Key Concepts
A few terms come up throughout this section:- Account — a record that represents an organization, such as a member company, chapter, vendor, or partner.
- Contact — a record that represents an individual person, usually someone associated with an Account.
- Person Account — a single record that stores one individual as a combined Account and Contact, for people who are members in their own right rather than through an organization.
- Community — a group within an association, such as a chapter, committee, board, or working group, along with who belongs to it and the role each person holds.
Where to Start
Work through these in order if you are setting up the section for the first time, or jump straight to the area you need.Accounts
Create and manage organization records, and the fusionCore fields on the Account.
Contacts
Create and manage the people associated with an Account.
Person Account Support
Store an individual as one combined record, and enable Person Accounts in your org.
Communities
Track chapters, committees, and working groups, their members, and their positions.