Donation 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_Donation_Donation_Post
Label: [MoveData] Donation: Donation - Post Upsert
Type: Auto-Launched Flow Template
API Version: 63.0
Status: Active

This flow handles comprehensive post-processing operations after gift transaction records are created or updated, including status restoration, refund processing, soft credit creation, campaign member management, tribute handling, matching gift relationships, and gift designation copying.

Purpose

The flow performs post-upsert operations that:

Restore transaction status when temporary changes were made during mapping
Process refunds by creating GiftRefund records and updating transaction status
Create soft credit relationships for campaign attribution
Manage campaign member records with hierarchical status systems
Handle tribute donations (memorial and honor gifts) with notification processing
Establish matching gift relationships between employer and employee transactions
Copy gift designations from gift commitments, campaigns, or override sources

Salesforce Fields

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

Field API Name	Field Type	Purpose in Flow
GiftTransaction.Id	ID	Primary record identifier
GiftTransaction.Status	Picklist	Transaction status management
GiftTransaction.OriginalAmount	Currency	Amount for refund comparison
GiftTransaction.CurrentAmount	Currency	Current amount for gift designations
GiftTransaction.MatchingEmployerTransactionId	Lookup to GiftTransaction	Bidirectional matching gift relationships
GiftRefund.Amount	Currency	Refund amount
GiftRefund.Date	Date	Refund transaction date
GiftRefund.GiftTransactionId	Lookup to GiftTransaction	Parent transaction link
GiftRefund.ProcessorTransactionFee	Currency	Refund processing fee
GiftRefund.Status	Picklist	Refund status
GiftTribute.TributeType	Picklist	Memorial or Honor designation
GiftTribute.HonoreeContactId	Lookup to Account	Honoree contact reference
GiftTribute.HonoreeName	Text	Honoree name
GiftTribute.NotificationContactId	Lookup to Account	Notification recipient
GiftTribute.NotificationContactName	Text	Notification recipient name
GiftTribute.NotificationEmail	Email	Notification email address
GiftTribute.GiftTransactionId	Lookup to GiftTransaction	Parent transaction link

Input Variables

Core Transaction Data

Variable	Type	Required	Description
`Record`	GiftTransaction SObject	Yes	The GiftTransaction record that was processed
`DonorContact`	Account SObject	No	Primary contact associated with the donation
`DonationCampaign`	Campaign SObject	No	Campaign associated with the donation
`DonorAccount`	Account SObject	No	Account associated with the donation
`RecurringDonation`	GiftCommitment SObject	No	Parent gift commitment

Status Management

Variable	Type	Description
`FutureStatus`	String	Status to restore after temporary changes
`Status`	String	External platform status for processing

Fee and Amount Processing

Variable	Type	Description
`Amount`	Currency	Transaction amount
`FeePlatform`	Currency	Platform-specific processing fee
`FeePlatformPublic`	Currency	Public platform fee (tip/donation to platform)
`ModifiedAt`	Date	Modification date for refund processing

Campaign Hierarchy Structure

Variable	Type	Description
`Campaign_CampaignContact`	Account SObject	Contact associated with top-level campaign
`Campaign_TeamContact`	Account SObject	Contact associated with team campaign
`Campaign_FundraiserContact`	Account SObject	Contact associated with fundraiser campaign
`CampaignIdList`	String Collection	List of campaign IDs for member creation

Campaign Member Configuration

Variable	Type	Default	Description
`Config_CampaignMemberAll`	Boolean	false	Create members for all campaigns
`Config_CampaignMemberParentCampaign`	Boolean	false	Create members for parent campaigns
`Config_CampaignMemberTopLevelCampaign`	Boolean	false	Create members for top-level campaigns
`Config_CampaignMemberDeleteExistingStatuses`	Boolean	false	Remove existing campaign member statuses
`Config_CampaignMemberLabelTeamLeader`	String	"Team Leader"	Label for team leader status
`Config_CampaignMemberLabelFundraiser`	String	"Fundraiser"	Label for fundraiser status
`Config_CampaignMemberLabelRecurringDonor`	String	"Recurring Donor"	Label for recurring donor status
`Config_CampaignMemberLabelDonor`	String	"Donor"	Label for donor status
`Config_CampaignMemberLabelProspect`	String	"Prospect"	Label for prospect status

Soft Credit Configuration

Variable	Type	Default	Description
`Config_DonationSuppressSoftCredit`	Boolean	false	Disable soft credit creation

Tribute Processing

Variable	Type	Description
`Tribute_TributeType`	String	Type of tribute (honor/memory)
`TributeContact`	Account SObject	Contact being honored/memorialized

Matching Gift Processing

Variable	Type	Description
`MatchedContact`	Account SObject	Contact associated with matching gift
`MatchedKey`	String	Platform key for matched donation
`MatchedMatchedDonationType`	String	Type of matched donation relationship
`Platform`	String	Platform identifier

Gift Designation Configuration

Variable	Type	Default	Description
`Config_DonationSuppressGiftDesignations`	Boolean	false	Disable gift designation processing
`Config_DonationGiftDesignationsCache`	Boolean	true	Enable caching for gift designations
`Override_GiftDesignationId`	String	-	Override source for gift designations
`Config_DonationAmountSubtractFeePlatform`	Boolean	false	Subtract platform fees from amount

Record Context

Variable	Type	Description
`IsNewRecord`	Boolean	Flag indicating new record

Output Variables

Variable	Type	Description
`Logs`	MoveDataLogEntry[]	Processing logs from all operations
`LogsJSON`	String	JSON representation of processing logs
`RecordList`	String Collection	List of created/updated record IDs

Flow Logic

1. Status Restoration Management

Future Status Processing: The flow checks if a temporary status change was made during mapping and needs restoration:

IF FutureStatus IsNotNull THEN
  Update Record.Status = FutureStatus
  Log status restoration

Use Case: When field changes on paid transactions require temporary "Unpaid" status, this restores the original intended status.

2. Refund Processing

Refund Detection: The flow identifies refund transactions and processes them accordingly:

IF Status = "refund" THEN
  Set RefundAmount = AmountCalculated
  Set RefundProcessorFee = FeePlatformDonorCalculated

GiftRefund Record Creation: Creates dedicated refund records with:
Amount: Calculated refund amount
Date: Uses ModifiedAt or current date
GiftTransactionId: Links to parent transaction
ProcessorTransactionFee: Refund processing fees
Status: Set to "Completed"
Full Refund Detection: Compares refund amount to original transaction:

IF RefundAmount >= Record.OriginalAmount THEN
  Update Record.Status = "Fully Refunded"

3. Soft Credit Creation

Soft Credit Enablement Check: Validates if soft credit processing should occur:

IF Config_DonationSuppressSoftCredit != true THEN
  Process soft credits

Matched Donor Integration: Handles matching gift scenarios with additional donor attribution:

IF MatchedMatchedDonationType = "donor" THEN
  Call CreateSoftCreditComponent with MatchedDonorContactRecord
ELSE
  Call CreateSoftCreditComponent without matched donor

Multi-Level Attribution: The CreateSoftCreditComponent processes:
Donor Attribution: Primary donor gets donor role
Campaign Attribution: Campaign contacts get soft credit roles
Team Attribution: Team contacts get soft credit roles
Fundraiser Attribution: Individual fundraiser contacts get soft credit roles

4. Campaign Member Management

Campaign Member Enablement: Uses formula to determine if campaign members should be created:

CreateCampaignMembers = 
  Config_CampaignMemberAll == TRUE || 
  Config_CampaignMemberParentCampaign == TRUE || 
  Config_CampaignMemberTopLevelCampaign == TRUE

Prerequisites Validation: Ensures required data exists:
Campaign exists with valid ID
Contact exists with valid ID
Campaign member creation is enabled
Campaign Member Initialization: Sets up campaign member structure with configurable status labels:

CampaignMemberInitialiseComponent Parameters:
- CampaignId: DonationCampaign.Id
- DeleteOtherCampaignMemberStatuses: Config setting
- Status Labels: All configurable member status labels

Campaign Evaluation: Determines which campaigns should have members created based on configuration.
Hierarchical Status Management: Establishes prioritized hierarchy:
Team Leader (highest priority)
Fundraiser
Recurring Donor
Donor (target status for this flow)
Prospect (lowest priority)
Campaign Member Creation: Uses CampaignMemberCreateComponent with value hierarchy to ensure proper status assignment.

5. Tribute Processing

Tribute Detection: Identifies tribute donations requiring special processing:

IF Tribute_TributeType IsNotNull AND TributeContact IsNotNull THEN
  Process tribute

GiftTribute Record Management: Retrieves or creates GiftTribute record linked to the transaction.
Tribute Type Assignment: Sets appropriate tribute type based on input:
"memory" → "Memorial"
"honor" → "Honor"
Honoree Contact Processing: Links tribute to the honored/memorialized contact:

Gift_Tribute_Record.HonoreeContactId = TributeContact.Id
Gift_Tribute_Record.HonoreeName = "{TributeContact.FirstName} {TributeContact.LastName}"

Notification Contact Assignment: Sets fundraiser as notification recipient when available:

IF Campaign_FundraiserContact IsNotNull THEN
  Gift_Tribute_Record.NotificationContactId = Campaign_FundraiserContact.Id
  Gift_Tribute_Record.NotificationContactName = "{FirstName} {LastName}"
  Gift_Tribute_Record.NotificationEmail = Campaign_FundraiserContact.PersonEmail

Tribute Record Upsert: Commits changes to GiftTribute record and tracks in RecordList.

6. Matching Gift Relationship Processing

Matching Gift Detection: Identifies when transaction is part of matching gift relationship:

IF MatchedMatchedDonationType = "donor" AND MatchedKey IsNotNull

Platform Key Generation: Creates platform key for matched donation lookup:

Matched_Donation_Platform_Key Subflow:
- Key: MatchedKey
- Platform: Platform

Matched Transaction Lookup: Retrieves the matched transaction record by platform key.
Bidirectional Relationship Establishment: Sets employer transaction reference on matched donation:

IF Get_Matched_Donation_Record.MatchingEmployerTransactionId != Record.Id THEN
  Get_Matched_Donation_Record.MatchingEmployerTransactionId = Record.Id
  Update matched donation record

Relationship Validation: Prevents duplicate or circular relationships.

7. Gift Designation Processing

Gift Designation Enablement: Checks if gift designation processing is enabled:

IF Config_DonationSuppressGiftDesignations != true

Amount Determination: Sets appropriate amount for gift designation allocation:
New Records: Uses OriginalAmount
Existing Records: Uses CurrentAmount from database lookup
Source Priority Resolution: Applies gift designations in priority order:
Override Source: Uses Override_GiftDesignationId when provided
Gift Commitment: Copies from parent GiftCommitment
Campaign: Copies from associated Campaign
Default: Applies system default gift designations
Gift Designation Copying: Uses CopyGiftDesignationsComponent with:
Amount: Calculated designation amount
EnableCache: Configuration-driven caching
SourceRecordId: Determined by priority logic
TargetRecordId: Current transaction ID

Error Handling

Status Management Protection

Validates FutureStatus before restoration
Logs all status changes for audit trail
Handles missing or invalid status values

Refund Processing Validation

Compares refund amounts against original transaction amounts
Prevents negative refund amounts
Handles missing or invalid refund data

Relationship Integrity

Validates matching gift relationships before creation
Prevents circular references in matching gifts
Checks for existing relationships before updates

Campaign Member Deduplication

Uses hierarchical status system to prevent duplicate statuses
Respects existing higher-priority campaign member statuses
Provides detailed logging for status assignment decisions

Dependencies

Apex Components

CopyGiftDesignationsComponent: Gift designation management and copying
CreateSoftCreditComponent: Soft credit relationship creation
CampaignMemberInitialiseComponent: Campaign member structure setup
CampaignMemberEvaluateComponent: Campaign selection logic
CampaignMemberCreateComponent: Campaign member creation with hierarchy
movedata__WriteToLogFlowComponent: Comprehensive logging

Subflows

MoveData_Donation_Donation_Key: Platform key generation for matching gift lookup