Nonprofit Starter Pack Affiliations
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Package Info
The Affiliations package is a part of the Nonprofit Starter Pack, a set of managed packages made available to nonprofits.
The Affiliations package provides the ability to relate a contact to an organization. Using Affiliations is the best practice for defining a relationship between a contact and an organization when the primary relationship is between the nonprofit (salesforce.com subscriber) and the individual and the fact that the individual is related to the organization is "nice to know". When the primary relationship is between the organization and the nonprofit (salesforce.com subscriber) then the best practice is to add the individual as a contact associated directly with the organization.
Check out a short video showing how it works.
This package is a part of the Nonprofit Starter Pack and can be installed as a managed package.
v0.5.1 now with Spanish and French translation.
This package is live for all NEW nonprofit signups and is ready to be applied to existing orgs with data. Please test it first via your sandbox but it has been installed in existing orgs without incident.
Features
- Track connections between Contacts and Accounts
- Affiliations are created for all Contacts connected to an Account
- Automatic Affiliations can be turned off at the Affiliations Settings Tab (added 1.55)
Package Contents
- Affiliations Custom Object
- Custom Fields
- Page Layout
- Code
- Translations
- Spanish
- French