Learn about the prerequisites for Data Integrity and how it works with Nonprofit Success Pack (NPSP) fields.
- Data Integrity Architecture
Data Integrity helps maintain the integrity of your data for Address, Contact, and Account objects. - How Data Integrity Interacts with NPSP Fields
Learn how Data Integrity Address Standardization and National Change of Address (NCOA) updates interact with Nonprofit Success Pack (NPSP) objects and fields.
Data Integrity Architecture
Data Integrity helps maintain the integrity of your data for Address, Contact, and Account objects.
The Nonprofit Success Pack (NPSP) app is a prerequisite for Data Integrity. Data Integrity works with the NPSP Address object, and consequently updated address records are only stored in NPSP. Data Integrity interacts with and modifies objects and fields in NPSP version 3.175 or later.
To start a workflow, a Salesforce administrator configures a job schedule in Data Integrity. Configuration options allow various parameters to be set, including:
-
Selecting how to merge duplicate Contacts
-
Updating addresses that are to be standardized
-
Setting time and frequency of updates performed by the system
Data Integrity interfaces with NPSP to process and transform the selected data. Depending on jobs that are initiated by the administrator, bulk data is deduplicated or standardized by Data Integrity. Standardized data is then pushed back to the Address object and stored in NPSP. Related NPSP or custom triggers then initiate an update of related Account and Contact records, if required.
This diagram highlights the high-level relationship between various the components and also illustrates the general workflow:
Data Integrity has significant data processing capabilities. The system can process millions of Address records during non-business hours. Use these out-of-the box jobs to improve the quality and integrity of your data:
| Job Name | Description |
|---|---|
| Duplicate Jobs | Duplicate Jobs makes it easy to find all of your existing duplicate records and utilize Contact Merge to resolve these duplicates in Salesforce. |
|
Address Standardization |
Address Standardization helps correct incorrectly formatted addresses by making updates based on the specific standards of your locale's postal authority. |
|
National Change of Address (NCOA) Updates |
NCOA Updates make it easy to keep up with constituents when they update their address with the USPS. |
| Contact Standardization | Contact Standardization enables your nonprofit to reach out to constituents based on their latest contact information, deceased status, and planned giving intentions. |
How Data Integrity Interacts with NPSP Fields
Learn how Data Integrity Address Standardization and National Change of Address (NCOA) updates interact with Nonprofit Success Pack (NPSP) objects and fields.
Address Standardization
Address standardization updates can access these fields on npsp_ _Address_ _c:
| Field Label | Field API Name | Access |
|---|---|---|
| Address Id | Id | Read |
| Ambiguous | npsp_ _Ambiguous_ _c | Read/Write |
| Mailing City | npsp_ _MailingCity_ _c | Read/Write |
| Mailing Country | npsp_ _MailingCountry_ _c | Read/Write |
| Mailing State/Province | npsp_ _MailingState_ _c | Read/Write |
| Mailing Street | npsp_ _MailingStreet_ _c | Read/Write |
| Mailing Street2 | npsp_ _MailingStreet2_ _c | Read/Write |
| Mailing Zip/Postal Code | npsp_ _MailingPostalCode_ _c | Read/Write |
| Verified | npsp_ _Verified_ _c | Read/Write |
| Verified Date | npsp_ _Verified_Date_ _c | Write |
Address standardization updates use the values of these fields on npsp_ _Address_ _c to determine which records to include in updates:
National Change of Address
National Change of Address updates can access these fields:
| Object Name | Field Label | Field API Name | Access |
|---|---|---|---|
| Account | ID | Id | Read |
| npsp_ _Address_ _c | ID | Id | Read |
| npsp_ _Address_ _c | Mailing Street | npsp_ _MailingStreet_ _c | Read/Write |
| npsp_ _Address_ _c | Mailing Street2 | npsp_ _MailingStreet2_ _c | Read/Write |
| npsp_ _Address_ _c | Mailing City | npsp_ _MailingCity_ _c | Read/Write |
| npsp_ _Address_ _c | Mailing State/Province | npsp_ _MailingState_ _c | Read/Write |
| npsp_ _Address_ _c | Mailing Country | npsp_ _MailingCountry_ _c | Read/Write |
| npsp_ _Address_ _c | Mailing Zip/Postal Code | npsp_ _MailingPostalCode_ _c | Read/Write |
| npsp_ _Address_ _c | Default Address | npsp_ _Default_Address_ _c | Read/Write |
| npsp_ _Address_ _c | Address Type | npsp_ _Address_Type_ _c | Read/Write |
| npsp_ _Address_ _c | NCOA Evaluation Date | npsp_ _NCOA_Evaluation_Date_ _c | Read/Write |
| npsp_ _Address_ _c | NCOA Result Code | npsp_ _NCOA_Result_Code_ _c | Write |
| npsp_ _Address_ _c | Verified | npsp_ _Verified_ _c | Read/Write |
| npsp_ _Address_ _c | Verified Date | npsp_ _Verified_Date_ _c | Read/Write |
| Contact | First Name | FirstName | Read |
| Contact | Last Name | LastName | Read |
National Change of Address updates use the values of these fields on npsp_ _Address_ _c to determine which records to include in updates:
Contact Standardization
Contact Standardization can access these fields in the Contact object:
| Field Label | Field API Name | Access |
|---|---|---|
| Deceased | npsp__Deceased__c | Read / Write |
| Deceased Date | insights__Deceased_Date__c | Read / Write |
| Deceased Reviewed Date | insights__Deceased_Reviewed_Date__c | Read / Write |
| Email Reviewed Date | insights__Email_Reviewed_Date__c | Read / Write |
| Email Status | insights__Email_Status__c | Read / Write |
| Email Verified | insights__Email_Verified__c | Read / Write |
| Phone Reviewed Date | insights__Phone_Reviewed_Date__c | Read / Write |
| Phone Status | insights__Phone_Status__c | Read / Write |
| Phone Verified | insights__Phone_Verified__c | Read / Write |
Contact Standardization uses the values of these fields in the Contact object to determine which records to include in updates:
| Field Label | Field API Name | Access |
|---|---|---|
| First Name | First Name | Read |
| Last Name | Last Name | Read |
| Read | ||
| Phone | Phone | Read |
| Mailing City | Mailing City | Read |
| Mailing Country | Mailing Country | Read |
| Mailing Postal Code | Mailing Postal Code | Read |
| Mailing Street | Mailing Street | Read |
| Mailing State | Mailing State | Read |