Rollup Primary Membership to Account and Contact

[demanda]

As a user, I want my most recent membership record to be rolled up as a lookup to the contact and account record.

Acceptance criteria:

• The field on the contact and account are lookups
• Set to the newest record as defined as: does not expire or greatest end date on a membership of current status
• Membership can be excluded by the Type (set by a custom setting)
• Job can be set with a trigger

Backlog:

• Job to set the rollup via batch

Complication:

• What automation is setting the people to expired status when their end date passes?

[D-McGovern]

Discussion related to membership rollups:

• Do we want to use lookups (ability to pull down anything you want via formulas)?
• Do we want to use rollups (view start/end dates & status)?