This article provides an overview and introduction to accounts and contacts and explains how they are related.
Accounts and contacts are types of Salesforce records. They are used to store information about the people, groups, organisations and businesses that interact with your clients and organisation.
It's helpful to understand the different types of accounts and contacts, as this can affect the way you use them in the system. Scroll down or click on the links to find out more about:
Accounts store information about the businesses and groups that interact with your organisation. In Lumary, this includes agencies, clinics and education settings.
Household accounts are used to store information about clients and the people involved in their care, such as family members and healthcare providers. They are automatically created whenever a new client record is made.
As well as other information, accounts contain contact records. If an account is deleted, all of the contact records stored in the account will also be deleted.
The following table includes more information about how the different types of accounts are used and when they are typically created.
A contact is a type of Salesforce record that stores information about individuals that interact with your business and clients. In Lumary, this includes your clients and workers, but can also include other people involved in client care, such as healthcare providers and family members.
The following table includes more information about how the different types of contact records are used and when they are typically created.
How accounts relate to contacts
Contacts are listed within their relevant accounts. For example, a household account lists the client's record and all the different types of contact records that relate to their care. This could include records that contain information about their parents and/or care providers.
When an account is deleted, all the contact records listed within the account will also be deleted.
Here are some examples of the different account types and contacts that could be listed within them.
|EDUCATION PROVIDER ACCOUNTS