Configure Address Management

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Configure Address Management

Learn how to configure address management features including address verification, seasonal addresses, and bad address management.

Note Watch the Nonprofit Salesforce How-To Series video NPSP Verify Mailing Addresses

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.
Configure Undeliverable Address Management
Set these checkbox fields to Read and Edit in your profiles and permission sets.
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.
Configure Address Verification
The Nonprofit Success Pack lets you verify addresses as you enter them in Salesforce.
How do Address Updates Work?
This table outlines Address behavior in NPSP.
Configure Permissions for Managing Household Account Information
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:

From App Launcher (), find and select NPSP Settings, and then click People | Addresses.
Click Edit.
Select the Household Account Addresses Disabled checkbox
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:

From App Launcher (), find and select NPSP Settings, and then click People | Addresses.
Click Edit.
Select the Organizational Account Addresses Enabled checkbox.
Click Save.

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:

From App Launcher, find and select NPSP Settings.
Click People | Addresses.
Click Edit.
Deselect the Simple Address Change Treated as Update checkbox.
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.

From App Launcher (), find and select NPSP Settings, and then click Bulk Data Processes | Batch Process Settings.
Click Edit and adjust the Seasonal Address Batch Size as needed.
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 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 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

From App Launcher (), find and select NPSP Settings, and then click People | Addresses.
Click Edit.
Review the general instructions under the Verification API Account Settings section and click Enable Automatic Verification.
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.
(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.
Click Save.
(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 SmartyStreets API only.

Note To exclude an Address from being verified, select Verified on the Address record. Address Verification skips any record with this checkbox selected.

Smarty Streets API

The SmartyStreets 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 SmartyStreets account. Visit the SmartyStreets website for more information.

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.

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

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Configure Address Management

About Address Management