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Organization Roles Overview

Organization Role is a junction object between the Account (Organization) and Project objects and allows users to affiliate Accounts with their projects. This allows project managers to maintain a record of the Organizations that are currently working on or have previously worked on/been associated with a project. For example, an organization's role is to be a donor if it provides funding for a project. Four fields on the Organization Role object are used for this purpose.

Create Organization Roles

To create a new Organization Role record, navigate to the ‘Organization Role’ related list from the Setup tab and click New.

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