A volunteer with a nonprofit works at Universal Containers. The volunteer is recorded in Salesforce as part of the Household's account record, but Universal Containers needs to be entered into the Salesforce system.
How should a consultant track the volunteer's relationship with Universal Containers?

Question

A volunteer with a nonprofit works at Universal Containers. The volunteer is recorded in Salesforce as part of the Household's account record, but Universal Containers needs to be entered into the Salesforce system.

How should a consultant track the volunteer's relationship with Universal Containers?

Ruben Dallibor · Accepted Answer

Create a Universal Containers Organization Account and create an Affiliation record between the volunteer and Universal Containers.

Ruben Dallibor · Answer

Create a Universal Containers Organization Account and create a Relationship record between the volunteer and Universal Containers.

Ruben Dallibor · Answer

Create a Lead for the volunteer at Universal Containers and create a Relationship record between the volunteer Lead and the volunteer Contact.

Ruben Dallibor · Answer

Create a Lead for the volunteer at Universal Containers and create an Affiliation record between the volunteer Lead and Universal Containers.

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