Membership-Essentials-App
Membership-Essentials-App copied to clipboard
Determine whether to use Custom Metadata or Custom Settings to control membership behavior
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
Currently have CMTD in place but not attached to this
Configuration options
Membership terms - Globally defined in settings for all membership type, or product based (recurrence defined on the product)
Opportunity Automation - Allow opportunity to to auto-create membership
MCR Automation - Enable/disable
NPSP Integration - Populate MCRs from affiliations List of affiliation roles that trigger MCR automation Default GAU allocations for a product
Standard/primary membership type - Base membership type - are they a member of our org or not