A nonprofit organization recently completed a migration to a NPSP Salesforce org. The consultant wants to ensure that all the migrated Accounts use the same account model. What action should the consultant take?
After migrating to a Nonprofit Success Pack (NPSP) Salesforce org, it's essential to ensure that all migrated Accounts are consistent with the chosen account model. The Data Quality Analysis Dashboard is a vital tool for this purpose.
Data Quality Analysis Dashboard:
This dashboard provides comprehensive insights into data quality across the org.
It helps identify inconsistencies, missing data, and discrepancies in Account records.
Steps to Ensure Consistency:
Run the Data Quality Analysis Dashboard:
Navigate to NPSP Settings and select the Data Quality Analysis Dashboard.
Review the results to identify any Accounts that do not conform to the expected account model.
Address Identified Issues:
Correct any identified discrepancies by updating the Account records to align with the chosen model (e.g., Household Account Model).
Regular Monitoring:
Schedule regular runs of the Data Quality Analysis Dashboard to maintain data integrity over time.
Benefits of Consistency:
Ensures accurate reporting and analytics.
Improves data integrity and usability across the organization.
Facilitates better donor and constituent management.
Complementary Tools:
While the Data Quality Analysis Dashboard is primary, tools like the NPSP Health Check Tool and Salesforce Optimizer can provide additional insights into overall org health and performance.
[References:, CertGod Nonprofit Cloud Consultant study guide: "Run the Data Quality Analysis Dashboard"., ]
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