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Salesforce Exam Nonprofit Cloud Consultant Topic 6 Question 107 Discussion

Actual exam question for Salesforce's Nonprofit Cloud Consultant exam
Question #: 107
Topic #: 6
[All Nonprofit Cloud Consultant Questions]

A nonprofit using Salesforce configured with Person Accounts has recently installed NPSP into its org.

Which two configurations should a consultant set to ensure that Person Accounts and NPSP can coexist?

Choose 2 answers

Show Suggested Answer Hide Answer
Suggested Answer: A, C

To ensure that Person Accounts and NPSP can coexist within the same Salesforce org, follow these configurations:

Different Household Record Type in NPSP Settings:

Navigate to NPSP Settings.

Ensure that the Household record type specified in NPSP settings is different from the Person Account record type.

This prevents conflicts and ensures that NPSP correctly distinguishes between Household Accounts and Person Accounts.

Default Record Type for Profiles of Users Converting Leads:

Go to Setup > Profiles.

Ensure that the default record type for any profiles of users who convert leads is not set to the Person Account record type.

This ensures that when leads are converted, they do not automatically become Person Accounts, which could disrupt the NPSP data model.

By following these configurations, the nonprofit can effectively manage both Person Accounts and NPSP functionalities within the same Salesforce environment.


Salesforce NPSP Documentation: NPSP Configuration.

Salesforce Person Accounts Guide: Person Accounts.

Contribute your Thoughts:

Shantell
7 days ago
But if we prevent the creation of Person Accounts with a validation rule, how will they coexist with NPSP?
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Sommer
9 days ago
D is way too extreme. Blocking access to Person Accounts for everyone except Admins is overkill.
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Hildegarde
13 hours ago
A) The Household record type in NPSP Settings is different than the Person Accounts record type.
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Yolando
10 days ago
I disagree, I believe B and D are the correct choices.
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Margot
24 days ago
B is just silly. Why would you want to prevent Person Accounts altogether? That defeats the purpose of using them in the first place.
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Dannette
8 days ago
User 2: C) The default record type for profiles of any user who converts leads is different than the Person Account record type.
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Winfred
13 days ago
User 1: A) The Household record type in NPSP Settings is different than the Person Accounts record type.
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Tony
26 days ago
A and C seem like the right choices to me. You don't want Person Accounts and NPSP record types conflicting.
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Verda
14 hours ago
User 3: Yeah, that's important for the coexistence of Person Accounts and NPSP.
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Desmond
4 days ago
User 2: Agreed, we need to make sure the record types don't conflict.
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Kenneth
20 days ago
User 1: I think A and C are the right choices.
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Shantell
27 days ago
I think we should choose A and C for the configurations.
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