Fund Relationship

This section is for identifying and understanding how to use the custom fields added to the Fund Relationship object in the Donor 360 package. Fund Relationship is an object (junction) that connects a Contact and a Fund. It can also used to drive access to Experience Sites (portals) for Users with a Fund Relationship record which contains their Contact and gain access to the Fund on that recrod.

Content

Custom Fields

Field types include text, formula, lookup, picklist and other fields. Work with your teams to determine which fields you plan to use. Make sure these are included on the Fund Relationship Page Layout and Lightning Page.

Apex