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Order 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_Order_Mapping
  • Label: [MoveData] Commerce: Order - Mapping
  • Type: Auto-Launched Flow Template
  • API Version: 56.0
  • Status: Active

This flow handles the comprehensive mapping and transformation of commerce order data from external platforms into Salesforce NPSP-enabled Opportunity records. It processes orders with configurable offline order handling, price book management, and comprehensive fee tracking.

Purpose

The flow processes incoming order data and maps it to appropriate Salesforce NPSP fields while handling:

  • Order status processing with configurable offline order handling
  • Customer relationship management (Contact/Account assignment)
  • Price book assignment and validation
  • Date conversions and close date management
  • Fee tracking across multiple fee types (platform, gateway, taxes)
  • Currency setting and NPSP field integration
  • Order naming and description processing

Salesforce Fields

The flow interacts with multiple Salesforce objects and their fields. Below is a comprehensive mapping of all fields utilized:

Object Field API Name Field Type Purpose in Flow
Opportunity Id ID Primary record identifier
Name Text (120) Order name
StageName Picklist Order stage assignment
CloseDate Date Transaction/completion date
Description Long Text Area Order description
AccountId Lookup to Account Associated account relationship
CampaignId Lookup to Campaign Campaign association
Pricebook2Id Lookup to Pricebook2 Price book assignment
RecordTypeId Lookup to RecordType Order record type assignment
CurrencyIsoCode Picklist Order currency
npsp__Primary_Contact__c Lookup to Contact NPSP primary contact relationship
movedata__Platform_Key__c Text External platform identifier
md_npsp_pack__Fee__c Currency Aggregate processing fees
md_npsp_pack__Gateway_Fee__c Currency Payment processor charges
md_npsp_pack__Platform_Fee__c Currency Commerce platform charges
md_npsp_pack__Tax__c Currency Overall tax amounts
md_npsp_pack__Gateway_Fee_Tax__c Currency Tax on gateway charges
md_npsp_pack__Platform_Fee_Tax__c Currency Tax on platform charges
md_npsp_pack__Receipt_Number__c Text (50) Order receipt number
Contact Id ID Contact record identifier
AccountId Lookup to Account Account relationship resolution
Account Id ID Account record identifier
Campaign Id ID Campaign record identifier

Input Variables

Core Order Data

Variable Type Required Description
Record Opportunity SObject Yes The Opportunity record being processed
OrderName String No Order name from external platform
Status String No External platform status (offline/other)
Description String No Order description
ReceiptNumber String No External receipt or transaction number
CreatedAt DateTime No Order/transaction date
Code String No Order code identifier
CurrencyType String No Currency code
Processor String No Payment processor identifier
Variable Type Description
PrimaryContact Contact SObject Primary contact for the order
PrimaryAccount Account SObject Associated account for the order
OrderCampaign Campaign SObject Associated campaign

Platform Integration

Variable Type Description
PlatformKey String Unique platform key for record matching
OrderRecordTypeId String Record type ID for orders
StandardPriceBookId String Standard price book ID

Fee Structure

Variable Type Description
Fee Currency General fee amount
FeePlatform Currency Platform-specific processing fee
FeeGateway Currency Payment gateway processing fee
Tax Currency General tax amount
TaxPlatform Currency Tax on platform fees
TaxGateway Currency Tax on gateway fees

Configuration Variables

Variable Type Default Description
Config_OrderProcessOffline Boolean false Process offline orders
Config_OrderSetDescription Boolean true Set description from message
Config_OrderStageNameDefault String "Prospecting" Default stage name for orders

Output Variables

Variable Type Description
Record Opportunity SObject Updated opportunity record
Cancel Boolean Flag indicating processing cancellation
Errors String[] Collection of error messages
Logs MoveDataLogEntry[] Processing logs
LogsJSON String JSON representation of processing logs

Flow Logic

1. Pre-Processing Validation

  • Offline Order Handling:

  • Checks if status is "offline" and Config_OrderProcessOffline is false

  • Logs skip reason and sets Cancel flag to terminate processing
  • Allows configurable processing of offline orders

2. Customer Relationship Management

  • Customer Priority Resolution:

  • Direct Assignment: Uses provided PrimaryContact or PrimaryAccount

  • Account Resolution: Determines AccountId from contact relationship

  • Account Lookup: Queries contact record if AccountId not directly available

  • Account ID Resolution Logic:

  • If PrimaryAccount exists: Uses PrimaryAccount.Id

  • If PrimaryContact has AccountId: Uses PrimaryContact.AccountId
  • If neither: Looks up Contact record to get AccountId

3. Order Name and Price Book Processing

  • New Record Processing:

  • Sets order name from OrderName input for new records only

  • Prevents overwriting names on existing records

  • Price Book Assignment:

  • Uses existing Pricebook2Id if already set

  • Falls back to StandardPriceBookId if configured
  • Logs error if no active Standard Price Book available

4. Date and Currency Processing

  • Close Date Assignment:

  • CreatedAt Date: Converts CreatedAt to local date if provided

  • Current Date: Uses current date as fallback

  • Currency Setting:

  • Determines currency using CurrencyCodeComponent

  • Validates currency code length before setting CurrencyIsoCode
  • Sets CurrencyIsoCode using SetValueComponent only when valid currency provided
  • Ensures consistent currency handling across multi-currency orgs

5. Stage Assignment

  • Stage Processing:

  • Preserves existing StageName if already set

  • Uses Config_OrderStageNameDefault ("Prospecting") as fallback
  • Supports configurable default stage assignment

6. Contact and Account Assignment

  • NPSP Primary Contact:

  • Sets npsp__Primary_Contact__c when PrimaryContact provided

  • Enables NPSP contact role and relationship processing

  • Account Relationship:

  • Sets AccountId from resolved PrimaryAccountId

  • Maintains account-opportunity relationships

7. Fee Processing

The flow processes comprehensive fee structure:

  • Fee Categories:

  • General Fee: md_npsp_pack__Fee__c

  • Platform Fee: md_npsp_pack__Platform_Fee__c
  • Gateway Fee: md_npsp_pack__Gateway_Fee__c
  • General Tax: md_npsp_pack__Tax__c
  • Platform Tax: md_npsp_pack__Platform_Fee_Tax__c

  • Gateway Tax: md_npsp_pack__Gateway_Fee_Tax__c

  • Fee Assignment Logic:

Each fee type follows conditional assignment:

  • Only sets field if corresponding input variable is not null
  • Uses SetValueComponent for proper NPSP field handling

8. Description and Campaign Processing

  • Description Assignment:

  • Sets Description field when provided and Config_OrderSetDescription is true

  • Preserves existing descriptions when configuration disabled

  • Campaign Association:

  • Sets CampaignId when OrderCampaign provided

  • Enables campaign attribution and reporting

9. Receipt Number and Record Type

  • Receipt Number:

  • Sets md_npsp_pack__Receipt_Number__c when provided

  • Maintains external receipt tracking

  • Record Type Assignment:

  • Sets RecordTypeId when OrderRecordTypeId provided

  • Enables proper record type categorization

10. Final Platform Key Assignment

  • Platform Key Processing:

  • Sets movedata__Platform_Key__c for future matching

  • Enables duplicate detection and record updates

Error Handling and Logging

Comprehensive Error Tracking

  • Error Categories:

  • Missing Standard Price Book

  • Account resolution failures

  • Currency conflicts

  • Detailed Logging:

  • Offline order skip reasons

  • Processing decision points
  • Fee assignment tracking

Dependencies

Apex Components

  • movedata__ConvertToLocalDateFlowComponent: Date timezone conversion
  • movedata__CurrencyCodeComponent: Currency determination
  • movedata__SetValueComponent: Dynamic field assignment
  • movedata__WriteToLogFlowComponent: Comprehensive logging