FLOW: Create Membership Create Data Processing Event Listener

[jenncarneiro]

A few questions were outstanding at time of submit:

Is there a naming convention for Membership Name, as it is not autonumber. Currently I have Account Name - Product Name - Today’s date - No, not yet, this seems a good start ** ok left as is.

Is the Start Date today? I don’t see a date in the form submission. Is it related to Grace Period in any way? Start date should be created date on the MFS if it's new, otherwise don't touch. ** left as today.

Is the Status always ‘current’? Yes - different process handles expiration ** 'current' is set

Do we leave Type field blank? There is a picklist on membership (Individual, Organization, Household) and a free text field on the membership form submission. Also don’t seem to be able to determine the type from the account. I think we should probably add this... ** left as is for now as picklist is restricted. Can revisit logic?

Critical Changes

New Flow added to create membership

Changes

n/a

Issues Closed