Give Portal Users Controlled, Self-Service Access without Custom Salesforce Development
90+ Installations
fusionSpan’s Object Roster Views Accelerator lets you display and manage Salesforce data directly in your customer or member portal. Using dynamically generated tables, staff can expose any standard or custom Salesforce object to portal users and define exactly what they can see, add, or edit – all without additional development work.
Whether you’re managing member or donor rosters, contact affiliations, committees, continuing education credits (CEUs), or disclosures, Object Roster Views turn Salesforce data into a role-aware, real-time experience for your members and staff.
The result? Less manual work for staff, fewer custom builds, and a better self-service experience for members, volunteers, and stakeholders.
Object Roster View Capabilities
Display Any Salesforce Object in the Portal
Expose data from any standard or custom object directly in your portal using dynamic tables.
Control What Users See and Edit
Staff define which fields are displayed, which are editable, and who can modify records. All changes are written back to Salesforce.
Configure the Experience Without Developer Support
From simple updates like address changes to more structured data like volunteer hours or disclosures, staff manage configuration without relying on technical resources.
Support a Wide Range of Use Cases
Use Object Roster Views anywhere structured data needs to be viewed or managed by portal users.
Common Use Cases
- Employee Roster Management: Allow member organizations to maintain up-to-date employee or staff listings.
- Committee Participation: Allow members to view committee rosters and manage participation records.
- CEU Tracking: Display continuing education data so users can view and update their records.
- Disclosures and Conflicts of Interest: Capture structured disclosure information in a consistent, auditable format.
Key Benefits
- Show any Salesforce object to portal users
- Maintain full control over data visibility and editing
- Reduce reliance on custom development and one-off solutions
- Keep Salesforce data accurate, structured, and up-to-date
- Scal portal functionality without increasing technical complexity
Pairs Well With Widget Accelerator
Object Roster Views provide structured, permission-controlled access to Salesforce data within the portal. The Widget Accelerator builds on the self-service component by presenting key information in a more visual, personalized dashboard experience.
Together, they allow nonprofits to give stakeholders both self-service access and a clearer view of membership value.
Who Should Use Object Roster Views?
The Object Roster Views Accelerator is a strong fit for current or prospective
Salesforce, Fonteva, or NimbleAMS customers who need:
Expanded portal capabilities
Self-service data management for members or member organizations
Greater control over what users can see and edit
Support for a wide range of structured data use cases
A configurable solution that can evolve over time
If your organization needs portal users to interact directly with AMS data in a controlled, flexible way, Object
Roster Views provides that foundation.
Why
Nonprofits Choose fusionSpan ?
fusionSpan accelerators are designed to extend Salesforce and Fonteva functionality in practical, configurable ways, helping nonprofits move faster without sacrificing quality or member value.
Object Roster Views reflect that approach. Designed by former nonprofit employees, the accelerator is flexible enough to support many use cases and structured enough to maintain control.
Ready to See It in Action?
Book a personalized demo to see how Object Roster Views would work with your unique data model and portal experience.