Tracking Historical Data with EDA:
The Affiliation object in EDA is used to track historical data related to relationships between individuals and organizations (such as alumni and the university).
Using Affiliations for Targeted Outreach:
Create Affiliations: Set up affiliations for alumni to capture historical data such as past donations, engagement activities, and more.
Targeted Outreach: Use the data from affiliations to segment alumni for targeted outreach and donation opportunities.
Implementation Steps:
Configure Affiliations: Ensure that the Affiliation object is configured correctly to capture the necessary historical data.
Data Entry: Enter historical data into the Affiliation records.
Reporting and Analysis: Create reports and dashboards to analyze affiliation data and identify potential outreach opportunities.
Reference:
Salesforce EDA Documentation: Affiliations