Thinking about a move to the new Household Account Model? Get started with our free, DIY guide for nonprofits.
It can feel daunting to decide which account model is right for your nonprofit and build your Salesforce database around that model. That’s why Database Sherpa has created a resource guide for getting started. Our six-page, DIY Guide to Household Migration includes checklists, troubleshooting tips, and recommended practices for the journey to the household account model.
Salesforce introduced the new Household Account model as part of NPSP 3. You’ll have the option of migrating to it after you upgrade. Account models are the structure for how individual contacts in your database are organized. The Household Account model is exciting, because it’s a more seamless way to organize contacts and information associated with them. You can connect multiple members of the same family while tracking their separate donations and addresses (including seasonal addresses).
This streamlined approach more closely mimics how relationships are interconnected in the real world. It also makes for better reporting… something your team will appreciate when it’s time to plan your year-end appeal!
Sign up below to get your free,
DIY guide to household account migration.
Want a guide for the journey?
Database Sherpa has launched Migration Camps, a series of
webinars, resources, and one-on-one technical support
to migrate to the Household Account Model.
If you’d like step-by-step training and hands-on troubleshooting
for your nonprofit’s upgrade and migration, this is the trek for you.
The next camp starts in February 2017, and spots are limited.