Skip to content

Campaign Mapping 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_Donation_Campaign_Mapping
  • Label: [MoveData] General: Campaign - Mapping
  • Type: Auto-Launched Flow Template
  • API Version: 49.0
  • Status: Active

This flow handles the mapping and transformation of campaign data from external platforms into Salesforce Campaign records, with support for Non-Profit Cloud integration.

Purpose

The flow processes incoming campaign data and maps it to appropriate Salesforce Campaign fields while handling:

  • Campaign naming and protection rules
  • Status mapping based on external platform states
  • Date conversions to local timezone
  • Parent-child campaign relationships
  • Platform-specific field mappings
  • Non-Profit Cloud integration fields

Salesforce Fields

This flow interacts with the Salesforce Campaign object and its related fields. Below is a comprehensive mapping of all fields utilized:

Field API Name Field Type Purpose in Flow
Id ID Unique record identifier
Name Text (80) Campaign name identifier
IsActive Checkbox Indicates if campaign is currently active
Status Picklist Current status of the campaign
Type Picklist Categorizes the type of campaign
ParentId Lookup to Campaign Links to parent campaign
ExpectedRevenue Currency Target fundraising amount
StartDate Date Campaign start date
EndDate Date Campaign end date
Description Long Text Area Detailed campaign description
movedata__Platform__c Text External platform identifier
movedata__Platform_Key__c Text Stores unique external platform identifier
movedata__Protect_Name__c Checkbox Prevents automatic updates to campaign name
movedata__Protect_Campaign_Parent__c Checkbox Prevents automatic updates to parent relationship
md_npc_pack__Campaign_URL__c URL Stores web address for online campaign pages
md_npc_pack__Fundraising_Account__c Lookup to Account Associates campaigns with organizational fundraisers

Input Variables

Core Campaign Data

Variable Type Required Description
Record Campaign SObject Yes The Campaign record being processed
CampaignName String No Name of the campaign from external platform
Name String No Alternative name field
Description String No Campaign description
Status String No External platform status (draft/live/archive/completed)
TargetAmount Currency No Campaign fundraising goal
StartDate DateTime No Campaign start date/time
EndDate DateTime No Campaign end date/time
CreatedAt DateTime No Original creation timestamp
ModifiedAt DateTime No Last modification timestamp
PageUrl String No Campaign page URL

Platform Integration

Variable Type Default Description
Platform String - Platform identifier
PlatformKey String - Unique platform key
PlatformLabel String - Display label for platform
Variable Type Description
ParentCampaign Campaign SObject Parent campaign for hierarchical structures
CampaignContact Contact SObject Associated contact for Non-Profit Cloud integration
CampaignAccount Account SObject Associated account for Non-Profit Cloud integration
HasCampaignContact Boolean Flag indicating contact association
HasCampaignAccount Boolean Flag indicating account association

Configuration Variables

Variable Type Default Description
Config_CampaignDefaultType String "Other" Default campaign type
Config_CampaignIgnoreStartDate Boolean false Skip start date processing
Config_CampaignIgnoreEndDate Boolean false Skip end date processing
Config_CampaignIgnoreName Boolean false Skip name processing
Config_CampaignIgnoreDefaultStatus Boolean - Skip default status logic
Config_CampaignIgnoreDefaultType Boolean - Skip default type logic

Output Variables

Variable Type Description
Record Campaign SObject Updated campaign record with processed data

Flow Logic

1. Name Processing

The flow first determines if the campaign name should be updated:

  • Checks if name protection is enabled (movedata__Protect_Name__c)
  • Handles name trimming (limits to 80 characters with "..." suffix)
  • Uses configuration flags to skip name processing if needed

2. Campaign Type Assignment

Campaign type is set based on hierarchy:

  1. Ignore: If Config_CampaignIgnoreDefaultType is true
  2. Inherit: Use parent campaign's type if available
  3. Default: Use Config_CampaignDefaultType (typically "Other")

3. Parent Campaign Relationship

  • Checks for parent campaign protection (movedata__Protect_Campaign_Parent__c)
  • Sets ParentId if parent campaign is provided and not protected

4. Status Mapping

External platform statuses are mapped to Salesforce campaign statuses:

External Status Salesforce Status IsActive
draft Planned false
live In Progress true
archive Completed false
completed Completed false
aborted (preserved) -

Special handling:

  • Respects existing "Aborted" status
  • Can be bypassed with Config_CampaignIgnoreDefaultStatus

5. Amount and Date Processing

  • Target Amount: Maps to ExpectedRevenue field
  • Start Date: Converts to local date using movedata__ConvertToLocalDateFlowComponent
  • End Date: Converts to local date with configuration-based control

Date Formula Logic:

StartDate = StartDate || EndDate || NotificationDate (where CreatedAt || ModifiedAt)

6. Non-Profit Cloud Integration

When Non-Profit Cloud fields are available:

  • Sets md_npc_pack__Campaign_URL__c from PageUrl
  • Sets md_npc_pack__Fundraising_Account__c from associated account (when HasCampaignAccount is true)
  • Uses contact association logic for fundraising contact assignment

7. Platform Tracking

  • Sets movedata__Platform__c field with platform identifier or label
  • Sets movedata__Platform_Key__c for external system tracking

Processing Flow

  1. Name Protection Check: Verify if name updates should be processed
  2. Name Assignment: Set campaign name with trimming and validation
  3. Type Assignment: Apply type hierarchy (inherit from parent or use default)
  4. Parent Relationship: Set parent campaign if not protected
  5. Status Mapping: Map external status to Salesforce values
  6. Amount Processing: Set target revenue if provided
  7. Date Processing: Convert and set start/end dates with timezone handling
  8. Description Assignment: Set campaign description if provided
  9. Non-Profit Cloud Integration: Set URL and fundraising associations
  10. Platform Tracking: Set platform identifiers for external system tracking

Configuration Options

Name Control

  • Ignore Names: Config_CampaignIgnoreName = true skips all name processing
  • Protection Field: movedata__Protect_Name__c prevents individual record updates

Date Control

  • Start Date: Config_CampaignIgnoreStartDate = true skips start date processing
  • End Date: Config_CampaignIgnoreEndDate = true skips end date processing

Type and Status Control

  • Default Type: Config_CampaignIgnoreDefaultType = true skips type assignment
  • Default Status: Config_CampaignIgnoreDefaultStatus = true skips status mapping

Error Handling

Protection Mechanisms

The flow includes several protection fields to prevent overwriting existing data:

  • movedata__Protect_Name__c: Prevents name updates
  • movedata__Protect_Campaign_Parent__c: Prevents parent relationship changes

Data Validation

  • Uses conditional logic to handle null values gracefully
  • Includes default connectors for decision elements
  • Validates required relationships before setting
  • Implements fallback logic for date assignment

Dependencies

  • movedata__ConvertToLocalDateFlowComponent (Apex action)
  • movedata__SetValueComponent (Apex action)