If you use the Nonprofit Starter Pack’s Householding module, you know that it automatically credits all members of a household for any other household member’s donation. Which is great for donor cultivation, since nobody wants to ignore the spouse of a major donor.
But what happens when those donors split up? How do you deal with it in Salesforce? Easy!
There are pros and cons to using Person Accounts, but because relatively few apps play nicely with them, they’re typically used by organizations that have a good reason for going the Person Account route. So don’t think that you need to go switch today – if you don’t use them, you’re off the hook today! Jeff Douglas’s blog has a fantastic, detailed description of Person Accounts if you want to learn more about this account type.
The simplest questions are often the hardest. Why should you, as a nonprofit organization (or at least a member of), use Salesforce? Why should you care?
What are you in charge of?
© 2013 501Partners LLC. Salesforce, Sales Cloud, and others are trademarks of salesforce.com, inc., and are used here with permission.
Recent Comments