In Community Hub individuals can view, create, edit, or remove their affiliations. Additionally, company managers can also view, create, edit, or remove affiliations to individuals and company locations on behalf of their company using a roster.
Customize Affiliations in Community Hub
Administrators can customize Community Hub pages and duplicate checking settings to tailor the affiliation experience for your constituents.
Enable New Affiliations Experience in Community Hub
In orgs where Nimble AMS was installed prior to the Winter '17 release, administrators can enable an enhanced affiliation experience for your constituents in Community Hub.
Individuals can quickly view their affiliations on the Personal Snapshot page, or use the My Affiliations page to see more affiliation details and manage each. Individuals can remove a company affiliation, change their primary affiliation, or add a new one so they can connect themselves with companies and receive membership benefits and address information from their primarily affiliated company.
When adding a new affiliation on the Add Affiliation page, individuals can search for and affiliate themselves with their company or add a new one on the Create New Company page. When an individual adds a new company, they are made the manager of that company. More on this later.
Association staff can control which Company accounts are searchable by using the 'Exclude from Affiliation Search' checkbox on the Account record. If checked, the Company Account will not appear in member searches.
Show me how to: Exclude the Organization Account from the My Affiliations Search Functionality
Members can affiliate with a Company/Organization Account using the 'My Affiliations' feature in Visualforce Community Hub. This feature allows members to search for and affiliate with Company Accounts. Staff can control which accounts are searchable by using the 'Exclude from Affiliation Search' checkbox on the Account record. If checked, the Company Account will not appear in member searches.
Staff users must follow the steps listed below:
In the tab bar, click App Launcher, or in Salesforce Classic, click Nimble AMS, Staff View, Button, All Tabs.
Search for Accounts and click on it.
Click on the Organization Account you want to remove from the 'My Affiliations' search functionality.
The Organizations Account record page opens.
Add the Exclude From Affiliation Search field on the Organizations Account Layout.
Click on Setup (gear icon) from the top-right of the page.
Click Edit Object.
Click on the Page Layouts.
Select the drop-down menu for the Account Layout and click the 'Edit' option.
Drag and drop the Exclude From Affiliation Search field from the Fields section to the Account Information section of the page.
Click Save.
Once the "Exclude From Affiliation Search" field is added to the Organizations Account record page. Check the check box if you want to exclude an Organization Account from the Visualforce Community Hub 'My Affiliations' Search.
Association staff can control the hide or display of the Primary Affiliation Account Name on the Visual Force Order Summary page.
Displaying or hiding the Primary Affiliation Account Name on the Visualforce Order Summary page is controlled through the "DisplayAffiliationonOrderSummary" tag. When the tag is Checked, the Primary Affiliation Account Name is displayed; when the tag is unchecked, the Primary Affiliation Account Name is hidden. To avoid any disruptions to your members' shopping experience, we’ve set the DisplayAffiliationonOrderSummary tag as Checked by default.
Show me how to: Hide the Primary Affiliation Account Name on the Visual Force Order Summary page
Turn Off "DisplayAffiliationonOrderSummary" Custom Metadata Type:
From Setup, enter Custom Metadata Types in the Quick Find box, then select Custom Metadata Types.
Click Manage Records next to the Tag of Nimble AMS.
Click Edit next to "DisplayAffiliationonOrderSummary" .
Uncheck Is Active.
Click Save.
Figure 1: Primary Affiliation Account Name is hidden on the VF Order Summary page when DisplayAffiliationonOrderSummary CMT is unchecked.
Figure 2: Primary Affiliation Account Name is displayed on the VF Order Summary page when DisplayAffiliationonOrderSummary CMT is checked.
While managing an Individual's affiliations, if an affiliation is added in the Community Hub, it by default becomes the User Account's primary affiliation.
Managing Your Company's Affiliations
Company managers can do everything individuals can, through out-of-the-box functionality or through the use of customization, and a whole lot more. Company managers can not only manage their own affiliations but also the affiliations of their company. They can maintain and manage their company demographics as well as the individuals and company locations under their company using the Company Roster page.
When adding affiliations to their company, company managers can search for existing individuals and companies or add new ones.
While managing Company's affiliations, if an affiliation is added for any Account with an already existing primary affiliation, it doesn't become primary affiliation by default.
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