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Campaign Name 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_Name
  • Label: [MoveData] Donation: Campaign - Name
  • Type: Auto-Launched Flow Template
  • API Version: 60.0
  • Status: Active

This utility flow generates hierarchical campaign names by combining campaign names with parent campaign references, supporting multi-tier naming conventions for complex campaign structures.

Purpose

The flow creates structured campaign names that:

  • Generate hierarchical naming conventions based on campaign relationships
  • Support multi-tier campaign structures with parent-child relationships
  • Respect name protection settings to prevent unwanted overwrites
  • Use campaign codes or names from parent campaigns for consistency
  • Provide different naming formats based on campaign hierarchy depth

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
Name Text (80) Campaign name identifier
movedata__Campaign_Code__c Text Short code identifier for campaign naming
movedata__Protect_Name__c Checkbox Prevents automatic updates to campaign name

Input Variables

Variable Type Required Description
Record Campaign SObject Yes The Campaign record being processed
Name String Yes Base campaign name from external platform
ParentCampaign Campaign SObject No Parent campaign for hierarchical naming
CampaignIndex Number Yes Hierarchy level indicator (1, 2, or higher)
Config_CampaignNameIgnoreCampaignCode Boolean No Whether to ignore campaign codes (default: false)

Output Variables

Variable Type Description
Result String Generated campaign name with appropriate hierarchy formatting
Record Campaign SObject Updated campaign record
ParentCampaign Campaign SObject Parent campaign reference

Flow Logic

1. Name Protection Check

The flow first determines if the existing name should be preserved:

  • If movedata__Protect_Name__c is true: Returns existing record name unchanged
  • If name is not protected: Proceeds to generate hierarchical name

2. Campaign Index Evaluation

The flow uses the CampaignIndex to determine naming strategy:

Index = 1 (Single Tier)

  • Returns the provided Name directly
  • No parent hierarchy formatting applied

Index = 2 (Two Tier)

  • Combines parent campaign name with current name
  • Uses colon separator format: Parent: Child

Index > 2 (Multi-Tier)

  • Uses hyphen separator format: Parent - Child
  • Supports deep hierarchical structures

3. Parent Name Determination

For hierarchical naming, the flow determines parent name source:

Priority Order:

  1. Campaign Code: Uses movedata__Campaign_Code__c if available and not ignored
  2. Campaign Name: Falls back to parent Name field

4. Name Format Generation

The flow applies different formatting based on hierarchy level:

Single-Tier Format

ChildName
  • Example: Annual Gala

Two-Tier Format

ParentName: ChildName
  • Example: Annual Gala: Online Donations

Multi-Tier Format

ParentName - ChildName
  • Example: Annual Gala: Online Donations - Jack's Fundraiser

Configuration Options

Config_CampaignNameIgnoreCampaignCode

  • Default: false
  • Purpose: When true, ignores campaign codes and uses campaign names instead
  • Impact: Affects parent name selection for hierarchical formatting

Naming Examples

Single Campaign (Index = 1)

  • Input: Name = "Emergency Relief"
  • Output: "Emergency Relief"

Two-Tier Campaign (Index = 2)

  • Parent: Campaign with Code "GALA2024"
  • Input: Name = "Online Auction"
  • Output: "GALA2024: Online Auction"

Multi-Tier Campaign (Index > 2)

  • Parent: Name = "Annual Gala: Online Donations"
  • Input: Name = "Jack's Fundraiser"
  • Output: "Annual Gala: Online Donations - Jack's Fundraiser"

Dependencies

None