Recurring 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_Recurring_Key
- Label: [MoveData] Donation: Recurring - Platform Key
- Type: Auto-Launched Flow Template
- API Version: 60.0
- Status: Active
This utility flow generates standardised platform keys for recurring donation records by combining platform identifiers. These are used to match on existing records.
Purpose
The flow creates unique platform keys that:
- Provide consistent identification for recurring donations across different donation platforms
- Enable reliable recurring donation matching and deduplication
Salesforce Fields
This flow interacts with the NPSP Recurring Donation object and its related fields. Below is a mapping of all fields utilized:
| Field API Name | Field Type | Purpose in Flow |
|---|---|---|
| md_npsp_pack__Platform_Key__c | Text (100) | Stores unique external platform identifier |
Input Variables
| Variable | Type | Required | Description |
|---|---|---|---|
Platform |
String | Yes | Platform identifier (e.g., "gofundme", "justgiving") |
Key |
String | Yes | External platform's unique identifier for the recurring donation |
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
When key validation passes, the flow generates the platform key:
- Formula: Uses
{!Platform}:{!Key}format - Assignment: Sets result to generated platform key value
Platform Key Format
Platform:Key
- Example:
gofundme:recurring123
Processing Flow
- Key Validation: Check if external platform key is provided
- Key Generation: Create standardized platform key using format
Platform:Key - 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