Individual Object
The Individual Object in Salesforce is an excellent way to tie all of the information about a person together from all of their Lead, Contact, Person Account, Community User, Donor, or custom object records. However, automating processes comes with some challenges. For example, some solutions may be costly in terms of price, and others in terms of implementation and maintenance time.
Automating Processes
Helper Suite apps provide free or inexpensive solutions that are easy to implement and maintain, and are safe, reliable, and scalable solutions. Some of the processes you may want to consider automating with Helper Suite apps include:
- Automatically creating Individual records and relating them to Leads, Contacts, Person Accounts, and Community Users
- Updating Individual Records with preferences, lawful basis for processing information, and any actions that need to be taken
- Automatically deleting records that contain personal data when preferences change, or lawful basis expires
