Standard Features of Membership Essentials

This content is a WORK IN PROGRESS.

Flexible Data Model

• indiv, HH, Org memberships

Personas

*Managed with Permission Sets

Platform Events

• Inbound Platform events - no cost
• max of 25,000 submissions/hour

Automation

1. For new Membership Oppportunities, the package finds/creates membership record
2. Memberships w/ multiple contacts, there is automation to create Membership Contact Roles for Primary Contact on Membership

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