Staff can view a single affiliation, identify and view an account's primary affiliation, or view a collection of affiliations.
- From an account, in the Parent Affiliations or Child Affiliations related lists, click the
Affiliation IDvalue for the affiliation you would like to view.
An Account's Primary Affiliation
- From an account, click the value in
A Collection of Affiliations
In the tab bar, click , or in Salesforce Classic, click.
- Click Affiliations.
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 Affiliationsor
New Affiliations This Week from Community Hub.