Opportunity and Product Automation

Standard recurrence (monthly, annual memberships) use NPSP recurring donations, or whatever means you choose (not in this package) Installment memberships (single opportunity with payments) Opportunity amount paid > 0 triggers update to the membership end date. Trigger on Opportunity that loops through OLI and updates memberships.

Package provides a single checkbox - trigger membership updates, can be triggered off of NPSP amount paid field, or whatever else using a flow template. Clone flow - adapt to your business rules.

Opp Trigger Collect OLI's Loop and identify Membership products, and contact/account pairs Query for set of active membership for contact/account pairs Work Queue for transactions to resolve is dissociated OLI's Ranking of upgrade/downgrade is simple decimal number on the product End date upgrade/downgrade renewal behavior (2 fields, one for upgrade, one downgrade)

• Immediate - start date to today, extend end date by new term
• Append - start date to end of current membership, extend end date
• Prorate - [there be dragons here], you can override price with your own automation Renewal - always append Grace periods -
• setting +/- days from end date

Product upgrade rule picklist

• Add to approval queue - approved checkbox - triggers customer generated automation
• Update existing membership
• Create duplicate membership

Product Fields added

• Available for new memberships (Boolean: is_For_New_Memberships__c)
• Is Renewable (Boolean: isRenewable__c)
• Successor Product (Lookup to Product2, filter by not the same product Id and Successor Product has isActive = TRUE)

Product Validation Rule Added If isActive = FALSE AND isRenewable = TRUE then there must be a Successor Product

Renewals Engine If isRenewable && isActive - renew to same product If isRenewable && !isActive - renew to Successor Product If !isRenewable - do not generate renewal

Linking process

• Contact, Account match
• Product family alignment is required - only link products within the same family
• Identify if new membership is upgrade or downgrade (sort by number sequence, if equal, simple renewal)
• Apply appropriate renewal rules from product to update identify membership record

Include a memberships completed flag once automation has run. Check if product is a membership product, if it is, automate memberships, need contact/account lookup on OLI to identify where membership is going...

Checkbox enable GAU/GAU Allocation linkage to product.

Opportunity Fields:

• Membership_Ready_To_Be_Created__C - When set to true, will kick off the membership creation process, based on the opportunity product line records.
• Membership_Process_Completed__c - Set once the Membership creation process is done, to prevent the creation process being run again.

Opportunity Product Line Fields:

• Account: Lookup to account record
• Contact: Lookup to contact record