Salesforce Member Profile and NPO Process Planning

VIDEO TRANSCRIPT | Recorded: 2024-09-03 | Verify against current system state

Abstract¶

Planning discussion for Salesforce implementation covering multiple topics: placement of extended profile in My Account with link to join/renew thank you page and email campaigns, NPO (NP Organization) membership join process using Salesforce Leads for vetting before conversion to accounts, renewal process with tier restriction logic (can only renew at same tier or higher), company account contact roles, and addition of organization type classifications (university, hospital/clinic) for reporting and competitor vetting.

Key Procedures¶

• Add "My Profile" section to My Account page with explanatory blurb and link
• Include profile link on join/renew thank you page and follow-up emails
• NPO joins: create Lead for vetting, convert to Account with Order upon approval
• NPO renewals: display current tier + higher tiers only (cannot downgrade)
• Add attestation checkbox confirming continued eligibility
• Use Real Magnet 30/60 day intervals for renewal reminders
• Add company contact roles (primary/billing contact, administrator)
• Search existing contacts when adding to company account
• Add company type subtypes: university, hospital/clinic, nonprofit association

Notable Statements¶

• 0:00:15 "Currently today, we do not have a place that this appears. In this account site, there is no view my profile or edit my profile."
• 0:02:42 "They are each one at renewal and at join. They are reviewed and vetted."
• 0:03:42 "As long as they're renewing into the same tier of fees, it's fine. If they're going up in fees, it's fine, but they cannot go down in fees."
• 0:04:27 "We reach out to them through Real Magnet at a 30 and 60 day interval to ask them to renew."
• 0:05:27 "Currently, no company memberships are on auto renew."
• 0:09:01 "So we would need a way to identify the role like who am I related to this on the primary contact on the billing contact."
• 0:14:00 "This is part of our vetting rubric is for us to know what they're applying as, to know if they're a competitor trying to join to get all the free accreditation."
• 0:17:41 "We will have to let them know that we made updates to it... I probably won't mention it as a change request, but I'll just say additional information and clarification."

Systems & Configurations¶

Systems Mentioned¶

• Salesforce (Leads, Accounts, Person Accounts)
• Aptify (company types, functions)
• Member Portal (My Account)
• Real Magnet (renewal reminders)

Specific Configurations¶

Credentials/Access Mentioned¶

• McKenna has profile field spreadsheet
• I2C to write up NPO requirements from recording

Errors & Troubleshooting¶

• Issue: Can't add existing contacts to company accounts
• Cause: Form requires creating new contact vs search
• Resolution: I2C to add search functionality for existing persons

• Timestamp: 0:10:45

• Issue: Preferred mailing address required but not displayed

• Cause: Form field missing
• Resolution: I2C to add missing field to contact form
• Timestamp: 0:11:14

Transcript Gaps & Quality Notes¶

• Planning meeting with Liz and other stakeholders
• Requirements framed as "clarification" not "change request" to avoid scope issues
• Company contact role logic mirrors Aptify "functions" concept
• Profile questions (race, ethnicity, degree) still being finalized with larger group
• Recording to be trimmed and sent to I2C for requirements documentation