The admin reported:
I am missing the Non-Profit Cloud Base Access Permission Set and its configuration package in Salesforce Go. I have program management and fundraising, but we only want to use Account and Contact relationship functionality. Can you please add this functionality and permissions?
Investigation in the org (with login access granted) confirmed:
Root-cause chain: the base access permission set and the Salesforce Go configuration are not provisioned with the licenses. They are created by the Nonprofit Cloud foundational setup. That setup has not been run, so the base access permission set and Salesforce Go tile are absent. The Account and Contact relationship data model the admin wants is built on Person Accounts, which is part of the foundational prerequisites and is likewise not yet enabled.
There is no permission for Support to activate. The Base Access permission set and the Salesforce Go tile are created automatically when the admin runs the Nonprofit Cloud foundational setup. The licenses are already in place, so nothing is missing on the licensing side.
For the constituent (Account and Contact) relationship model only, the relevant step is the prerequisites, which enable Person Accounts and Group Membership. Fundraising, Program Management, and other feature areas do not need to be enabled to get the relationship model, and the licenses remain available to add those later.
Because Person Accounts is a one-way change (it cannot be turned off once enabled) and is enabled per org, prove it out in a sandbox first. Turning it on in a sandbox has no effect on production, so production does not need to be activated first. Recommended sequence:
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