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Legacy Account Models
An account model describes the relationship between Accounts, Contacts, and Opportunities. The Household Account Model is the default account model for Nonprofit Success Pack, and the one we strongly recommend. This article contains information about two legacy account models: The 1-to-1 Account Model, and the Individual Account Model.
For more information about changing your account model, see Change My Account Model.
- 1-to-1 Account Model
The 1-to-1 account model works by creating an Account object for each Contact you create (that is, "One Contact, one Account"). The Account is automatically created when you create a Contact, and the name of the new Account is identical to the name of the new Contact. - Individual ("Bucket") Account Model
In the Individual account model, all Contacts are associated with a single Account, as if all of your Contacts have been dumped into one "bucket." The name of this gigantic Account is "Individual." In other words, you have one great big Account that holds all of your Contacts.
1-to-1 Account Model
The 1-to-1 account model works by creating an Account object for each Contact you create (that is, "One Contact, one Account"). The Account is automatically created when you create a Contact, and the name of the new Account is identical to the name of the new Contact.
The Account object itself, however, acts "invisibly" behind the scenes, and exists for the sole purpose of conforming to the standard Salesforce Account model (which requires all Contacts to be associated with an Account).
In the Contact Details section of your Contact record, it looks like this:
In the 1-to-1 account model, you must create Households by joining contacts together through a separate custom Household object (provided with NPSP.) Opportunities (donations) look like they are simply associated with Households and Contacts, but they are also "traveling through" the 1-to-1 Account.
The 1-to-1 account model is a legacy account model, and is no longer recommended.
Individual ("Bucket") Account Model
In the Individual account model, all Contacts are associated with a single Account, as if all of your Contacts have been dumped into one "bucket." The name of this gigantic Account is "Individual." In other words, you have one great big Account that holds all of your Contacts.
In the Contact Details section of your Contact record, it looks like this:
As with the 1-to-1 account model, you create Households in the Individual account model by joining Contacts together through a separate Household object.
This model was developed to conform to the standard Salesforce Account model, which requires all Contacts to be associated with an Account. The Individual account model is a legacy account model, and is no longer recommended.
