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PR Review - Success Messages

VIDEO TRANSCRIPT | Recorded: 2025-03-20 | Verify against current system state

Abstract

Documents requirements for PR 37319 to add success messages and required field validation to the AANPCB data sharing agreement form on Salesforce Experience Cloud. Compares the current Experience Cloud implementation (missing feedback) with the existing Aptify eBusiness version (has green success messages), highlighting the importance of clear user feedback for this certification-related feature.

Key Procedures

  • Navigate to Education > AANP CB Data Sharing section
  • Click opt-in or opt-out buttons to change data sharing preference
  • Verify success message appears after preference update
  • Ensure required checkbox validation with error message

Notable Statements

  • 0:00:52 "We're not getting a screen success message"
  • 0:00:57 "This is a extremely important item for our nurse practitioners"
  • 0:01:05 "This is the way that they get their certification approved when it comes up for approval every four years"
  • 0:01:19 "They're sharing this data with the American Academy of Nurse Practitioner Certification Board, which is separate from us"
  • 0:01:29 "Their license basically renewed"
  • 0:01:39 "It's not real clear that something successful happened here"
  • 0:02:14 "You can see I get a big old green background success message and it says success"
  • 0:02:16 "Your data sharing preferences have been updated"
  • 0:02:52 "Otherwise they're going to be calling into membership support asking for help"
  • 0:03:05 "Nothing's happening. I don't know what I did wrong"
  • 0:03:11 "There's nothing telling us that that's the problem" (about required checkbox)
  • 0:03:73 "We just need some kind of alert to the end user, making it understood that they need to click this checkbox"

Systems & Configurations

Systems Mentioned

  • Salesforce Experience Cloud (staging environment)
  • Aptify eBusiness (current production site)
  • AANPCB (American Academy of Nurse Practitioner Certification Board)

Specific Configurations

Item Value/Setting Timestamp Notes
Data sharing form location Education > AANP CB Data Sharing 0:00:28 Experience Cloud path
Required checkbox Opt-out confirmation 0:03:11 Must be checked before submit
Success message style Green background 0:02:14 Aptify current implementation
Certification renewal Every 4 years 0:01:11 NP recertification cycle

Credentials/Access Mentioned

  • Member login required to access data sharing section
  • Staging environment shown for demonstration

Vendor Contacts Mentioned

  • Dorech mentioned but clarified not related to this Marketing Cloud item

Errors & Troubleshooting

  • Issue: No success message after opt-in/opt-out
  • Cause: Experience Cloud form missing feedback component
  • Resolution: Add green success message like Aptify version

  • Timestamp: 0:00:52

  • Issue: Form submits without required checkbox checked

  • Cause: No validation message displayed
  • Resolution: Add required field alert notification
  • Timestamp: 0:03:11

Transcript Gaps & Quality Notes

  • Short focused recording (4 minutes)
  • Comparison between Experience Cloud and Aptify eBusiness versions
  • Screen sharing of both systems not captured in audio
  • Recording is requirements documentation for development team