Skip to content

Household Account Migration DIY Guide

 

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.

 

“I would say I have a strong basic knowledge of Salesforce, but am by no means an expert. I understood the concepts behind the Household Account model – and was excited by the possibilities for our organization – but was uncertain about how to actually make the change. I was afraid I would miss a step along the way and create a huge mess – or lose data! The Database Sherpa DIY Guide to the Household Migration process is exactly what I need. It is clear, easy to understand, easy to apply, and has given me confidence in the process – not just the theory. Thank you!”
Mitzy Sharp Futro, Executive Director, Atlanta Cancer Care Foundation

 

Get the free guide to household account migration:



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.




 

2 Comments

  1. Laura

    7 months ago  

    I think you also need to create an External Campaign ID on the Campaign Object.

    1. Ashima Saigal

      7 months ago  

      Laura, not sure why you need the external campaign ID on the campaign object as that is not an object that needs to be imported into the sandbox. However, if you want to use the Campaign Object data, then yes, you will need an External Campaign ID. However, the migration tool doesn’t touch Campaigns in the process.

Comments are closed.