There are variety of other relationship types available in Salesforce as well, including Relationships and Affiliations. Let's go through each one with examples.
Sometimes you want to record a relationship between two contacts. For Example, a parent child relationship, a colleague relationship, or just a friendship relationship. The easiest way to do this, is to use contact relationships, let’s say that we wish to record a Parent child relationship.
The first step is to open one of the contacts records and navigate to the relationship section located on the related tab, and click on the New button, to the right of relationships.
This will open the New Relationship window.
The current selected contact will already be populated on the contact field. The next step is to select the other Related Contact, search for that contact.
Next is the type field, select the type of relationship that these two contacts have.
Note: The list of relationship types are definable by your system administrators, new relationship types can be defined at any time.
When you are defining a new relationship, the status will be current, but if the relationship ever terminates then you can change the status to former.
You can also add any notes regarding the relationship in the Description field.
Once you’ve done, Save the relationship record.
Relationship entries are bi-directional, this means that while we have established one contact has been a mother of another, if we then open the father’s record, we will see a converse relationship back to the child.
A contact might also have affiliations with various organisations.
Similar to relationships, click New to create a new affiliation.
Select the organisation to which the affiliation is to be established. Complete the Role, Status, Start date and End date fields.
If this is a primary affiliation, for example, if this is the main staff member to contact for this organisation, then tick the Primary field and record any additional notes on the Description field. When you have completed this, click the Save button.
Another demo about Affiliation. Let’s say Pastor Brian Houston is your regular supporter but he also works for Hillsong Church Hills Campus as a Bible Professor. Brian Houston is also a former Senior Pastor in Hillsong Church Sydney Inner West.
Having a good record of your supporter’s affiliation structure helps you understand and build a good relationship together with your supporter’s affiliated organisations.
Since you have now the completed affiliation information from your supporter, let’s add this data in to your Salesforce database.
Navigate to the Contact tab and search for the Brian Houston record. Scroll down and click Edit (pencil icon) to the Primary Affiliation field. Search for the Organisation that you want to relate your contact to.
You have an option to create a new organisation by clicking the + New Account button.
The next step you will do is to link another affiliated Organisation to the same Contact record. Now, you will add the former Organisation that Brian Houston was affiliated with.
Click the New Affiliation button in the drop-down menu, right corner of the Contact record.
A new window will appear to fill-in the details. However, for this example you will set as a former affiliation. Click Save button when done.
You are now able to see the affiliation records for Brian Houston in your Salesforce database, by going to the Contact’s Related list and scrolling down to the Organisation Affiliation area.
The former affiliation record for Hillsong Church Sydney Inner West will also appear on the related list.
Often an account will have a Parent Account associated with it. For example, a regional office will have a parent account association with its head office.
To establish this, open the account record of the subsidiary and select a parent account in the Parent Account field.
In the above example, we have the Subsidiary Account Hillsong Church Sydney Inner West linked to the Parent Account Hillsong Church Hills Campus.