Information Flow Down

When working with primary affiliations, it's important to understand how information flows from a parent (company) account to child (individual or company) accounts. Affiliations connect accounts as parents or children of each other and information flow down is used to automatically update child account information when parent account information is updated.

For example: for a trade association, membership status may automatically flow down from a member company to its affiliated individual employees and company locations. Thus, when the membership status of the parent account changes, the membership status of all affiliated child accounts change as well.

Address Flow Down

Address flow down occurs for all affiliated accounts and differs whether the parent and child they are companies or individuals.

What Address Information Flows Down?

By default, address information flows down from a parent to primarily affiliated children accounts.

The following address information of a parent account flows down to each primarily affiliated child accounts:

  • Billing Address
  • Shipping Address

If the parent and child accounts are both individuals, this additional address information flows down from the parent:

  • Mailing Address
  • Other Address

Optionally, when affiliating individuals with companies where the individual wants to receive mailings at their place of work, selecting Copy From Primary Affiliation Shipping on the individual account causes the company's Shipping Address to flow down to the individual's Mailing Address. This can also be used when primarily affiliating two individual accounts.

When Does Address Information Flow Down?

Address flow down occurs when an account's primary affiliation is added or changed.

In some instances, address information does not flow down depending on the type of information, and the scenario.

Address flow down does not occur when:

  • Preexisting addresses on an account are not overwritten
  • Do Not Flowdown Address  is selected on the affiliation
  • An account's primary affiliation is removed and no new one is added.
  • An affiliation is added or updated that is not primary.
  • Information on a child account's primary affiliated parent account is updated.

Membership Flow Down

Membership flow down occurs for those membership types whereCategory is set to Company or Both and does not occur for Individual membership types. Learn more about membership types.

What Membership Information Flows Down?

By default, membership information flows down from a parent to primarily affiliated children accounts.

The following membership information flows down from company accounts to each primarily affiliated individual or company location account:

  • Membership
  • Join On

This membership flow down is subsequently reflected in these fields on each individual or company location account:

  • Status Membership Flag
  • Member Type
  • Member
  • Lapsed
  • Member Thru
  • Lapsed On

When Does Membership Information Flow Down?

Membership flow down occurs when an account's primary affiliation is added, changed, or when the parent account joins or renews as a membership.

In some instances, information does not flow down depending on the type of information, and the scenario.

Membership flow down does not occur when:

  • An account has a preexisting personal membership
  • Your order process has been customized to select Pending on memberships created during join or renewal.
  • An affiliation is added or updated that is not primary
  • Information on a child account's primary affiliated parent account is updated.

How Does Membership Information Flow Down?

Membership flow down can occur in two different ways, which you can set based on your association type and your affiliation structure.

Synchronous Membership Flow Down

When you first install Nimble AMS, membership flow down is set to work synchronously, meaning, as soon as a membership join or renewal is made for a parent account, all primarily affiliated child accounts are updated immediately. Synchronous membership flow down is great when you have a professional association, or smaller trade association, because all records are updated immediatly upon a membership change.

Asynchronous Membership Flow Down

Beta This release contains a beta version of Asynchronous Membership Flow Down. Learn more.

Asynchronous membership flow down, as it's name implies, flows down membership information after a membership join or renewal is made to an account with a large number of primarily affiliated child accounts. Asynchronous membership flow down is ideal for trade organizations with accounts that have 500-1000 plus affiliated child accounts. Asynchronous membership flow down ensures the large number of record updates needed are scheduled and handled in the background, without encountering any Salesforce limitations.

Asynchronous membership flow down works by splitting up the accounts to be updated into batches of 200, and putting all the batches into a flowdown queue. Each batch in the flowdown queue is processed using a scheduled Apex job until all accounts are updated.

When asynchronous membership flow down is complete for a membership join or renewal placed in Community Hub, an email is sent to a staff member of your choosing. If a staff member processes a membership join or renewal, that staff member, and your set staff member both receive emails when the update is complete.

Since you know your "big" accounts, and how many affiliations they have, you can customize the threshold for when asynchronous membership flow down is used. For example: if you set the threshold at 500 primarily affiliated child accounts, membership flow down from your "big" accounts with 500+ affiliations happens asynchronously and synchronously for all smaller account updates.

Choosing Your Flavor of Flow Down

Given the two types of membership flow down, you may be wondering whether you should use synchronous or asynchronous for your association. Here are a few things to consider when making that choice:

  • The type of association—Generally, synchronous membership flow down is well suited for professional associations and trade associations with accounts that have a low number of affiliations.
  • The number of affiliations to your "big" accounts—Asynchronous membership flow down is recommended if your association has accounts with more than 500-1000 affiliations.
  • The depth of affiliation hierarchies—Asynchronous membership flow down is recommended if your association has accounts with many child, grand child, great grand child (etc.) affiliations.
  • The number of Account triggers and/or flows—If your association uses many triggers and/or flows for process automation, you may consider asynchronous membership flow down to ensure all updates are made without encountering any Salesforce limitations.

Keep in mind that asynchronous membership flow down only applies to those accounts that meet the set threshold for number of affiliations. All accounts with a number of affiliations fewer then the set threshold update synchronously; so changes are immediate in these cases.

Your association may be using a custom information flow down behavior, so get your administrator some ☕ and have a chat about how it works for you.

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