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Native to Salesforce, customizable and flexible, the app lets membership organizations and associations easily work and manage members, track their activities, provide more value, and enable growth and scaling.  \nThe key features:  \n● Creating and managing membership experience.  \n● Storing information about members with a 360-degree member view on Salesforce.  \n● Managing membership payments and donations.  \n● O","cbCaiq6cskNO7c3y","https://ap.wps.com/l/cbCaiq6cskNO7c3y","pdf",3244282,194,"English","# Overview\n# Installation\n# Configuration\n## Set Up Permissions\n## Object Permissions and Field-Level Security\n## Custom Objects and Fields\n## Standard Objects and Fields\n## Admin User Permissions\n## Apex Class Access\n## Flow Access\n## Visualforce Page Access\n## Custom Metadata Types\n## Sharing Settings\n## Sharing Sets\n## Guest User Permissions\n## Record Type Assignments\n## Page Layout Assignments\n## Opportunity Stages\n## Flows\n## Scheduled Jobs\n## Email Notifications\n# Invoices and Receipts\n# Internal Setup\n## Member Card Component\n## Contact Record Related List\n## Dashboards\n## MemberSmart Settings\n## General Settings\n## Stripe Settings\n## Plaid Settings\n## Engagement Score Settings\n## Scheduled Jobs Settings\n## Membership Management Settings\n## Checkout Settings\n## Standard Settings\n# Creating and Managing Membership Products and Subscriptions\n## Membership Duration Tracking\n## Configure Membership Subscription Fee\n## Free Membership Subscriptions\n## Configure Custom Subscription Length and Payment Frequency\n## Cancellation Functionality\n## Custom Membership Subscription Status\n## Internal Wizards for Assigning Membership Subscriptions\n## Internal Member Registration\n## Internal Membership Renewal\n# Continuous Professional Development\n## Create CPD Objective\n## Add CPD Activities\n# AC Unified Checkout Integration\n# Logs\n# Member Portal Setup\n## Set Up Self-Service Member Registration\n## Member Registration Component\n## Member Registration Flow\n## Subscription Renew Flow\n# Finalise Payment Flow\n# Get In Touch","[{\"question\":\"What is AC MemberSmart and what problem does it solve?\",\"answer\":\"AC MemberSmart provides a comprehensive, Salesforce-native system for membership management. It helps organizations manage members, track activities, organize events, and support scaling with automated data processing and dashboards.\"},{\"question\":\"What key features does AC MemberSmart include?\",\"answer\":\"Key features include membership experience creation, a 360-degree member view, payment and donation management, organizations directory, event management, order processing from the member portal, job management, continuous professional development, and engagement scoring.\"},{\"question\":\"How does AC MemberSmart handle membership payments and donations?\",\"answer\":\"Organizations can collect payments via the portal with Stripe integration and a Custom Screen Flow option to connect to payment services. Donations can also be collected from the portal, and related billing forms are auto-populated from contact information.\"}]","AC MemberSmart User Guide | PDF",1790022059,68]