Membership¶
Join/renew processes, auto-renewal, fellows, and member portal.
Articles¶
I2C Join and Renew Portal Demo¶
Recorded: 2025-10-30
I2C demo of Salesforce join and renew portal showing account creation, membership wizard with veteran/auto-renewal discounts, Commerce Cloud...
Salesforce vs Aptify Membership Handling¶
Recorded: 2025-08-27
Quick tip explaining key difference between Salesforce and Aptify membership handling - member type persists after expiration in Salesforce (unlike...
Subscription Date Calculation Issue¶
Recorded: 2025-08-07
Demonstration of subscription date calculation issue in Salesforce where orders with fulfillment dates after a gap period incorrectly start the day...
AMPCB Data Sharing Opt-In UX¶
Recorded: 2025-03-20
UX feedback comparing Salesforce and eBusiness implementations of AMPCB data sharing opt-in/opt-out, requesting success message feedback and required...
Membership Join and Renew Demo¶
Recorded: 2025-03-12
Comprehensive demo of Salesforce membership wizard showing account creation, join/renew process, international tiering, auto-renewal discounts,...
Membership Categories Explanation¶
Recorded: 2024-10-06
Brief explanation of how new Salesforce membership status field (active, expired, grace period, never member) replaces the need for Aptify membership...
Membership Status Field Proposal¶
Recorded: 2024-10-06
Detailed proposal to simplify membership data model by using calculated membership status field (active, expired, grace period, never member) instead...
Membership Status for Organizations¶
Recorded: 2024-10-06
Discussion of membership status field for business/company accounts showing how new status values (active, expired, grace period, never member)...
Person Account Summary Layout¶
Recorded: 2024-10-04
Request for team input on Salesforce person account summary view layout, covering priority fields for customer service calls, membership status...
Membership Duplicate Payment Check¶
Recorded: 2024-09-28
Explanation of membership duplicate order check feature that prevents members from accidentally completing the same order twice within a two-hour...
My Account Page Documentation¶
Recorded: 2024-09-08
Comprehensive documentation of My Account page for I2C Salesforce implementation, categorizing each feature as internal action or external link,...
My Account Feature Walkthrough¶
Recorded: 2024-09-08
Video walkthrough of My Account sections demonstrating auto-renewal payment update, PAC recurring contributions, CE data sharing opt-in with version...
Salesforce Member Profile and NPO Process Planning¶
Recorded: 2024-09-03
Planning discussion for Salesforce implementation covering extended profile placement in My Account, NPO join process using Salesforce Leads for...
Auto-Renewal Join Process¶
Recorded: 2024-08-16
Overview of auto-renewal enrollment during the join/renew process showing opt-in requirement, discount display, and backend standing order creation...
Auto-Renewal Manual Setup¶
Recorded: 2024-08-16
Brief walkthrough of manually setting up auto-renewal after creating an order in Aptify, showing how to enable auto-renew on the subscription record...
Auto-Renewal Member Portal¶
Recorded: 2024-08-16
Quick walkthrough of end user auto renewal experience in member portal showing where auto renewal status displays, payment update link location, and...
UAT Test Scenarios Review¶
Recorded: 2024-08-15
Review of UAT test scenario issues including unclear test steps, missing object location information, workflow confusion between order-driven and...
Fellows Renewal Process Demo¶
Recorded: 2024-08-15
Demonstration of fellow renewal process using impersonate tool in QA, showing how auto-renew members are blocked from manual renewal, and how fellow...
Fellows Renewal Testing¶
Recorded: 2024-08-15
Brief introduction to the impersonate.ampqa.com developer tool for testing as different user types in QA environment, with attempt to log in as a...
Salesforce UAT Round 1 Feedback¶
Recorded: 2024-08-14
UAT Round 1 feedback on Salesforce migration covering naming convention issues, address configuration concerns, membership setup workflow questions,...
Salesforce Membership UAT Feedback¶
Recorded: 2024-08-14
UAT testing feedback on Salesforce sandbox covering issues with app profile filter, person vs company naming conventions, address field consolidation...