Deceased member information ~Salesforce
What needs to happen to membership accounts when a member passing- including but not limited to unsubscribe from emails, change contact for communication on membership etc.
Website:
○ If part of a family membership, adjust as needed for the survivor(s)
○ Set membership expiration to the date when marked as deceased
○ Unsubscribe from all email newsletters
○ Unsubscribe from magazine mailing if not part of a family membership
○ Remove from all committees
Salesforce:
○ Set Email Opt Out to True
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votes
Tess Wendel
shared this idea
Completed Mar 2019
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We need to determine what automation we want in Plone and what we will set up in Salesforce.
