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Third-Party Integrations

AANP uses several third-party integrations with Salesforce to enhance data management, analysis, and member engagement. These integrations provide additional functionality and capabilities beyond Salesforce's native features, helping AANP streamline operations and improve data quality. Below are the key third-party integrations used by AANP.

1. Plauti (Data Merging and De-duplication)​

  • Overview: Plauti is a third-party tool used for managing and merging duplicate data in Salesforce. It ensures data quality by identifying and merging duplicate records, preventing data fragmentation and improving overall CRM integrity.
  • Primary Use:
    • Merge duplicate member accounts and records.
    • Automate data deduplication processes, ensuring a clean and accurate member database.
  • Training Resources:
    • Plauti Academy: Offers courses on data quality management, deduplication, and more.

2. CData DBAmp (SQL Server Integration)​

  • Overview: CData DBAmp allows AANP to connect Salesforce data directly to SQL Server through SQL Server Management Studio (SSMS). This integration enables staff to run queries and manage Salesforce data using SQL, giving enhanced control over data analysis and reporting.
  • Primary Use:
    • Access Salesforce data from SQL Server for in-depth querying and analysis.
    • Integrate Salesforce data with SQL-based reporting and tools.
    • Synchronize Salesforce data with other databases or applications in SQL Server.
  • Training Resources:

3. Chargent (Payment Processing)​

  • Overview: Chargent is an advanced payment processing solution integrated with Salesforce that manages AANP's billing operations, recurring payments, and transaction processing. It serves as the primary payment gateway for handling membership fees, conference registrations, and other financial transactions.
  • Primary Use:
    • Process and track membership payments and renewals within Salesforce
    • Manage recurring billing cycles for auto-renewing memberships
    • Handle one-time payments for conferences, events, and merchandise
    • Generate payment-related reports and analytics
    • Maintain secure payment card tokenization for recurring transactions
  • Key Features:
    • Multi-currency support for international transactions
    • Integration with major payment processors and credit card networks
    • Automated payment retry logic for failed transactions
    • PCI-compliant payment processing environment
  • Reference Materials:

4. OwnBackup (Data Backup, Recovery, and Sandbox Management)​

  • Overview: OwnBackup provides comprehensive data backup, recovery, and security solutions for AANP's Salesforce environment. It ensures business continuity by maintaining secure, automated backups of all Salesforce data and metadata. Through OwnBackup Accelerate, it also enables efficient sandbox management and data seeding.
  • Primary Use:
    • Automated daily backups of all Salesforce data and metadata
    • Point-in-time recovery capabilities for data restoration
    • Data comparison and monitoring across different time periods
    • Sandbox seeding and data management via Accelerate
    • Compliance documentation and audit trail maintenance
  • Key Features:
    • Smart alerts for data anomalies and potential issues
    • Granular recovery options down to individual record level
    • Encrypted backup storage with role-based access controls
    • Comprehensive backup monitoring and reporting
    • Accelerate sandbox seeding capabilities:
      • Intelligent data subset selection for sandbox environments
      • Automated data anonymization for testing
      • Rapid sandbox refresh and population
      • Maintenance of referential integrity during seeding
      • Custom data masking rules
  • Reference Materials:

5. Right Rev Accounting (Financial Management)​

  • Overview: Right Rev Accounting integrates with Salesforce to provide robust financial management and accounting capabilities specifically designed for membership organizations. It bridges the gap between CRM data and financial operations.
  • Primary Use:
    • Streamline revenue recognition for membership dues
    • Manage complex billing schedules and payment plans
    • Generate financial reports and forecasts
    • Track and reconcile membership-related transactions
    • Integrate membership data with accounting processes
  • Key Features:
    • Automated revenue recognition rules
    • Custom financial period management
    • Integration with major accounting systems
    • Membership-specific financial reporting templates
    • Audit trail for financial transactions
  • Reference Materials:

Most of Right Rev's documentaiton seems to be behind a login which we don't have yet.