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

This flow handles post-processing operations after contact records are created or updated, including platform key association and NPSP affiliation creation between contacts and their parent accounts.

Purpose

The flow performs post-upsert operations that:

  • Creates platform key associations linking contacts to external platform identifiers
  • Establishes NPSP affiliations between contacts and their parent accounts
  • Provides configurable platform key processing with disable options
  • Supports nonprofit relationship management through NPSP integration

Salesforce Fields

This flow interacts with the Salesforce Contact 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
AccountId Lookup to Account Links contact to associated account

Input Variables

Core Contact Data

Variable Type Required Description
Record Contact SObject Yes The Contact record that was created/updated
ParentAccount Account SObject No Parent account for affiliation creation
Platform String Yes External platform identifier
PlatformKey String Yes External platform's contact identifier

Configuration Variables

Variable Type Default Description
Config_ContactDisablePlatformKey Boolean - Completely disable platform key processing
Config_ContactSetPlatformKey Boolean true Enable platform key creation
Config_MoveDataEngine Number - Engine version identifier

Output Variables

Variable Type Description
Record Contact SObject Updated contact record
Errors String Collection Updated error collection from processing

Flow Logic

1. Platform Key Association

When platform key processing is enabled:

  • Subflow Call: Invokes MoveData_Donation_Helper_Set_Contact_Platform_Key
  • Error Collection: Captures any errors from platform key creation

2. NPSP Affiliation Creation

When no errors are present and parent account exists:

  • Component: Uses CreateAffiliationComponent Apex action
  • Relationship: Creates affiliation between contact and parent account
  • Status: Sets affiliation status to "Current"
  • NPSP Integration: Establishes nonprofit-specific account-contact relationships

Processing Flow

  1. Platform Key Creation: Create platform key association (if enabled)
  2. Affiliation Creation: Create NPSP affiliation (if no errors and parent account exists)

Configuration Options

Platform Key Control

  • Complete Disable: Config_ContactDisablePlatformKey = true skips all platform key processing
  • Selective Disable: Config_ContactSetPlatformKey = false prevents platform key creation

Error Handling

Platform Key Error Prevention

  • Error Detection: Checks for platform key creation failures
  • Data Integrity: Ensures complete record processing or graceful failure

Error Scenarios

Common error conditions handled:

  • Duplicate Platform Keys: When platform key already exists for different contact

Dependencies