Recurring subscriptions view in SFDC

[desiree-mofo]

Would like to add subscription start date and make sure the Donation form URL is populated for recurring donations.

Known limitation: existing recurring donations may not have a Donation Form URL,

@stephaniemcv to fill in more details in the comments

[stephaniemcv]

The problem we're trying to solve is knowing where the recurring donation came from, how long we keep the recurring donor and the total amount of money over the subscription lifetime. So URL, start and end date of subscription and some sort of amount rollup.

[desiree-mofo]

Desiree to research the best way to architect this in SFDC in terms of getting the opportunities related to one another. 2 main concerns on updating the data architecture:

1. existing SFDC subscription transactions; will need to update those records that are already in the system
2. updating the data extract and basket process to populate the necessary fields for new records coming in

The timing of these updates will need to be coordinated. All of the data will need to be updated as well as the integration so as not to create a chaotic data disaster.