Account Post-Upsert 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_Post
- Label: [MoveData] Donation: Account - Post Upsert
- Type: Auto-Launched Flow Template
- API Version: 60.0
- Status: Active
This flow handles post-processing operations after account records are created or updated, focusing specifically on platform key association.
Purpose
The flow performs post-upsert operations that:
- Creates platform key associations linking accounts to external platform identifiers
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 |
|---|---|---|
| Id | ID | Unique record identifier |
Input Variables
Core Account Data
| Variable | Type | Required | Description |
|---|---|---|---|
Record |
Account SObject | Yes | The Account record that was created/updated |
Platform |
String | Yes | External platform identifier |
PlatformKey |
String | Yes | External platform's account identifier |
Config_MoveDataEngine |
Number | No | Engine version identifier |
Output Variables
| Variable | Type | Description |
|---|---|---|
Record |
Account SObject | Updated account record |
Flow Logic
1. Platform Key Association
The flow immediately processes platform key creation:
- Subflow Call: Invokes
MoveData_Donation_Helper_Set_Account_Platform_Key
Processing Flow
- Platform Key Creation: Create platform key association
Dependencies
MoveData_Donation_Helper_Set_Account_Platform_Key(Subflow)