Set Primary Contact based upon Account Primary Contact

SFDO-Community-Sprints / Membership-Essentials-App

Open Source Community Sprint project focused on building a schema for memberships, renewals, payments, multiple members, families, benefits, etc, that actually works. Eventually automation.

BSD 3-Clause "New" or "Revised" License

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Set Primary Contact based upon Account Primary Contact #23

Open selfuntitled opened 4 years ago

selfuntitled commented 4 years ago

AC:

If an org has NPSP installed when an membership is created from Account, copy the primary contact lookup from the Account to the primary contact field on the membership. [Trigger: Membership Insert]

D-McGovern commented 3 years ago

This would be part of a junction package with NPSP so not MVP; needs to be part of a conversation around other issues related to payment processing and reucrring donations

rparkdev commented 2 years ago

What if the Membership Primary Contact is NOT the same as the Account Primary Contact?

(For example: I am the Primary Contact in my Household, but my HH member is the one who purchases the Membership and should be the Named Member.)