Salesforce Tips and Resources

How to Set Up a Contact-Centric Salesforce Org.

Posted by Amy Seibert on Jul 26, 2016 8:33:12 AM

Working in the Higher Ed space, or any B2C O2I*[1] organization, can present the Salesforce Administrator with a headache: how to manage the Account of the Contact record, when the Contact is as important, if not more important, than Account. 

Sure, Accounts are important – we want to know about the schools we recruit students from, the companies where they end up working, the foundations who contribute to alumni relations and the partner organizations we work with.  But we don’t want the Account to dictate how we deal with the Contact. Salesforce, however, mandates that all Contacts are associated to an Account. 

What are the traditional Salesforce configuration options for a Higher Ed?

  • Person Accounts: A ‘standard’ Salesforce function which rewrites the data model, turning the Account record into a ‘Contact’.
  • Administrative Accounts: Create an Account for every Contact record.
  • Household Accounts: Create an Account for the Contact, their spouse, parents, siblings, as required.
  • Bucket Accounts: Lump all the Contacts into a single account.
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Topics: Higher Education, HEDA, Salesforce Configuration Options

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