The Salesforce Data Model explains how objects are related to each other. In this section, we're mainly looking at the core objects that programs use.
There are 5 Core objects that programs use. Click here for a visual representation.
Household object: Tracks household level information such as: How many adults in the household, What's primary program for this household, etc. A household contains one or more household members. (Each household member is a Client record)
Client object: Tracks client level information such as: Name, Email, Phone Number, Address, Age, Gender, Race/Ethnicity, etc. A client must be connected to one and only one Household.
Case Record object: Tracks case data such as: what Program this case is under, who's the Client, which household, what's the Case Status, what's the Program Status, etc. A case must be connected to only one program, one client and one household only.
From the perspective of a client or a household or a program, they can have multiple case records.
Service Entry object: Tracks service data such as: Who's the client receiving the service, which case the service belongs to, what Engagement method used (phone call, in person?), what type of Engagement (case management?), what time did the service happen? and how long the service lasted.
Progress Note object: Allows staff to enter notes about service.
The image below shows us that
The Ramone Household (Household record) has 3 members: Joey, Natalie and Nicole.
For Joey (Client record), she has 3 cases: CBHS case, FRC case and CCSS case.
Zoom into Joey's CBHS case: Joey has 2 case notes.
Note: Each case note contains: Service Entry record + Progress Note record.