Administrators can customize Community Hub pages and duplicate checking settings to tailor the affiliation experience for your constituents.
Administrators can customize pages in Community Hub so you can tailor the company roster and affiliation experience to fit your association needs.
Here are the Community Hub pages used for affiliations and the company roster:
- Personal Snapshot Page
- Company Snapshot Page
- My Affiliations Page
- Company Roster Page
- Add Affiliation Page
- Create New Company Page
- Edit Company Page
- Add Individual Page
- Create New Individual Page
- Edit Individual Page
- End Affiliation Page
Some of the things you can change are the heading or description of these pages, add or remove cards, and adjust the information shown on some cards. Learn more about how you can customize these pages to provide an engaging affiliation management experience:
Duplicate Checking for Individual and Company Accounts
Administrators can set up duplicate checking for individual accounts and company accounts in Community Hub and customize what fields are checked against and displayed throughout the process. Learn more.
Access to the Classic Affiliation Experience
Administrators can designate who can access and use the classic company roster experience in Community Hub using a custom data source which determines who can access the classic roster. This data source controls access to the View Roster Page, Edit Contact Information Page, Remove From Company Page, and Add To Roster Page.
- From Setup, click .
- Click Manage next to the "Customization Settings" custom setting.
- Click Edit next to Customization.
- In the Editing Affiliates Datasource text box, enter the name of the custom Apex Data Source that determines who should be able to see and use the Community Hub Company Roster.
- Click Save.
Things to Keep in Mind