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
- Pros
- Donation history is easily rolled up to the Account
- No bucket Account to explain to Users
- Cons
- Contacts can't be merged easily
- Lead Conversion can't merge to existing Contacts
- For large numbers of Contacts the Accounts will increase storage needs
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.
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