Application House

Eradicate Affiliation Contact without Affiliation Permanently

The Client: International NGO Humanitarian Organization The client's mission is to improve the humanitarian system to save even more lives. This network of over 80 non-governmental organizations, from big international to local ones, are working together to address the problems in the humanitarian sector, like centralized power and decision-making and the resistance to a much-needed change. International NGO Humanitarian Organization The Project The Client’s Request Salesforce's NPSP comes with the default Automatic Affiliation Management setting. It automatically creates an Affiliated Contact once a Contact record is created. It is also how the client configured the NPSP setting. Therefore, there were lots of Affiliated Contacts created without any role/Function or any affiliation. So, they asked Application House to help them display only the Affiliated Contacts that have affiliation or Role/Function. What is Affiliated Contact Affiliation on Salesforce refers to the relationship of a Contact with an Account. In NPSP, the affiliations track the association of individuals (the Contacts) with the Organization Accounts. It includes their present involvement with their organization, their employment history, and their volunteer experiences. An Affiliated Contact record includes a Role/Function field, which describes the contact's role or affiliation with the organization. They then opted for Mainstay, an engagement platform that increases student and staff interaction. It allows them to communicate with students about their concerns and it has a chatbot that automatically replies to students but also allows them to request to talk to the actual advisors. The Problem An affiliated contact with a role/function record is important when working with the organization. So, if the Role/Function is empty, the record doesn't have much use because the role/function is what defined affiliation between contact and account. This means that simply filtering what to display isn't addressing the actual problem. The real problem is the continuous creation of affiliated contacts that have no Role/Function The Application House Process The Solution The client asked Application House to complete a task that they saw was the solution to their problem. That is to filter out the affiliated contacts, displaying records only the ones with the Role/Function. But we recognized that this request didn't eradicate the problem from the roots. Selecting what to display does not stop users from continuously creating new affiliated contact records with empty Role/Function fields, which is not efficient and creates lots of records that take up data. As such, the Application House team decided to get to the core.