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 |
Result |
String | No | Pre-existing result value (input/output variable) |
Output Variables
| Variable | Type | Description |
|---|---|---|
Result |
String | Generated platform key in the appropriate format |
Flow Logic
1. Platform Key Generation
The flow immediately generates the platform key using direct string concatenation:
-
Direct Assignment:
-
Combines Platform and Key using colon separator
- Uses formula:
{!Platform}:{!Key} - No validation or conditional logic
Platform Key Format
Platform:Key
- Example:
gofundme:recurring123
Error Handling
- Uses simple string concatenation for key generation
Dependencies
None