--- schema_version: "1" id: d68c2cd9ea73b52c957ec0cbc2aef9cbcf8e6fdbbb2db9cb41fe0dce85dfc22e title: Configure Address Management collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/npsp_configure_addresses.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.npsp_configure_addresses.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 01d8a620dad04ed15b6303ab3bcdbe319433da2097e601084df5727385d61db9 description: Learn how to configure address management features including address verification, seasonal addresses, and bad address management. products: - Nonprofit release: "264" --- # Configure Address Management Learn how to configure address management features including address verification, seasonal addresses, and bad address management. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/images/icon_note.png) Note Watch the Nonprofit Salesforce How-To Series video [NPSP Verify Mailing Addresses](https://www.youtube.com/watch?v=lWUz3UNeA7A) - **[About Address Management](https://help.salesforce.com/s/articleView?id=sfdo.npsp_configure_addresses.htm&release=264.0.0&type=5)** Address management functionality allows you to record and keep a history of different types of addresses for Accounts, such as home, work, and seasonal addresses. Address management also supports address verification services. - **[Configure Address Management Settings](https://help.salesforce.com/s/articleView?id=sfdo.npsp_configure_addresses.htm&release=264.0.0&type=5)** By default, this setting is not selected, which means Household Accounts come out-of-the-box with Address Management functionality enabled. - **[Configure Undeliverable Address Management](https://help.salesforce.com/s/articleView?id=sfdo.npsp_configure_addresses.htm&release=264.0.0&type=5)** Set these checkbox fields to Read and Edit in your profiles and permission sets. - **[Adjust the Seasonal Address Batch Size](https://help.salesforce.com/s/articleView?id=sfdo.npsp_configure_addresses.htm&release=264.0.0&type=5)** Salesforce runs the Seasonal Address Updates scheduled job that sets seasonal addresses as the mailing address once per night. The default batch size for this job is 10. Here's how to adjust the batch size. - **[Configure Address Verification](https://help.salesforce.com/s/articleView?id=sfdo.npsp_configure_addresses.htm&release=264.0.0&type=5)** The Nonprofit Success Pack lets you verify addresses as you enter them in Salesforce. - **[How do Address Updates Work?](https://help.salesforce.com/s/articleView?id=sfdo.npsp_configure_addresses.htm&release=264.0.0&type=5)** This table outlines Address behavior in NPSP. - **[Configure Permissions for Managing Household Account Information](https://help.salesforce.com/s/articleView?id=sfdo.npsp_configure_addresses.htm&release=264.0.0&type=5)** Set permissions for updating Household members. ## About Address Management Address management functionality allows you to record and keep a history of different types of addresses for Accounts, such as home, work, and seasonal addresses. Address management also supports address verification services. ## Configure Address Management Settings By default, this setting is not selected, which means Household Accounts come out-of-the-box with Address Management functionality enabled. ### Household Account Addresses Disabled To change this setting, and disable Address Management for Household Accounts: 1. From App Launcher (![App Launcher icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/resources-product/images/app_launcher_icon.png)), find and select NPSP Settings, and then click **People** | **Addresses**. 2. Click **Edit**. 3. Select the **Household Account Addresses Disabled** checkbox 4. Click **Save**. ### Organizational Account Addresses Enabled By default, this setting is not selected, so Organization Accounts do not have Address Management functionality out-of-the-box. To change this setting, and enable Address Management for Organization Accounts: 1. From App Launcher (![App Launcher icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/resources-product/images/app_launcher_icon.png)), find and select NPSP Settings, and then click **People** | **Addresses**. 2. Click **Edit**. 3. Select the **Organizational Account Addresses Enabled** checkbox. 4. Click **Save**. ![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/images/icon_tip.png) Tip To make full use of Address Management for Organization Accounts, add the Addresses related list to the Organization Account page layout. ### Simple Address Change Treated as Update This setting indicates that any address update, including a minor correction, should simply update the existing Address record. With this setting on, NPSP doesn't create a new address record if you change capitalization or update only one address field. If you add information to an address field that was previously blank, NPSP doesn't consider this a simple change and creates a new address record. To change this behavior so that a simple edit creates a new Address record: 1. From App Launcher, find and select NPSP Settings. 2. Click **People** | **Addresses**. 3. Click **Edit**. 4. Deselect the **Simple Address Change Treated as Update** checkbox. 5. Click **Save**. ## Configure Undeliverable Address Management Set these checkbox fields to Read and Edit in your profiles and permission sets. - Undeliverable Mailing Address on the Contact object. - Undeliverable Billing Address on the Account object. - Undeliverable on the Address object. ## Adjust the Seasonal Address Batch Size Salesforce runs the Seasonal Address Updates scheduled job that sets seasonal addresses as the mailing address once per night. The default batch size for this job is 10. Here's how to adjust the batch size. 1. From App Launcher (![App Launcher icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/resources-product/images/app_launcher_icon.png)), find and select NPSP Settings, and then click **Bulk Data Processes** | **Batch Process Settings**. 2. Click **Edit** and adjust the Seasonal Address Batch Size as needed. 3. Click **Save**. ## Configure Address Verification The Nonprofit Success Pack lets you verify addresses as you enter them in Salesforce. The Nonprofit Success Pack lets you verify addresses as you enter them in Salesforce using one of three address verification APIs. You must be using the Household Account model or have address management enabled for Organizational Accounts to use an address verification service. Address verification is not supported in the 1-to-1 or Individual "Bucket" Account models. ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/images/icon_important.png) Important Address verification is not performed on addresses imported or updated using the NPSP Data Importer. Once you've set up Salesforce for address verification, Salesforce: - Checks to see if addresses exist when you try to add them - Standardizes addresses for you (i.e. converts "Street" to "St" in the saved record, etc.) ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/images/icon_important.png) Important Address verification only works for records you create after you've set up address verification. Verification does not apply to contact information that you may have previously entered in Salesforce. ### Set Up Address Verification 1. From App Launcher (![App Launcher icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/resources-product/images/app_launcher_icon.png)), find and select NPSP Settings, and then click **People** | **Addresses**. 2. Click **Edit**. 3. Review the general instructions under the Verification API Account Settings section and click **Enable Automatic Verification**. 4. Select the address verification service you want to use and enter the appropriate information. For more specific guidance on the individual verification services available, see below. 5. (Optional) Select **Reject Ambiguous Addresses** to mark ambiguous addresses as invalid when the API returns more than one address. If not selected, Salesforce chooses the first suggested address as the valid address. 6. Click **Save.** 7. (Optional) Click the **Verify All Addresses** button to mass verify addresses that already exist in your organization. Remember, Salesforce only verifies those addresses you enter _after_ you've set up your address verification service. **This option is available with the Smarty API only**. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/images/icon_note.png) Note To exclude an Address from being verified, select **Verified** on the Address record. Address Verification skips any record with this checkbox selected. Smarty API The Smarty Address Verification API requires you to enter both an Authentication ID and an Authentication Token. These should be available to you in the API Keys section of your Smarty account. Visit the [Smarty website](https://www.smarty.com/) for more information. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/images/icon_note.png) Note The NPSP integration with SmartyStreets Address Verification API only verifies U.S.-based addresses. Cicero API The Cicero Address Verification API requires you to enter an API Key. When using the Cicero Address Verification API, select **Prevent Address Overwrite** to prevent Cicero from overwriting existing addresses during the verification process. Google Geocoding API The Google Geocoding Address Verification API requires you to enter an API Key. This should be available to you in your Google account's [Developers Console](https://code.google.com/apis/console). ## How do Address Updates Work? This table outlines Address behavior in NPSP. For Organization Accounts, this assumes that Organizational Account Addresses Enabled is enabled in **NPSP Settings** | **People** | **Addresses**.
Change What happens on Household Accounts? What happens on Organization Accounts?
Use the Change Address button on the Manage Household page to change an address A new Address record is created in the Addresses related list. The new Address is automatically marked as Default Address and is copied to all Contacts' Mailing Address fields (except Contacts that have the Override Address box checked). N/A
Modify the Billing Address fields on an Account A new Address record is created in the Addresses related list. The new Address is automatically marked as Default Address and is copied to all Contacts' Mailing Address fields (except Contacts that have the Override Address box checked). A new Address record is created in the Addresses related list. The new Address is automatically marked as Default Address.
Modify the Mailing Address on a Contact (Override Address box IS NOT checked) A new Address record is created in the Household Account's Addresses related list. The new Address is automatically marked as Default Address and is copied to the Household Account's Billing Address fields and all Contacts' Mailing Address fields. N/A
Modify the Mailing Address on a Contact (Override Address box IS checked) A new Address record is created in the Household Account's Addresses related list, but the change only affects the Mailing Address fields on the Contact you updated. N/A
Modify an Address record marked as Default The change is copied to the Household Account's Billing Address fields and all Contacts' Mailing Address fields (except Contacts that have the Override Address box checked). The change is copied to the Organization Account's Billing Address fields.
Modify an Address record that IS NOT marked as Default The change affects the Address record you updated. If any Contacts are using this Address (with Address Override), the change is copied over to the Contact's Mailing Address fields. The change only affects the Address record you updated.
Mark an Address record as Default The Address from the record you marked as Default is copied to the Household Account's Billing Address fields and all Contacts' Mailing Address fields (except Contacts that have the Override Address box checked). The Address from the record you marked as Default is copied to the Organization Account's Billing Address fields.
Create a new Address from the Addresses related list on an Account and do NOT mark as Default A new Address record is created, but the Address IS NOT copied to the Household Account's Billing Address fields. The address IS NOT copied to the Organization Account's Billing Address fields.
Create a new Address from the Addresses related list on an Account AND mark it as Default The Address from the new record is copied to the Household Account's Billing Address fields and all Contacts' Mailing Address fields (except Contacts that have the Override Address box checked). The Address from the new record is copied to the Organization Account's Billing Address fields.
## Configure Permissions for Managing Household Account Information Set permissions for updating Household members. Ask your Salesforce admin to manage Household Accounts for things like splitting or merging Households. If your Salesforce admin is having difficulty using the Household Account management tools, double check their permissions and page layouts. Add the Manage Household Lightning Action on the Household Account page layout. These are the permissions your admin needs to manage Household Accounts: - Object access: Add Read, Create, Delete, View All Records, and Modify All Records access to Accounts, Contacts, and Addresses. - Visualforce page access: - npe01.ContactMerge - npe01.ContactNewOverride - npo02.manageHousehold - npsp.CON\_DeleteContactOverride - npsp.HH\_ManageHH - npsp.HH\_ManageHHAccount - npsp.HH\_ManageHousehold - Apex Class access: All of the classes that start with: - npsp.ACCT - npsp.ADDR - npsp.CON\_ContactMerge - npsp.HH - npsp.Addresses - npsp.ContactAndOrgSettings - npsp.FieldMappings - npsp.HouseholdId - npsp.HouseholdMembers - npsp.HouseholdName - npsp.HouseholdNamingExclusionsCheckboxes - npsp.HouseholdNamingExclusionsString - npsp.HouseholdNamingUserControlledFields - npsp.Households - npsp.HouseholdSelector - npsp.HouseholdSettings - npsp.LegacyHouseholdMembers - npsp.LegacyHouseholds - npsp.LegacyHouseholdSelector - npsp.NamingExclusions