/Affiliations-Functionality-Upgrade

Project to transfer the Affiliations Functionality in the NPSP to the "Contact to Multiple Account" standard Salesforce Functionality

BSD 3-Clause "New" or "Revised" LicenseBSD-3-Clause

Affiliations-Functionality-Upgrade

Project to transfer the Affiliations Functionality in the NPSP to the "Contact to Multiple Account" standard Salesforce Functionality

Team Members:

  • Ronak Mehta

Project Overview:

  • Affiliations Functionality Upgrade
  • Idea Sparked by: Using Contact-to-Multiple Accounts in a Sales context sparked the idea that this could be used to replace the custom affiliations functionality in NPSP
  • End goal: Simplification and standardization of NPSP functionality using available Salesforce functionality
  • Project Summary
    • Eliminating the Contact-Account Affiliation functionality and replacing it with the standard "Contact to Multiple Account" functionality
    • Less confusion
    • Private blog, new How-To Guide, new Open Source App or Component, etc.
    • New Project

What have you accomplish during this sprint?

Only defined the high-level functionality so far

  • Include links to Docs/Code if applicable

What else needs to be done before you can share this project with the Community?

  • Define all features and functionality that the Affiliation offers to NPSP customers
  • Understand limitations of the "Contact to Multiple Account" functionality and find what needs to change here to accomodate the Affiliations Functionality
  • Understand if this can/will benefit the community
  • Business Analysis and Implementation resources