Add donors to households directly from the Gift Entry Grid or the Business Process API without building separate automation. Gift officers can reduce manual steps and keep donor data organized by creating households during gift entry. Partners can programmatically create households in bulk by using gift or commitment payloads. Donor records stay complete from the point of entry, immediately closing reporting gaps.
Where: This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions of Nonprofit Cloud with the Automatic Household Creation and Naming add-on.
How: In the Gift Entry Grid, select Auto Create Household when adding a person account as a donor. If the donor doesn't already belong to a household, Salesforce creates one and adds the donor to it during the gift entry process.
For programmatic processing, set the shouldAutoCreateHousehold parameter to
true in the request payload when calling the /gifts or
/commitments endpoints in the Business Process API. The API creates a
household account, party relationship group, and account contact relationship for the specified
donor.