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Contact 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_Contact_Mapping
  • Label: [MoveData] General: Contact - Mapping
  • Type: Auto-Launched Flow Template
  • API Version: 60.0
  • Status: Active

This flow orchestrates the complete mapping and transformation of contact data from external donation platforms into Salesforce Person Account records, with sophisticated protection mechanisms, comprehensive address processing, and extensive data validation.

Purpose

The flow provides complete contact mapping orchestration that:

  • Implements multi-level protection for existing contact data
  • Manages Person Account record type assignment and validation
  • Handles comprehensive address processing with dual field support (Mailing vs Other)
  • Provides extensive configuration controls for field processing
  • Supports sophisticated address quality indexing and overwrite controls
  • Implements case transformation for names and address fields

Salesforce Fields

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

Field API Name Field Type Purpose in Flow
Id ID Unique record identifier
FirstName Text (40) Contact's first name
LastName Text (80) Contact's last name (required field)
Salutation Picklist Contact's title/salutation
PersonBirthdate Date Contact's birth date
PersonEmail Email (80) Primary email address
Phone Phone (40) Primary phone number
RecordTypeId Lookup to RecordType Person Account record type
PersonMailingStreet Textarea (255) Street address for mailing
PersonMailingCity Text (40) City for mailing address
PersonMailingState Text (80) State/Province for mailing address
PersonMailingCountry Text (80) Country for mailing address
PersonMailingPostalCode Text (20) Postal/ZIP code for mailing address
PersonOtherStreet Textarea (255) Alternative street address
PersonOtherCity Text (40) Alternative city address
PersonOtherState Text (80) Alternative state/province address
PersonOtherCountry Text (80) Alternative country address
PersonOtherPostalCode Text (20) Alternative postal/ZIP code
movedata__Protect_Name__c Checkbox Prevents automatic updates to contact names

Input Variables

Core Contact Data

Variable Type Required Description
Record Account SObject Yes The Person Account record being processed
FirstName String No Contact's first name
LastName String No Contact's last name
Salutation String No Contact salutation/title
Birthday Date No Contact's birth date
Email String No Contact's email address
Phone String No Contact's phone number

Address Data

Variable Type Description
MailingAddress_Street String Contact's street address
MailingAddress_City String Contact's city
MailingAddress_State String Contact's state/province
MailingAddress_Country String Contact's country
MailingAddress_Postcode String Contact's postal code
MailingAddress_QualityIndex Number Contact address quality score

Control and Classification Variables

Variable Type Default Description
DuplicateCheck Boolean false Indicates if this is during duplicate processing

Configuration Variables

Protection Configuration

Variable Type Default Description
Config_ContactProtectLevel Number 1 Protection level (1=Names, 2=Names+Other, 3=Record)

Name Processing Configuration

Variable Type Default Description
Config_ContactIgnoreFirstName Boolean false Skip first name processing
Config_ContactIgnoreLastName Boolean false Skip last name processing
Config_ContactIgnoreSalutation Boolean false Skip salutation processing
Config_ContactDefaultLastName String "[Unknown]" Default last name when none provided
Config_ContactNameFirstCase Number 0 First name case transformation
Config_ContactNameLastCase Number 0 Last name case transformation

Field Processing Controls

Variable Type Default Description
Config_ContactIgnoreBirthday Boolean false Skip birthday processing
Config_ContactIgnorePhone Boolean false Skip phone processing
Config_ContactIgnoreEmail Boolean false Skip email processing
Config_ContactIgnoreRecordType Boolean false Skip record type processing
Config_ContactPersonAccountRT String "PersonAccount" Person Account record type developer name

Address Configuration

Variable Type Default Description
Config_ContactAddressMailing Boolean true Use mailing vs. other address fields
Config_ContactIgnoreAddress Boolean false Skip all address processing
Config_ContactIgnoreAddressWhenNotEmpty Boolean false Skip address when existing data present
Config_ContactAddressOverwriteAll Boolean true Force overwrite all address fields
Config_ContactAddressQualityIndex Number - Minimum address quality threshold
Config_ContactAddressQualityWriteNew Boolean false Ignore quality index when no existing address

Address Case Transformation

Variable Type Default Description
Config_ContactAddressStreetCase Number 0 Street address case transformation
Config_ContactAddressCityCase Number 0 City case transformation
Config_ContactAddressStateCase Number 0 State case transformation
Config_ContactAddressCountryCase Number 0 Country case transformation
Config_AdvancedIgnoreMixedCase Boolean false Ignore mixed-case detection

Output Variables

Variable Type Description
Record Account SObject Fully processed Person Account record
Logs MoveDataLogEntry Collection Processing logs
LogsJSON String JSON representation of logs

Flow Logic

1. Protection Level Assessment

The flow first evaluates contact protection requirements:

  • Protection Check:

  • Checks if contact has movedata__Protect_Name__c flag set

  • Only applies during non-duplicate check processing

  • Determines protection level from configuration

  • Protection Levels:

  • Level 1: Protect First Name and Last Name only

  • Level 2: Protect Names + Email/Address/Phone
  • Level 3: Protect entire record (skip all processing)

2. Record Type Processing

Handles Person Account record type assignment:

  • Configuration Check: Skips if Config_ContactIgnoreRecordType = true
  • Existing Type: Retains current record type if already set
  • Type Lookup: Searches for record type by developer name
  • Assignment: Sets Person Account record type when found
  • Error Logging: Logs warnings when specified record type not found

3. Field Processing

Processes core contact fields with protection validation:

  • Salutation Processing:

  • Skips if protected or configuration disabled

  • Sets salutation when provided

  • Name Processing:

  • Uses movedata__SetValueComponent for sophisticated name handling

  • Applies case transformation based on configuration
  • Respects name protection settings

  • Provides default last name when none provided

  • Birthday Processing:

  • Skips if configuration disabled

  • Sets PersonBirthdate field when provided

  • Phone Processing:

  • Trims phone to 40 characters maximum

  • Skips if protected or configuration disabled

  • Email Processing:

  • Trims email to 80 characters maximum

  • Sets PersonEmail field
  • Skips if protected or configuration disabled

4. Address Quality Assessment

Evaluates address data quality before processing:

  • Quality Index Check: Compares against Config_ContactAddressQualityIndex
  • Below Threshold: Logs quality concerns and may skip processing
  • Force Overwrite: Evaluates Config_ContactAddressOverwriteAll setting
  • No Data Override: Can ignore quality index when no existing address

5. Address Processing

Comprehensive address field processing with dual field support:

  • Address Type Selection:

  • Mailing: Uses PersonMailing address fields when Config_ContactAddressMailing is true

  • Other: Uses PersonOther address fields when Config_ContactAddressMailing is false

  • Field-Level Processing:

  • Street Address: Trims to 255 characters, applies case transformation

  • City: Trims to 40 characters, applies case transformation
  • State: Trims to 80 characters, applies case transformation
  • Country: Trims to 80 characters, applies case transformation

  • Postal Code: Trims to 20 characters, converts to uppercase

  • Advanced Logic:

  • Ignore When Not Empty: Skips fields with existing data if configured

  • Quality Index: Respects minimum quality thresholds for each field
  • Force Overwrite: Overwrites all fields when configured
  • Null Handling: Sets fields to null when input data is empty

Processing Flow

  1. Protection Assessment: Evaluate contact protection requirements
  2. Protection Application: Set appropriate protection flags and logging
  3. Record Type Processing: Handle Person Account record type assignment
  4. Name and Field Processing: Process salutation, names, birthday, phone, email
  5. Address Quality Assessment: Evaluate address data quality
  6. Address Processing: Comprehensive address field mapping with quality controls

Dependencies

  • movedata__SetValueComponent (Apex action)
  • movedata__WriteToLogFlowComponent (Apex action)
  • movedata__MoveDataLogEntry (Apex class)