My Affiliations: Enablement and Configuration

My Affiliations gives users a view of their current and past affiliations and allows them to create a new one or end an existing on. Clicking “Manage Affiliation” will launch the “Manage Affiliation” screen flow.

Note: My Affiliations are available on the Member Portal Personal Snapshot.

The Manage Affiliation button is provided using Dynamic Grid Actions, and the labels and locations can be easily updated by editing the associated Custom Metadata Type record:

• Setup > Custom Metadata Types > Dynamic Grid Actions > “Manage Affiliation”.

See Dynamic Grid Actions: Enablement and Configuration for more information

The My Affiliations Dynamic Grid is composed of the following Metadata records:

See Dynamic Grid: Enablement and Configuration for more information

To (optionally) allow users to create a new Affiliation, please install the https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FMYinUAH extension from the Salesforce App Exchange. This component will be placed on the My Affiliations tab above the Dynamic Grid component and configured to trigger the “Manage Affiliation” flow.

1. Open Experience Builder

   1. From Salesforce Setup, go to Setup.

   2. In the Quick Find box, search for Digital Experiences (or Experience Cloud / All Sites).

   3. Click All Sites, then click Builder next to your Member Portal / Community Hub site

2. Navigate to the Home page

   1. In Experience Builder, use the Page dropdown (or the page tree) to select the page

3. Add the Launch Flow in Modal component

   1. In the left‑hand Components panel, locate the Launch Flow in Modal Lightning component

   2. Drag the component onto the page layout above the My Affiliations Dynamic Grid component.

   3. Open the components configuration panel

4. Settings for component

   1. Flow Name: Manage_Affiliation

   2. Button Label: Create New Affiliation

   3. Button Alignment: Left

5. Publish your site