Historically we had not enabled the NPSP org account address management feature (only households). However, we want to start doing some higher level analysis on our organizational partners, doing mapping analysis and more. So we do want the geo location of an address to make some of our research, reporting, etc easier and better. So with that said, I was wondering if anyone else was using the org account address management and if they had any tips, suggestions on how best to manage this, when also looking at org account, and not just households. For example in the NPSP Address object the Address Type is only, Home, Work Vacation address and other. I am guessing I would want other options for an org address, etc. Anyway just wondering if anyone had any suggestions, tips, thoughts, etc.
#Nonprofit Success Pack #Nonprofit #Salesforce Admin
Hi Heath,
Org account address management is its own switch in NPSP Settings. It doesn't change how household addresses already work, and turning it on doesn't backfill Address records for the organization accounts you already have.
The Address Type picklist is still Home, Work, Vacation, and Other. Those values were aimed at people, so they feel thin for a partner. You can add values. Headquarters, Site, or Billing are the usual ones, and I'd leave Home and Work in place so existing household rows stay valid.
For the map, you want an Address record NPSP is managing, with geocoding turned on in NPSP Settings, so the latitude and longitude land on that address. Typing a street into the account billing fields won't create that Address row for you.
After you enable the org setting, plan a small backfill for the partners you actually want to map. Start with one Address per org, set the type, and let NPSP copy the current address onto the account. Add more Address rows only when a partner really has more than one site.
