Salesforce Auto-Renewal System

VIDEO TRANSCRIPT | Recorded: 2025-12-17 | Verify against current system state

Abstract¶

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

This article was auto-generated from the video transcript. Review and enhance the content based on the full video.

Three nightly batch jobs run in sequence: Subscription Renewal Flow (midnight), Auto Renewal Batch (3 AM), Collections Batch (4 AM)
Chargent processes payments through Braintree (uses same login as Conference Reg but different Merchant ID)
View gateway configuration safely: App Launcher → search "Gateways" (not "Payment Gateway" which is Salesforce standard)
Chargent order not created until payment is added to the order
For custom code issues, contact I2C - Salesforce support cannot help with custom flows
Chargent support: email support@appfrontier.com or call directly
Collections process stages: Stage 1 (Day 1 silent retry), Stage 2 (Day 2 silent retry), Stage 3 (Day 14 email with payment link), Stage 4 (Day 15 close out)
Payment status must be "Recurring" for auto-renewal orders
Marketing Cloud journeys also send renewal emails throughout the 30-day window
Five separate flows trigger in sequence from payment to membership creation - track errors along the chain

1:20 "you should know? Because I think if I just go over the"
10:09 "because Salesforce support is not going to be able to assist you with these"
15:37 "So these aren't listed in order, so you have to look at them here."
25:39 "classic template. You have to go to classic e-mail"
32:10 "Does that make sense? Because that's important because I think"
36:05 "This is what I have questions about. I think you need to reach out to ITC and"
46:22 "the error handling, because these are kind of like benchmarks"
55:27 "Yeah, got it. I I remembered this flag. So this is basically queuing up for the"

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