Duncan

Add page layouts to package and Membership App

5

- Contact Page layout - New Membership Quick Action - Add 'Type' - Ensure Account is populated by default - Membership Contact Roles Related list - Add fields to related...

Improve documentation!

1

It would be great to get fresh eyes on current functionality and build out the documentation page of the WIki to cover expected behavior around automated dates, add help text...

Determine whether to use Custom Metadata or Custom Settings to control membership behavior

2

Would be good to pull in an SFDO engineer to get current best practices/guidelines for this as both are present in recently released packages

Auto-permission system admin user when creating a scratch org

2

ACs - It's not necessary to assign the Manage Memberships permission set when setting up a new scratch org in order to view past work

Auto-seed scratch orgs with test data

1

ACs - When creating a scratch org, sample data is automatically created so we don't need to create test data each time

Simple naming convention for Memberships & MCRs

1

ACs - PB or Flow using a naming convention that can be cloned and updated a la PMM - Could be changed later to something more robust according to issue...

Close open branches to reduce confusion and cruft with the exception of the Branch Started at October Sprint by David

1

We discovered in the EMEA June sprint that not all changes made in the AMER sprint were merged, and the EMEA Epic was missing some functionality; specifically, it was using...

Automate Membership dates & status on Contact via scheduled job

1

ACs: - Key membership fields (first/last start date) auto-populated via trigger on Membership Contact Role - Status is controlled via a scheduled job - Include logic for Lapsed & Renewal

ACs: - Exclude select Contacts for auto-creation of Membership Contact Roles in direct Contact > Account model - Users can specific logic to include or exclude Contacts connected to an...