Embedded Files
Membership in the Clean Air Council is determined dynamically. If a person has donated $5 or more within last 2 years, taken 2 actions in the last two years, or volunteered 4 hours in the last two years then they are considered a member. This is a rolling calculation updates daily.
As of this writing (4/7/2023)
determination of membership by donation is working fully. (If Soft+Hard credit Last N Days >= $5 then they are a member).
determination of membership by actions is working fully. (If they have 2 or more Salsa Engage actions in the last two years they are a member. Salsa Engage actions go back to the migration from Classic Engage to new Engage, so this data is only synced from October 2020.)
determination of membership based on volunteering is working fully but isn't currently utilized. (If they've completed 4 or more hours of volunteering in the last two years they are a member. The 4 hours can be split between multiple volunteer activities or all in one, as long as they add up to 4 hours. Staff aren't submitting volunteer hours to enter into Salesforce, but it is all set up.)
If the CAC Member? field is filled, then a banner shows up on the contact page for quick reference:
The CAC Member? field (shown in the compact layout at the top of the page) gives the details of which category resulted in membership. That field can also be used to run reports of current members.
That field is based on three underlying fields:
Soft +Hard credit Last N Days, as noted above. This is filled based on NPSP Customizable Rollups.
DLRS_Actions Taken Last 2 Years. This field is filled by a Declarative Lookup Rollup Summary (DLRS) that runs nightly and counts Salsa Engage Actions taken in the last two years. (DLRS_Last Action Taken Date is also filled by DLRS and then can be used for reporting on memberships about to expire.)
DLRS_Volunteer Hours Last Two Years. This field is filled by a DLRS rollup that runs in realtime and also daily and sums volunteer hours taken in the last two years (actually, 730 days).
Salesforce Custom Field CAC Member? (custom field in Contact)
formula
IF ( Membership_Opt_Out__c = true, "",
IF( Soft_Hard_credit_Last_N_Days__c >= 5, "[💵Donor]", "") &
IF( DLRS_Actions_Taken_Last_2_Years__c >= 2, "[📬Actions]", "") &
IF( DLRS_Volunteer_Hours_Last_Two_Years__c >= 4, "[🙋Volunteer]", "")
)
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