Affiliations

This section is for identifying and understanding how to use the custom fields added to the Affiliation object in the Donor 360 package. Affiliation is a NPSP package object and Donor 360 adds some additional fields.

• Custom Fields
• Actions/Buttons

Field types include text, formula, External Id, lookup, picklist and additional phone and email fields. Work with your teams to determine which fields you plan to use. Make sure these are included on the Affiliation Page Layout and Lightning Page.

• Account Name (text)
• Affiliation Address
• Contact Name
• Contact Name (text)
• ExtSysId
• Organization Address
• Portal Access
• Receives Statement
• Work Email
• Work Fax
• Work Mobile Phone
• Work Phone

The following flows can be used in your org.

• AffiliationStatusChangesToFormer
• MakeAffiliationSearchable