Agentforce Nonprofit Setup22% of the exam
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.
Configure Stakeholder Management, including person accounts, relationship objects, and address management.
~8 min read · 16 practice questions ·
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
Person account records
- Detail
- Saving one creates a person account and a contact together
Individual details
- Detail
- Stored in fields from the Contact object
Person account required field
- Detail
- Last Name by default; the name becomes the account name
Business account required field
- Detail
- Account Name only
Stakeholder prerequisites
- Detail
- Enable Person Accounts and set up Group Memberships
Person Accounts switch
- Detail
- Can't be turned off; not supported with NPSP
Practice org
- Detail
- Free 30-day trial; a Trailhead Playground lacks the product
Address Usage Type
- Detail
- Home, Work, Temporary or Inactive
Standardization logging
- Detail
- Integration updates Last Address Standardization and Last Change of Address fields
Sync scope
- Detail
- Primary contact point address to mailing address, including undeliverable addresses
Sync editions
- Detail
- Enterprise, Unlimited and Developer
Sources for this section (6)
- Manage Individual Stakeholderstrailhead.salesforce.com (opens in a new tab)
- Manage Organizationstrailhead.salesforce.com (opens in a new tab)
- Complete Prerequisiteshelp.salesforce.com (opens in a new tab)
- Enable Person Accounts for Fundraisinghelp.salesforce.com (opens in a new tab)
- Manage Constituent Addresseshelp.salesforce.com (opens in a new tab)
- Sync Mailing Address release notehelp.salesforce.com (opens in a new tab)
- 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?
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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