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Contact 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_Contact_Mapping
  • Label: [MoveData] Commerce: Contact - Mapping
  • Type: Auto-Launched Flow Template
  • API Version: 49.0
  • Status: Active

This flow orchestrates the complete mapping and transformation of contact data from external commerce platforms into Salesforce Contact records, with protection mechanisms and comprehensive data processing.

Purpose

The flow provides complete contact mapping orchestration that:

  • Implements multi-level protection for existing contact data
  • Orchestrates contact detail processing with configurable field controls
  • Manages platform key association for external system integration
  • Supports commerce-specific contact processing requirements
  • Provides case transformation for contact names and addresses

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
movedata__Protect_Name__c Checkbox Prevents automatic updates to contact names

Input Variables

Core Contact Data

Variable Type Required Description
Record Contact SObject Yes The Contact record being processed
FirstName String No Contact's first name
LastName String No Contact's last name
Salutation String No Contact salutation/title
Birthday Date No Contact's birth date
Email String No Contact's email address
EmailType String No Email type classification
Phone String No Contact's phone number
PhoneType String No Phone type classification

Address Data

Variable Type Description
MailingAddress_Street String Contact's street address
MailingAddress_City String Contact's city
MailingAddress_State String Contact's state/province
MailingAddress_Country String Contact's country
MailingAddress_Postcode String Contact's postal code
MailingAddress_QualityIndex Number Contact address quality score

Control and Classification Variables

Variable Type Default Description
IsActor Boolean false Indicates if contact is a key contact/actor
Newsletter Boolean - Newsletter subscription preference
DuplicateCheck Boolean false Indicates if this is during duplicate processing
Platform String Yes External platform identifier
PlatformKey String Yes External platform's contact identifier
Key String No Additional key reference
ParentAccount Account SObject No Associated parent account

Configuration Variables

Protection Configuration

Variable Type Default Description
Config_ContactProtectLevel Number 1 Protection level (1=Names, 2=Names+Other, 3=Record)

Field Processing Controls

Variable Type Default Description
Config_ContactIgnorePhone Boolean - Skip phone processing
Config_ContactIgnoreEmail Boolean false Skip email processing
Config_ContactIgnoreAddress Boolean false Skip address processing
Config_ContactIgnoreAddressWhenNotEmpty Boolean false Skip address when existing data present
Config_ContactIgnoreDoNotContact Boolean false Skip Do Not Contact processing

Address Configuration

Variable Type Default Description
Config_ContactUseMailingAddress Boolean true Use mailing vs. other address fields
Config_ContactAddressOverwriteAll Boolean false Force overwrite all address fields
Config_ContactAddressQualityIndex Number - Minimum address quality threshold

Case Transformation

Variable Type Default Description
Config_ContactNameFirstCase Number 0 First name case transformation
Config_ContactNameLastCase Number 0 Last name case transformation
Config_ContactAddressStreetCase Number 0 Street address case transformation
Config_ContactAddressCityCase Number 0 City case transformation
Config_ContactAddressStateCase Number 0 State case transformation
Config_ContactAddressCountryCase Number 0 Country case transformation
Config_AdvancedIgnoreMixedCase Boolean false Ignore mixed-case detection

Output Variables

Variable Type Description
Record Contact SObject Fully processed contact record
Continue Boolean Indicates whether processing should continue
Errors String Collection Error messages from processing
Logs MoveDataLogEntry Collection Processing logs
LogsJSON String JSON representation of logs

Flow Logic

1. Protection Level Assessment

The flow first evaluates contact protection requirements:

  • Protection Check:

  • Checks if contact has movedata__Protect_Name__c flag set

  • Only applies during non-duplicate check processing

  • Determines protection level from configuration

  • Protection Levels:

  • Level 1: Protect First Name and Last Name only

  • Level 2: Protect Names + Email/Address/Phone
  • Level 3: Protect entire record (skip all processing)

2. Contact Details Processing

Calls the Contact Details Helper subflow with:

  • All configuration variables passed through
  • All contact data fields
  • Protection flags set based on protection level
  • Address processing configuration

3. Platform Key Association

Calls the Platform Key Helper subflow to:

  • Create platform key associations linking contacts to external platform identifiers
  • Handle error collection and reporting
  • Set stage to "pre" for processing timing

Processing Flow

  1. Protection Assessment: Evaluate contact protection requirements
  2. Protection Application: Set appropriate protection flags and logging
  3. Contact Details Processing: Call helper subflow for complete data transformation
  4. Platform Key Association: Create platform key linkage

Dependencies

  • MoveData_Commerce_Helper_Set_Contact_Details (Subflow)
  • MoveData_Commerce_Helper_Set_Contact_Platform_Key (Subflow)
  • movedata__WriteToLogFlowComponent (Apex action)
  • movedata__MoveDataLogEntry (Apex class)