Salesforce Certified Nonprofit Cloud Consultant

What is essential to create before setting a new Reciprocal Relationship?

1. New Opportunity Records

2. A new person record

3. Updating Relationship Type picklist

4. A special permission set

The correct answer is: Updating Relationship Type picklist

Creating a new Reciprocal Relationship requires updating the Relationship Type picklist to include the new type of relationship being established. This step is crucial because the Relationship Type acts as a classification for different connections between constituents in the nonprofit cloud. By ensuring that this picklist includes the necessary types, users can accurately represent and manage these relationships within the system, allowing for better data tracking and reporting. The other options, while potentially relevant to broader processes involving relationships and records, are not fundamental prerequisites specifically for initiating a Reciprocal Relationship. For example, new Opportunity Records or person records may be created later in the process, but they do not directly address the requirements for setting up the relationship itself. Similarly, a special permission set may be necessary for certain user capabilities but does not directly influence the ability to create the relationship when the correct classification option is absent from the picklist. Hence, updating the Relationship Type picklist is the essential and correct step to take.