donor360:using_donor_360:50fund_relationship
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.
- Account
- Account Record Type
- Comments
- Contact
- ExtSysId
- Fund
- Fund ID
- Fund Name
- Fund Relationship
- Fund SF ID
- Portal Access
- Receives Statement
- Statement Frequency
- Suggest Grants
- Use Contact Name?
- Viewable In Portal
Apex
- TDTM_FundRelationship
- FundRelationship_TDTM
donor360/using_donor_360/50fund_relationship.txt · Last modified: by judy.otto