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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 funder if it provides funding for a project. Four fields on the Organization Role object are used for this purpose.
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Create Organization Roles
To create a new Organization Role record, navigate to the ‘Organization Role’ related list from the Setup tab and click New.
Complete the following fields:
Organization Role Name -
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Enter the name provided
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for the organization’s role. For example: Implementing Partner.
Role -
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Select the role that
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the organization
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plays in the project from the dropdown.
Project - Master-detail field to the current project
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.
Organization -
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Select the organization/account which is
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fulfilling the role. For example: Together We Strive is acting as the Implementing Partner for this project.
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