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Topics#Sales And MarketingChris Reiling's Question
Chris Reiling (Relias) asked in #Sales And Marketing
Jun 25, 2019, 5:49 PM

Hi team! We're an association on the non-profit package in community health. On occasion, staff move between organizations on our membership. We don't want to delete them - we'd like to change their status. Anyone know where "current" is pulling from?

Hi team! We're an association on the non-profit package in community health. On occasion, staff move between organizations on our membership. We don't want to delete them - we'd like to change their status. Anyone know where
5 answers
  1. Thomas Lange Jr. (TrebleHook)
    Jun 25, 2019, 6:45 PM
    If a Contact moves to a different Organization, you could just update the value in the Organization field on the Contact record. I would recommend enabling field history tracking on the Organization field in the Contact object, so your users would have visibility to the previous value: https://help.salesforce.com/articleView?id=tracking_field_history_for_standard_objects.htm&type=5 (https://help.salesforce.com/articleView?id=tracking_field_history_for_standard_objects.htm&type=5)

     

    If you're looking for a way to relate the Contact to their new Organization AND their prior Organization, I would recommend enabling Contacts to Multiple Accounts (then you could show an "indirect" relationship between a Contact and their former Organization): https://help.salesforce.com/articleView?id=shared_contacts_set_up.htm&type=5 (https://help.salesforce.com/articleView?id=shared_contacts_set_up.htm&type=5)
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