DebbieN-SF

creating new records - defaults

2

when creating a new membership Origin is blank - might be good to default to new naming defaults to Lastname "Individual" when a different type is selected (e.g. Household) Selecting...

# Critical Changes using membership submission form check if there is a contact for the gift recipient, if not create one # Changes # Issues Closed

can't see how to test myself as not sure on data requirements to trigger creating a membership let alone downgrade/upgrade. perhaps someone who understands this can take a look at...

# Critical Changes Added Membership to product family picklist Create record triggered flow Name: Opportunity Line Item - After - Membership # Changes Had to add the Manage Memberships permission...