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It explains how Apex automation handles tasks such as creating household accounts for new contacts, linking new contacts to existing household accounts, setting and updating primary affiliations, and updating household billing and mailing addresses. The guide targets database administrators, implementation partners, and third-party developers, and clarifies that it covers only a subset of NPSP workflows.",{"@graph":69,"@context":122},[70,84,105],{"@type":71,"itemListElement":72},"BreadcrumbList",[73,77,79,82],{"item":74,"name":75,"@type":76,"position":8},"https://docshare.wps.com","Home","ListItem",{"item":78,"name":9,"@type":76,"position":14},"https://docshare.wps.com/document/",{"item":80,"name":30,"@type":76,"position":81},"https://docshare.wps.com/document/technology/",3,{"item":83,"name":65,"@type":76,"position":19},"https://docshare.wps.com/document/npsp-workow-diagrams-technical-reference-for-automated-processes/657023/",{"url":83,"name":65,"@type":85,"image":86,"author":91,"headline":65,"publisher":94,"fileFormat":97,"inLanguage":63,"description":67,"dateModified":98,"datePublished":99,"encodingFormat":97,"isAccessibleForFree":100,"interactionStatistic":101},"DigitalDocument",{"url":87,"@type":88,"width":89,"height":90},"https://docshare.wps.com/thumbnails/npsp-workow-diagrams-technical-reference-for-automated-processes/657023.png","ImageObject",300,407,{"name":92,"@type":93},"วิน","Person",{"url":74,"name":95,"@type":96},"DocShare","Organization","application/pdf","2026-10-29","2026-10-25",true,{"@type":102,"interactionType":103,"userInteractionCount":8},"InteractionCounter",{"@type":104},"ViewAction",{"@type":106,"mainEntity":107},"FAQPage",[108,114,118],{"name":109,"@type":110,"acceptedAnswer":111},"What is the purpose of the NPSP Workflow Diagrams guide?","Question",{"text":112,"@type":113},"It provides workflow diagrams and text descriptions for several automated NPSP processes implemented with Apex, helping technical readers understand how the automation works.","Answer",{"name":115,"@type":110,"acceptedAnswer":116},"How does NPSP automatically create a Household Account for a new Contact?",{"text":117,"@type":113},"When a user creates a Contact and leaves the Account Name field blank, NPSP creates a Household Account and populates the Primary Contact field on that Household Account, then fills the Contact’s Account Name with the new Household Account.",{"name":119,"@type":110,"acceptedAnswer":120},"How does NPSP handle changes to a Contact’s Primary Affiliation?",{"text":121,"@type":113},"When a user sets or updates the Primary Affiliation field, NPSP generates or updates the related Affiliation record(s), marking the Primary record as Current and setting values like Start Date to Today.","https://schema.org",{"og:url":83,"og:type":124,"og:title":65,"og:site_name":95,"og:description":67},"article",{"robots":126,"canonical":83},"index,follow",{"doc_id":128,"site_id":62},657023,1792972614,{"code":4,"msg":5,"data":131},{"doc_id":128,"user_id":132,"nickname":92,"user_avatar":133,"doc_module":4,"category_id":29,"category_name":30,"doc_title":65,"doc_description":67,"doc_content":134,"file_id":135,"file_url":136,"file_type":137,"file_size":138,"view_count":8,"is_deleted":4,"is_public":8,"is_downloadable":8,"audit_status":8,"page_count":139,"language":140,"language_code":63,"site_id":62,"html_lang":63,"table_of_contents":141,"faqs":142,"seo_title":143,"seo_description":67,"update_tm":129,"read_time":144},2336475104736,"https://ap-avatar.wpscdn.com/avatar/22000c4c5e0e5b17e70?x-image-process=image/resize,m_fixed,w_180,h_180&k=1786591360781797222","NPSP Workflow Diagrams  \n@salesforcedocs  \nLast updated: July 1, 2022  \nSalesforce.org and its logo are [registered trademarks of Salesforce.com](registered trademarks of Salesforce.com), inc. Other names used herein are trademarks of Salesforce.com or the ir respective owners.  \nContents  \nOverview...................................................................................... 1  \nNPSP Workflows.............................................................................. 2  \nAutomatically Create a Household Account for a New Contact........................ 2  \nLink a New Contact to an Existing Household Account................................. 3  \nSet a new Primary Affiliation on a Contact.............................................. 4  \nUpdate the Primary Affiliation on a Contact with Existing Affiliations................... 5  \nUpdate a Household Account’s Billing Address......................................... 6  \nUpdate a Contact’s Mailing Address.................................................... 7  \nCreate Default Address Record Manually............................................... 8  \nContents  \nOverview  \nNonprofit Success Pack ( NPSP) uses Apex programming to implement many of its features. Apex lets you take full advantage of all that NPSP has to offer without having to perform repetitive tasks. With Apex, there's a lot going on under the hood, and understanding exactly what drives Apex workflows can be difficult. Apex is like that computer in your car. Based on your driving, it knows when to adjust the air /fuel mixture in the engine or shift gears for you.  \nThis reference guide provides workflow diagrams and text descriptions for several automated NPSP processes.  \nThis guide is for database administrators, implementation partners, and third-party software developers, interested in the technical aspects of these processes. If you 're looking for more general information on how NPSP works, see the NPSP Documentation.  \nNote  \nThis guide doesn't cover every workflow in NPSP. In fact, it only covers a handful. Let us know what we should include next. If you 're interested in contributing toward this document, please reach out in the Nonprofit Success Pack group!  \nNPSP Workflows  \nAutomatically Create a Household Account for a New Contact  \nIn the Household Account model, NPSP automatically creates a Household Account for each new Contact. When you create a Contact, leave the Account Name field blank and NPSP does the rest.  \nHere's the workflow diagram for this process:  \n1. A user creates a new Contact, leaving the Account Name field blank.  \n2. NPSP creates a new Household Account.  \n3. NPSP populates the new Contact in the Primary Contact field on the Household Account.  \n4. NPSP populates the Contact 's Account Name field with the new Household Account.  \nNPSP Workflows Link a New Contact to an Existing Household Account  \n5. NPSP populates these Household Account fields:  \na. Household Name  \nb. Formal Greeting  \nc. Informal Greeting  \nd. Number of Household Members  \ne. _SYSTEM: Account Type = Household Account  \nf. _SYSTEM: Is Individual = True  \nFor more information, read Add or Remove a Contact.  \nLink a New Contact to an Existing Household Account  \nLet 's say you need to enter new donor information and you have the names of each partner in a household. When you create the fi rst Contact record, NPSP automatically generates the Household Account. When you create the second Contact, you can enter the Household Account in the Account Name.  \nHere's a workflow diagram for this process:  \n1. A user creates a Contact, populating the Account Name field with an existing Household Account.  \n2. NPSP updates the Account Name field for all Contacts related to the existing Household Account.  \nNPSP Workflows Set a new Primary Affiliation on a Contact  \n3. NPSP updates these Household Account fields:  \na. Account Name  \nb. Formal Greeting  \nc. Informal Greeting  \nd. Number of Household Members For more information, read Add or Remove a ","cbCaikiTl7XGnkcl","https://ap.wps.com/l/cbCaikiTl7XGnkcl","pdf",752350,13,"English","# Overview\n# NPSP Workflows\n## Automatically Create a Household Account for a New Contact\n## Link a New Contact to an Existing Household Account\n## Set a new Primary Affiliation on a Contact\n## Update the Primary Affiliation on a Contact with Existing Af... \n## Update a Household Account’s Billing Address\n## Update a Contact’s Mailing Address\n## Create Default Address Record Manually","[{\"question\":\"What is the purpose of the NPSP Workflow Diagrams guide?\",\"answer\":\"It provides workflow diagrams and text descriptions for several automated NPSP processes implemented with Apex, helping technical readers understand how the automation works.\"},{\"question\":\"How does NPSP automatically create a Household Account for a new Contact?\",\"answer\":\"When a user creates a Contact and leaves the Account Name field blank, NPSP creates a Household Account and populates the Primary Contact field on that Household Account, then fills the Contact’s Account Name with the new Household Account.\"},{\"question\":\"How does NPSP handle changes to a Contact’s Primary Affiliation?\",\"answer\":\"When a user sets or updates the Primary Affiliation field, NPSP generates or updates the related Affiliation record(s), marking the Primary record as Current and setting values like Start Date to Today.\"}]","NPSP Workflow Diagrams - Technical Reference for Automated Processes | PDF",33]