What should a consultant advise a nonprofit wanting to use Customizable Rollups?

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The correct answer pertains to the requirement that Customizable Rollups can only be utilized in organizations that are operating on the Household Account model. This model is specifically designed to group donations and relationships under a single household account, allowing for a more streamlined approach to managing donor information and contributions.

By using the Household Account model, nonprofits can take full advantage of the features offered by Customizable Rollups, such as more flexible configurations for summarizing donation data across various levels of the organization. This structural alignment between the account model and the rollups is essential for leveraging the functionality effectively, as the Customizable Rollups are tailored to enhance data reporting within that particular setup.

Understanding this foundational requirement is crucial for consultants when advising nonprofits on best practices for data management in Salesforce, particularly when implementing features like Customizable Rollups to ensure they have the right organizational structure in place to maximize the benefits.

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