--- schema_version: "1" id: e389728bbe5cc1a7797adb37fb2e91ef5486ab243a69073adf012762bd0bed3e title: Configure Affiliations Settings collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/eda_configure_affiliations_settings.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.eda_configure_affiliations_settings.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 15a15abf89d354dacc0b44b86dc71b816095b050b57a575892ff8bc285e28e34 description: In EDA Settings, click Affiliations and configure the Contact fields mapped to Primary Affiliations. products: - Education release: "264" --- # Configure Affiliations Settings In EDA Settings, click Affiliations and configure the Contact fields mapped to Primary Affiliations. - **[Verify the Default Primary Affiliation Mappings](https://help.salesforce.com/s/articleView?id=sfdo.eda_configure_affiliations_settings.htm&release=264.0.0&type=5)** The Primary Affiliation fields on a Contact record each map to an Account record type, according to the Affiliation Mappings on the Affiliation Settings page. - **[Add Affiliation Mappings for Custom Record Types](https://help.salesforce.com/s/articleView?id=sfdo.eda_configure_affiliations_settings.htm&release=264.0.0&type=5)** If you're using a custom Account record type that corresponds to a Primary Affiliation field on the Contact page layout, create an Affiliation mapping to sync their data. - **[Prevent Affiliation Mapping Errors](https://help.salesforce.com/s/articleView?id=sfdo.eda_configure_affiliations_settings.htm&release=264.0.0&type=5)** Affiliation mappings and Table Driven Trigger Management (TDTM) automation help keep data in Contacts' Primary Affiliation fields up-to-date. However, without additional configuration, it's possible for users to create erroneous Primary Affiliation data on Contact records. To guard against an Account record type without an Affiliation mapping, enforce record type validation. - **[Configure Affiliation Mappings to Use Translated Values](https://help.salesforce.com/s/articleView?id=sfdo.eda_configure_affiliations_settings.htm&release=264.0.0&type=5)** As of EDA version 1.114 (Summer '21), Affiliation mappings and their related API names are automatically associated for you, so no additional work is needed to translate these values. If you created translated labels in Translation Workbench before EDA version 1.114, we recommend that you refresh your settings so that translations display properly. - **[Verify Auto-Enrollment Settings for Program Enrollments](https://help.salesforce.com/s/articleView?id=sfdo.eda_configure_affiliations_settings.htm&release=264.0.0&type=5)** The Academic Program record type is different from other Account record types with Affiliation mappings—it's the only one with Auto-Enrollment settings specified by default. - **[Configure Affiliations Related to Deleted Program Enrollments](https://help.salesforce.com/s/articleView?id=sfdo.eda_configure_affiliations_settings.htm&release=264.0.0&type=5)** Control how Education Data Architecture handles Affiliations when their related Program Enrollments are deleted. - **[Configure Affiliations Created with Program Enrollments](https://help.salesforce.com/s/articleView?id=sfdo.eda_configure_affiliations_settings.htm&release=264.0.0&type=5)** Control how Education Data Architecture handles Affiliations when Program Enrollments are created without an existing Affiliation. - **[Disable Contacts to Multiple Accounts](https://help.salesforce.com/s/articleView?id=sfdo.eda_configure_affiliations_settings.htm&release=264.0.0&type=5)** If the Contacts to Multiple Accounts feature is enabled in your org, we recommend that you disable it and use Affiliations instead. ## Verify the Default Primary Affiliation Mappings The Primary Affiliation fields on a Contact record each map to an Account record type, according to the Affiliation Mappings on the Affiliation Settings page. Verify the mappings for the default Account record types (1) and their corresponding Primary Affiliation fields (2). ![Affiliation mappings in EDA Settings associate the EDA K-12 Architecture Kit default Account record types with Primary Affiliation fields on a Contact record](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_data_architecture-264-0-0-production-enus/6bcf23e4-1d0f-4cd5-8405-b8e231f03ed0/resources-product/images/affil-mapping-new-ui.png) On the HEDA Contact Layout, only the Primary Business Organization and Primary Household fields are included by default. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_data_architecture-264-0-0-production-enus/6bcf23e4-1d0f-4cd5-8405-b8e231f03ed0/images/icon_note.png) Note An Affiliation mapping for an Account record type can also be configured to automatically create related Program Enrollment records. By default, these auto-enrollment settings are enabled for the Academic Program record type only. For details, see [Verify Auto-Enrollment Settings for Program Enrollments](https://help.salesforce.com/s/articleView?id=sfdo.eda_configure_affiliations_settings.htm&release=264.0.0&type=5 "The Academic Program record type is different from other Account record types with Affiliation mappings—it's the only one with Auto-Enrollment settings specified by default."). ## Add Affiliation Mappings for Custom Record Types If you're using a custom Account record type that corresponds to a Primary Affiliation field on the Contact page layout, create an Affiliation mapping to sync their data. For example, let's say that you enroll students in a Summer Learning Program, a custom Account record type similar to the default Academic Program Account record type. 1. Verify the API name of the custom Account record type. In our example, it's Summer\_Learning\_Program. 2. Verify the field label of the corresponding Primary Affiliation field on the Contact page layout. In our example, it's Primary Summer Program. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_data_architecture-264-0-0-production-enus/6bcf23e4-1d0f-4cd5-8405-b8e231f03ed0/images/icon_note.png) Note Ideally, the Account record type and Primary Affiliation field are similarly named for consistency. 3. Create the Affiliation mapping. 1. In EDA Settings, click **Affiliation Mappings**. 2. In the Affiliation Mapping section, click **New** and then select an **Account Record Type** and **Primary Affiliation Field on Contact**. The API names automatically appear below the selection. 3. Save your changes. 4. Test the newly created Affiliation mapping. 1. Create an Account record with the Summer Learning Program record type. For example, call it Summer Learning Program '21. 2. On the student's Contact record: 1. From the Affiliated Accounts related list, click **New**. 2. In Organization, select **Summer Learning ‘21**. 3. Select **Primary**. 4. Save your changes. When you view Lucy's Contact record, Summer Learning '21 is her Primary Summer Program. ![Lucy Snow's Contact record showing her primary Affiliations with an Academic Program called B.A. English, a sports organization called Swim Team, and a summer program called Summer Learning Program ‘21](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_data_architecture-264-0-0-production-enus/6bcf23e4-1d0f-4cd5-8405-b8e231f03ed0/resources-product/images/summer-affil.png) ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_data_architecture-264-0-0-production-enus/6bcf23e4-1d0f-4cd5-8405-b8e231f03ed0/images/icon_note.png) Note If you also want a related Program Enrollment record to be created automatically for Lucy, be sure to specify her Role in the Affiliation as Student. For more information, see [Verify Auto-Enrollment Settings for Program Enrollments](https://help.salesforce.com/s/articleView?id=sfdo.eda_configure_affiliations_settings.htm&release=264.0.0&type=5 "The Academic Program record type is different from other Account record types with Affiliation mappings—it's the only one with Auto-Enrollment settings specified by default."). ## Prevent Affiliation Mapping Errors Affiliation mappings and Table Driven Trigger Management (TDTM) automation help keep data in Contacts' Primary Affiliation fields up-to-date. However, without additional configuration, it's possible for users to create erroneous Primary Affiliation data on Contact records. To guard against an Account record type without an Affiliation mapping, enforce record type validation. 1. In EDA Settings, click **Record Type Validation**. 2. If the setting isn't turned on, click **Edit**, select it, and click **Save**. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_data_architecture-264-0-0-production-enus/6bcf23e4-1d0f-4cd5-8405-b8e231f03ed0/images/icon_note.png) Note If you installed Education Data Architecture before version 1.119 (Summer '22), you can't edit Accounts if Record Type Validation is enabled and your language isn't set to English. To edit Accounts, disable Record Type Validation or remove your existing Affiliation mappings and add them again. ## Configure Affiliation Mappings to Use Translated Values As of EDA version 1.114 (Summer '21), Affiliation mappings and their related API names are automatically associated for you, so no additional work is needed to translate these values. If you created translated labels in Translation Workbench before EDA version 1.114, we recommend that you refresh your settings so that translations display properly. ## Verify Auto-Enrollment Settings for Program Enrollments The Academic Program record type is different from other Account record types with Affiliation mappings—it's the only one with Auto-Enrollment settings specified by default. When you create a Primary Affiliation for a Contact with values that match values in the default Auto-Enrollment Mappings in EDA Settings, you also create the following Affiliations: - Academic Program Account Record Type (1) - Current Auto-Enrollment Status (2) - Student Auto-Enrollment Role (3) - Program Enrollment ![Default Auto-Enrollment settings for the Academic Program record type that automatically create a Program Enrollment record when creating a Primary Affiliation with the specified status and role](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_data_architecture-264-0-0-production-enus/6bcf23e4-1d0f-4cd5-8405-b8e231f03ed0/resources-product/images/auto-enrollment-new-ui.png) In other words, Auto-Enrollment mappings control how EDA K-12 Architecture Kit handles Program Enrollments when _Primary Affiliations_ are created. Contrast this automation with the other Program Enrollment settings, which affect Affiliations related to Program Enrollments that are deleted or created. These settings take effect only if the PREN\_Affiliation\_TDTM Trigger Handler is enabled. For Trigger Handler details, see [Apex Class Descriptions for EDA](https://help.salesforce.com/s/articleview?id=sfdo.eda_apex_class_descriptions.htm) . For Account record types besides Academic Program (or custom versions of Academic Program), the Auto-Enrollment settings are likely not relevant. ## Configure Affiliations Related to Deleted Program Enrollments Control how Education Data Architecture handles Affiliations when their related Program Enrollments are deleted. 1. In EDA Settings, click **Program Enrollment Deletions**. 2. Review these settings: Affiliations Related to Deleted Program Enrollments By default, this setting is turned off. When a Program Enrollment is deleted, its associated Affiliation isn't deleted, but its status is set to the value specified in the next setting. If this setting is turned on and the related Affiliation has no other associated Program Enrollments, the Affiliation is deleted. Status for Affiliations Not Deleted If the related Affiliation isn't deleted with the Program Enrollment, set its status to the value specified here. This setting applies only if Affiliations Related to Deleted Program Enrollments is turned on and if the Affiliation has no other associated Program Enrollments. 3. To change the default settings, click **Edit**, and then make and save your changes. ## Configure Affiliations Created with Program Enrollments Control how Education Data Architecture handles Affiliations when Program Enrollments are created without an existing Affiliation. 1. In EDA Settings, click **Program Enrollments**. 2. Review these settings: Role for Created Affiliations By default, this setting is set to None, and Affiliations that are created when a Program Enrollment is created have no role specified. If a value is selected for this setting, Affiliations created have the role specified here. Status for Created Affiliations Set the status of Affiliations created to the value specified here. Affiliation End Date By default, this setting is turned off. Affiliations created don't specify an end date. If this setting is turned on, the End Date value is copied from the Program Enrollment. Affiliation Start Date By default, this setting is turned off. Affiliations created don't specify a start date. If this setting is turned on, the Start Date value is copied from the Program Enrollment. 3. If you need to change the default settings, click **Edit**, and then make and save your changes. ## Disable Contacts to Multiple Accounts If the Contacts to Multiple Accounts feature is enabled in your org, we recommend that you disable it and use Affiliations instead. The feature doesn't automatically relate a Contact and an Account based on a field's value (such as a Primary Business Organization) and doesn't support [automated soft credits](https://help.salesforce.com/s/articleview?id=sfdo.npsp_automated_soft_credits.htm). If you leave Contacts to Multiple Accounts enabled, it doesn't prevent the use of Affiliations. 1. Remove the Related Contacts related list from any Account page layout where it appears. 2. Remove the Related Accounts related list from any Contact page layout where it appears. 3. From **Setup**, enter Account Settings in the Quick Find box, then select **Account Settings**. 4. Click **Edit**, then deselect **Allow users to relate a contact to multiple accounts**. 5. Save your changes.