Skip to content

Account 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_Donation_Account_Mapping
  • Label: [MoveData] General: Account - Mapping
  • Type: Auto-Launched Flow Template
  • API Version: 60.0
  • Status: Active

This flow orchestrates the complete mapping and transformation of account data from external donation platforms into Salesforce Account records, with comprehensive field processing, address management, and data quality controls.

Purpose

The flow provides complete account mapping orchestration that:

  • Implements comprehensive field-level processing for account data
  • Manages both billing and shipping address processing
  • Provides extensive configuration controls for field processing
  • Applies case transformation and data quality validation
  • Supports address quality indexing and overwrite controls
  • Handles record type assignment for business accounts

Salesforce Fields

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

Field API Name Field Type Purpose in Flow
Name Text Account name identifier
Phone Text Account's phone number
PersonEmail Email Account's email address
RecordTypeId ID Account record type assignment
BillingStreet Text Area Billing street address
BillingCity Text Billing city
BillingState Text Billing state/province
BillingCountry Text Billing country
BillingPostalCode Text Billing postal code
ShippingStreet Text Area Shipping street address
ShippingCity Text Shipping city
ShippingState Text Shipping state/province
ShippingCountry Text Shipping country
ShippingPostalCode Text Shipping postal code

Input Variables

Core Account Data

Variable Type Required Description
Record Account SObject Yes The Account record being processed
Name String Yes Account name from external platform
Phone String No Account's phone number
Email String No Account's email address

Address Data

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

Configuration Variables

Field Processing Controls

Variable Type Default Description
Config_AccountIgnoreName Boolean false Skip name processing
Config_AccountIgnorePhone Boolean false Skip phone processing
Config_AccountIgnoreEmail Boolean false Skip email processing
Config_AccountIgnoreRecordType Boolean false Skip record type processing
Config_AccountBusinessAccountRT String "Business_Account" Business account record type

Address Processing Controls

Variable Type Default Description
Config_AccountAddressMailing Boolean true Use mailing address (vs shipping)
Config_AccountIgnoreAddressWhenNotEmpty Boolean false Skip address when existing data present
Config_AccountAddressOverwriteAll Boolean true Force overwrite all address fields
Config_AccountAddressQualityIndex Number - Minimum address quality threshold

Case Transformation

Variable Type Default Description
Config_AccountNameCase Number 0 Account 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 Account SObject Fully processed account record
Logs MoveData Log Collection Processing log entries
LogsJSON String JSON representation of logs

Flow Logic

1. Record Type Processing

The flow first evaluates record type requirements:

  • If Config_AccountIgnoreRecordType is false: Looks up and assigns business account record type
  • If existing record type: Retains current record type
  • Default: Assigns organisation record type based on configuration

2. Field Processing

Processes core account fields with configuration controls:

  • Name Processing:

  • Applies case transformation using movedata__SetValueComponent

  • Uses Config_AccountNameCase for formatting

  • Respects Config_AdvancedIgnoreMixedCase setting

  • Phone Processing:

  • Trims phone to 40 characters maximum

  • Skips processing if Config_AccountIgnorePhone is true

  • Email Processing:

  • Trims email to 80 characters maximum

  • Sets PersonEmail field for person accounts
  • Skips processing if Config_AccountIgnoreEmail is true

3. Address Quality Assessment

Evaluates address data quality before processing:

  • Quality Index Check: Compares MailingAddress_QualityIndex against Config_AccountAddressQualityIndex
  • Below Threshold: Logs quality concerns and may skip processing
  • Force Overwrite: Evaluates Config_AccountAddressOverwriteAll setting

4. Address Processing

Comprehensive address field processing:

  • Address Type Selection:

  • Mailing: Uses billing address fields when Config_AccountAddressMailing is true

  • Shipping: Uses shipping address fields when Config_AccountAddressMailing is false

  • Field-Level Processing:

  • Street Address: Trims to 255 characters, applies case transformation

  • City: Trims to 40 characters, applies case transformation
  • State: Trims to 80 characters, applies case transformation
  • Country: Trims to 80 characters, applies case transformation

  • Postal Code: Trims to 20 characters, converts to uppercase

  • Overwrite Logic:

  • Ignore When Not Empty: Skips fields with existing data if configured

  • Quality Index: Respects minimum quality thresholds
  • Force Overwrite: Overwrites all fields when configured

Processing Flow

  1. Record Type Assessment: Evaluate and set record type
  2. Name Processing: Set account name with case transformation
  3. Phone Processing: Process phone number with validation
  4. Email Processing: Set email with field length validation
  5. Address Quality Check: Evaluate address data quality
  6. Address Processing: Comprehensive address field mapping

Dependencies

  • movedata__SetValueComponent (Apex action)
  • movedata__WriteToLogFlowComponent (Apex action)