View Affiliations

Staff can view a single affiliation, identify and view an account's primary affiliation, or view a collection of affiliations.

Single Affiliation

  1. From an account, in the Parent Affiliations or Child Affiliations related lists, click the Affiliation ID value for the affiliation you would like to view.

An Account's Primary Affiliation

  1. From an account, click the value in Primary Affiliation.

A Collection of Affiliations

  1. In the tab bar, click App Launcher, or in Salesforce Classic, click   Nimble AMS, Staff View, Button, All Tabs
    .
  2. Click Affiliations.
  3. Select a list view–like All Affiliations–and click Go!

    Work with your administrator to create some custom affiliation list views for your association. Examples: All Company Affiliations or New Affiliations This Week from Community Hub.

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