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Membership Package Documentation

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Erin Ramirez edited this page Mar 30, 2023 · 16 revisions

Current Functionality

Membership Dates & Status

[What does the package currently do]?

Membership Contact Roles

[What does the package currently do]?

Setup Steps

  • Create a new scratch org. If installing for your organization, be sure to test in a sandbox first
  • Note that NPSP/ Nonprofit Cloud will be required to take advantage of the NPSP Payment object, General Accounting Units, GAU Allocations, etc.

  • Resource - AppExchange Basics

  • Automated reminder users will need to add a org-wide email address, specific that address for the Automated Process User in Automation settings, and schedule the Flow

Getting Started

  • Start by adding standard membership(s) to Products. Custom fields available for membership Products include Renewal Option, Term, Term Unit, Grace Period (Days), Downgrade Path, and Upgrade Path. (NOTE: A Product type for memberships has not been added at this time since Products cannot be deleted, only archived. Therefore, if a Product with a Membership Type was archived, this would prevent the org from being able to remove the managed package in the future. Alternatively, users can add Membership as a Product type themselves if they would like a different Page Layout for Membership Type Products.)

Configuration & Technical

Data Model

The Membership Schema uses a mix of Standard and Custom objects. It has been designed so that NPSP is not a dependency - you can use this model on its own. NPSP can be incorporated to make use of the Payment object along with the General Accounting Unit and GAU Allocation objects.

Behold: Object Model

Custom Objects

  • Membership: This is the main object in the model and represents the membership for this account and/or contact.
  • Membership Contact Role: This is similar to an Opportunity Contact Role and connects contacts to the membership. One membership may have many membership contact roles (e.g. family members).

Automation/Code

  • Contact Trigger:
  • Trigger Handler Class: Starting point to handle complex logic set into a trigger.
  • ConfigurationService Class:
  • Contact Handler Class:
  • MembershipContactRoleService Class:
  • Flow

Other Configuration

  • Permission Set: "Manage Memberships" - will need to assign when creating a new scratch org to access previous work

Data Dictionary This working document shows existing fields in the package. The data dictionary was updated during the March 2023 Community Sprint.

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