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How to make your Salesforce org do more for nonprofit programs and service delivery. The theory and practice of leveraging world class tech for social impact.

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Tag: program enrollment

Contact Record Types vs. Custom Objects – Which to Choose When Serving Different Populations in Human Services

In considering how to distinguish (in Salesforce) between types of clients participating in different areas in the organization, it is essential first to determine the degree of separation between…

custom objects, program enrollment, record types
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