KELL LABS

5 Reasons Why Your Nonprofit Should Not Use Person Accounts in Salesforce

person account

To learn about Person Accounts, the features and their intended use, download and review this training guide from Salesforce.

This post serves to answer the frequently asked question, “Why NOT to use Person Accounts as a Nonprofit.”

On the surface, Person Accounts appear perfectly suited to meet the needs of a nonprofit. In a nutshell, Person Accounts are a type of account, allowing the organization to have “Business Accounts” and “Person Accounts,” where Person Accounts are individuals. A Person Account effectively merges the Account object with the Contact object, yet it still allows for these special accounts to be related to custom objects like Households, etc. Sounds perfect right?

Unfortunately Person Accounts are not well suited for nonprofits. Here are some reasons why.

Read more: 5 Reasons Why Your Nonprofit Should Not Use Person Accounts in Salesforce

Introducing Matching Gifts and Partial Soft Credits SmartPack

We admit it. We used to be Nonprofit Starter Pack snobs. We thought the Starter Pack was probably a decent solution for a small entry-level organization with only simple, minimal needs. It couldn’t be taken seriously as a solution for a more sophisticated organization that needed to track their constituency and fundraising across a variety of channels.

We were wrong.

Read more: Introducing Matching Gifts and Partial Soft Credits SmartPack

Meet Our Superheroes: Adam Kramer

We have a fabulous team at KELL Partners – some may call us geeks, [and we’re ok with that] but we like to call our team members superheroes. This regular series will highlight a KELL team member. This post will focus on one of our Senior Project Managers, Adam Kramer.

Kell Adam KramerWhat’s your favorite thing about working with nonprofits?

My favorite thing about working with nonprofits is being able to help improve the efficiency, systems, and eventually the missions of all the different causes I support. There are so many nonprofits out there that I want to thrive that it's great that I get to work with so many different ones at once.

Why do you enjoy working with Salesforce?

With thousands of hours under my belt, I’ve implemented Salesforce for nonprofits for more than 5 years. I’ve consulted with hundreds of people and analyzed countless nonprofit system processes. I’ve watched the remarkable way in which Salesforce has helped them improve their fundraising and their "back office", and my former life as a nonprofit staffer gives me the perspective of the end user when working with clients.

Specifically, I love helping organizations leverage the Nonprofit Starter Pack’s (NPSP). I came to the Salesforce world as a nonprofit user and intimately understand why the Nonprofit Starter Pack is such a vital resource. While there are many great alternatives, I love how easily I can configure and customize the NPSP to match my clients various needs. 

Do you volunteer with any nonprofits? Why those organizations?

I don't have a specific favorite cause but human rights, environmental, and education rights groups are towards the top. I've volunteered for Habitat for Humanity and various environmental, prison reform, and educational nonprofits throughout the years.

Read more: Meet Our Superheroes: Adam Kramer

Life After Common Ground

While a few members of the KELL team had worked at Convio or on Common Ground in the past, I was actually working for Blackbaud on the Common Ground team when the axe fell a little over a year ago.

It was an emotional time for me on many levels. Not so much for me personally. My last day at Blackbaud was September 28th, 2013 and I started as an employee at KELL Partners on November 1. Once I was finished at Blackbaud and I started exploring career choices, there was no other company that I felt was a better fit for me.

This past year has flown by, as I’ve spent a great deal of my time exploring options to Common Ground for our clients. As sad as the end of Common Ground was for me, I’ve been so excited by the solutions that are already available to nonprofits.

Read more: Life After Common Ground

Let’s Talk About Common Ground - Part 3

The good news, the bad news...and the ugly truth. Part 3 of 3: The migration.

This is part three of a three-part series on Common Ground. Last week we published part one and part two.

Here’s the truth some people won’t admit and some organizations don’t want to hear.

Migrating from Common Ground is NOT like unplugging your toaster. This is serious stuff that takes time and know-how to execute successfully. I realize I’m biased as a firm selling migration services, so if you feel my suggestions are inaccurate, please call me out.

Read more: Let’s Talk About Common Ground - Part 3

Let’s Talk About Common Ground - Part 2

The good news, the bad news...and the ugly truth. Part 2 of 3: The alternatives.

This is part two of a three-part series on Common Ground. Check out part one and part three.

Every one of the Common Ground clients that haven’t migrated their data has a very important decision to make. You cannot remain on Common Ground. Either you migrate to another Salesforce-based option to which there are several, or you move to a non-Salesforce solution, to which there are hundreds.

Read more: Let’s Talk About Common Ground - Part 2

Let’s Talk About Common Ground - Part 1

The good news, the bad news...and the ugly truth. Part 1 of 3: The history.

This is part one of a three-part series on Common Ground. Check out part two and part three.

2007

Before joining the KELL team in January 2012, I worked for Convio. In 2007, my friend and manager Tom Krackeler asked me to join the core team of folks to develop the business plan and product strategy for a project to be known as Aikido which would be built on the Salesforce.com platform. This project is something Tom and I had been discussing for a long time, ever since we learned the Salesforce.com was going to open their platform for development. I graciously accepted the assignment and began working hard to bring Aikido to market.

Read more: Let’s Talk About Common Ground - Part 1

3 Reasons Why Nonprofits Should Attend Dreamforce

In a couple of months, from November 18-21, Salesforce will host the world's largest technology conference in San Francisco called Dreamforce. Every year, Salesforce offers deeply discounted registration to nonprofit organizations. Still, organizations have to account for the time and travel expense and it can be a tough sell when budgets are tight. So why should a nonprofit plan to attend to Dreamforce?

Read more: 3 Reasons Why Nonprofits Should Attend Dreamforce

Subcategories

  • App Focus

    We take a look at the latest Salesforce apps for nonprofits

  • Salesforce Foundation

    Our take on the latest news from the Salesforce Foundation

  • Dreamforce

    The world's largest technology conference hosted by Salesforce

  • KELL Culture

    A look inside KELL and at our fabulous team of superheroes.

  • Best Practices

    Our clients ask a lot of great questions! They want their Salesforce data to provide answers. It's our job to make the technology provide the answers quickly and efficiently. These solutions have helped us to develop hundreds of best practice solutions for nonprofits using Salesforce.