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Campaign Record Match 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_Duplicate
  • Label: [MoveData] Donation: Campaign - Record Match
  • Type: Auto-Launched Flow Template
  • API Version: 60.0
  • Status: Active

This utility flow performs duplicate detection for campaign records by using platform keys to identify existing campaigns in Salesforce, enabling proper record matching and preventing duplicate creation during data imports.

Purpose

The flow provides duplicate detection capabilities that:

  • Uses generated platform keys to look up existing campaign records
  • Checks the movedata__Platform_Key__c field for matches
  • Returns Salesforce Record IDs when duplicates are found
  • Supports both Salesforce Key and Platform Key lookup strategies
  • Enables proper upsert operations during campaign imports

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 external platform identifier for matching

Input Variables

Variable Type Required Description
SalesforceKey String No Existing Salesforce Record ID (if known)
PlatformKey String Yes Generated platform key for lookup matching

Output Variables

Variable Type Description
Result String Salesforce Record ID of matching campaign (if found)

Flow Logic

1. Salesforce Key Priority Check

The flow first determines the lookup strategy:

  • If SalesforceKey is provided: Returns the existing Salesforce Key immediately
  • If SalesforceKey is null: Proceeds to platform key lookup

2. Platform Key Lookup

When no Salesforce key exists, the flow performs platform key matching:

  • Uses movedata__PlatformKeyLookupComponent Apex action
  • Searches Campaign records by movedata__Platform_Key__c field
  • Returns the matching Salesforce Record ID if found

Lookup Strategy

The duplicate detection follows this hierarchy:

  1. Direct Salesforce Key: If provided, use immediately (highest priority)
  2. Platform Key Lookup: Search existing records using platform key matching
  3. No Match: Returns null if no duplicate found

Dependencies

  • movedata__PlatformKeyLookupComponent (Apex action)