Indication on Account when all Household members are deceased - Ideas - Salesforce Trailblazer Community
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Indication on Account when all Household members are deceased

Nonprofit Success Pack

A common use case is to mail constituents using a report of Household Accounts, and its always important to avoid sending a letter to any households in which all members are deceased. While it is possible to filter out records in which all household members are deceased from this report with a cross-filter, it would be better to have a simpler indication that more users are familiar with. Possibly a checkbox field on Account such as "All Members Deceased", which could be used in a simple report filter, or a modification to the existing field "Number of Household Members" to count only non-deceased members, which could be filtered to be > 0.

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Latest Comment from Salesforce

  • Mary Pustejovsky - 16 days ago

    You prioritized it and now we're building it! Thank you, Trailblazers, for helping us shape our product roadmap. Inspired by this idea, we're working on the following feature:

    Nonprofit: NPSP: Provide an Indicator on a Household Account Record that All Household Members are Deceased
    Deceased information is tracked on individual Contacts. This would allow staff to view this information on the Household Account level and easily see that all Contacts within the household are deceased.
    Estimated GA Release: Spring ’22

    Learn more about Prioritization and how you can shape Salesforce products via the IdeaExchange at https://ideas.salesforce.com/s/about.
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