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NPSP: I have successfully imported husbands and wives into households. I want to autocreate a "spouse" relationship between the two contacts. From what I've read I need to create a custom lookup field in the contact object. I need help with what that looks like in my scenario and how to finish configuring the autocreate relationship. Thanks in advance for your help!
14 respostas
  1. 21 de mai. de 2019, 18:28

    I think you have two options:

     

    Flow - lookup the other contact with the matching Account ID and create the relationship Spouse. (This will get into tricky territory when you bring children into Salesforce.)

     

    OR

     

    Create a custom field on the contact object called spouse and use the NPSP auto-create. (For simplicity sake you might want to only include this on one record type, but that could cause problems for two clergy who are married...)

     

    PS: I was just about to manually create some automation to recreate what the NPSP auto-create does! Go NPSP with all these nice features.

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