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Donation 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_Donation_Mapping
  • Label: [MoveData] Donation: Donation - Mapping
  • Type: Auto-Launched Flow Template
  • API Version: 60.0
  • Status: Active

This flow handles the comprehensive mapping and transformation of donation data from external platforms into Salesforce Non-Profit Cloud GiftTransaction records. It processes donations across multiple statuses including successful payments, refunds, failures, pledges, and gift commitment scenarios.

Purpose

The flow processes incoming donation data and maps it to appropriate Salesforce Non-Profit Cloud fields while handling:

  • Multi-status donation processing (success, refund, failed, pledge, offline, static)
  • Donor relationship management (Contact/Account assignment including anonymous donations)
  • Currency setting and fee calculations with platform fee deduction options
  • Gift commitment parent-child relationships
  • Gift commitment schedule integration
  • Date conversions and transaction date management
  • Fee tracking across multiple fee types (platform, gateway, processor)
  • Dynamic donation naming with configurable patterns

Salesforce Fields

The flow interacts with multiple Non-Profit Cloud objects and their fields. Below is a comprehensive mapping of all fields utilized:

Object Field API Name Field Type Purpose in Flow
GiftTransaction Id ID Primary record identifier
Name Text (120) Donation name using dynamic patterns
OriginalAmount Currency Primary donation amount
Status Picklist Transaction status (Paid/Unpaid/Pending/Canceled)
TransactionDate Date Transaction completion date
TransactionDueDate Date Due date for transaction
Description Long Text Area Message/description from donation
DonorId Lookup to Account Associated donor relationship
CampaignId Lookup to Campaign Campaign association
GiftType Picklist Individual or Organizational
PaymentMethod Picklist Payment method (Credit Card/PayPal)
PaymentIdentifier Text External payment identifier
OutreachSourceCodeId Lookup to OutreachSourceCode Marketing source code association
DonorCoverAmount Currency Donor-covered fees
GatewayTransactionFee Currency Payment gateway fees
GatewayReference Text Gateway transaction reference
ProcessorTransactionFee Currency Payment processor fees
GiftCommitmentId Lookup to GiftCommitment Parent gift commitment link
GiftCommitmentScheduleId Lookup to GiftCommitmentSchedule Gift commitment schedule association
Platform_Key__c Text External platform identifier
Account Id ID Donor record identifier
FirstName Text (40) Contact first name for naming
LastName Text (80) Contact last name for naming
Name Formula Full name for donation naming
ParentId Lookup to Account Parent account relationship
Campaign Id ID Campaign record identifier
GiftCommitment Id ID Gift commitment record identifier
DonorId Lookup to Account Gift commitment donor
CampaignId Lookup to Campaign Gift commitment campaign
Platform_Key__c Text Platform identifier for matching
GiftCommitmentSchedule Id ID Gift commitment schedule identifier
CampaignId Lookup to Campaign Schedule-specific campaign

Input Variables

Core Donation Data

Variable Type Required Description
Record GiftTransaction SObject Yes The GiftTransaction record being processed
Amount Currency No Donation amount before fee calculations
StartDate DateTime No Donation/transaction date
Status String No External platform status (success/refund/failed/pledge/offline/static)
Message String No Donation message/description
ReceiptNumber String No External receipt or transaction number
Anonymous Boolean No Flag indicating anonymous donation
Variable Type Description
DonorContact Account SObject Primary contact for the donation
DonorAccount Account SObject Associated account for the donation
DonationCampaign Campaign SObject Associated campaign
RecurringDonation GiftCommitment SObject Parent gift commitment if applicable

Platform Integration

Variable Type Description
Platform String Platform identifier
PlatformKey String Unique platform key for record matching
ParentKey String Parent gift commitment identifier

Fee Structure

Variable Type Description
FeeCovered Boolean Flag indicating donor covered fees
FeePlatform Currency Platform-specific processing fee
FeePlatformPublic Currency Public platform fee (tip/donation to platform)
FeeGateway Currency Payment gateway processing fee

Payment Processing

Variable Type Description
Processor String Payment processor identifier
ProcessorTransactionId String Processor transaction reference
CardInformationType String Card/payment type information

Marketing Integration

Variable Type Description
Marketing_Source String Marketing source code

Configuration Variables

Variable Type Default Description
Config_AnonymousContactId String - ID of anonymous contact record
Config_DonationAmountSubtractFeePlatform Boolean false Subtract platform fees from donation amount
Config_DonationInheritCampaignRecurring Boolean false Inherit campaign from gift commitment
Config_DonationProcessOffline Boolean false Process offline donations
Config_DonationProcessFailed Boolean false Process failed donations
Config_DonationSuppressCampaign Boolean false Skip campaign assignment
Config_DonationSuppressDescription Boolean false Skip description processing
Config_DonationSuppressDonor Boolean false Skip donor assignment
Config_DonationSuppressDonorFee Boolean false Skip donor cover amount processing
Config_DonationSuppressGatewayFee Boolean false Skip gateway fee processing
Config_DonationSuppressGatewayTxn String false Skip gateway transaction processing
Config_DonationSuppressPaymentId Boolean false Skip payment identifier processing
Config_DonationSuppressPayMeth Boolean false Skip payment method processing
Config_DonationSuppressStartDate Boolean false Skip start date processing
Config_DonationSuppressType Boolean false Skip gift type processing
Config_MarketingSuppressSource Boolean false Skip marketing source processing
Config_DonationNameRetain Boolean false Retain existing donation name
Config_DonationNameContact String (ASCII) Naming pattern for contact-based donations
Config_DonationNameAccount String (ASCII) Naming pattern for account-based donations
Config_RecurringNameContact String - Recurring naming pattern for contacts
Config_RecurringNameAccount String - Recurring naming pattern for accounts
Custom_MovedataSkipIfNew Boolean false Skip processing if new record

Output Variables

Variable Type Description
Record GiftTransaction SObject Updated gift transaction record
Cancel Boolean Flag indicating processing cancellation
Errors String Collection Collection of error messages
FutureStatus String Status to be set in post-processing
LocalKeys String Collection Keys for post-processing context

Flow Logic

1. Pre-Processing Validation

  • Existing Record Dependency Check:

  • Validates that refund transactions have an existing gift transaction to refund against

  • Sets error and terminates processing if refund attempted on new record

  • Skip Processing Conditions:

  • Checks for Custom_MovedataSkipIfNew flag on new records

  • Logs skip reason and terminates processing when conditions are met

  • Anonymous Donor Resolution:

  • Attempts to resolve existing donor from gift transaction record

  • Falls back to gift commitment contact if available
  • Uses configured anonymous contact as final fallback

2. Date and Time Processing

  • Local Date Conversion:

  • Converts StartDate to local date using ConvertToLocalDateFlowComponent

  • Handles timezone conversions for accurate transaction dating

3. Gift Commitment Integration

  • Parent Relationship Processing:

  • Generates platform key for parent gift commitment when ParentKey provided

  • Looks up existing GiftCommitment record by platform key

  • Sets GiftCommitmentId relationship on gift transaction

  • Gift Commitment Schedule Processing:

  • Retrieves or creates GiftCommitmentSchedule using GiftCommitmentScheduleComponent

  • Sets campaign from schedule when available
  • Handles status changes for existing records with new schedules

4. Date Assignment Logic

  • Transaction Date Priority:

  • Start Date: Uses converted local date if provided and not suppressed

  • Current Date: Uses current date as fallback

  • Status-Based Changes: Handles existing record date modifications with status flags

  • Unpaid Status Flag Management:

  • Sets UnpaidFlag when changing dates on paid transactions

  • Temporarily changes status to allow date modifications
  • Restores original status in post-processing

5. Currency Processing

  • Currency Setting:

  • Sets currency ISO code using SetValueComponent

  • Ensures consistent currency handling across multi-currency orgs

6. Status-Based Processing

The flow handles six distinct donation statuses:

Success Status

  • Status: "Paid"
  • Amount: Calculated amount (with optional fee deduction)

Offline Status

  • Configurable Skip: Can be skipped via Config_DonationProcessOffline
  • Processing: Same as success when not skipped

Failed Status

  • Configurable Skip: Can be skipped via Config_DonationProcessFailed
  • Status: Cleared (null) when processed

Pledge Status

  • Status: "Pending"

Static Status

  • Behavior: Updates existing record fields only
  • Use Case: Field updates without status changes

Refund Status

  • Behavior: Processes refund amount
  • Use Case: Partial or full refund processing

7. Payment Method Processing

  • Payment Method Detection:

  • PayPal: Detected via Processor or CardInformationType fields

  • Credit Card: Default for other payment types
  • Configurable Suppression: Via Config_DonationSuppressPayMeth

8. Gift Type Assignment

  • Gift Type Logic:

  • Organizational: When DonorAccount is provided

  • Individual: When only DonorContact is provided
  • Configurable Suppression: Via Config_DonationSuppressType

9. Donor Assignment

  • Donor Priority Resolution:

  • Skip: If suppressed or existing donor present

  • Account: Uses DonorAccount when available
  • Contact: Falls back to DonorContact

10. Campaign Processing

  • Campaign Assignment Logic:

  • Skip: If suppressed via configuration

  • Recurring Inherit: Uses gift commitment campaign when configured
  • Parent Campaign: Uses provided DonationCampaign
  • Fallback: Maintains existing campaign assignment

11. Marketing Source Code Integration

  • Outreach Source Code Processing:

  • Uses GetOutreachSourceCodeComponent to resolve marketing sources

  • Validates usage type as "Fundraising"
  • Ensures campaign alignment between source code and transaction
  • Clears source code if validation fails

12. Fee Processing

  • Fee Structure Handling:

  • Donor Cover Amount: Sets from calculated platform donor fees

  • Gateway Transaction Fee: Sets from FeeGateway

  • Processor Transaction Fee: Sets from FeePlatform

  • Gateway Reference Processing:

  • Sets GatewayReference from ProcessorTransactionId

  • Handles existing reference preservation

13. Amount Calculations

  • Base Amount Calculation:
AmountCalculated = IF(Config_DonationAmountSubtractFeePlatform, AmountDefaulted - FeePlatformCalculated, AmountDefaulted)

  • Fee Hierarchy:

  • Platform Fee: FeePlatformPublic → FeePlatform (fallback)

  • Amount Modification: Handles existing record amount changes with status management

14. Dynamic Naming

  • Naming Pattern Processing:

  • Contact-Based: Uses Config_DonationNameContact pattern

  • Account-Based: Uses Config_DonationNameAccount pattern
  • Fallback: ASCII-encoded default patterns

  • Pattern Parser: Uses NamePatternParserComponent with field merge syntax

  • Default Patterns:

  • Contact: {!Contact.Name} - {!OriginalAmount} - {!TransactionDate}

  • Account: {!Account.Name} - {!OriginalAmount} - {!TransactionDate}

15. Status Flag Management

  • Unpaid Status Flag Processing:

  • Tracks when status needs temporary change to "Unpaid"

  • Passes original status to post-processing via FutureStatus
  • Enables field modifications on paid transactions

16. Final Field Assignment

  • Platform Key Assignment:

  • Sets Platform_Key__c for future matching

  • Status Flag Evaluation:

  • Determines if status restoration is needed in post-processing

  • Sets appropriate flags and context variables

Error Handling and Logging

Comprehensive Error Tracking

  • Error Categories:

  • Missing gift transaction for refund processing

  • Gift commitment schedule lookup failures
  • Currency conflicts

  • Invalid donor configurations

  • Detailed Logging:

  • Gift commitment processing details

  • Skipped donation reasoning
  • Fee calculation breakdowns
  • Processing decision points
  • Status change justifications

Dependencies

Apex Components

  • GiftCommitmentScheduleComponent: Gift commitment schedule management
  • GetOutreachSourceCodeComponent: Marketing source code resolution
  • movedata__SetValueComponent: Field value setting
  • movedata__ConvertToLocalDateFlowComponent: Date timezone conversion
  • movedata__NamePatternParserComponent: Dynamic name generation
  • movedata__WriteToLogFlowComponent: Comprehensive logging

Subflows

  • MoveData_Donation_Recurring_Key: Gift commitment platform key generation