I'm implementing Salesforce for an organization that interacts in both monetary and non-monetary ways with individuals, individuals as part of community groups, and formal organizations. We need to keep track of everyone in Salesforce, so I enabled Person Accounts.
We're not a nonprofit pack customer, we're using the standard version of Sales Cloud.
My problem now is: how do I handle individuals who make monetary transactions with the organization? Perhaps someone donates money, or pays to attend an event, or otherwise gives us money. Where do I record this?
If I'm reading the documentation and various salesforce blogs correctly this is really straightforward for organizations that give money (just create an opportunity) and theoretically we could go the standard nonprofit route and create "households" as Accounts and opportunities, but I don't know if that is the correct route here. We theoretically have people who are members of local community groups and want to treat them primarily in their role as a member of that group, who then give money on the side.
I just started this Salesforce installation. So I'm not attached to any one schema or workflow.