Organization Roles

🔎 Organization Roles

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.

Complete the following fields:

1. Organization Role Name - Text field tracking the name provided to the organization’s role

2. Role - Picklist field tracking the role that an organization played in an activity

3. Project - Master-detail field to the project which is receiving the funds

4. Organization - Master-detail field to the organization which is providing/receiving the funds