Term | Definition |
Object | Salesforce uses the term object; object allows you to store information or records. The object is the overall definition of the type of record you are storing, e.g., Person Account, Benefit, Benefit Type, Benefit Assignment, Benefit Disbursement, Benefit Schedule, and Care Plan. |
Person Account Object | Data tracking starts with the Person Account object, which stores information about your program participants. Each person account record is a Participant Profile, which gives you a unified view of how a participant has engaged with your programs to help you determine where they need more support. You can group person accounts into households, families, neighborhoods, and more. |
Program object | You track your programs with the Program object, which stores the thematic areas of your nonprofit organization's mission, such as counseling, tutoring, housing, or food services. |
Program Enrollment object | You connect your participants to a program with the Program Enrollment object. |
Benefit object | The benefits you provide are related to your programs with the Benefit object. |
Benefit Type object | You can group benefits across programs with the Benefit Type object—for example, you can track all of your tutoring or financial support services. |
Benefit Assignment object | Participants, program enrollments, and benefits are connected with the Benefit Assignment object, which tracks how much of a particular benefit a participant should receive. |
Benefit Disbursement object | When a participant receives a benefit, you track when and how much of a benefit your organization delivered using the Benefit Disbursement object. |
Benefit Schedule object | You can plan disbursements—such as a scheduled workshop or a recurring class—with the Benefit Schedule object, then take attendance after each session |
Case Plan object | Suppose your organization creates personalized program plans for individuals or groups. In that case, you can use the Care Plan object to create and use templates for similar needs, then tailor each plan to a participant’s situation. |
Interaction Summary object | The Interaction Summary object in Salesforce gives your team the tools to capture notes about the participant and view the notes in chronological order to review your past work. |
Nonprofit Cloud Glossary