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House holding in Salesforce Steve Andersen (Steve×one.org) Page 1 of 4http://www.onenw.orgHouseholding in Salesforce Audience:Nonprofits No. Of Custom Objects:1No. Of Custom Tabs:1Time to Implement:30

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What is householding in salesforce?

Householding in Salesforce refers to the practice of consolidating multiple accounts or contacts within the same household into a single record to reduce duplicate information.

Who is required to file householding in salesforce?

Salesforce administrators or users responsible for managing customer data are required to file householding in Salesforce.

How to fill out householding in salesforce?

To fill out householding in Salesforce, users can navigate to the account or contact record, select the 'Household' section, and merge duplicate records accordingly.

What is the purpose of householding in salesforce?

The purpose of householding in Salesforce is to streamline customer data management, improve data accuracy, and create a single view of the customer within the Salesforce platform.

What information must be reported on householding in salesforce?

Information such as shared address, phone number, email, or any relevant personal details of individuals residing within the same household must be reported on householding in Salesforce.

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