I2C Join and Renew Portal Demo

VIDEO TRANSCRIPT | Recorded: 2025-10-30 | Verify against current system state

Abstract¶

Demo session from I2C (implementation partner) showcasing the Salesforce join and renew portal. Demonstrates two account creation paths: standalone account creation and account+membership via wizard. Shows Commerce Cloud checkout integration with discount application (veteran/military, auto-renewal), buyer group assignments by country/tier, and record creation chain (order → subscription → membership). Includes user impersonation feature and discussion of upcoming manual order and renewal functionality.

Key Procedures¶

• Create account from portal: enter personal info, credentials, avatar, address, phone
• Join as logged-in user: My Account → Join/Renew → Membership Wizard
• Complete membership wizard: select type, communities, NP finder, credentials
• Proceed to Commerce Cloud checkout with discount application
• Test with card number 1111-1111-1111-1111 in UAT
• View order history via My Account → Orders and Receipts
• Impersonate user: Person Account → Login to Experience as User
• View abandoned carts: status shows pending vs closed/checked out
• Check Marketing Cloud integration for abandoned cart emails
• Verify buyer group assignments based on country tier

Notable Statements¶

• 0:06:05 "The avatar field... that's something we don't have today."
• 0:10:53 "The Salesforce release is just messing with us now, but we should have that fixed by Monday."
• 0:17:33 "Experience cloud... your wizard since this is a custom build, we are building it entirely on the experience cloud void of the commerce itself."
• 0:21:44 "We're going to have a second membership record created for them... this field here stays as m0073 until the third of October 2025."
• 0:28:11 "We have like a daily membership automation that just looks to see if your membership has expired."
• 0:29:54 "Fellows team depends greatly on this continuous member since field."
• 0:45:35 "The process is queued asynchronously and so you save it, it's instant and then you come back and it's queued up to change."
• 0:48:59 "This works for impersonate on anything that is built within Salesforce... It will not SSO them into conference reg or communities."

Systems & Configurations¶

Systems Mentioned¶

• Salesforce Experience Cloud (portal)
• Salesforce Commerce Cloud (checkout)
• Marketing Cloud (abandoned cart emails)
• NP Finder (subscription product)
• Higher Logic (community SSO)

Specific Configurations¶

Credentials/Access Mentioned¶

• UAT sandbox access for testing
• IT Support profile for impersonation
• Marketing Cloud integration for abandoned carts

Errors & Troubleshooting¶

• Issue: Auto-renewal discount not showing in UAT
• Cause: Salesforce release interfering with Commerce Cloud functionality
• Resolution: Fix expected by Monday, works in dev sandbox

• Timestamp: 0:10:42

• Issue: Year of birth field grayed out

• Cause: Unknown, should be editable
• Resolution: Noted for fix

• Timestamp: 0:12:51

• Issue: Impersonation doesn't work for external SSO

• Cause: Only works within Experience Cloud built features
• Resolution: Cannot impersonate into conference reg or higher logic
• Timestamp: 0:48:59

Transcript Gaps & Quality Notes¶

• Demo session with I2C team and AANP stakeholders
• Interactive session with email testing (Osman, Christine)
• New requirements discussed: retired attestation checkbox, phone number formatting
• Manual order creation and renewal orders coming in next sprint
• Home page needs marketing content/design
• UAT testing to begin this week
• Recording shared to Teams folder
• End of transcript has repeated placeholder audio