Executive Summary
AANP is transitioning from Aptify to Salesforce, with Salesforce taking over key functions for marketing, e-commerce and member management. The new Salesforce solutions, including Marketing Cloud, Commerce Cloud, Sales & Service Cloud, Data Cloud, Experience Cloud, and AI features through Einstein, will enable AANP to streamline operations, enhance member engagement, and drive better insights through automation and advanced analytics.
Salesforce Edition
AANP has purchased the Unlimited Salesforce Edition.
Maximizes your success and extends it across the entire enterprise. It gives you new levels of platform flexibility for managing and sharing all your information on demand. Includes all Enterprise Edition functionality, Premier Support, full mobile access, unlimited custom apps, increased storage limits, and other features.
Bring together the best of Salesforce with Einstein 1 Edition. Includes all Unlimited Edition functionality with productivity-boosting add-ons. Unlock data and tools critical for trusted, relevant AI. Available for Sales, Service, and Industry product areas.
Contract Terms
The initial contract term with Salesforce is 5 years for all products listed below. At anytime, we can add more solutions. It would be recommended in most instances to line up the end dates of any new solutions with the existing one. We can negotiate shifting our alloted contact amounts to other solutions or removing budget from one solution and moving it into another.
| Solution | Start Date | End Date |
|---|---|---|
| Marketing Cloud | January 15, 2024 | January 14, 2029 |
| Commerce Cloud | January 15, 2024 | January 14, 2029 |
| Sales Cloud | January 15, 2024 | January 14, 2029 |
| Service Cloud | January 15, 2024 | January 14, 2029 |
| MuleSoft Integration | July 31, 2024 | July 30, 2029 |
| Data Cloud (Free Tier) | January 15, 2024 | January 14, 2029 |
| Lightning Platform | January 15, 2024 | January 14, 2029 |
| Premier Success Plan | January 15, 2024 | January 14, 2029 |
| Plauti Duplicate Check | March 1, 2025 | March 1, 2026 |
| Chargent Payments | January 31, 2025 | January 31, 2026 |
| Own Backups | January 17, 2025 | January 17, 2026 |
| RightRev Accounting | TBD | TBD |
| Braintree Payment Gateway | TBD | TBD |
Points of Contact
Always check our production instance for the latest account contact, under "Your Account". Here's our latest set of contacts.
| Name | Type | Note |
|---|---|---|
| Donnie Shah | Account Contact | New contact listed on production org. |
| Dylan Snyder | Account Contact | Helped with research of Accounting Subledger options |
| Quinn Leinen | Regional VP | Helped with Account Subledger when Josh left. |
Summary of AANP's Salesforce Solutions
| Area | Description | Relation to Aptify & AANP Transition |
|---|---|---|
| Sales Cloud | Sales automation and support service tools, including AI for lead scoring, support cases, and forecasting. | Replaces Aptify for internal support ticketing and eventually replaces Zendesk for external member ticketing. Automates service workflows. |
| Service Cloud | Sales automation and support service tools, including AI for lead scoring, support cases, and forecasting. | Replaces Aptify for internal support ticketing and eventually replaces Zendesk for external member ticketing. Automates service workflows. |
| Marketing Cloud | Tool for managing digital marketing campaigns via email, SMS, and ads. Includes AI tools like Einstein Engagement Scoring. | Replaces Aptify for transactional emails and Real Magnet for promotional emails. Introduces SMS messaging for future campaigns. |
| Commerce Cloud | Platform to support online transactions and member-related purchases, covering up to $80M GMV. | Replaces Aptify’s e-commerce system, handling membership renewals, auto-renewals, and all other financial transactions for over 120,000 members. We have both B2C and B2B licenses. |
| Experience Cloud | Build online member portals, self-service communities, and websites for improved member engagement and self-service tools. | Replaces Aptify by providing a dedicated portal for members to manage accounts, access resources, and submit support requests. |
| MuleSoft | Integration platform allowing AANP to connect multiple data sources and unify member data across systems. | Integrates Salesforce with AANP’s custom-built conference registration system, Sessionboard, and LMS partner InReach, unifying data flows. |
| Premier Success Plan | 24/7 Salesforce support and best practices across all Salesforce products and services. | Provides expert support for the transition from Aptify to Salesforce, ensuring successful adoption across the organization. |
| Lightning Platform | A customizable platform to build apps, workflows, and automations within Salesforce using tools like Apex and Flow. | Extends Salesforce capabilities, replacing any custom functionality in Aptify with tailor-made apps and workflows for AANP’s unique business needs. |
| AI and Einstein Features | AI-powered tools for automating workflows and generating insights, including Lead Scoring and Engagement Scoring. | Replaces Aptify by adding AI-driven analytics to improve member engagement and decision-making, offering predictive insights for sales and services. |
| Data Cloud (Free Tier) | Provides large-scale data management, identity resolution, and storage capabilities with limited segmentation functionality. | Replaces Aptify for large-scale data storage and management but focuses on advanced analytics and member insights within Salesforce. |
Summary of Third-Party Integrations
| Integration | Description |
|---|---|
| Plauti | Tool for managing and merging duplicate data within Salesforce, ensuring data integrity and consistency. |
| CData DBAmp | Allows direct connection between Salesforce and SQL Server for running queries and managing data within SQL Server SSMS. |
| Own Backup | Backup solution for Salesforce. Additionally purchased the sandbox seeding product. |
| Chargent | A payment interface for Salesforce. Features include magic link invoice payments, subscription management. |
| RightRev | An accounting subledger for Salesforce, used with Commerce Cloud. This is an external app that uses mulesoft to connect with Salesforce. |
| PayPal Braintree | A payment gateway used with Chargent. |