Skip to content

Order Finaliser 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_Order_Final
  • Label: [MoveData] Commerce: Order - Finaliser
  • Type: Auto-Launched Flow Template
  • API Version: 56.0
  • Status: Active

This flow handles comprehensive post-processing operations after commerce order records are created or updated, including stage finalization, dynamic order naming, amount calculation with fee deduction, and campaign member creation for commerce transactions.

Purpose

The flow performs post-upsert operations that:

  • Finalize opportunity stage assignment from default to "Closed Won" for completed orders
  • Generate dynamic order names using configurable patterns for contacts and accounts
  • Handle temporary amount assignment for name parsing when amounts are not set
  • Create campaign member records for customers with commerce-specific or ticket-based status management
  • Support action-based campaign member labeling (ticket vs general commerce)
  • Clear temporary fields after processing to maintain data integrity

Salesforce Fields

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

Field API Name Field Type Purpose in Flow
Id ID Unique record identifier
Name Text (120) Order name using dynamic patterns
StageName Picklist Order stage finalization
Amount Currency Order total with fee calculations

Input Variables

Core Order Data

Variable Type Required Description
Record Opportunity SObject Yes The Opportunity record that was processed
OrderName String No Order name from external platform
Action String No Order action type (e.g., "ticket")
Code String No Order code identifier
Description String No Order description
CreatedAt DateTime No Order creation timestamp
PlatformKey String No Platform key for tracking
Variable Type Description
PrimaryContact Contact SObject Primary contact for the order
PrimaryAccount Account SObject Associated account for the order
PrimaryContactAlt Account SObject Person Account alternative
OrderCampaign Campaign SObject Associated campaign

Fee Structure

Variable Type Description
Total Currency Order total amount
FeePlatform Currency Platform processing fee

Campaign Member Configuration

Variable Type Default Description
Config_CreateCampaignMembers Boolean true Enable campaign member creation
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_CampaignMemberLabelCommerce String "Sale" Label for commerce status
Config_CampaignMemberLabelTicket String "Ticket Holder" Label for ticket holder status
Config_CampaignMemberLabelProspect String "Prospect" Label for prospect status

Naming Configuration

Variable Type Default Description
Config_OrderStageNameDefault String "Prospecting" Default stage name for orders
Config_OrderExcludeFeePlatform Boolean false Subtract platform fees from order total
Config_OrderNameContact String (ASCII) Naming pattern for contact-based orders
Config_OrderNameAccount String (ASCII) Naming pattern for account-based orders

Campaign Member Sort Orders

Variable Type Default Description
Config_CampaignMemberSortOrderCommerce Number 9011.0 Sort order for commerce status
Config_CampaignMemberSortOrderTicket Number 9012.0 Sort order for ticket status

Output Variables

Variable Type Description
Record Opportunity SObject Updated opportunity record
Errors String[] Collection of error messages
Logs MoveDataLogEntry[] Processing logs from all operations
LogsJSON String JSON representation of processing logs

Flow Logic

1. Stage Finalization

  • Default Stage Detection:

  • Checks if current StageName equals Config_OrderStageNameDefault ("Prospecting")

  • Updates stage to "Closed Won" for completed commerce orders
  • Preserves existing stages that have been explicitly set

2. Dynamic Order Naming

  • Name Processing Decision:

  • Proceeds with naming only if Name is null or equals "Temp Value"

  • Logs order record details using WriteObjectToLogComponent for audit purposes

  • Customer Type Resolution:

  • Contact-Based Naming: When PrimaryContact or PrimaryContactAlt exists

  • Account-Based Naming: When neither contact option exists, defaults to account

  • Naming Pattern Selection:

For Contact-Based Orders:

  • Uses Config_OrderNameContact if configured and not blank
  • Falls back to default contact pattern (ASCII encoded): {!Contact.Name} {!CloseDate} {!Amount} {!RecordType.Name}

For Account-Based Orders:

  • Uses Config_OrderNameAccount if configured and not blank
  • Falls back to default account pattern (ASCII encoded): {!Account.Name} {!CloseDate} {!Amount} {!RecordType.Name}

3. Amount Processing for Naming

  • Temporary Amount Assignment:

When Amount is not set on the record:

  • Calculates temporary amount using CalculatedTotal formula
  • Sets amount temporarily for name parsing

  • Flags TempSetAmount for cleanup after name generation

  • Amount Calculation Formulas:

DefaultedTotal = IF(ISBLANK(Total), 0, Total)
DefaultedFeePlatform = IF(ISBLANK(FeePlatform), 0, FeePlatform)
CalculatedTotal = IF(Config_OrderExcludeFeePlatform==TRUE, DefaultedTotal - DefaultedFeePlatform, DefaultedTotal)

  • Field Cleanup:

  • Removes Amount field from record after name parsing when TempSetAmount is true

  • Uses ClearFieldFlowComponent to maintain data integrity
  • Prevents unintended amount assignment

4. Order Name Generation

  • Pattern Parsing:

Uses NamePatternParserComponent with different approaches:

  • Standard Contact/Account Processing:

  • Supports Contact and Account reference merging

  • Uses PrimaryContact and PrimaryAccount for standard relationships

  • Person Account Processing:

  • Uses PrimaryContactAlt for Person Account scenarios

  • Maps Person Account as both Contact and Account references

  • Error Handling:

  • Provides fault connectors for pattern parsing failures

  • Falls back to "Temp Value" when name generation fails
  • Uses Missing_Name decision for recovery scenarios

5. Campaign Member Management

  • Prerequisites Validation:

  • Campaign exists with valid ID

  • Contact exists with valid ID

  • Campaign member creation is enabled (Config_CreateCampaignMembers = true)

  • Action-Based Status Assignment:

  • Ticket Action:

  • Sets status to Config_CampaignMemberLabelTicket ("Ticket Holder")
  • Uses Config_CampaignMemberSortOrderTicket (9012.0)
  • Default Commerce:
  • Uses Config_CampaignMemberLabelCommerce ("Sale")

  • Uses Config_CampaignMemberSortOrderCommerce (9011.0)

  • Campaign Member Status Hierarchy:

The flow establishes a prioritized hierarchy:

  1. Team Leader (highest priority)
  2. Fundraiser
  3. Recurring Donor
  4. Commerce/Ticket Holder (target status for this flow)
  5. Prospect (lowest priority)

Formulas

Amount Calculation Formulas

  • DefaultedTotal Formula:
IF(ISBLANK(Total), 0, Total)

Provides zero default for null total values.

  • DefaultedFeePlatform Formula:
IF(ISBLANK(FeePlatform), 0, FeePlatform)

Provides zero default for null platform fee values.

  • CalculatedTotal Formula:
IF(Config_OrderExcludeFeePlatform==TRUE, DefaultedTotal - DefaultedFeePlatform, DefaultedTotal)

Conditionally subtracts platform fees from order total based on configuration.

Constants

Naming Pattern Constants

  • OrderNameContact: ASCII-encoded string representing: {!Contact.Name} {!CloseDate} {!Amount} {!RecordType.Name}

  • OrderNameAccount: ASCII-encoded string representing: {!Account.Name} {!CloseDate} {!Amount} {!RecordType.Name}

  • TEMP_NAME: Constant value "Temp Value" used as placeholder during name generation.

Error Handling

Name Processing Protection

  • Uses fault connectors for name parsing failures
  • Falls back to "Temp Value" when name generation fails
  • Maintains processing continuity despite naming errors
  • Handles both standard and Person Account naming scenarios

Amount Field Management

  • Tracks temporary amount assignment with TempSetAmount boolean flag
  • Ensures proper cleanup of temporary fields using field collection
  • Prevents data corruption from incomplete processing

Campaign Member Validation

  • Validates all required relationships before processing
  • Handles missing campaign or contact scenarios gracefully
  • Provides detailed logging for troubleshooting

Dependencies

Apex Components

  • movedata__ClearFieldFlowComponent: Field cleanup for temporary values
  • movedata__WriteObjectToLogComponent: Order record logging
  • movedata__NamePatternParserComponent: Dynamic name generation with reference support