Account Platform Key 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_Key
- Label: [MoveData] Donation: Account - Platform Key
- Type: Auto-Launched Flow Template
- API Version: 60.0
- Status: Active
This utility flow generates standardised platform keys for account records by combining platform identifiers and keys into a consistent format for tracking and integration purposes. These are used to match on existing records.
Purpose
The flow creates unique platform keys that:
- Provide consistent identification for accounts across different donation platforms
- Enable reliable account matching and deduplication
Salesforce Fields
This flow interacts with the Account Platform Key custom object and its related fields. Below is a mapping of all fields utilized:
| Field API Name | Field Type | Purpose in Flow |
|---|---|---|
| movedata__Platform_Key__c | Text | Stores external platform identifier |
Input Variables
| Variable | Type | Required | Description |
|---|---|---|---|
Platform |
String | Yes | Platform identifier (e.g., "gofundme", "justgiving") |
Key |
String | Yes | External platform's unique identifier for the account |
Output Variables
| Variable | Type | Description |
|---|---|---|
Result |
String | Generated platform key in the appropriate format |
Flow Logic
1. Key Existence Check
The flow first determines whether a key is provided:
- If Key is present: Proceeds to generate platform key
- If Key is null: Flow terminates without generating a key
2. Platform Key Generation
The flow uses the following key format:
Platform Key Format
Platform:Key
- Example:
gofundme:org456
Error Handling
- Gracefully handles null Key values
- Uses simple string concatenation for reliable key generation
Dependencies
None