forcify.me account-contact and affiliations in NPSP

In this video we provide a comparison of the ways nonprofits can track relationships with Contacts that are affiliated with Organizations, such as grant-makers, foundations, corporations, and vendors. The specific models covered include:

  • Account-Contact Model
  • The Affliations object of the NPSP

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

4m:41s
Play the video training on Master-Detail and Lookup relationship fields

Look-Up fields and Master-Detail relationship fields differ in their capabilities and implications so in this video series we will:

5m:5s
Watch the video on the differences between Master-Detail and Lookup fields.

In this video we’ll cover the key attributes of Lookup custom fields as compared to Master-Detail custom fields.
NEXT VIDEO » LOOKUP RELATIONSHIP FIELDS: A PRACTICAL UNDERSTANDING

4m:14s
Watch the video on Salesforce Master-Detail relationship fields.

In this video we’ll go through a sample scenario for when it’s appropriate to use Master-Detail relationship fields.

11m:16s

In this video we provide an overview of the default data model in the NPSP, that being the One-to-One Model.  This is the second video in our training series on Data Models in the Nonprofit Starter Pack.
 
NEXT VIDEO » INDIVIDUAL OR "BUCKET" DATA MODEL

5m:23s

This video is an introduction to Salesforce.com and is intended for nonprofit users and administrators who will be using Salesforce and the Nonprofit Starter Pack (NPSP) for the first time.

14m:30s