Hi, just starting to map out our journey with Nonprofit Cloud and had a fairly fundamental question that I was looking for some help with if possible. For background all of my previous experience with salesforce has been in the commercial world where I used Accounts and Contacts to manage everything. My organisation seeks funds mainly from corporate organisations through sponsorship or donation, and corporate membership programmes. We will get some income from grant applications we make (we'll apply to organisations for this money). We will then get a lower volume of individual donors that will either join as an individual member, make a donation or potentially leave a legacy.
Having extensively read through the documentation and courses on trailhead I'm now confused as to the configuration that I should use. My instinct was that set up would be as follows:-
Corporate Income - Account > Contacts > Opportunities
Individual Income - Person Accounts
But everything I've read says that I should be using person accounts for the people that work at Businesses and hiding the contacts item.
We're a very small charity so I want to keep things simple, but not lose out on functionality in the future that might be important to us.
Is there anyone out there that has made the decision to stay with accounts / contacts as their income is mainly corportate?
Many thanks
ok, that makes sense. I think the main reason I'm hesitating is that most of our Corporate "giving" is more like sponsorship or partnership rather than traditional giving. I'll have a re-read of the fundraising documentation to see how much of this we're actually likely to use in a full deployment.
Really appreciate your input and guidance
