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Order Item 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_Commerce_Order_Item_Mapping
  • Label: [MoveData] Commerce: Order Item - Mapping
  • Type: Auto-Launched Flow Template
  • API Version: 56.0
  • Status: Active

This flow handles the comprehensive mapping and transformation of commerce order item data from external platforms into Salesforce OpportunityLineItem records. It processes order items with price book entry relationships, pricing logic, and opportunity associations.

Purpose

The flow processes incoming order item data and maps it to appropriate Salesforce fields while handling:

  • Product relationship management through price book entries
  • Opportunity relationship assignment for order items
  • Flexible pricing logic with support for both unit price and total price models
  • Platform key assignment for external system tracking
  • Quantity and pricing calculations
  • Currency determination and multi-currency support
  • Fee skipping logic based on configuration settings
  • Error handling and reporting

Salesforce Fields

The flow interacts with multiple Salesforce objects and their fields. Below is a comprehensive mapping of all fields utilized:

Object Field API Name Field Type Purpose in Flow
OpportunityLineItem Id ID Primary record identifier
OpportunityId Master-Detail to Opportunity Links line item to parent order
PricebookEntryId Lookup to PricebookEntry Product pricing relationship
Quantity Number Item quantity
UnitPrice Currency Price per unit
TotalPrice Currency Total line item price
md_npc_pack__Platform_Key__c Text External platform identifier
Product2 Id ID Product record identifier
Opportunity Id ID Order record identifier
PricebookEntry Id ID Price book entry identifier
Product2Id Lookup to Product2 Product relationship
Pricebook2Id Lookup to Pricebook2 Price book relationship

Input Variables

Core Order Item Data

Variable Type Required Description
Record OpportunityLineItem SObject Yes The OpportunityLineItem record being processed
Quantity Number No Order item quantity
UnitPrice Currency No Price per unit
Total Currency No Total line item price
OrderTotal Currency No Total order amount
PlatformKey String No Unique platform key for record matching
Catalog_Type String No Type of catalog item (e.g., "fee")
OrderCurrencyType String No Currency code for the order
Config_OrderTotalSubtractFeePlatform Boolean No Configuration to skip fee items
Variable Type Description
CatalogRecord Product2 SObject Associated product
OrderRecord Opportunity SObject Associated order/opportunity

Platform Integration

Variable Type Description
StandardPriceBookId String Standard price book ID
PriceBookEntryId String Price book entry ID

Output Variables

Variable Type Description
Record OpportunityLineItem SObject Updated line item record
Continue Boolean Whether to continue processing
Errors String Collection Collection of error messages

Flow Logic

1. Fee Skipping Logic

Fee Evaluation: * Checks if Config_OrderTotalSubtractFeePlatform is true * Evaluates if Catalog_Type equals "fee" * If both conditions are met, sets Continue to true and skips processing * Otherwise, proceeds to product relationship management

2. Product Relationship Management

  • Product Assignment:

  • Proceeds only if CatalogRecord (Product2) is provided

  • Ensures proper product relationship for line item creation

  • Currency Determination:

  • Calls movedata__CurrencyCodeComponent Apex action to determine currency

  • Processes OrderCurrencyType input parameter

  • Returns standardized currency code for price book entry lookup

  • Price Book Entry Retrieval:

  • Calls GetPriceBookEntryFlowComponent Apex action instead of direct SOQL lookup

  • Passes CurrencyCode, Pricebook2Id, and Product2Id parameters
  • Handles multi-currency scenarios through Apex component

  • Returns PricebookEntry record for assignment

  • Error Handling:

  • Evaluates if PricebookEntry was found

  • If no entry found, adds error message to Errors collection
  • Error message: "Could not find a Pricebook Entry."
  • If found, sets PricebookEntryId on the line item record

3. Opportunity Relationship Processing

  • Order Assignment:

  • Sets OpportunityId when OrderRecord is provided

  • Links line item to parent opportunity/order
  • Maintains order-item relationship structure

4. Pricing Logic Processing

The flow handles two distinct pricing models:

Unit Price Model

  • Condition: UnitPrice is provided and not null

  • Processing:

  • Sets Quantity field from input

  • Sets UnitPrice field from input
  • Allows Salesforce to calculate TotalPrice automatically

Total Price Model

  • Condition: Total is provided and not null

  • Processing:

  • Sets Quantity field from input

  • Sets TotalPrice field from input

  • Allows Salesforce to calculate UnitPrice automatically

  • Default Behavior:

  • If neither UnitPrice nor Total is provided, proceeds without price assignment

  • Maintains flexibility for different pricing scenarios

5. Platform Key Assignment

  • Platform Key Processing:

  • Sets md_npc_pack__Platform_Key__c field with provided platform key

  • Enables future matching and duplicate detection
  • Supports external system integration

Formulas

Price Book ID Calculation

  • Formula Name: CalculatedPriceBookId

  • Expression: StandardPriceBookId

  • Purpose: Provides a standardized reference to the price book ID for consistent price book entry lookups.

Price Book Entry Requirements

Prerequisites

  • Product Relationship:

  • CatalogRecord must be provided with valid Product2.Id

  • Product must exist in Salesforce before line item creation

  • Price Book Configuration:

  • StandardPriceBookId must reference an active price book

  • Product must have a corresponding PricebookEntry in the standard price book
  • Price book entry must be active for successful lookup
  • Currency must match between order and price book entry

Lookup Logic

  • Action Call Parameters:

  • CurrencyCode: Processed currency type from order

  • Pricebook2Id: Matches StandardPriceBookId

  • Product2Id: Matches CatalogRecord.Id

  • Error Handling:

  • Action call handles complex lookup logic including currency matching

  • Flow adds error to Errors collection if no matching price book entry found
  • Ensures data integrity for commerce transactions

Error Handling

Missing Data Scenarios

  • No Product: Flow skips price book entry lookup and proceeds to opportunity assignment
  • No Price Book Entry: Flow adds error message to Errors collection instead of failing
  • No Opportunity: Flow proceeds without setting OpportunityId
  • Fee Items: Flow can skip processing based on configuration settings

Data Quality Validation

The flow handles various data quality issues:

  • Null Values: Graceful handling of missing optional parameters
  • Pricing Flexibility: Supports different pricing models from external platforms
  • Relationship Integrity: Ensures proper product-price book relationships
  • Currency Handling: Processes multi-currency scenarios through dedicated components
  • Error Collection: Accumulates errors for batch reporting instead of failing immediately

Dependencies

  • Salesforce Objects:

  • Product2 (input record for product relationship)

  • Opportunity (input record for order relationship)

  • PricebookEntry (retrieved through Apex action)

  • Apex Components:

  • movedata__CurrencyCodeComponent - Currency processing

  • GetPriceBookEntryFlowComponent - Price book entry retrieval

  • System Requirements:

  • Active Standard Price Book in organization

  • Valid PricebookEntry records for all products with appropriate currency settings
  • Appropriate permissions for OpportunityLineItem management
  • MoveData package components must be available