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Account Platform Key Helper 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_Helper_Set_Account_Platform_Key
  • Label: [MoveData] Donation: Helper - Set Account Platform Key
  • Type: Auto-Launched Flow Template
  • API Version: 60.0
  • Status: Active

This helper flow manages the creation and association of platform keys for account records, establishing the link between external platform identifiers and Salesforce account records.

Purpose

The flow provides platform key management that:

  • Creates platform key records linking accounts to external platform identifiers
  • Validates platform key data integrity and prevents conflicts
  • Provides error handling for platform key creation failures

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
Record Account SObject Yes The Account record to associate with platform key
Platform String Yes Platform identifier (e.g., "gofundme", "justgiving")
PlatformKey String Yes External platform's unique identifier for the account
Stage String Yes Processing stage indicator ("pre" or "post")

Output Variables

Variable Type Description
Record Account SObject Updated account record
Errors String Collection Error messages from platform key creation

Flow Logic

1. Platform Key Creation

When validation passes, the flow creates the platform key association:

  • Component: Uses movedata__PlatformKeyCreateComponent Apex action
  • Validation: Includes ErrorIfDifferentObjectId to prevent key conflicts
  • Ensures that the same platform key is not used on another record. Shouldn't happen as the platform should have matched earlier.
  • Association: Set the platform key, linking it to the account record

2. Error Handling

The flow includes comprehensive error management:

  • Success Validation: Checks if platform key creation was successful
  • Error Logging: Captures error messages for troubleshooting

Processing Flow

  1. Validation: Check stage equals "post" and platform key is not empty
  2. Creation: Call Apex component to create platform key record
  3. Success Check: Verify platform key creation succeeded
  4. Error Handling: Collect and return any errors encountered

Error Scenarios

Common error conditions handled:

  • Duplicate Platform Keys: When the same platform key already exists for a different account

Dependencies

  • movedata__PlatformKeyCreateComponent (Apex action)