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Account 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_Account_Key
  • Label: [MoveData] General: Account - Platform Key
  • Type: Auto-Launched Flow Template
  • API Version: 49.0
  • Status: Active

This utility flow generates standardised platform keys for account records by combining platform identifiers and keys into a consistent format for tracking and integration purposes. These platform keys are essential for matching existing records during donation processing across multiple fundraising platforms.

Purpose

The flow creates unique platform keys that:

  • Provide consistent identification for accounts across different donation platforms
  • Enable reliable account matching and deduplication during donation processing
  • Support the MoveData donation pipeline's record matching capabilities
  • Maintain data integrity across multiple fundraising platform integrations

Salesforce Fields

This flow interacts with Account records and their platform-specific identifiers. The generated platform keys are used by the MoveData system for record matching operations.

Field Usage Purpose in Flow
Platform Key Generation Creates standardised keys for external platform account identification

Input Variables

Variable Type Required Description
Platform String Yes Platform identifier (e.g., "gofundme", "justgiving", "donorbox")
Key String Yes External platform's unique identifier for the account

Output Variables

Variable Type Description
Result String Generated platform key in the standardised format Platform:Key

Flow Logic

1. Key Existence Check

The flow first determines whether a key value has been provided:

  • Condition: Checks if Key variable is not null
  • If Key is present: Proceeds to generate the platform key
  • If Key is null: Flow terminates without generating a key (follows default "No" path)

2. Platform Key Generation

When a valid key is provided, the flow generates a standardised platform key using the GeneralPlatformKey formula:

Platform Key Format

The formula creates keys in the format:

Platform:Key

  • Examples:

  • gofundme:account123 - GoFundMe account identifier

  • justgiving:org456 - JustGiving organisation identifier
  • donorbox:donor789 - Donorbox donor identifier

Formula Logic

The GeneralPlatformKey formula concatenates:

  • Platform identifier
  • Colon separator (:)
  • External platform key

This standardised format ensures consistent key generation across all donation platforms integrated with MoveData.

Error Handling

The flow implements basic error handling:

  • Null Key Handling: Gracefully terminates when no key is provided
  • String Concatenation: Uses reliable Salesforce formula syntax for key generation

Dependencies

None