Campaign Mapping 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_Commerce_Campaign_Mapping
Label: [MoveData] Commerce: Campaign - Mapping
Type: Auto-Launched Flow Template
API Version: 60.0
Status: Active

This flow handles the mapping and transformation of campaign data from external commerce platforms into Salesforce Campaign records, with support for NPSP (Nonprofit Success Pack) integration.

Purpose

The flow processes incoming campaign data and maps it to appropriate Salesforce Campaign fields while handling:

Campaign naming and protection rules
Status mapping based on external platform states
Date conversions to local timezone
Parent-child campaign relationships
Platform-specific field mappings
NPSP integration fields

Salesforce Fields

This flow interacts with the Salesforce Campaign object and its related fields. Below is a comprehensive mapping of all fields utilized:

Field API Name	Field Type	Purpose in Flow
Id	ID	Unique record identifier
Name	Text (80)	Campaign name identifier
IsActive	Checkbox	Indicates if campaign is currently active
Status	Picklist	Current status of the campaign
Type	Picklist	Categorizes the type of campaign
ParentId	Lookup to Campaign	Links to parent campaign
ExpectedRevenue	Currency	Target fundraising amount
StartDate	Date	Campaign start date
EndDate	Date	Campaign end date
Description	Long Text Area	Detailed campaign description
movedata__Platform__c	Text	External platform identifier
movedata__Platform_Key__c	Text	Stores unique external platform identifier
movedata__Protect_Name__c	Checkbox	Prevents automatic updates to campaign name
movedata__Protect_Campaign_Parent__c	Checkbox	Prevents automatic updates to parent relationship
md_npsp_pack__Campaign_URL__c	URL	Stores web address for online campaign pages
md_npsp_pack__Fundraising_Account__c	Lookup to Account	Associates campaigns with organizational fundraisers
md_npsp_pack__Fundraising_Contact__c	Lookup to Contact	Identifies individual fundraising champions

Input Variables

Core Campaign Data

Variable	Type	Required	Description
`Record`	Campaign SObject	Yes	The Campaign record being processed
`CampaignName`	String	No	Name of the campaign from external platform
`Name`	String	No	Alternative name field
`Description`	String	No	Campaign description
`Status`	String	No	External platform status (draft/live/archive/completed)
`TargetAmount`	Currency	No	Campaign fundraising goal
`StartDate`	DateTime	No	Campaign start date/time
`EndDate`	DateTime	No	Campaign end date/time
`CreatedAt`	DateTime	No	Original creation timestamp
`ModifiedAt`	DateTime	No	Last modification timestamp
`PageUrl`	String	No	Campaign page URL

Platform Integration

Variable	Type	Default	Description
`Platform`	String	-	Platform identifier
`PlatformKey`	String	-	Unique platform key
`PlatformLabel`	String	-	Display label for platform

Variable	Type	Description
`ParentCampaign`	Campaign SObject	Parent campaign for hierarchical structures
`CampaignContact`	Contact SObject	Associated contact for NPSP integration
`CampaignAccount`	Account SObject	Associated account for NPSP integration
`HasCampaignContact`	Boolean	Flag indicating contact association
`HasCampaignAccount`	Boolean	Flag indicating account association

Configuration Variables

Variable	Type	Default	Description
`Config_CampaignDefaultType`	String	"Other"	Default campaign type
`Config_CampaignSetStartDate`	Boolean	true	Whether to set start dates
`Config_CampaignSetEndDate`	Boolean	true	Whether to set end dates
`Config_CampaignSetEndDateForce`	Boolean	false	Force end date setting
`Config_IgnoreCampaignName`	Boolean	false	Skip name processing
`Config_IgnoreDefaultCampaignStatus`	Boolean	-	Skip default status logic
`Config_IgnoreDefaultCampaignType`	Boolean	-	Skip default type logic
`Config_MoveDataEngine`	Number	-	Engine version identifier

Output Variables

Variable	Type	Description
`Record`	Campaign SObject	Updated campaign record with processed data

Flow Logic

1. Name Processing

The flow first determines if the campaign name should be updated:

Checks if name protection is enabled (movedata__Protect_Name__c)
Handles name trimming (limits to 80 characters with "..." suffix)
Uses configuration flags to skip name processing if needed

2. Campaign Type Assignment

Campaign type is set based on hierarchy:

Ignore: If Config_IgnoreDefaultCampaignType is true
Inherit: Use parent campaign's type if available
Default: Use Config_CampaignDefaultType (typically "Other")

3. Parent Campaign Relationship

Checks for parent campaign protection (movedata__Protect_Campaign_Parent__c)
Sets ParentId if parent campaign is provided and not protected

4. Status Mapping

External platform statuses are mapped to Salesforce campaign statuses:

External Status	Salesforce Status	IsActive
draft	Planned	false
live	In Progress	true
archive	Completed	false
completed	Completed	false
aborted	(preserved)	-

Special handling:

Respects existing "Aborted" status
Can be bypassed with Config_IgnoreDefaultCampaignStatus

5. Amount and Date Processing

Target Amount: Maps to ExpectedRevenue field
Start Date: Converts to local date using movedata__ConvertToLocalDateFlowComponent
End Date: Converts to local date with optional forcing via configuration

Date Formula Logic:

StartDate = StartDate || EndDate || NotificationDate (where CreatedAt || ModifiedAt)

6. NPSP Integration

When NPSP fields are available:

Sets md_npsp_pack__Campaign_URL__c from PageUrl
Sets md_npsp_pack__Fundraising_Contact__c from associated contact
Sets md_npsp_pack__Fundraising_Account__c from associated account

7. Platform Tracking

Sets movedata__Platform__c field with platform identifier or label
Sets movedata__Platform_Key__c for external system tracking

Processing Flow

Name Protection Check: Verify if name updates should be processed
Name Assignment: Set campaign name with trimming and validation
Type Assignment: Apply type hierarchy (inherit from parent or use default)
Parent Relationship: Set parent campaign if not protected
Status Mapping: Map external status to Salesforce values
Amount Processing: Set target revenue if provided
Date Processing: Convert and set start/end dates with timezone handling
Description Assignment: Set campaign description if provided
NPSP Integration: Set URL and fundraising associations
Platform Tracking: Set platform identifiers for external system tracking

Configuration Options

Name Control

Ignore Names: Config_IgnoreCampaignName = true skips all name processing
Protection Field: movedata__Protect_Name__c prevents individual record updates

Date Control

Start Date: Config_CampaignSetStartDate = true enables start date processing
End Date: Config_CampaignSetEndDate = true enables end date processing
Force End Date: Config_CampaignSetEndDateForce = true forces end date setting

Type and Status Control

Default Type: Config_IgnoreDefaultCampaignType = true skips type assignment
Default Status: Config_IgnoreDefaultCampaignStatus = true skips status mapping

Error Handling

Protection Mechanisms

The flow includes several protection fields to prevent overwriting existing data:

movedata__Protect_Name__c: Prevents name updates
movedata__Protect_Campaign_Parent__c: Prevents parent relationship changes

Data Validation

Uses conditional logic to handle null values gracefully
Includes default connectors for decision elements
Validates required relationships before setting
Implements fallback logic for date assignment

Dependencies

movedata__ConvertToLocalDateFlowComponent (Apex action)
movedata__SetValueComponent (Apex action)