Goal: To have a contact that is associated with multiple accounts, which are of a different type. (to facilitate the assignment of volunteers from one account to another)
Proposed mapping
Contact A works for Account Y with Type = Organization
Contact A will be assigned as a volunteer to Account Z with Type = School Partner
Contact A is given a contact role of volunteer.
Contact record has a new object field called "Match to Assigned School"
Account record has a look up field for "Match to Assigned school" , allowing this contact to be viewed in the Account Z record.
Will this work?
Is there a better way?
Thanks in advance for the guidance.
1 answer
Sounds like you need the Affiliations add-on: http://appexchange.salesforce.com/listingDetail?listingId=a0N30000003GLGFEA4
