This video explains Affiliations and the benefits of using them through an example of how it works. Learn about how relationships can be identified within the system.
- [Instructor] People in organizations…have different interactions…and those interactions form specific types of relationships.…So what do you do if you'd like to remember…the complex relationships between people…and organizations and between two people?…Salesforce has got you covered…with affiliations and relationships.…These are data management tools unique…to the nonprofit success pack.…Let's first review these two beneficial tools…and then have a look at them.…An affiliation is a custom Salesforce data object that…tracks relationships between contacts and organizations.…
It's not uncommon in the nonprofit world…for individuals to have relationships…with more than one company at the same time.…And while a contact to account relationship…is a one to one data tracking mechanism,…you can add an affiliation between one contact…and one or many accounts.…Affiliations track active or past connections…between your contacts and organizations.…While affiliations track contact…to organization connections, relationships is another…
Author
Released
8/31/2017- Getting team buy-in
- Registering your account
- Working with users and permissions
- Using calendars
- Managing leads and contacts
- Tracking affiliations and relationships
- Recording activities
- Importing records
- Using collaboration tools such as Chatter and email templates
- Measuring and improving success with reports and dashboards
Skill Level Beginner
Duration
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Introduction
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Welcome2m 5s
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Salesforce help2m 58s
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1. Getting Started
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Team buy-in2m 9s
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Grant application2m 59s
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2. Working with Salesforce
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Profiles3m 12s
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Permission sets3m 43s
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Managing users6m 1s
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Apps and branding5m 17s
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Calendars2m 37s
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3. Working with Data
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Accounts4m 12s
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Leads5m 54s
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Contacts4m 46s
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Activities5m 6s
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Donation management4m 48s
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Importing records2m 48s
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4. Tools for Success
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Chatter6m
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Cases3m 34s
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Email templates5m 31s
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Files5m 6s
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Email clients3m 34s
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5. Measuring Success
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Campaigns4m 10s
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Reporting4m 57s
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Dashboards3m 31s
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Conclusion
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Next steps1m 17s
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Video: Affiliations and relationships