Skip to content

Campaign Platform Key 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_Key
  • Label: [MoveData] General: Campaign - Platform Key
  • Type: Auto-Launched Flow Template
  • API Version: 60.0
  • Status: Active

This utility flow generates standardised platform keys for campaign records by combining platform identifiers and keys into a consistent format for tracking and integration purposes. These are used to match on existing records.

Purpose

The flow creates unique platform keys that:

  • Provide consistent identification for campaigns across different platforms
  • Enable reliable campaign matching and deduplication
  • Support integration with external fundraising and commerce platforms

Salesforce Fields

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

Field API Name Field Type Purpose in Flow
movedata__Platform_Key__c Text Stores unique external platform identifier

Input Variables

Variable Type Required Description
Platform String Yes Platform identifier (e.g., "eventbrite", "gofundme")
Key String Yes External platform's unique identifier for the campaign
Type String No Campaign type or category from the external platform

Output Variables

Variable Type Description
Result String Generated platform key in the appropriate format

Flow Logic

1. Key Validation

The flow first validates that a key is provided:

  • If Key is present: Proceeds to generate platform key using standard format
  • If Key is null: Flow terminates without generating a key

2. Platform Key Generation

The flow uses the following key format:

Standard Platform Key Format

Platform:Key
  • Example: eventbrite:123456789

The key is generated using a simple formula that concatenates the platform identifier with the key, separated by a colon.

Processing Flow

  1. Key Validation: Check if external platform key is provided
  2. Key Generation: Create standardized platform key using format Platform:Key
  3. Result Assignment: Set generated key as the output result

Configuration Options

The flow uses a simple, standardized approach with no configuration options, ensuring consistency across all platform integrations.

Error Handling

  • Gracefully handles null Key values by not generating a platform key
  • Uses simple string concatenation for reliable key generation
  • No complex error scenarios due to straightforward processing logic

Dependencies

None