Agentforce Nonprofit Setup22% of the exam
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.
Configure Stakeholder Management, including person accounts, relationship objects, and address management.
~7 min read · 20 practice questions ·
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
Household definition
- Detail
- Business account related to a party relationship group of type Household
New Group minimum
- Detail
- At least one member
Roles required for
- Detail
- Every member and related contact
Records always created
- Detail
- An account-contact relationship per person account to the household
Flow fields
- Detail
- Follow the party relationship group page layout
Merge result
- Detail
- Primary group kept; secondary group deleted
Merge and Split Groups permission
- Detail
- In Group Membership set, disabled by default
Inverse relationship
- Detail
- Four records: two relationships, each with a party role
Account-account roles
- Detail
- Must end in -AAR; first word goes to the Account
Account hierarchy
- Detail
- Business accounts only
Sources for this section (6)
- Manage Householdstrailhead.salesforce.com (opens in a new tab)
- Create Groups by Using a Guided Flowhelp.salesforce.com (opens in a new tab)
- Merge and Split Groupshelp.salesforce.com (opens in a new tab)
- Group Membership Permissionshelp.salesforce.com (opens in a new tab)
- Manage Relationshipstrailhead.salesforce.com (opens in a new tab)
- Manage Organizationstrailhead.salesforce.com (opens in a new tab)
- 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?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Agentforce Nonprofit Consultant pack
- Core concepts
- Exam traps
- Worked scenario
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- All 22 lessons of the Agentforce Nonprofit Consultant guide, with reading progress
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