AANP Knowledge Transfer¶
This site contains curated knowledge transfer recordings covering critical AANP systems, business processes, and operational procedures. Each article includes timestamped references to the source video for verification.
Categories¶
Payment Processing¶
Payment gateways, processor configurations, PCI compliance, and transaction handling. (5 videos)
Salesforce Platform¶
Data architecture, system design, auto-renewal processes, and integration tools. (6 videos)
Aptify AMS¶
Aptify Association Management System architecture, GL codes, SAML SSO, and transition planning. (4 videos)
Third-Party Integrations¶
Higher Logic communities, Marketing Cloud, InReach LMS, conference integrations, and membership data imports. (9 videos)
Infrastructure & Security¶
Cloudflare configuration, DNS management, Zero Trust access, SQL Server databases, GitHub, SharePoint, and Teamwork. (6 videos)
Web & Content Management¶
Cloudways hosting, CraftCMS administration, and Google Cloud storage and APIs. (1 video)
Bonus Content¶
Development workflows, project management tools, and supplementary technical content. (2 videos)
About This Knowledge Base¶
These documents are generated from video transcript analysis. Each article contains:
- Abstract - High-level summary of the recording
- Key Procedures - Step-by-step processes demonstrated
- Timestamped Quotes - Clickable links to specific moments in the video
- Systems & Configurations - Technical details and settings covered
- Troubleshooting - Common issues and resolutions
Verification
Click any timestamp to jump directly to that point in the source video. Information should be verified against current system state as processes may have changed since recording.
Video Index¶
| Video | Category | Topic | Milestone |
|---|---|---|---|
| BluePay Transition | Payments | Payment processor migration | M1 |
| Chargent Payment Processing | Payments | Salesforce payment gateway | M1 |
| BluePay & CardConnect | Payments | Processor configuration | M1 |
| PayPal & Braintree | Payments | Processor configuration | M1 |
| PCI Compliance | Payments | Security compliance | M1 |
| SF Data Architecture Part 1 | Salesforce | Data model design | M1 |
| SF Architecture Part 2 | Salesforce | System architecture | M1 |
| SF Auto Renew | Salesforce | Membership renewal | M1 |
| DBAmp | Salesforce | SQL Server integration | M1 |
| RightRev | Salesforce | Revenue recognition | M1 |
| RightRev & Plauti | Salesforce | Revenue + data quality | M1 |
| Higher Logic | Integrations | Community platform | M1 |
| Experience Marketing Cloud | Integrations | Email marketing | M1 |
| Membership Import | Integrations | Data import processes | M1 |
| Cloudflare Overview, DNS, and Pages | Infrastructure | Cloudflare fundamentals | M2 |
| Cloudflare Security, Zero Trust, R2 | Infrastructure | Security and access | M2 |
| SQL Server and GitHub | Infrastructure | Database and VCS | M2 |
| Cloudways, CraftCMS, Google Cloud | Web/Content | Website infrastructure | M2 |
| Aptify Overview | Aptify | AMS architecture | M3 |
| Aptify GL Codes | Aptify | GL code configuration | M3 |
| Aptify SAML Config | Aptify | SSO configuration | M3 |
| Decision Point & Maritz | Integrations | Conference services | M3 |
| Higher Logic & RealMagnet | Integrations | Communities & email | M3 |
| InReach LMS | Integrations | CE credits & LMS | M3 |
| Juro, Election Buddy, PropFuel | Integrations | Contracts & engagement | M3 |
| SendGrid IP Whitelisting | Integrations | Email access security | M3 |
| SharePoint Intranet | Infrastructure | Intranet admin | M3 |
| Teamwork Administration | Infrastructure | Project management | M3 |
| AANP Certification Board | Integrations | CE Tracker & verification | M4 |
| PAC Compliance | Aptify | FEC compliance | M4 |
| Monthly Invoices | Infrastructure | Finance process | M4 |
| ClickUp Archive | Bonus | Project archive | M4 |
| Pull Request Workflow | Bonus | Development process | M4 |