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Recurring 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_Donation_Recurring_Post
  • Label: [MoveData] Donation: Recurring - Post Upsert
  • Type: Auto-Launched Flow Template
  • API Version: 60.0
  • Status: Active

This flow handles post-processing operations after recurring donation records are created or updated in Non-Profit Cloud, focusing on Gift Commitment Schedule management, status synchronization, and gift designation processing.

Purpose

The flow performs post-upsert operations that:

  • Create and manage Gift Commitment Schedules for recurring donations
  • Synchronize Gift Commitment status with external platform status
  • Process gift designations from campaigns or overrides
  • Handle payment method configuration and frequency settings
  • Manage outreach source code associations

Salesforce Fields

This flow interacts with the Non-Profit Cloud Gift Commitment 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
Status Picklist Gift Commitment status field
CampaignId Lookup Associated campaign reference

Input Variables

Core Recurring Donation Data

Variable Type Required Description
Record GiftCommitment Yes The Gift Commitment record that was processed
DonationCampaign Campaign SObject No Associated campaign for the recurring donation
Amount Currency No Transaction amount for the commitment
Status String No External platform status

Date and Schedule Configuration

Variable Type Description
StartDate DateTime Schedule start date
NextPaymentDate DateTime Next scheduled payment date
ModifiedAt DateTime Last modification timestamp
Donation_StartDate DateTime Original donation start date

Frequency and Payment Settings

Variable Type Description
Frequency String Payment frequency (daily/weekly/monthly)
FrequencyUnit Number Frequency multiplier
FrequencyInterval String Frequency interval type
Donation_CardInformationType String Payment method type (credit card/paypal)

Fee Processing

Variable Type Description
FeePlatform Currency Platform processing fee
FeePlatformPublic Currency Public platform fee
Donation_FeePlatform Currency Donation-specific platform fee
Donation_FeePlatformPublic Currency Donation-specific public fee

Marketing and Source Tracking

Variable Type Description
Donation_Marketing_Source String Marketing source code for attribution

Configuration Variables

Variable Type Default Description
Config_DonationAmountSubtractFeePlatform Boolean false Subtract platform fees from amount
Config_DonationGiftDesignationsCache Boolean true Enable gift designation caching
Config_DonationSuppressGiftDesignations Boolean false Suppress gift designation processing
Config_MarketingSuppressSource Boolean false Suppress marketing source processing
Config_RecurringCommitmentContinueOnErr Boolean true Continue processing on errors

Gift Designation Override

Variable Type Description
Override_GiftDesignationId String Override gift designation ID

Flow Logic

1. Status Determination and Schedule Type Configuration

The flow first determines the appropriate Gift Commitment Schedule status and type based on the input status:

  • Status Mapping:
IF Status = "complete" OR "cancelled" THEN
  GCS_Status = "Closed"
  GCS_Type = "CreateTransactions"
ELSE IF Status = "failed" THEN
  GCS_Status = "Lapsed" 
  GCS_Type = "CreateTransactions"
ELSE IF Status = "paused" THEN
  GCS_Status = "Paused"
  GCS_Type = "PauseTransactions"
ELSE
  GCS_Status = "Active"
  GCS_Type = "CreateTransactions"

2. Start Date Resolution

The flow prioritizes start dates in the following order:

  1. Donation Start Date - If Donation_StartDate is provided
  2. Modified Date - If ModifiedAt is provided
  3. Start Date - If StartDate is provided
  4. Default - Uses current processing date

All dates are converted to local time using the ConvertToLocalDateFlowComponent.

3. Payment Schedule Configuration

  • Day Calculation:
Day = DAY(StartDate)
IF Day > 30 THEN Day = "30"

  • Next Payment Date Processing: If NextPaymentDate is provided:

  • Convert to local time

  • Extract day of month for scheduling

4. Transaction Period and Frequency Mapping

  • Standard Frequencies:

  • Daily: GCS_TransactionPeriod = "Daily", GCS_TransactionInterval = 1

  • Weekly: GCS_TransactionPeriod = "Weekly", GCS_TransactionInterval = 1
  • Monthly: GCS_TransactionPeriod = "Monthly", GCS_TransactionInterval = 1
  • Quarterly: GCS_TransactionPeriod = "Monthly", GCS_TransactionInterval = 3

  • Yearly: GCS_TransactionPeriod = "Yearly", GCS_TransactionInterval = 1

  • Dynamic Frequencies: When FrequencyUnit and FrequencyInterval are provided:

  • Map FrequencyInterval to appropriate period (day/week/month/year)

  • Set GCS_TransactionInterval to FrequencyUnit value
  • Default to "Custom" period if mapping fails

5. Payment Method Determination

IF Donation_CardInformationType = "paypal" THEN
  GCS_PaymentMethod = "PayPal"
ELSE
  GCS_PaymentMethod = "Credit Card"

6. Amount Calculation with Fee Processing

AmountCalculated = IF Config_DonationAmountSubtractFeePlatform = true
  THEN Amount - FeePlatformCalculated
  ELSE Amount

FeePlatformCalculated = COALESCE(FeePlatformPublic, FeePlatform, Donation_FeePlatformPublic, Donation_FeePlatform, 0)

7. Campaign and Source Code Processing

  • Campaign Association: If Record.CampaignId is populated, set GCS_CampaignId for the schedule.

  • Outreach Source Code Resolution:

  • Skip if Config_MarketingSuppressSource = true

  • Use GetOutreachSourceCodeComponent to match Donation_Marketing_Source
  • Set GCS_OutreachSourceCode if match found

8. Gift Commitment Schedule Management

  • Schedule Creation:
GiftCommitmentScheduleComponent Parameters:
- Mode: "Create"
- GiftCommitmentId: Record.Id
- All configured schedule parameters

  • Result Processing:

  • Track original schedule ID if different from new schedule

  • Add both original and new schedule IDs to result list
  • Handle success/failure scenarios

9. Gift Commitment Status Synchronization

The flow updates the Gift Commitment record status to match the schedule status:

  • Status Updates:
IF Status = "closed/complete/cancelled" AND Record.Status ≠ "Closed" THEN
  Record.Status = "Closed"
ELSE IF Status = "failed" AND Record.Status ≠ "Lapsed" THEN  
  Record.Status = "Lapsed"
ELSE IF Status = "paused" AND Record.Status ≠ "Paused" THEN
  Record.Status = "Paused"  
ELSE IF Status = "success/active" AND Record.Status ≠ "Active" THEN
  Record.Status = "Active"

10. Gift Designation Processing

  • Designation Source Priority:

  • Override: Use Override_GiftDesignationId if provided

  • Campaign: Copy designations from DonationCampaign if available

  • Default: Apply default gift designations

  • Processing Control: Skip gift designation processing if Config_DonationSuppressGiftDesignations = true.

Error Handling

Validation Failures

  • Schedule Creation Failures: Captured in ScheduleErrorMessage and added to Errors collection
  • Status Update Failures: Logged separately with failure context
  • Apex Component Failures: Fault connectors capture and process errors

Continuation Logic

When Config_RecurringCommitmentContinueOnErr = true, the flow continues processing even after encountering errors, collecting all error messages for final reporting.

Dependencies

  • ConvertToLocalDateFlowComponent (Date/time conversion)
  • GetOutreachSourceCodeComponent (Source code matching)
  • GiftCommitmentScheduleComponent (Schedule management)
  • CopyGiftDesignationsComponent (Gift designation processing)
  • WriteToLogFlowComponent (Logging operations)