Staff can view an affiliation roster and interact with the hierarchy to find how accounts are affiliated with one another.
From an account, in the Parent Affiliations or Child Affiliations related lists, click View All.
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.
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 next to an account to expand the hierarchy to see the affiliated children accounts or click 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
Primary Affiliationand sets
Removal Dateto the current date and time.
Click Print to open the roster in the print dialog box in your browser.
Customize the Affiliation Roster
Administrators can set the logo and address information shown on the affiliation roster and can customize the fields shown shown when viewing or printing the roster.