DemandTools Contact Merge Leaving Child Records Stranded on Anonymous Household Accounts

[Baymed]

Hello Validity Community,

I'm experiencing an issue with Contact merges in DemandTools that's causing data integrity problems in our NPSP org, and I'm hoping someone has encountered and solved this.

Our Setup:

• Salesforce NPSP (Nonprofit Success Pack)
• Household Account Model enabled
• DemandTools for data deduplication

The Problem: When we merge duplicate Contacts using DemandTools:

1. DemandTools merges the Contacts successfully ✓
2. The losing Contact is deleted (as expected) ✓
3. The losing Contact's Household Account becomes an "Anonymous Household" ✓
4. BUT: Child records (Opportunities, Payments, etc.) remain attached to the Anonymous Household Account instead of moving to the winning Contact's Household ✗

What We Need: 

1. Move child records from Anonymous Household to the winning Contact's Household during merge.

Has anyone successfully solved this in DemandTools? Is there a merge configuration, field mapping, or workflow we're missing that would handle Household Account consolidation?

Any guidance would be greatly appreciated!

Environment Details:

• DemandTools Version: 5.46.2.0
• Salesforce Edition: Enterprise Edition

[AnthonyValidity]

Hi @Baymed ,

We have a workflow that will accomplish this for you.  In a standard Salesforce environment, we would recommend deduping on the accounts first before the contacts.  In many cases, in NPSP environments, there's not enough information on the account for you to match and merge.

Please checkout this article:
https://knowledge.validity.com/s/articles/Dedupe-Household-Accounts-and-Contacts-npsp?language=en_US

Best,