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

This flow orchestrates the complete mapping and transformation of account data from external donation platforms into Salesforce Account records, with name protection mechanisms and comprehensive data processing.

Purpose

The flow provides complete account mapping orchestration that:

  • Implements name protection for existing account data
  • Orchestrates account detail processing with configurable field controls
  • Manages platform key association for external system integration
  • Provides case transformation for account names
  • Supports billing address processing

Salesforce Fields

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

Field API Name Field Type Purpose in Flow
Name Text Account name identifier
movedata__Protect_Name__c Checkbox Prevents automatic updates to account name

Input Variables

Core Account Data

Variable Type Required Description
Record Account SObject Yes The Account record being processed
Name String Yes Account name from external platform
Phone String No Account's phone number
Website String No Account's website URL
Platform String Yes External platform identifier
PlatformKey String Yes External platform's account identifier

Address Data

Variable Type Description
MailingAddress_Street String Account's street address
MailingAddress_City String Account's city
MailingAddress_State String Account's state/province
MailingAddress_StateCode String Account's state/province code
MailingAddress_Country String Account's country
MailingAddress_CountryCode String Account's country code
MailingAddress_Postcode String Account's postal code

Configuration Variables

Name Processing

Variable Type Default Description
Config_AccountNameCase Number 0 Account name case transformation
Config_AdvancedIgnoreMixedCase Boolean false Ignore mixed-case detection

Field Processing Controls

Variable Type Default Description
Config_AccountIgnorePhone Boolean false Skip phone processing
Config_AccountIgnoreWebsite Boolean false Skip website processing
Config_AccountIgnoreAddress Boolean false Skip address processing
Config_AccountIgnoreType Boolean false Skip type processing
Config_AccountDefaultType String "Other" Default account type
Config_AccountUseCountryCode Boolean false Use country code for address
Config_AccountUseStateCode Boolean false Use state code for address

Output Variables

Variable Type Description
Record Account SObject Fully processed account record

Flow Logic

1. Name Protection Assessment

The flow first evaluates account name protection requirements:

  • Name Protection Check:

  • Checks if account has movedata__Protect_Name__c flag set

  • Only applies to existing accounts with the protection flag enabled

  • Skips name processing when protection is active

  • Protection Logic:

  • Protected: Skips name assignment and proceeds directly to detail processing

  • Not Protected: Processes name with case transformation and validation

2. Name Processing

When name protection is not active:

  • Name Assignment:

  • Uses movedata__SetValueComponent for sophisticated name processing

  • Applies case transformation based on Config_AccountNameCase
  • Respects mixed-case detection settings via Config_AdvancedIgnoreMixedCase
  • Sets the account name field with formatted value

3. Account Details Processing

Calls the Account Details Helper subflow with:

  • Configuration Variables:

  • Config_AccountIgnorePhone: Controls phone field processing

  • Config_AccountIgnoreWebsite: Controls website field processing
  • Config_AccountIgnoreAddress: Controls address field processing
  • Config_AccountIgnoreType: Controls type field processing
  • Config_AccountUseCountryCode: Controls use of country code for address processing

  • Config_AccountUseStateCode: Controls use of state code for address processing

  • Data Variables:

  • All address components (street, city, state, state code, country, country code, postcode)

  • Phone and website information
  • Account type defaulting to Config_AccountDefaultType

Processing Flow

  1. Name Protection Check: Evaluate if account name should be protected
  2. Name Processing: Set account name with case transformation (if not protected)
  3. Details Processing: Call helper subflow for field-level processing

Dependencies

  • MoveData_Donation_Helper_Set_Account_Details (Subflow)
  • MoveData_Donation_Helper_Set_Account_Platform_Key (Subflow)
  • movedata__SetValueComponent (Apex action)