What action should a consultant take to ensure all migrated Accounts use the same account model in NPSP?

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To ensure that all migrated Accounts use the same account model in NPSP, utilizing the Data Quality Analysis Dashboard is instrumental. This dashboard allows consultants to assess the health and consistency of their data across organization-wide models. By running this analysis, consultants can identify discrepancies in data structure, such as uneven relationships or differences in custom fields that may arise from varied data migration practices.

The Data Quality Analysis Dashboard provides a comprehensive view, allowing for any necessary adjustments to be made to align all records with a unified account model. This proactive measure ensures that each Account in the system operates under the same set of rules and structures defined by the NPSP, which is essential for effective data management and reporting within the nonprofit context.

Other tools like the NPSP Health Check Tool or the Salesforce Optimizer may help assess overall health and performance or optimization opportunities within Salesforce, but they do not specifically target account structure consistency. The Lightning Readiness Assessment focuses on the transition to Lightning Experience and is not related to managing or standardizing account models. Hence, the Data Quality Analysis Dashboard is the most relevant and effective choice for this particular need.

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