Board Membership Agreements

Summary

From Salesforce, Centers and Institutes manage their board membership agreement documents and attach the draft and final agreements to the board membership opportunity . Both Draft and Final Agreements are managed on the board membership's Opportunity record.

Body

From Salesforce, Centers and Institutes manage their board membership agreement documents and attach the draft and final agreements to the board membership opportunity.  Both Draft and Final Agreements are managed on the board membership's Opportunity record.

Table of Contents

Draft Membership Agreements

Create Draft Membership Agreement

  1. From the existing Opportunity, click on the button to Create Member Agreement in the upper right. 
  2. In the new screen, select CI DRAFT Membership Agreement option and then click Run.
  3. Click OK on the popup and return to the Opportunity.
  4. You may need to refresh the screen to see the Draft Agreement in the Files related list on the Opportunity.
  5. Scroll down to the Files related list on the Opportunity and click the link to view the draft agreement.

  6. Navigate to the Activity tab to view the reminder Task that was created when the Draft agreement was created, set for 30 days later to check if Draft was returned.

Attach and send Draft Membership Agreement via Email

  1. Review the draft membership agreement before sending.
  2. Navigate to the Activity tab of the Opportunity and click the Email button.
  3. In the email popup, click the Insert Template icon at the bottom to add a template.
  4. Select the Draft email template for your C&I and the membership type.
    1. NOTE: You can click the double arrows in the upper right corner to expand the email box in the center of the screen.
    2. NOTE: If you do not see the email template in the list, click Insert a Template, then select All Lightning Templates. In the Template Folders, select the folder for your C&I, then select the templates you want to use.
  5. Review the From, To, and CC/BCC fields and make any changes as needed.
  6. Review the subject and body and add additional text as needed.
    1. NOTE: Your email is automatically in the BCC field, so you will automatically receive a copy of the email sent to the board member.  You can remove this if you prefer not to receive a copy.
    2. ***NOTE: Your email is automatically entered in the To field during testing.  Once this goes live, the Primary Contact will be entered in the To field automatically, as shown below.

    3. NOTE: Click the eye icon next to the insert template icon to preview the email.
  7. Add the Draft Membership Agreement to the email by clicking the paperclip
  8. On the left side of the popup, select Related Files.
  9. Select the DRAFT file and click Add.
  10. You will now see the DRAFT file attached to the email.
  11. Preview the email to ensure it looks as you expect it to.
  12. Click Send to send the email.
  13. You’ll be taken back to the Activity tab of the Opportunity.
  14. Change the Opportunity stage to Draft Agreement Sent to Company and click the blue button to Mark as Current Stage.

  15. You will see the Email associated with the Opportunity in the Activity tab.

    1. NOTE: You can click into the Email to view more details, see the email that was sent and to whom, and see if the email is opened and when.
  16. Once the primary contact has approved the draft agreement, then you can mark the Reminder Task in the Activities as complete and move on to creating the Final Agreement.

    1. NOTE: If the task is not marked as completed, the Reminder will persist on the Dashboard and will eventually show up in your Today’s Tasks until after the 30-days has passed.

Final Membership Agreements

Create Final Membership Agreement PDF Only

  1. From the existing Opportunity, click on the button labeled Create Member Agreement.
  2. In the new screen, select CI FINAL Membership Agreement option then click Run.
  3. Click OK on the popup and return to the Opportunity.
  4. You may need to refresh the screen to see the Final Agreement in the Files related list on the Opportunity.

Create Final Membership Agreement PDF and Send to AA&D

  1. From the existing Opportunity, click on the button labeled Create Member Agreement.

  2. In the new screen, select CI FINAL Membership Agreement. 
  3. At the bottom, there are two delivery methods available:
    1. Attach Contract to Opportunity, which will create the FINAL membership agreement document and attach it to the Opportunity (see Create Final Membership Agreement PDF Only).
    2. Final Agreement Email to AAD, which will create the FINAL membership agreement document AND will also create an email to send to Jani Ross in AA&D.
    3. Select Final Agreement Email to AAD and click Run.
  4. The next screen brings you to the AA&D email with the FINAL agreement attached.
    1. Jani’s email address will be prepopulated in the Additional To
    2. The email can be edited before sending to Jani if necessary.
    3. Review the From, To, and CC/BCC fields and make any changes as needed.
    4. Review the subject and body and add additional text as needed.
      1. NOTE: You can optionally add your email address to the BCC field to receive a copy of the email sent to AA&D.
      2. NOTE: You do not need to populate the TO field to send the email if the Additional To has an email address populated.
    5. Click Send to send the email to Jani, which will return you to the Opportunity record.
  5. The Opportunity Stage automatically updates to Final Agreement Sent to AA&D.
  6. The Final Agreement PDF is also attached to the Opportunity in the Files.

  7. Navigate to the Activity tab to see the Email sent to AA&D in the Activity Timeline.
  8. NOTE: When Jani sends the agreement for signature you’ll be cc’d. At that point you can go into the Opportunity and mark the stage as Contract Sent to Company. 

Receiving the Signed Membership Agreement

You will need to upload the signed copy of the membership agreement to Salesforce once it’s returned.

Once the final signed membership agreement has been returned:

  1. Upload the agreement to the Opportunity Files.
    1. Append the word final or signed to the file name make it clear that this is the signed version.
  2. Update the stage to Contract Signed by Company.
    1. NOTE: This is an important step because once an Opportunity is set to Contract Signed by Company, this automatically converts the Prospective Board Members to Current Board Members.
    2. The board membership affiliations are updated to Current Employee Board Members on the Account record Related tab.

C&I Membership Agreement Opening Paragraphs (Final and Draft)

New Company Member

  • Member Detail = Company Member

  • Member Origin = New

<<OppLabel_CI_global_label>> is pleased to welcome you to your board membership.   We appreciate <<Account_Name>>’s commitment and support. As a corporate member, <<Account_Name>> will be broadly supporting the important educational and research mission of the Cornell SC Johnson College of Business.

New Individual Member

  • Member Detail = Individual Member

  • Member Origin = New

Dear <<Opportunity_Primary_Contact>>,

<<OppLabel_CI_global_label>> is pleased to welcome you to your board membership.  We appreciate your commitment and support. As an individual member, you will be broadly supporting the important educational and research mission of the Cornell SC Johnson College of Business.


Renewal/Reacquire/Evergreen Company Member

  • Member Detail = Company Member

  • Member Origin != New

<<OppLabel_CI_global_label>> is pleased to renew your board membership.   We appreciate <<Account_Name>>’s commitment and support. As a corporate member, <<Account_Name>> will be broadly supporting the important educational and research mission of the Cornell SC Johnson College of Business.

Renewal/Reacquire/Evergreen Individual Member

  • Member Detail = Individual Member

  • Member Origin != New

Dear <<Opportunity_Primary_Contact>>,

<<OppLabel_CI_global_label>> is pleased to renew your board membership.   We appreciate your commitment and support. As an individual member, you will be broadly supporting the important educational and research mission of the Cornell SC Johnson College of Business.


Renewal/Reacquire/Evergreen Unknown Member Detail

  • Member Detail != Individual Member or Corporate Member

  • Member Origin != New

<<OppLabel_CI_global_label>> is pleased to renew your board membership.   We appreciate your commitment and support. As a member, you will be broadly supporting the important educational and research mission of the Cornell SC Johnson College of Business.

New Member Unknown Member Detail

  • Member Detail != Individual Member or Corporate Member
  • Member Origin = New

<<OppLabel_CI_global_label>> is pleased to welcome you to your board membership.   We appreciate your commitment and support. As a member, you will be broadly supporting the important educational and research mission of the Cornell SC Johnson College of Business.

Resources


Details

Details

Article ID: 9394
Created
Mon 9/28/26 12:42 PM
Modified
Mon 9/28/26 12:53 PM

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