Nonprofit Starter Pack Contacts And Organizations

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Package Info

The Contacts and Organizations package is a part of the Nonprofit Starter Pack, a set of managed packages made available to nonprofits.

The Contacts and Organizations package manages the way Contacts and Organizations interact. It allows you to do the following:

  • Pick a bucket Account model or a one-to-one Contact to Account model
  • Enhances Contact creation and editing so that Contacts will get related to Accounts correctly
  • Enhances the Phone and Email fields with the ability to select from a list of options for Preferred Phone and Email
  • Allows for the identification of location of Primary and Secondary physical addresses

This package is a part of the Nonprofit Starter Pack and can be installed as a managed package.

Contact and Account Model

One of the key aspects of the Contacts and Organizations package is that it lets you choose how you want to store Contacts. Salesforce.com has a long history of being very good at tracking Contacts that represent people working at a company. The platform hasn't been as good tracking work done directly with individuals, when another company isn't involved.

Because of the history of Salesforce.com, this package has functionality that augments how individuals are tracked. You have two options:

Bucket Account

All Contacts that aren't affiliated with a real company get connected to a catch-all Account

  • Pros
    • Just one Account for all unaffiliated Contacts has low impact on storage needs
    • Less User confusion about difference between Contact and an Account
  • Cons
    • Donations are tracked to the Contact so rolling up giving history is not included
    • Doesn't scale past hundreds of thousands of Contacts
    • Any Salesforce.com security that is based on Accounts has potential to share unrelated Contacts

One to One Account

Contacts that aren't affiliated with a real company get connected to their own Account

Which model you choose can have important impacts on your Salesforce.com setup. It will never be impossible to change from one model to another, but there will likely be migration work necessary if you choose to change models down the road. To change between models is easy.

Functionality

  • Automatic Account for Contacts
    • You can choose one of two models for using the Account to help with Contact tracking
    • Contacts are automatically associated with an Account
    • Contacts can be connected to standard, non-individual Accounts
    • Contacts can be connected to no Account by using the Private checkbox
  • Automatic primary Opportunity Contact roles (added 1.68)
    • A text field on Opportunity can be supplied with a valid Contact Id. This will generate a Contact role after insert
  • Automatic One-to-One Account on Opportunity when Contact Id is supplied (added 1.68)
    • If a valid Contact in the one-to-one model is supplied on the Opportunity, the One-to-One Account Id will be automatically placed in the AccountId field
  • Automatic Contact Role on Opportunity when One-to-One Account Id is supplied (added 1.68)
    • If an Opportunity is created for a One-to-One Account, the Contact is added as a Contact Role
  • Lead conversion for One-to-one model
    • Leads created with 'Self' or the Lead name as the company name will convert to Contacts in the one-to-one model
    • Leads can be merged to existing Contacts
    • Opportunities can be created on Lead conversion
  • Contact Merge interface
    • There is a Visualforce Contact merge interface that makes it possible to merge any 3 contacts together no matter what kind of Account they are related to
    • allows for merging of one-to-one contacts
    • allows merging of Contacts that aren't in the same Account
    • allows painting of a perfect record (added 1.68)
  • Administrative settings interface (added 1.68)
    • There is a tab for managing certain settings
      • Account Model
      • Adding automatic Opportunity Contact Roles
      • Default role for Automatic Contact roles
      • Ability to turn off the Account Model altogether

Package Contents

  • Contact
    • Custom fields
    • Code
    • Translations
      • Spanish
      • French
    • Workflow
  • Account
    • Custom fields
    • Standard button override with VisualForce
    • Translations
      • Spanish
      • French
  • Lead
    • Standard button override with VisualForce

Source Code

Source code for all Versions

Current Version

Package Installation Link

Known Issues

Installation Steps

Contacts and Organizations Install Steps

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