Contact Membership Status - SFDO-Community/Salesforce-Indicators GitHub Wiki
Description
This indicator shows a different colour icon depending on the Membership Status of the Contact. Based on a new field added to the Contact record - 'Membership Status'. Add your own business logic (rollup, formula, flows) to populate this field from the opportunities object, Membership record type. Does not display if Membership Status is blank.
In Bundle
Fields
| Fields | Value |
|---|---|
| Label | Contact Membership Status |
| sObject | Contact |
| Field | Membership Status |
| Description |
Extensions
| Fields | Value |
|---|---|
| Displays | |
| Label | Contact Membership Status - Current |
| Indicator Item Extension Name | Contact_Membership_Status_Current |
| Priority | 1 |
| Active | true |
| Minimum ( >= ) | |
| Maximum ( < ) | |
| Contains Text | Current |
| Description | |
| Static Text | |
| Hover Text | Membership - Current |
| Icon Value | |
| Image | https://login.salesforce.com/logos/Custom/Handshake_Green/logo.png |
| Fields | Value |
|---|---|
| Displays | |
| Label | Contact RD Status - Lapsed |
| Indicator Item Extension Name | Contact Membership Status - Lapse |
| Priority | 2 |
| Active | true |
| Minimum ( >= ) | |
| Maximum ( < ) | |
| Contains Text | Lapsed |
| Description | |
| Static Text | |
| Hover Text | Membership - Lapsed |
| Icon Value | |
| Image | https://login.salesforce.com/logos/Custom/Handshake_Blue/logo.png |
Contributed By
Vicky McLaren, VickyMcL