Salesforce Certified Nonprofit Cloud Consultant

What must an administrator do before adding a new Auto Created Relationship?

1. Enable auto-creation of relationships options in Settings

2. Create a custom lookup field on the Campaign only

3. Create a new object for relationships

4. Delete existing relationships

The correct answer is: Enable auto-creation of relationships options in Settings

Enabling auto-creation of relationships options in Settings is a crucial step before adding a new Auto Created Relationship. This setting allows the Salesforce system to automatically establish relationships between custom objects and certain Salesforce standard objects, like Campaigns, when specific criteria are met. By enabling this feature, the administrator ensures that the platform recognizes when to create these connections automatically, streamlining the process of managing relationships within the nonprofit's Salesforce environment. The other options, while they might seem related to relationship management, do not address the foundational requirement needed to facilitate auto-creation. Creating a custom lookup field is unnecessary when auto-creation is enabled, as the system handles those relationships autonomously. Developing a new object solely for relationships would complicate the data structure without addressing auto-creation needs, and deleting existing relationships could disrupt established connections, rather than enhance the functionality of new relationships. Thus, the crucial first step is enabling the auto-creation feature to allow Salesforce to manage these relationships efficiently.