forcify.me households in NPSP

In this video we provide a comparison of the two ways nonprofits can track households in Salesforce.  The specific data models covered include:

  • Accounts as Households
  • The Household object of the NPSP

This is another video in our training series on Data Models in the Nonprofit Starter Pack

10m:10s

In this video we cover how to set the data model in a Salesforce application.  This is the fifth video in our training series on Data Models in the Nonprofit Starter Pack

2m:5s
Click to watch How-to Use Salesforce Bucket Fields

In this training video, we cover how Bucket fields can be used in Salesforce reports to group data.

3m:40s
forcify.me individual bucket data model of NPSP

In this video we provide a brief overview of the Individual, or "Bucket," model of the NPSP.  This is the third video in our training series on Data Models in the Nonprofit Starter Pack
 
NEXT VIDEO » ONE-TO-ONE VS. INDIVIDUAL DATA MODEL COMPARISON

3m:2s
forcify.me introduction to data models in NPSP

This is the first video in our training series on Data Models in the Nonprofit Starter Pack.  In this video we cover the essential background information:

7m:33s
Watch the video on Salesforce Lookup relationship fields.

In this video we’ll go through a sample scenario for when it’s appropriate to use a custom Lookup relationship field.
NEXT VIDEO » MASTER-DETAIL RELATIONSHIP FIELDS: A PRACTICAL UNDERSTANDING

5m:14s