Group Roles
A Group Role is Salesforce lingo for an officer. The Role indicates that a particular Contact holds (or held) a leadership position with a particular Group—such as a chapter, ACB or alumni association.
Examples
Group Roles: Adding a New Role
Beginner: Create a new/active role, to indicate the start of an officer's term.
Group Roles: Ending a Current Role
Beginner: Update an existing/current role with an end date, to indicate the officer's term is completed.
Group Roles: Adding a Volunteer Role
Intermediate: Create a new volunteer relationship, between a chapter and a previously unaffiliated member.
Group Roles
Chapter Officers
Salesforce
~1 minute read
Patriot
View Current Roles on Group
To review Contacts who currently hold a Group Role, search the Group you're working with—an undergraduate chapter, an ACB or an Alumni Association.
In the top-right corner, click View Roles. This will open a table of all Roles for the group, including any Unassigned roles.
View Current Roles on Contact
To review all Group Roles that a Contact has held with a Group—past and present—search for the Contact you're working with.
Under Quick Links, hover over Group Relationships and click View Details for the Group you're interested in. This will open a new tab for the Group Relationship.
Scroll down to Relationship Roles. If the End Date column is blank, that indicates the Role is currently held.