HELP! I am a Mkt Director at a small NFP - we are trying to look at the impact of Lightning - we used to have contact roles on Accounts - this is where we assigned a steward for a donor relationship - now I cant seem to find that in Lightning - it looks like contact roles are only at the contact/contract level - - is this correct? How do I assign at the account/household level?
Any ideas?
Also, I am in Lake County Il looking for local salesforce resource... anyone out there????
TIA -
P
Do you use NPSP?
To answer about resources, I urge you to join the Chicago Nonprofit User Group, which has almost 1,000 other nonprofit Salesforce users:
https://success.salesforce.com/featuredGroupDetail?id=a1z30000006IDZvAAO#a0L3000000SDIsaEAHAlso, check out the Power of Us Hub, a separate Salesforce forum created JUST for nonprofits and education organizations:
https://powerofus.force.com
