Identify object model

The Account Processor determines how contacts are handled in Salesforce. It's vital that you know which model your organization is using, as it will affect how gifts are calculated, how records can be deduplicated and how other applications can integrate with your organization.

To view your account processor settings, select the Nonprofit Settings app in the upper right hand corner and then click on the Contact Settings tab.

Identify object model

 

Select either the one-to-one model or the individual model, as explained here.

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Important: The setting you select affects only records created after the selection was made. For example, if you have your Account Processor set to One-to-One and create 15 new records each with their own Account/Contact mirror, then you change to the Individual model and create 15 records, those 15 new records will now be in an Individual account and will have no effect on the previous 15 records that are still using the one-to-one model.

If you change models, you must be prepared to immediately update prior records to the new model. It is not recommended to have contact records using both models in the same organization.

Identifying a One-to-One contact record

This is an example of a one-to-one contact record with a Household. Notice that the Account name is identical to the contact name.

Identifying a One-to-One contact record

 

If we change the name of the contact...

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...the Account name is also automatically changed when the record is saved. The contact and account are always in sync. If you click on the Account link, the contact page is loaded instead.

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However, if you could look at the Account record (or export its data) you would see that the _SYSTEM: One2OneContact field is linked to the contact record, and the _SYSTEM: IsIndividual field is checked.

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Identifying an Individual Bucket model contact record

This is an example of an individual bucket model contact record with a Household. Notice that the Account name is Individual.

Identifying an Individual Bucket model contact record

 

If you click the Individual Account link you can see there is no link to an individual contact but the _SYSTEM:IsIndividual field is checked.

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Identifying an organization contact record

If a contact is created and linked to an existing non-Individual Account, then that contact becomes an organization contact record.

An organization contact record may or may not have an associated Household record. You can determine whether or not a Household is created for organization contacts in the Household Settings tab.

Identifying an organization contact record

 

An organization's account record has neither the _SYSTEM: One2OneContact field or the _SYSTEM: IsIndividual field checked.

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