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How Nonprofit Cloud Models Groups and Relationships
Group Membership enables a nonprofit to define relationships for its stakeholders. Use the objects to map program participants and their families, donors of all types, and supporting grantmakers and other organizations.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions in Nonprofit Cloud |
Here are a few examples of how to map stakeholder relationships by using the Group Membership objects in Nonprofit Cloud.
Example 1: An individual donor
| Data | Object | Record |
|---|---|---|
| An individual donor | Person Account | A person account with details about the donor |
Example 2: A program participant and their family
| Data | Object | Record |
|---|---|---|
| A program participant | Person Account | A person account with details about the participant |
| The program participant’s spouse | Person Account | A person account with details about the participant’s spouse |
| The program participant’s child | Person Account | A person account with details about the participant’s child |
| The program participant’s household | Business Account | A business account that represents the household |
| Details about the program participant’s household | Party Relationship Group | A party relationship group whose type is Household and describes the business account as a household |
| The relationship between the program participant's household and its members | Account Contact Relationship | Three account-contact relationships to define each individual’s role in the household:
|
| The relationships between the program participant’s family members | Contact Contact Relationship | Six contact-contact relationships:
Each contact-contact relationship is related to a party role relationship record that describes the relationship. |
Example 3: A major donor, their business, and their philanthropic advisory firm
| Data | Object | Record |
|---|---|---|
| A major donor | Person Account | A person account with details about the donor |
| A philanthropic advisory firm | Business Account | A business account with details about the advisory firm |
| The donor’s household | Business Account | A business account that represents the donor’s household |
| Details about the donor’s household | Party Relationship Group | A party relationship group whose type is Household and describes the business account as a household |
| The donor’s business | Business Account | A business account that represents the business |
| The relationship between the donor and their household | Account Contact Relationship | An account-contact relationship that connects the donor’s person account to the household business account and defines the donor's role |
| The relationship between the donor and their business | Account Contact Relationship | An account-contact relationship that connects the donor’s person account to the business account and defines the donor's role |
| The relationship between the donor’s household and their philanthropic advisory firm | Account Account Relationship | Two account-account relationships:
Each account-account relationship is related to a party role relationship record that describes the relationship. |
Example 4: A grantmaking organization and its staff
| Data | Object | Record |
|---|---|---|
| A grantmaking organization | Business Account | A business account that represents the grantmaking organization |
| The organization’s executive director | Person Account | A person account with details about the executive director |
| The organization’s program officer | Person Account | A person account with details about the program officer |
| The relationship between the organization and each staff member | Account Contact Relationship | Two account-contact relationships, one for each person account relating it to the business account |
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