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Manage Memberships ?

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  • CnP.Support
    replied
    Good day BobD

    Membership management is more of a Salesforce question than C&P. Most people set up 2 fields in the Contact object for membership start & end date and manage it through the contact object.

    It is best if you brainstorm on how this is best accomplished in Salesforce HUB. Our HUB on the Salesforce platform is at: https://powerofus.force.com/_ui/core...F980000000CjpC

    Each organization does this differently so it is best to see how similar organizations to yours handle this.

    Leave a comment:


  • BobD
    started a topic Manage Memberships ?

    Manage Memberships ?

    Is there documentation/guidance on managing memberships ? In particular, I am looking at begin/end dates.
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