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Key Considerations for Associations When Using Salesforce Person Accounts
When selecting association software built on Salesforce, it is important for an organization to understand their data model and options so they may choose the model that’s best for their organization. Person Accounts in Salesforce combine selected fields from the Account and Contact objects into a single record, storing information about individual people. This consolidation eliminates the need to associate a Company with a Contact and provides a unified location for an individual's data.
While this data model is suitable for fundraising organizations, retail suppliers, and financial service institutions that primarily conduct business or raise funds based on home addresses, it may not be equally advantageous for associations, professional societies, and trade associations. These organizations should educate themselves on the pros and cons of the Person Account data model before deciding to adopt int.
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