Using Affiliations to Define Roles or Relationships

Created by Josh Mentzer, Modified on Tue, 12 Sep 2023 at 12:39 PM by Josh Mentzer

Affiliations are useful piece of  native Salesforce functionality that allows users to define a role or relationship an individual has to a company or organization.  In  Work Studyforce, we use affiliations primarily to define an individuals relationship to your program (i.e. a supervisor, billing contact, champion, etc).  You can learn how to create affiliations by watching this short video tutorial.

Affiliations are also a great way of marking a former employee. See info on how to do that here (Marking a Contact as Former).

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