firm tied to her family?

## Sources

- [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)
- [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 Individual Stakeholders](https://trailhead.salesforce.com/content/learn/modules/stakeholder-management-in-nonprofit-cloud/manage-individual-stakeholders)
- [Manage Households](https://trailhead.salesforce.com/content/learn/modules/stakeholder-management-in-nonprofit-cloud/manage-households-nonprofit-cloud)
- [Manage Organizations](https://trailhead.salesforce.com/content/learn/modules/stakeholder-management-in-nonprofit-cloud/manage-organizations)
- [Manage Relationships Between People and Organizations](https://trailhead.salesforce.com/content/learn/modules/stakeholder-management-in-nonprofit-cloud/manage-relationships-between-people-and-organizations)
- [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)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 15 linked practice questions, and unlimited timed mock exams are included with the Agentforce Nonprofit Consultant pack (USD $19): https://www.certifyforce.com/practice-exams