Loading
Nonprofit Cloud
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Household Account Rollups in Nonprofit

            You are here:

            1. Salesforce Help
            2. Docs
            3. Nonprofit Cloud

            Household Account Rollups in Nonprofit

            Rollups for household accounts aggregate gift data from the household and all its members. Learn what a household account is, the requirements to set it up, and how household rollups differ from individual donor rollups.

            Fundraising calculates rollups for households, individuals, and business or organizations, and manages them all as account records. The main difference between these groups is scope. Individual and business rollups focus strictly on their specific gift transactions and soft credits. Household rollups provide a broader view by consolidating the transactions and soft credits of every member within that household.

            What Is a Household Account?

            A household account is a non-person account that has one related party relationship group record with the type Household. A household member is a person account that is associated with the household through an account contact relationship record.

            Household Rollups Prerequisites

            To show rollup data for household accounts, make sure that you complete these requirements:

            How Household Rollup Data Is Aggregated

            The Data Processing Engine (DPE) collects and flattens data before calculating household rollup values through gift transactions and soft credits.

            Gift Transactions
            The DPE collects gift transactions belonging directly to the household account and gift transactions where the donor is a household member. The DPE groups all of these gift transactions under the household and calculates them together.
            Soft Credits
            The DPE collects soft credits at the household member level. Multiple household members can each receive a soft credit tied to the same gift transaction. To prevent double-counting, the DPE removes duplicate soft credits so that the household rollup includes only one soft credit per unique gift transaction.

            How Donor Gift Summary Fields Work for Households

            Fundraising calculates the fields on the donor giving summary object similarly for households, individuals, and businesses. The main difference is that the source data includes the household's own records plus those records of all its members. The Soft Credit Summary fields also apply deduplication logic.

            Donor Giving Summary Rollup Fields Household Behavior
            Recurring Gift Summary
            • Current Recurring Gift Start Date
            • First Recurring Gift Start Date
            • Last Recurring Gift Payment Date
            • Total Paid Recurring Installments
            • Total Paid Recurring Installments Amount
            		 Aggregated across the household and all its members.
            Soft Credit Summary
            • First Soft Credit Amount
            • First Soft Credit Date
            • Highest Soft Credit Amount
            • Highest Soft Credit Date
            • Last Soft Credit Amount
            • Last Soft Credit Date
            • Soft Credit Count
            • Total Hard and Soft Credit Amount
            • Total Hard and Soft Credits
            		 If you tie the soft credit directly to the household account instead of a member, gift soft credits don't roll up to these fields. Duplicate soft credits tied to the same gift transaction count only one time. However, if you link a gift transaction to one household member and soft credit another member, the Total Hard and Soft Credit Amount field doesn't deduplicate.
            Notable Gift Metrics
            • Average Gift Amount
            • Best Gift Year
            • First Gift Amount
            • First Gift Campaign
            • Gift Count
            • Highest Gift Amount
            • Highest Gift Year Amount
            		 Aggregated across the household's own gifts and all members' gifts.
            Gift History
            • First Gift Date
            • Gifts Last Year Amount
            • Gifts Two Years Ago Amount
            • Last Two Years Gift Count
            • Last Year Gift Count
            • Lowest Gift Amount
            • Second Gift Date
            • Total Gifts Amount
            		 Aggregated across the household's own gifts and all members' gifts.
            Gift Year Summary
            • Current Year Gift Count
            • Days Since Last Gift
            • Gifts This Year Amount
            • Last Gift Amount
            • Last Gift Date
            		 Aggregated across the household's own gifts and all members' gifts.
            Pledged Revenue
            • Booked Pledges
            • Total Bookable Revenue
            		 Aggregated across the household and all its members.

            See Also:

             
            Loading
            Salesforce Help | Article