Organization Account Public Health Madison & Dane County
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Contact Person
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Step by Step Guide
Create a Community Account
Search for community name in Salesforce
If it doesn’t exist, create new Community Account
Enter in required information: Place, State abbreviation
Select “New Role” once Community has been created
Assign a role for the Community
[four screenshots for the steps above]
Notes about roles
Users can add one new role or many using Save, or Save & New
Conveniently allows entry of one role after another, without returning to the bank between creation of each record
Roles are Active when created but can be deactivated when no longer applicable
Create an Organization Account
Search for Organization name in Salesforce
If it doesn’t exist, create new Organization Account
Enter in required information: correct name, etc.
[two screenshots of creating an Organization account]
Notes
Be sure to select the proper record type for the type of Account you are creating
The fields that are available for completion will be dependent on selecting the proper record type
Pay attention to the fields that are required to save the record
Fill out all the information you have available. More information makes the record useful to users in the system!
Link Organizations and Community
First, within an organization, choose New Organization Community”
Then, lookup the community in which the Organization is located. Click Save.
If the community does not yet exist, you will need to create it before you can make this relationship.
You can also link to the Organization from the Community record.
This relationship is a special record known as a 'junction record'.
A junction record allows many-to-many relationships. For example organizations can be within multiple communities and communities can contain multiple organizations
We use junction records in many ways to build a complex network of relationships.