Comments on: Handling People, Organizations and Households in Salesforce http://gokubi.com/archives/handling-people-organizations-and-households-in-salesforce Tue, 29 Nov 2011 19:15:53 +0000 hourly 1 http://wordpress.org/?v=3.2.1 By: Steve http://gokubi.com/archives/handling-people-organizations-and-households-in-salesforce/comment-page-1#comment-181569 Steve Tue, 30 Jun 2009 14:54:49 +0000 http://gokubi.com/?p=211#comment-181569 Check out the Nonprofit Starter Pack: http://wiki.developerforce.com/index.php/Nonprofit_Starter_Pack Check out the Nonprofit Starter Pack: http://wiki.developerforce.com/index.php/Nonprofit_Starter_Pack

]]> By: Catherine Ngarachu http://gokubi.com/archives/handling-people-organizations-and-households-in-salesforce/comment-page-1#comment-181455 Catherine Ngarachu Mon, 29 Jun 2009 17:19:39 +0000 http://gokubi.com/?p=211#comment-181455 Hi Steve, Would love to know if you did manage the model on 'Handling People, Organizations and Households in Salesforce'? Looked around but couldn't find it. Many thanks, Catherine Ngarachu Hi Steve,
Would love to know if you did manage the model on ‘Handling People, Organizations and Households in Salesforce’? Looked around but couldn’t find it.

Many thanks,
Catherine Ngarachu

]]> By: R Perez http://gokubi.com/archives/handling-people-organizations-and-households-in-salesforce/comment-page-1#comment-121665 R Perez Fri, 15 Aug 2008 16:59:31 +0000 http://gokubi.com/?p=211#comment-121665 hi Steve, I've been following your postings with interested and wanted to know if you've resolved this question about accounts, contacts, individuals and households. Thanks! hi Steve,

I’ve been following your postings with interested and wanted to know if you’ve resolved this question about accounts, contacts, individuals and households. Thanks!

]]> By: gokubi.com » Blog Archive » Roundup of past posts for new readers http://gokubi.com/archives/handling-people-organizations-and-households-in-salesforce/comment-page-1#comment-1866 gokubi.com » Blog Archive » Roundup of past posts for new readers Sat, 14 Oct 2006 20:08:19 +0000 http://gokubi.com/?p=211#comment-1866 [...] Handling People, Organizations and Households in Salesforce: Here’s a run down of how I model the basics–people, orgs, and households. Salesforce.com is so flexible that we often do even these things differently! [...] [...] Handling People, Organizations and Households in Salesforce: Here’s a run down of how I model the basics–people, orgs, and households. Salesforce.com is so flexible that we often do even these things differently! [...]

]]> By: Steve http://gokubi.com/archives/handling-people-organizations-and-households-in-salesforce/comment-page-1#comment-691 Steve Fri, 19 May 2006 15:26:29 +0000 http://gokubi.com/?p=211#comment-691 The householding app doesn't do that but I (and others) use custom objects for tying people to other accounts and to other contacts. I use it for tracking who's on the board of an organization, etc. The householding app doesn’t do that but I (and others) use custom objects for tying people to other accounts and to other contacts. I use it for tracking who’s on the board of an organization, etc.

]]> By: Rachel http://gokubi.com/archives/handling-people-organizations-and-households-in-salesforce/comment-page-1#comment-536 Rachel Wed, 17 May 2006 13:30:50 +0000 http://gokubi.com/?p=211#comment-536 Hi Steve, We are a very small nonprofit in Michigan and have only recently been using Salesforce.com., so we are pretty new to the process. I read your thoughts on the B2B, B2I, and Householding capacities of SF (and lack thereof) and I understand you have created the Householding app as a response to that. Is it meant to address the B2I problems in SF too, or merely the Householding part? Im dying for a way to be able to connect an individual to multiple accounts (for fundraising issues as well as contact management issues)...does the Householding app help with this at all? Rachel Hi Steve,

We are a very small nonprofit in Michigan and have only recently been using Salesforce.com., so we are pretty new to the process. I read your thoughts on the B2B, B2I, and Householding capacities of SF (and lack thereof) and I understand you have created the Householding app as a response to that. Is it meant to address the B2I problems in SF too, or merely the Householding part? Im dying for a way to be able to connect an individual to multiple accounts (for fundraising issues as well as contact management issues)…does the Householding app help with this at all?

Rachel

]]> By: Steve http://gokubi.com/archives/handling-people-organizations-and-households-in-salesforce/comment-page-1#comment-416 Steve Tue, 28 Mar 2006 21:23:09 +0000 http://gokubi.com/?p=211#comment-416 It was great to meet you to. I look forward to many conversations about the intricacies of modeling processes in Salesforce.com! "Follow the money" is a great way of thinking about things. It was great to meet you to. I look forward to many conversations about the intricacies of modeling processes in Salesforce.com! “Follow the money” is a great way of thinking about things.

]]> By: Meghan Morrison http://gokubi.com/archives/handling-people-organizations-and-households-in-salesforce/comment-page-1#comment-408 Meghan Morrison Tue, 28 Mar 2006 04:03:44 +0000 http://gokubi.com/?p=211#comment-408 Hi Steve, Great to finally meet you at NTC last week in Seattle! I wish we had more time to talk about some of the issues I'm now just getting to read here on your blog. I've been dealing with these same questions in implementing for our clients for the last year and a half and it is no easy thing to undertake! In my experience, the best way to think of this is where the money needs to roll up to. So, if the individual is the one who makes the donation and needs to get the credit for that, then that individual needs to have his/her own Account record, regardless of whether they work at a Foundation which is also an existing account in the system. Then, Contact Roles should be utilized to attach the person's contact record under their Individual account to the Foundation where they work with the Contact Role name as Employee under that Foundation account. Matches are a whole other ballgame, but essentially the relationships we're needing to create can be handled by the Contact Roles and Partners related lists. I wish I could say it was totally easy or intuitive out of the box, but that's not necessarily the case. Did this come up at the Affinity Group last week? I am really regretting not making it to that!! Hi Steve,

Great to finally meet you at NTC last week in Seattle! I wish we had more time to talk about some of the issues I’m now just getting to read here on your blog. I’ve been dealing with these same questions in implementing for our clients for the last year and a half and it is no easy thing to undertake!

In my experience, the best way to think of this is where the money needs to roll up to. So, if the individual is the one who makes the donation and needs to get the credit for that, then that individual needs to have his/her own Account record, regardless of whether they work at a Foundation which is also an existing account in the system. Then, Contact Roles should be utilized to attach the person’s contact record under their Individual account to the Foundation where they work with the Contact Role name as Employee under that Foundation account. Matches are a whole other ballgame, but essentially the relationships we’re needing to create can be handled by the Contact Roles and Partners related lists.

I wish I could say it was totally easy or intuitive out of the box, but that’s not necessarily the case. Did this come up at the Affinity Group last week? I am really regretting not making it to that!!

]]> By: Steve http://gokubi.com/archives/handling-people-organizations-and-households-in-salesforce/comment-page-1#comment-399 Steve Tue, 14 Mar 2006 19:06:15 +0000 http://gokubi.com/?p=211#comment-399 Thanks Matthew. It's been great to bounce stuff off people like you who have spent so much time thinking about these issues and supporting them in databases. I'm happy to get out the machette and see where I can go with it. Thanks Matthew. It’s been great to bounce stuff off people like you who have spent so much time thinking about these issues and supporting them in databases. I’m happy to get out the machette and see where I can go with it.

]]> By: Matthew Scholtz http://gokubi.com/archives/handling-people-organizations-and-households-in-salesforce/comment-page-1#comment-398 Matthew Scholtz Tue, 14 Mar 2006 18:44:53 +0000 http://gokubi.com/?p=211#comment-398 Thanks, Steve. I think you've stated the need very well here. I'm eagerly awaiting your writeup - this is one of the big sticking points I had in my initial look at SF - if you can make this happen without too much pain, I'll be that much closer to being able to recommend SF to some of my clients. Whenever that happens, BTW, it'll probably be mostly due to your work in clearing the trail of brush. Thanks for blazing it. Thanks, Steve. I think you’ve stated the need very well here. I’m eagerly awaiting your writeup – this is one of the big sticking points I had in my initial look at SF – if you can make this happen without too much pain, I’ll be that much closer to being able to recommend SF to some of my clients.

Whenever that happens, BTW, it’ll probably be mostly due to your work in clearing the trail of brush. Thanks for blazing it.

]]>