Membership Categories Explanation

VIDEO TRANSCRIPT | Recorded: 2024-10-06 | Verify against current system state

Abstract¶

Brief explanation of proposed simplification to membership data model in Salesforce. The new membership status field (active, expired, within grace period, never member) eliminates the need for the Aptify membership category field and non-member member types. Status now indicates whether someone is a current member, former member, or never a member, making the redundant category/non-member member type selections unnecessary.

Key Procedures¶

• Use membership status to determine member state (active, expired, grace, never)
• Drop membership category field (no longer needed)
• Remove non-member member types from member type list
• Status field indicates current state without requiring category

Notable Statements¶

• 0:00:12 "In AppDeFi, we had to have a membership category... company members and non-members."
• 0:00:40 "I2C suggested a membership status. So the membership status is a new field that we have not had before."
• 0:00:47 "It provides us an option to select if the member is active, expired, if they're within their grace period, or if they've never been a member."
• 0:01:02 "My thought is that the non-member category is no longer necessary."
• 0:01:28 "Would they never remember or were they expired, which also could mean former."

Systems & Configurations¶

Systems Mentioned¶

• Salesforce (new membership status)
• Aptify (legacy membership category)

Specific Configurations¶

Credentials/Access Mentioned¶

• I2C and staff as audience

Errors & Troubleshooting¶

No errors documented - data model discussion.

Transcript Gaps & Quality Notes¶

• Short introductory video (~2 minutes)
• Part of broader membership status discussion
• Companion video provides more detail
• Aimed at both I2C developers and AANP staff