Salesforce vs Aptify Membership Handling
VIDEO TRANSCRIPT | Recorded: 2025-08-27 | Verify against current system state
Abstract¶
Quick training tip explaining a key behavioral difference between Salesforce and Aptify membership handling. In Aptify, member type changed to "former member" when membership expired. In Salesforce, member type stays the same (e.g., "NP member") even after expiration - the membership status field (active, expired, within grace, never member) indicates current state. For reports, use "is member" checkbox or membership status field rather than member type alone.
Key Procedures¶
- Check green/yellow/red/white banner at top for quick status
- Green = Active, Yellow = Within Grace, Red = Expired/Former, White = Never Member
- View member type on Membership tab (persists after expiration)
- Check membership status field for current state
- For reports: filter by "is member = true" or "membership status = active"
Notable Statements¶
- 0:00:34 "This green bar will change to other colors. If they're within grace, it'll be yellow and then if they are expired, a former member, it will be red."
- 0:01:20 "In AppTify that was enough. The member type would flip to former member and then you would just know."
- 0:01:26 "In Salesforce, the member type stays the same after they've expired."
- 0:01:46 "That's the last membership type they had with us."
- 0:02:10 "You can just look at is member. When you're pulling reports, you would just pull give me everyone where is member equals true."
Systems & Configurations¶
Systems Mentioned¶
- Salesforce (Person Accounts, Membership tab)
- Aptify (legacy comparison)
Specific Configurations¶
| Item | Value/Setting | Timestamp | Notes |
|---|---|---|---|
| Banner - Active | Green | 0:00:30 | Active membership |
| Banner - Grace | Yellow | 0:00:49 | Within grace period |
| Banner - Expired | Red | 0:00:53 | Former member |
| Banner - Never | White/blank | 0:00:55 | Never been member |
| Report Filter | is_member = true | 0:02:12 | Easiest method |
| Report Filter Alt | membership_status = active | 0:01:50 | Also works |
Credentials/Access Mentioned¶
- Salesforce account access
Errors & Troubleshooting¶
- Issue: Reports including expired members
- Cause: Filtering only by member type (stays "NP member" after expiration)
- Resolution: Add filter for membership status = active or is_member = true
- Timestamp: 0:01:50
Transcript Gaps & Quality Notes¶
- Brief "lunchbreak bites" training format
- Key difference from Aptify workflows
- Important for accurate membership reporting
- Questions can be posted in chat