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Edit Household and Contact Information

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You can learn about switching between interfaces, enabling Lightning Experience, and more in the Lightning Experience Basics module here on Trailhead.

Learning Objectives

After completing this unit, you’ll be able to:
  • Describe how Household names and addresses work in the Nonprofit Success Pack.
  • Change a Household address.
  • Override the default address for a Contact.
  • Customize Household names and greetings.

Household Names and Addresses in the Nonprofit Success Pack

Nearly every nonprofit needs to manage information about their donors and where those donors live. After all, if you don’t have accurate records of your donors’ addresses, how can you be sure that some of your most faithful donors are receiving your mailings? The good news is that the Nonprofit Success Pack has some great built-in functionality that helps you manage Contact and Household information.

But . . . the default settings for the Nonprofit Success Pack might not fit your organization’s processes exactly. That’s why Salesforce.org created flexible Household names and addresses for the Nonprofit Success Pack. With flexible Household names and addresses, you can customize Salesforce to match your organization’s needs. Remember the building blocks we talked about in an earlier unit? Well, this is one of those building blocks that the NPSP offers to help you build your “castle”.

In the sections that follow, we’ll watch Zakk make some changes to Household and Contact information, and you’ll get to see how easy it is to make similar changes to your own organization’s records.
Note

Note

In this video, Zakk talks about the Nonprofit Starter Pack, which we've renamed to the Nonprofit Success Pack.

Change a Household Address

Families and people often move from one place to another, and we of course want to do our best to keep track of that information. Let’s follow along with Zakk and change the address for a Cradles to Crayons donor who has moved.

  1. In the Nonprofit Success Pack, click the Accounts tab.
  2. In the Recently Viewed Accounts list, click the name of the Household Account you want to change. Zakk is going to click the “McFadden Household” to open that Household Account’s record.
  3. Click Manage Household.

    Open household account record
  4. Under Household Address, click Change Address.

    Change household address
  5. Click Enter a new address and enter the McFadden Household’s new address. Click Set Address when you’re finished.

    Change household address
  6. Be sure to click Save on the Manage Household page to ensure your address changes propagate to each of the Contacts associated with the Household.

    Save your changes

Congratulations! Salesforce immediately updates your Household’s address, along with the addresses of all Contacts within that Household.

Note

Note

It's best practice to use the Manage Household page to change an address. However, you can also change a Household address from any Contact in the Household (as long as that Contact doesn’t have the Override Household Address checkbox selected). When you update the address on a Contact record and click Save, NPSP propagates the address change to the Household and all other Contacts in the Household.

Override the Default Address for a Contact

Whenever you add a Contact to a Household, the Contact’s address is identical to the Household address by default. But sometimes you want a particular Contact’s address to be different from the Household address (for example, if a child moves away, or if one member of the Household has another residence). The Nonprofit Success Pack gives you the ability to easily override the address for an individual Contact.

Tim and Cynthia McFadden’s daughter, Sarah, is leaving the house to attend college at Boston University. Let’s give Sarah McFadden a different address than the Household address.

  1. In the Nonprofit Success Pack, click Contacts.
  2. In the Recently Viewed Contacts list, click the contact whose address you want to change. Zakk’s going to change Sarah’s address.
  3. Click Edit.

    Edit contact detail
  4. Scroll down to the Address Information section and enter the contact’s new address information.
  5. Select Address Override. See how easy it is!

    Override contact address
  6. Click Save.

Sarah (and your contact) now have an address different from the Household’s address. They don’t receive information when we send that information to the Household (unless, of course, they happen to be there).

Household Naming in the Nonprofit Success Pack

The Nonprofit Success Pack supports something we call “automatic Household naming.” What that essentially means is that when you create a new Contact in Salesforce, the NPSP creates a new Household Account record for you, and “automatically” names the new Household Account according to the name of the new Contact. For example, when you create the Thomas Jefferson Contact record, the Nonprofit Success Pack creates the Jefferson Household for you at the same time

By default, the Nonprofit Success Pack does a number of things for you around automatic Household naming. The NPSP:
  • Creates the name of a new Household based on the last name of a new Contact.
  • Creates formal and informal greetings when you add more Contacts.
  • Updates Household names and greetings when you update Contact information.

The best place to see this in action is in the Account Details section of the Household Account record:

Jefferson household account example

In this example, the NPSP is displaying the default naming conventions for two Contacts in the same Household: Thomas Jefferson and Martha Jefferson. But what if you wanted your Formal Greeting to be Mr. and Mrs. Jefferson? Or Mr. Thomas Jefferson and Mrs. Martha Jefferson? Or what if you wanted to remove a Contact from the Informal Greeting altogether?

In the next sections of this unit, Zakk is going to show you how you can customize automatic Household naming according to your liking. If you’re going to solicit the Jeffersons for donations, after all, you’ll really want to get those names right.

Jefferson picture

Customize the Household Name Format

The Household Name Format is the format that the NPSP uses to determine the Household Account Name. The Nonprofit Success Pack gives you many different options beyond the default option of {Last Name} Household.

Follow along with Zakk as we change a Household name to our liking.

  1. Click the App Launcher (App Launcher icon) in the navigation bar at the top of the page, then click NPSP Settings.

    NPSP Settings in the App Launcher

  2. Click People | Households.

    NPSP Settings
  3. Click Edit at the top of the page.
  4. From the Household Name Format picklist, select the format that appeals to you. Here are the available options:
    • -none-—Does not generate a Household Name, leaving it up to the user to assign one.
    • {!LastName} Household—Generates a Household name such as “Smith Household” or “Smith and Jones Household,” depending on the number of Contacts in the Household.
    • {!{!FirstName}} {!LastName} Household—Generates a Household name such as “John Smith Household” or “John and Jane Smith Household”.
    • {!LastName} ({!{!FirstName}}) Household—Generates a Household name such as “Smith (John) Household”, “Smith (John and Jane) Household” or “Smith (John) and Doe (Jane) Household”.
    • {!LastName} Family—Generates a Household name such as “Smith Family” or “Smith and Jones Family”.
    • {!{!FirstName}} {!LastName} Family—Generates a Household name such as “John Smith Family” or “John and Jane Smith Family”.
    • {!LastName} ({!{!FirstName}}) Family—Generates a household name such as “Smith (John) Family”, “Smith (John and Jane) Family” or “Smith (John) and Doe (Jane) Family”.
    • {!{!Salutation}} {!FirstName} {!LastName} Family—Generates a Household name such as “Dr. Smith Family”, “Dr. and Mr. Sam Smith Family”, “Dr. and Mr. Sam Smith and Ms. Daphne Joe Family”.
    • {!Account.npe01__One2OneContact__r.LastName} Family—Generates a Household name such as “Smith Family”
    • {!LastName} ({!Account.BillingCity}) Family—Generates a Household name such as “Smith (Seattle) Family”, “Smith (Seattle) and Doe (Seattle) Family”.
    • You can also select other and specify your own naming convention. For more information, see Understand the Household Name Format (in the Resources section at the end of this unit).

    As you make different selections, a preview box farther down the page shows you what the Household Name will look like.

    Houshold name formats

    Zakk’s going to pick the {!{!FirstName}} {!LastName} Family format. When he does that, the format changes to {!{!FirstName}} {!LastName} Family, which is what he prefers.

    Household name format
    Note

    Note

    The Household Name that’s generated also depends on other factors, such as how many Contacts are part of the Household, how many of those Contacts you want listed, the order of Contacts, and so on. You can read a lot more about that later. Check out the Resources section at the end of this unit.

  5. When you’re finished, click Save.
    Important

    Important

    Salesforce only uses the new naming conventions for new Households created, going forward. If you want to refresh previously created Household names, within NPSP Settings go to Bulk Data Processes | Refresh Household Names and click Refresh All Household Names.

Customize the Formal Greeting Format

The Formal Greeting Format is the format that the NPSP uses to determine how a Household’s formal greeting appears. The default format in the NPSP is first name + last name. But Zakk doesn’t want to use that format, so he’s going to change it.

  1. Click the App Launcher (App Launcher icon) in the navigation bar at the top of the page, then click NPSP Settings.
  2. Click People | Households.
  3. Cick Edit at the top of the page.
  4. From the Formal Greeting Format picklist, select the format that appeals to you.
    Here are the available options:
    • -none-—Does not generate a Formal Name at all. The field will remain blank.
    • {!{!FirstName}} {!LastName}—Generates a formal greeting such as “John Smith” or “John and Jane Smith”.
    • {!{!Salutation} {!FirstName}} {!LastName}—Generates a formal greeting such as “Dr. John Smith”, or “Dr. John and Mrs. Jane Smith”.
    • You can also select other and specify your own naming convention.
    Zakk’s going to pick the {!{Salutation} {!FirstName}} {!LastName} format. When he does that, the format changes to {!{Salutation} {!FirstName}} {!LastName}, which is what he prefers.

    Formal greeting format
    Note

    Note

    In order to generate a Formal Greeting with a salutation, such as Dr. Aniyah Jones, you need to enter the correct salutation on each Contact record. NPSP will not choose a salutation for you.

  5. When you’re finished, click Save.

    Again, NPSP only uses the new naming conventions for new Households created, going forward. If you want to refresh everything, you’ll need to go to NPSP Settings | Bulk Data Processes | Refresh Household Names and click Refresh All Household Names.

Great! You now know quite a bit about Households and Contacts, and some of the finer points of how they work in the Nonprofit Success Pack. But Households and Contacts are often not the only source of donation income for nonprofits. So let’s move on to another kind of “account” that you’ll want to know how to track . . . namely, Organizations.

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