Higher Logic Salesforce Integration Status

VIDEO TRANSCRIPT | Recorded: 2025-10-30 | Verify against current system state

Abstract¶

Status meeting with Higher Logic representative confirming the Salesforce integration is now working after resolving person account/contact challenges. Reviews the community mapping process where Higher Logic IDs from Aptify must be mapped to new Salesforce IDs. Discusses go-live timeline for late March with a 2-3 business day migration window. Higher Logic needs production Salesforce access, runs sync, provides mapping reports, AANP completes mapping, then migration occurs. Also covers Thrive upgrade timing (separate project, do after AMS migration) and new Higher Logic credentialing product SSO considerations.

Key Procedures¶

• Verify HL sync enabled flag matches user count (24 users in staging)
• Check security groups and communities syncing correctly
• Map community IDs from Aptify to Salesforce (using topic_XXX format)
• Create contact ID field visible to staff for Higher Logic lookups
• Replicate all staging flows and custom fields in production
• Production go-live sequence:
• Higher Logic gets production Salesforce access
• Run sync (24 hours typically)
• Higher Logic provides comparison reports
• AANP completes community mapping
• Higher Logic reviews and migrates
• Global refresh runs after migration to sync memberships
• Communities only sync when at least one member assigned

Notable Statements¶

• 0:00:28 "I do think you're now in a better place... we were worried that we would not be able to use the Salesforce integration."
• 0:01:04 "When you use a person record, you really can't see the contact vector. They hide it from you every which way."
• 0:04:21 "We'll have to figure out something so that the end users... the staff members can have access to contact because they only see the account ID."
• 0:14:49 "Higher Logic essentially doesn't care about the name of the group. It cares about what the ID of the group is."
• 0:17:06 "These numbers are going to go down within a day or two of the migration."
• 0:20:14 "We're planning on going live late March is what we're thinking."
• 0:25:24 "Our logic needs to get access to production Salesforce data... That sync will take a day, most likely."
• 0:30:15 "We're cutting off membership orders and everything else for about days for a weekend basically."
• 0:35:48 "Our recommendation is separate them and don't do them at the same time" (regarding Thrive upgrade)
• 0:40:03 "We have to go live before April 15, but... there's no way I'm waiting that long. It has to be in March."

Systems & Configurations¶

Systems Mentioned¶

• Higher Logic (community platform)
• Salesforce (production and staging/UAT)
• Aptify (legacy AMS)
• Higher Logic Credentialing (new product)
• Thrive (Higher Logic upgrade)

Specific Configurations¶

Credentials/Access Mentioned¶

• Higher Logic admin access
• Salesforce staging/UAT access
• Production Salesforce access (needed for go-live)
• Aptify read access for comparison

Errors & Troubleshooting¶

• Issue: Person account contact ID not visible to staff
• Cause: Salesforce hides contact record for person accounts
• Resolution: Create custom field or add to page layout showing contact ID

• Timestamp: 0:04:21

• Issue: Pick list values coming through with odd names

• Cause: Each picklist value comes as separate community
• Resolution: Names can be changed in Higher Logic after sync

• Timestamp: 0:08:54

• Issue: Member counts won't match between Aptify and Salesforce

• Cause: Cleanup removing 10+ year inactive users, free community attrition
• Resolution: Expected discrepancy, especially for free communities
• Timestamp: 0:17:42

Transcript Gaps & Quality Notes¶

• Status meeting with Higher Logic representative (Speaker 3) and Jeff
• Confirms Salesforce integration working after person account challenges
• Higher Logic writing blog post about person account integration difficulties
• Network for Research and Collaborative Learning Network expected to have significant member drops
• New full sandbox being created for additional testing (not UAT O2)
• Thrive upgrade and credentialing product separate from this migration
• Higher Logic does not work weekends; cannot migrate on Fridays