In the Affiliated Accounts related list, click New. In the Organization field, start typing the name of the account you want to affiliate, and then select the account when you see it. In our example, we’re affiliating Miguel with the Cloudy College basketball team.
- Click the Contacts tab from the navigation bar, search for an existing contact, and select their contact record. ...
- On the contact record, click Related.
- In the Organization Affiliations, click New.
- Fill out the New Affiliation form. ...
- (Optional) Check Primary.
- Click Save.
How do I edit an affiliation in Salesforce?
Navigate to the Contact or Organization Account that lists the Affiliation you want to modify. Scroll down to the Organization Affiliations related list (on the Contact) or the Affiliated Contacts related list (on the Organization Account). In the row for the Affiliation you want to modify, click , then click Edit. Make your edits and click Save.
How do I create an organization affiliation?
Create an Affiliation 1 Navigate to the Contact or Organization Account where you would like to add the Affiliation. 2 Click the Related tab, then find the Organization Affiliations related list (on the Contact) or the Affiliated Contacts related list (on the Organization Account). 3 Click New. More items...
How do I access the Salesforce sites field?
To access this field, Salesforce Sites must be enabled for your organization. This field is generally available in API versions 18.0 and later. The name of the organization. The namespace prefix that is associated with this object.
What are affiliations and how do I use them?
Affiliations are great because they allow you to track a Contact's current and former Affiliations, so you can see your constituents' involvement in multiple organizations over time (as they move on to new jobs or join boards at different organizations, for example).
Affiliations
In addition to the Administrative Account and Household Account record types, EDA provides five other account record types out-of-the box:
Create an Account
To create an academic program, department, organization, educational institution, or a sports team, you create an account.
Create Affiliations and Primary Affiliations
After you’ve created accounts you can affiliate contacts with those accounts.
Custom Objects
You can extend your organization’s data by defining custom objects. Custom objects are like database tables that store company information.
Custom Tabs
Custom tabs display the data stored in your custom object. It makes it easy for users to access your custom objects.
Custom Fields
Custom fields store data that is associated with the custom object. In salesforce, you are able to create custom fields to store information that is unique to your organization.
Create a Custom Object Instructions
Requirements: I created a custom object called Technology Audit for this tutorial and created some custom fields for it. The custom object will provide tracking information and recommendations.
Create a Custom Object Tab Instructions
Step 1: If the Launch New Custom Tab Wizard after saving this custom object did not show, you can access it another way. Click Setup –> Type Tabs in the search bar –> Click Tabs –> Click New.
Create Custom Fields Instructions
The Technology Audit custom object needs fields so that information can be entered about the audit. In addition to the Account the audit is associated with, the amount of time of the audit,the audit notes, and the type of Technology Audit will be provided.
Learning Objectives
Organization Accounts in NPSP
- Organization accounts let you group individual contacts together to represent an agency, company, team, institution, division, cadre, crew, squad, and any other collection of people. (Except a household. There are household accounts for that.) As a nonprofit, you might want to create an organization account for a foundation that supports your nonprofit, partner agencies, …
Create An Organization Account
- No More Homelessness (NMH) recently established a relationship with a corporate philanthropy team at Cloud Kicks, a sneaker company that designs personalized sneakers for its customers. The philanthropy team is interested in partnering with NMH to start a donation program, and employees at the regional office are also interested in volunteering together at NMH. Anthony, th…
Contacts + Organizations = Affiliations
- An affiliation is a Salesforce object that links contacts with organizations. It’s similar to Salesforce relationships, the difference being that a relationship is formed between two contacts and an affiliation is formed between a contact and an organization. In NPSP, a contact can have multiple affiliations but can only have one primary affiliatio...
Create Affiliations
- So what about creating that affiliation? No problem. As the Program Director at NMH, Gordon Chu has been managing the relationship with Erica, so he’s going to take care of creating the affiliation. He can do it from an account or contact record. Whichever place he goes to create an affiliation, the object fields are the same and should be intuitive, but he needs to be careful with …
Resources
- Documentation: Nonprofit Success Pack (NPSP) Documentation
- Documentation:Add and Manage Organization Accounts
- Video:NPSP How-To Series: Organizational Primary Contact
Learning Objectives
Affiliations
- In addition to the Administrative Account and Household Account record types, EDA provides five other account record types out-of-the box: 1. Academic Program 2. Business Organization 3. Educational Institution 4. Sports Organization 5. University Department Any time you create a connection between a constituent (contact) and any of the above accounts, you create an affilia…
Create An Account
- To create an academic program, department, organization, educational institution, or a sports team, you create an account. 1. Click the Accounts tab and click New. 2. Select the record type for the account and click Next. For example, if you’re creating an account for a high school, select Educational Institution. We use Lake Oswego Senior High School in the next example, so consid…
Create Affiliations and Primary Affiliations
- After you’ve created accounts you can affiliate contacts with those accounts. 1. Navigate to the contact for whom you want to create an affiliation. In this example, we navigate to Miguel Parker’s contact record so that we can affiliate him with one high school, two academic departments, and a sports team. 2. In the Affiliated Accounts related list...
Resources
- Documentation:Configure Affiliations Settings
- Documentation: Account
- Documentation: Affiliations