Easily surface dangling Membership records

[davidmreed]

ACs:

• Custom Report Type; Account with Memberships
• An out-of-the-box Report is available that surfaces Accounts which have Memberships but do not have any Contacts.

[D-McGovern]

• Use RUS on Membership to count the number of active Contact Roles could be used instead of a report, and might have more cross-purpose functions (i.e., identify individual memberships with > 1 contact role or family memberships with only 1)
• Only include Memberships in Active or Renewal status

[waidner]

Created a new field on Membership__c.Active_Contacts__c as a rollup summary filtering on Membership_Contact_Role__c related records where the Status__c is "Renewal" or "Current"

Logic is working in my opinion, but the users have to add the membership contact roles manually at the moment and there should be some automation which is handled in a new issue

@selfuntitled we need to add the following components into Git Custom Fields

• Membership__c.Active_Contacts__c

Page Layouts

• Membership__c.Membership Layout

[waidner]

The two new fields Membership__c.Active_Contacts__c and Membership__c.Membership Layout are included in pull request #91.

@kreynen @selfuntitled How do we handle field permissions in general? I guess we don't include standard profiles into the package. So we have to use a permission set. Is Manage_Memberships the right one? Referring to my question in Slack https://salesforce-external.slack.com/archives/C03E9GU0F43/p1680159080781729 As soon as I have your feedback, I will create a new story to get it into git.