Comments on: How we’re using Salesforce.com at Citizen Schools

By: Will

Will — Sat, 23 Feb 2013 20:43:28 +0000

Hi Richard, we modeled alumni as Person Accounts, with the idea that our relationship was with them as an individual, not as a contact associated with a particular account/organization. In retrospect, due to limitations in the Salesforce.com Person Account model, I would be more likely to model them as a custom object with a lookup to the Account object. We would lose some of the out of the box Contact functionality, but nothing major. The only significant consideration comes with alumni who are also donors or volunteers, where you then have to deal with the issue of potential duplicates (one alumni record, one contact record), but I suspect the overlap would be relatively small.

By: richarddstuart

richarddstuart — Fri, 22 Feb 2013 00:22:36 +0000

Will, for Alumni Management did you create a new Alumni Object or Create and Alumni Account and simply add contact fields?

By: How Salesforce.com Enables Non-Profits to Manage All Constituents in One Database « Non-Profit Technology and the Force.com Platform

Wed, 21 Dec 2011 15:14:00 +0000

[...] in June, I posted about how we’re currently using Salesforce.com at Citizen Schools and laid out the different [...]