Catalog Post-Upsert 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_Catalog_Post
Label: [MoveData] Commerce: Catalog - Post Upsert
Type: Auto-Launched Flow Template
API Version: 56.0
Status: Active

This flow handles post-processing operations after catalog (Product2) records are created or updated, focusing on price book entry management to ensure products are properly configured for sales operations in Salesforce.

Purpose

The flow performs post-upsert operations that:

Validate the presence of an active Standard Price Book
Create or update price book entries for catalog products
Manage pricing information for commerce transactions with multi-currency support
Ensure products are properly configured for sales operations
Handle price synchronization between external platforms and Salesforce
Log operations for debugging and audit purposes

Salesforce Fields

This flow interacts with the Salesforce Product2 and PricebookEntry objects. Below is a mapping of all fields utilized:

Field API Name	Field Type	Purpose in Flow
Product2
Id	ID	Product record identifier
PricebookEntry
Id	ID	Price book entry identifier
Pricebook2Id	Lookup to Pricebook2	Links to Standard Price Book
Product2Id	Lookup to Product2	Links to product record
UnitPrice	Currency	Product unit price
IsActive	Checkbox	Indicates if price book entry is active
CurrencyIsoCode	Text	Currency code for price book entry

Input Variables

Core Product Data

Variable	Type	Required	Description
`Record`	Product2 SObject	Yes	The Product2 record that was processed
`Price`	Currency	Yes	Product price from external platform
`StandardPriceBookId`	String	Yes	ID of the Standard Price Book
`CurrencyType`	String	No	Primary currency code for the product
`Order_CurrencyType`	String	No	Fallback currency code from order

Output Variables

Variable	Type	Description
`Errors`	String[]	Collection of error messages if processing fails
`Logs`	movedata__MoveDataLogEntry[]	Detailed log entries for debugging
`LogsJson`	String	JSON representation of log entries
`RecordList`	String[]	Collection of processed record IDs

Flow Logic

1. Standard Price Book Validation

The flow first validates that a Standard Price Book exists and is accessible:

Validation Check:

IF StandardPriceBookId IS NULL THEN
  Add Error: "Must have an active Standard Price Book."
  Terminate Processing

Purpose: Ensures that products can be properly priced and sold through Salesforce sales processes.

2. Currency Code Processing

The flow determines the appropriate currency code using a calculated formula:

Currency Logic:

CalculatedCurrencyType = IF(ISBLANK(CurrencyType), Order_CurrencyType, CurrencyType)

3. Price Book Entry Lookup

The flow uses an Apex action call (GetPriceBookEntryFlowComponent) to search for existing price book entries:

Input Parameters: * CurrencyCode: CalculatedCurrencyType * Pricebook2Id: Standard Price Book ID * Product2Id: Current product record ID

Output: Returns complete PricebookEntry record if found

4. Price Book Entry Processing Decision

The flow determines the appropriate action based on existing price book entry status:

Scenario A: Existing Price Book Entry Found

Condition: PricebookEntry record exists with valid ID
Price Comparison Logic:

IF PricebookEntryRecord.UnitPrice ≠ Price THEN
  Update UnitPrice = Price
  Perform Update Operation
ELSE
  No Action Required

Scenario B: No Price Book Entry Found

Condition: No existing PricebookEntry record for the product
New Entry Creation Process:
Initialize Record: Create new PricebookEntry SObject
Set Required Fields:
IsActive = true
Product2Id = Record.Id
Pricebook2Id = StandardPriceBookId
UnitPrice = Price
Currency Processing: Determine and set currency code if available
Create Record: Insert new PricebookEntry

5. Currency Code Management

For new price book entries, the flow handles currency codes:

Currency Determination: * Uses movedata__CurrencyCodeComponent to validate currency code * Only sets CurrencyIsoCode if valid currency is determined * Uses movedata__SetValueComponent to dynamically set currency field

Decision Logic:

IF CurrencyTypeLen > 0 THEN
  Set CurrencyIsoCode field
ELSE
  Skip currency assignment

6. Logging and Tracking

The flow includes comprehensive logging:

Log Operations: * Currency code determination logging * Price book entry record logging * Uses movedata__WriteToLogFlowComponent and movedata__WriteObjectToLogComponent

Record Tracking: * Adds processed price book entry IDs to RecordList * Enables downstream processing to track created/updated records

7. Error Handling and Validation

Standard Price Book Validation: * Critical validation that prevents processing without proper price book setup * Returns descriptive error message for troubleshooting

Price Book Entry Operations: * Uses Apex components for robust price book entry handling * Separates create and update operations to handle different scenarios appropriately * Handles currency validation and assignment gracefully

Configuration Requirements

Standard Price Book Setup

Prerequisites:
Salesforce organization must have a Standard Price Book
Standard Price Book must be active and accessible
StandardPriceBookId must be provided to the flow
Common Issues:
Missing Standard Price Book will cause flow to terminate with error
Inactive price books cannot be used for new entries
Price book access permissions may affect processing

Currency Configuration

Multi-Currency Support: * Flow handles currency codes dynamically * Supports fallback currency logic (Order_CurrencyType) * Validates currency codes before assignment

Currency Requirements: * Valid currency codes must be configured in Salesforce * CurrencyIsoCode field availability depends on multi-currency enablement

Price Management Strategy

Price Synchronization:
Flow only updates prices when they differ from existing values
Avoids unnecessary updates when prices haven't changed
Maintains price history through Salesforce standard tracking
New Product Handling:
Automatically creates price book entries for new products
Sets reasonable defaults for commerce operations
Ensures products are immediately available for sales processes

Error Scenarios

Missing Standard Price Book

Symptom:
Flow terminates with "Must have an active Standard Price Book" error
Resolution:
Verify Standard Price Book exists in Setup → Products → Price Books
Ensure Standard Price Book is marked as Standard and Active
Check that StandardPriceBookId parameter is correctly provided

Currency Code Issues

Potential Causes: * Invalid currency codes provided * Multi-currency not enabled when currency codes provided * Currency code validation failures

Troubleshooting: * Review currency code logging output * Verify multi-currency settings in Salesforce * Check that provided currency codes are active

Price Book Entry Creation Failures

Potential Causes:
Product record is inactive
Price book permissions issues
Invalid currency values
Duplicate price book entries (rare)
Troubleshooting:
Verify product IsActive status
Check user permissions for price book management
Validate price value format and currency settings
Review detailed logs output for specific error information

Dependencies

Salesforce Objects:
Product2 (input record)
Pricebook2 (Standard Price Book)
PricebookEntry (managed by flow)

Apex Components: * GetPriceBookEntryFlowComponent - Custom price book entry lookup * movedata__CurrencyCodeComponent - Currency validation * movedata__SetValueComponent - Dynamic field assignment * movedata__WriteToLogFlowComponent - Logging operations * movedata__WriteObjectToLogComponent - Object logging

System Requirements:
Active Standard Price Book in organization
Appropriate permissions for price book entry management
Valid currency settings for price operations
MoveData package components for logging and currency handling