Types of Contacts
Types of Contacts
In salesforce the Contact object represents any individual that trains or trades with St John. Every individual will need their own Contact record. Further to this, every contact is required to be associated with an account of some description. This will be either a B2B or SA Bucket Account. (Types of accounts URL link)
Student: (URL link to Create a Student Record)
Any member of the general public who requires training, regardless of the organisation they are linked to.
For the initial launch, all volunteers will be Students for Salesforce purposes.
Corporate: (URL link to Create a Corporate Record)
Any member of the general public who is not a Student. Some examples might include over the counter sales, booking manager of an organisation, or an HR manager of an organisation.
Note: A contact does not need to be part of an organisation, merely NOT a Student.
Staff: (URL link to Create a Staff Record)
Any St John staff member who is not involved in delivering training.
Trainer: (URL link to Create a Trainer Record)
Any St John Trainer (typically a Commercial Trainer) who uses Salesforce to deliver and manage training directly.
Note: A contact of the Trainer type cannot be created without an associated user account already existing in Salesforce.
Volunteer:
Not applicable in SA.
Executive Members:
Not applicable in SA
Other details
Terminology between the website, Salesforce and MYOBA are not consistent. Please see the Translation Matrix for details of terms between the systems. (URL Link)