Salesforce Platform¶

Data architecture, system design, auto-renewal processes, and integration tools for the AANP Salesforce implementation.

Articles¶

SF Data Architecture Part 1¶

Recorded: 2025-12-16 | 59 minutes

Introduction to Salesforce data architecture, covering object relationships, data model design decisions, and foundational structures.

SF Architecture Part 2¶

Recorded: 2025-12-17 | 114 minutes

Continuation of Salesforce architecture deep-dive, covering advanced patterns, integrations, and system design considerations.

SF Auto Renew¶

Recorded: 2025-12-17 | 59 minutes

Detailed walkthrough of the membership auto-renewal system, including automation rules, payment processing, and error handling.

DBAmp¶

Recorded: 2025-12-17 | 31 minutes

DBAmp configuration and usage for SQL Server to Salesforce integration, including linked server setup and data synchronization.

RightRev¶

Recorded: 2025-12-17 | 19 minutes

RightRev revenue recognition implementation within Salesforce, covering configuration and revenue scheduling.

RightRev & Plauti¶

Recorded: 2025-12-17 | 31 minutes

Combined overview of RightRev revenue recognition and Plauti data quality tools within the Salesforce environment.