Use an Affiliation Roster

Staff can view an affiliation roster and interact with the hierarchy to find how accounts are affiliated with one another.

  1. From an account, in the Parent Affiliations or Child Affiliations related lists, click View All.

  2. Click View Roster.

    In Salesforce Classic from an account, in the Parent Affiliations or Child Affiliations related lists, click View Roster.

    The account is highlighted in yellow on the roster so you can identify it in the hierarchy.

  3. Interact with the affiliation roster:

    • Hover over an account name to see some record detail or click to browse to the record for more information.
    • Click Nimble AMS, Staff View, Button, Roster Expand next to an account to expand the hierarchy to see the affiliated children accounts or click Nimble AMS, Staff View, Button, Roster Collapse next to an account to collapse the hierarchy.
    • Click Edit to be taken to edit an affiliation.
    • Click Remove to remove an affiliation which sets Status to Inactive, deselects Primary Affiliation and sets Removal Date to the current date and time.
    • Click Print to open the roster in the print dialog box in your browser.

      Show Me an Image...

    Nimble AMS, Staff View, Affiliation, Affiliation Roster

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