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I help run a Bible School in Colorado. Some of our contacts are people who have helped pay Bible School Fees. (Parents, friends, etc.) What's your advice for how to categorize them in salesforce, and also how should I put that information on the data import template?
3 respostas
  1. 21 de mar. de 2020, 23:35

    Hi @Sarah Thomas​ 

     

    As you’re using Data Import Template I would suggest you to watch this video: https://youtu.be/XqG0oq8F_YY

     

    As you said contacts are people who have helped pay Bible School Fees. (Parents, friends, etc.)

    You can import Parents within the same house holds and friends can be imported as a different household but can be related to other contacts through another record as “Relationships” on contact level.

     

    Hope this helps you achieving the target 🙂

     

    Akash

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