The following article explains the model for persons, households and organizations from a technical view. For a non-technical introduction please refer to https://gutesbessertun.atlassian.net/wiki/spaces/KALEIDO/pages/707395609

Managing persons, households and organizations through business and person accounts

Background person accounts

Person accounts are a standard functionality of Salesforce, but need to be enabled (and thereafter cannot be disabled). They are a prerequisite for KONTAKTE.

A person account consist of three objects: An account and a contact, which are held together through an person account. Additionally fields from the contact object are mirrored to the account object.

Persons, households and organizations

KONTAKTE uses for …

• … persons person accounts (these are also represented as accounts with record type person accounts) ¹

• … households accounts with record type Household ^{2 3}

• … organization accounts with record type Organizations ^{2 3}

¹ The record type Person account is generated through the enabling of person accounts

² The record types Household and Organization are part of the KONTAKTE package

³ Non person accounts are often referred to as business accounts

Managing household and organization members through account-contact-relationships

Background relationship objects

There are three different objects for relationships in Salesforce:

• Account-account-relationships to relate two business accounts to eachother (short AAC)

• Account-contact-relationships to relate a business account to a person account (short ACR)

• Contact-contact-relationships to relate two person accounts to eachother (short CCR)

The names of these object refer to a setup with accounts and contacts (without person accounts). For better understanding account can be translated to business account and contact to person account (it points to the contact of the person account).

Membership

For household and organization memberships KONTAKTE uses ACRs with the roles Household member or Organization member. Both these roles are delivered through the package.

The following limitations apply:

• Every person account can only have 0 or 1 ACR with role Household member or Organization member.

• The role household member can only be used, if the business account has the record type household.

• The role organization member can only be used, if the business account hat the record type organization.

• A person account cannot be used as the “account part” of a Account-contact-relationship.