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Catalog Post-Upsert Flow

Note

This flow is self-documenting and should be viewed within Salesforce (Setup -> Process Automations -> Flows). This document is to support working through a visual flow. Please Note: The flow commentary is produced using AI.

Overview

  • Flow Name: MoveData_Commerce_Catalog_Post
  • Label: [MoveData] Commerce: Catalog - Post Upsert
  • Type: Auto-Launched Flow Template
  • API Version: 56.0
  • Status: Active

This flow handles post-processing operations after catalog (Product2) records are created or updated, focusing on price book entry management to ensure products are properly configured for sales operations in Salesforce.

Purpose

The flow performs post-upsert operations that:

  • Validate the presence of an active Standard Price Book
  • Create or update price book entries for catalog products
  • Manage pricing information for commerce transactions
  • Ensure products are properly configured for sales operations
  • Handle price synchronization between external platforms and Salesforce
  • Support multi-currency environments with proper currency handling
  • Provide detailed logging for troubleshooting and auditing

Salesforce Fields

This flow interacts with the Salesforce Product2 and PricebookEntry objects. Below is a mapping of all fields utilized:

Field API Name Field Type Purpose in Flow
Product2
Id ID Product record identifier
PricebookEntry
Id ID Price book entry identifier
Pricebook2Id Lookup to Pricebook2 Links to Standard Price Book
Product2Id Lookup to Product2 Links to product record
UnitPrice Currency Product unit price
IsActive Checkbox Indicates if price book entry is active
CurrencyIsoCode Text ISO currency code for multi-currency
UseStandardPrice Checkbox Uses standard pricing
ProductCode Text Product code (inherited from Product2)
Name Text Product name (inherited from Product2)

Input Variables

Core Product Data

Variable Type Required Description
Record Product2 SObject Yes The Product2 record that was processed
Price Currency Yes Product price from external platform
StandardPriceBookId String Yes ID of the Standard Price Book
CurrencyType String No Primary currency code for the price book entry
Order_CurrencyType String No Order-specific currency code as fallback

Output Variables

Variable Type Description
Errors String[] Collection of error messages if processing fails
Logs movedata__MoveDataLogEntry[] Collection of log entries for troubleshooting
LogsJson String JSON representation of log entries
RecordList String[] Collection of processed record IDs

Flow Logic

1. Standard Price Book Validation

The flow first validates that a Standard Price Book exists and is accessible:

  • Validation Check:
IF StandardPriceBookId IS NULL THEN
  Add Error: "Must have an active Standard Price Book."
  Terminate Processing
  • Purpose: Ensures that products can be properly priced and sold through Salesforce sales processes.

2. Currency Code Determination and Logging

The flow determines the appropriate currency code and logs the currency resolution process:

Currency Calculation Logic: 

CalculatedCurrencyType = IF(ISBLANK(CurrencyType), Order_CurrencyType, CurrencyType)

  • Logging: Records currency codes for troubleshooting multi-currency scenarios.

3. Price Book Entry Lookup

The flow uses an Apex action to search for existing price book entries:

  • Apex Component: GetPriceBookEntryFlowComponent

Input Parameters: * CurrencyCode: CalculatedCurrencyType * Pricebook2Id: Standard Price Book ID * Product2Id: Current product record ID

4. Price Book Entry Processing Decision

The flow determines the appropriate action based on existing price book entry status:

Scenario A: Existing Price Book Entry Found

  • Condition: PricebookEntry record exists with valid ID

  • Price Comparison Logic:

IF PricebookEntryRecord.UnitPrice ≠ Price THEN
  Update UnitPrice = Price
  Perform Update Operation
ELSE
  Log Entry and Add to RecordList

Scenario B: No Price Book Entry Found

  • Condition: No existing PricebookEntry record for the product

  • New Entry Creation Process:

  • Initialize Record: Create new PricebookEntry SObject

  • Set Required Fields:
  • IsActive = true
  • Product2Id = Record.Id
  • Pricebook2Id = StandardPriceBookId
  • UnitPrice = Price
  • Currency Handling: Determine and set currency code if applicable
  • Create Record: Insert new PricebookEntry

5. Currency Code Management

For new price book entries, the flow handles currency codes:

Currency Determination: * Uses movedata__CurrencyCodeComponent Apex action to validate currency * Sets CurrencyIsoCode field if valid currency code is available * Uses movedata__SetValueComponent to dynamically set the currency field

6. Logging and Record Tracking

The flow maintains comprehensive logs:

Log Components Used: * movedata__WriteToLogFlowComponent - General logging * movedata__WriteObjectToLogComponent - Object-specific logging

Record Tracking: * Adds processed PricebookEntry IDs to RecordList output * Provides audit trail of all price book entries created or updated

7. Price Synchronization Logic

  • Update Operation (Existing Entry):

  • Only updates when price differs from current UnitPrice

  • Preserves other price book entry settings
  • Maintains existing IsActive and UseStandardPrice values

  • Logs the update operation

  • Create Operation (New Entry):

  • Sets IsActive to true by default

  • Links to Standard Price Book
  • Associates with current product
  • Sets price from external platform
  • Handles currency code assignment for multi-currency orgs
  • Logs the creation operation

8. Error Handling and Validation

  • Standard Price Book Validation:

  • Critical validation that prevents processing without proper price book setup

  • Returns descriptive error message for troubleshooting

  • Price Book Entry Operations:

  • Uses Apex components for enhanced error handling

  • Separates create and update operations to handle different scenarios appropriately
  • Comprehensive logging for troubleshooting

Configuration Requirements

Standard Price Book Setup

  • Prerequisites:

  • Salesforce organization must have a Standard Price Book

  • Standard Price Book must be active and accessible

  • StandardPriceBookId must be provided to the flow

  • Multi-Currency Support:

  • For multi-currency organizations, ensure proper currency codes are provided

  • CurrencyType or Order_CurrencyType should contain valid ISO currency codes

  • Currency management components handle validation and assignment

  • Common Issues:

  • Missing Standard Price Book will cause flow to terminate with error

  • Inactive price books cannot be used for new entries
  • Price book access permissions may affect processing
  • Invalid currency codes may prevent proper price book entry creation

Price Management Strategy

  • Price Synchronization:

  • Flow only updates prices when they differ from existing values

  • Avoids unnecessary updates when prices haven't changed
  • Maintains price history through Salesforce standard tracking

  • Logs all price changes for audit purposes

  • New Product Handling:

  • Automatically creates price book entries for new products

  • Sets reasonable defaults for commerce operations
  • Ensures products are immediately available for sales processes
  • Handles currency assignment for multi-currency environments

Error Scenarios

Missing Standard Price Book

  • Symptom:

  • Flow terminates with "Must have an active Standard Price Book" error

  • Resolution:

  • Verify Standard Price Book exists in Setup → Products → Price Books

  • Ensure Standard Price Book is marked as Standard and Active
  • Check that StandardPriceBookId parameter is correctly provided

Price Book Entry Creation Failures

  • Potential Causes:

  • Product record is inactive

  • Price book permissions issues
  • Invalid currency values or codes
  • Duplicate price book entries (rare)

  • Multi-currency configuration issues

  • Troubleshooting:

  • Verify product IsActive status

  • Check user permissions for price book management
  • Validate price value format and currency settings
  • Review flow logs in LogsJson output for detailed error information
  • Verify currency code validity for multi-currency orgs

Currency Code Issues

  • Symptoms:

  • Price book entries created without proper currency codes

  • Currency validation failures

  • Resolution:

  • Ensure CurrencyType or Order_CurrencyType contain valid ISO codes

  • Verify multi-currency is enabled if using currency features
  • Check currency code validation in flow logs

Dependencies

  • Salesforce Objects:

  • Product2 (input record)

  • Pricebook2 (Standard Price Book)

  • PricebookEntry (managed by flow)

  • Apex Components:

  • GetPriceBookEntryFlowComponent - Enhanced price book entry lookup

  • movedata__CurrencyCodeComponent - Currency code validation
  • movedata__SetValueComponent - Dynamic field value assignment
  • movedata__WriteToLogFlowComponent - General logging
  • movedata__WriteObjectToLogComponent - Object logging

  • movedata__MoveDataLogEntry - Log entry data structure

  • System Requirements:

  • Active Standard Price Book in organization

  • Appropriate permissions for price book entry management
  • Valid currency settings for price operations
  • Access to MoveData managed package components
  • Multi-currency enabled (if using currency features)