This video explains the different Salesforce account models for NGOs within Salesforce, such as Household, 1-to-1, or Individual. Learn about the use of Household accounts within an NGO, and about the use of organizational accounts as well.
- [Commentator] If you've used Salesforce in the past…for a commercial business, you've had…experience with accounts.…Accounts within the non profit success pack are handled…differently, Salesforce calls data types objects.…The account's object allows teams to track existing…relationships.…While a lead record stands alone, an account can have one…or many contacts.…An account can represent a household or it can represent…an organization.…You'll be adding contacts to your accounts, so a household…and an organization can have any number of contacts…associated with it.…
An account permits the storage of account details as well…as tracking activities, sending emails, and uploading files.…Think of an account as a master file folder for all the…people within a family or an organizations team.…To be clear, you'll be storing information about households,…companies, and other entities in accounts, and then the…individual people in contacts.…It's fine to store contacts that are not associated…with accounts as well as accounts with no contacts,…
AuthorChristopher Matthew Spencer
- Getting team buy-in
- Registering your account
- Working with users and permissions
- Using calendars
- Managing leads and contacts
- Tracking affiliations and relationships
- Recording activities
- Importing records
- Using collaboration tools such as Chatter and email templates
- Measuring and improving success with reports and dashboards
Skill Level Beginner
Salesforce for Customer Servicewith Christine Volden50m 43s Beginner
1. Getting Started
2. Working with Salesforce
3. Working with Data
4. Tools for Success
5. Measuring Success
Next steps1m 17s
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