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Campaign 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_Campaign_Key
  • Label: [MoveData] Donation: Campaign - Platform Key
  • Type: Auto-Launched Flow Template
  • API Version: 60.0
  • Status: Active

This utility flow generates standardised platform keys for campaign 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 campaigns across different donation platforms
  • Enable reliable campaign matching and deduplication

Salesforce Fields

This flow interacts with the Salesforce Campaign 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 unique 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 campaign
Type String No Campaign type or category from the external platform
SalesforceKey String No Existing Salesforce key (if present, flow terminates early)

Output Variables

Variable Type Description
Result String Generated platform key in the appropriate format

Flow Logic

1. Salesforce Key Check

The flow first determines whether a Salesforce key already exists:

  • If SalesforceKey is present: Flow terminates without generating a new key
  • If SalesforceKey is null: Proceeds to generate platform key using untyped format

2. Platform Key Generation

The flow uses the following key format based on available data:

Untyped Platform Key Format

Platform:Key
  • Example: gofundme:abc123

Error Handling

  • Gracefully handles null Type values
  • Respects existing Salesforce keys to prevent overwrites
  • Uses simple string concatenation for reliable key generation

Dependencies

None