Accounts and Contacts

Household Accounts

Organizational Accounts

Free Practice Exam Questions-Accounts and Contacts

An overview of Legacy Data Models

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The Nonprofit Success Pack supports three different account models:

The Household Account model

The One-to-One Account model

The Individual (or "Bucket") Account model

For more information on any of these models, see the

NPSP Documentation⁠

Household Account Model

This is the current account model for NPSP. The legacy data models are only used for organizations that have been using Salesforce for a long time and can be upgraded.

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Jump to our Household Account part of this study guide to read more.⁠

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Legacy Data Models

1-to-1 Account Model

This is the Account Model that was most widely used by nonprofits using NPSP v2.0. Nonprofits that are new to Salesforce will automatically begin with the Household Model.

One-to-One works by creating a mirror account or Household. Salesforce has stopped supporting the NPSP v2.0, so many nonprofits are upgrading to the Household Account Model.

A separate object called Household is used to link contacts rather than the Household being the account record; the contact and the account are the same.

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Individual/Bucket Account Model

The Individual Account model is a legacy account model and is no longer recommended.

This model was developed to conform to the standard Salesforce Account model, which requires all Contacts to be associated with an Account. All contacts are in one account and then separated by Households. Imagine one account that serves as a shell for every single contact in your system.

If the American Red Cross used this model, they would have one account called “Individual,” and every single individual donor would be a contact in that one account.

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More documentation on legacy models can be found here.⁠

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Person Accounts and NPSP

Person Accounts were built for businesses that work with individuals. For instance, a hospital that only delivers services to individuals may want to use Person Accounts.

Person Accounts were not built to work with NPSP. If an organization can not turn off Person Accounts, Salesforce suggests these two things to make them play more nicely together:

Make sure that the Person Account record type is not selected as the Household record type in NPSP Settings

If you're planning to do lead conversion, make sure that the Person Account record type is not set as the default record type for the profile of the user who is converting the lead.

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