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Determine whether to use Custom Metadata or Custom Settings to control membership behavior

Open D-McGovern opened this issue 3 years ago • 2 comments

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

D-McGovern avatar Jun 10 '21 19:06 D-McGovern

Currently have CMTD in place but not attached to this

D-McGovern avatar Jun 10 '21 19:06 D-McGovern

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

selfuntitled avatar Oct 21 '21 17:10 selfuntitled